In today’s briefing:
- DLocal Bets Big on Stablecoins: A Hidden Payments Power Play?
- StoneCo: An Analysis Of Its TPV Growth, Competitive Dynamics & Growth Catalysts!
DLocal Bets Big on Stablecoins: A Hidden Payments Power Play?
- dLocal Limited’s latest earnings report for Q2 2025 highlights a period of strong financial performance, business expansion, and strategic enhancements, although it is tempered by certain macroeconomic risks and strategic decisions impacting the bottom line.
- On the positive side, the company posted record results across its key financial metrics.
- Total Payment Volume (TPV) reached an all-time high of $9.2 billion, marking a 53% year-over-year increase.
StoneCo: An Analysis Of Its TPV Growth, Competitive Dynamics & Growth Catalysts!
- StoneCo Ltd., a financial technology firm focusing on financial services for micro, small, and medium-sized businesses (MSMBs) in Brazil, recently underwent significant strategic shifts aligned with its core focus.
- The company announced the divestiture of its software assets, including the sale of Linx to TOTVS and SimplesVet to PetLove, aiming to reinforce its focus on payments, banking, and credit, which represent 90% of its total addressable market (TAM).
- With an estimated total value unlocked from these divestitures exceeding BRL 4 billion, the company intends to allocate excess capital in line with shareholder value maximization strategies, primarily through share buybacks if no value-accretive opportunities are found.
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