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James Fawcett

Managing Director and Senior Equity Research Analyst at Morgan Stanley

James Fawcett is a Managing Director and Senior Equity Research Analyst at Morgan Stanley, specializing in coverage of the technology, hardware, and telecommunications sectors. He is recognized for his in-depth analysis and coverage of major technology companies such as Cisco, Hewlett Packard Enterprise, Juniper Networks, Arista Networks, and NetApp, and is ranked among the top Wall Street analysts for his strong track record in successful stock recommendations and above-average investor returns. Beginning his financial career at Salomon Brothers in the 1990s, Fawcett has held equity research positions at leading banks, joining Morgan Stanley in the early 2000s and progressing to Managing Director through demonstrated expertise and leadership. He holds FINRA Series 7, 63, 86, and 87 licenses, and is frequently cited in financial media for industry insight and forecasting accuracy.

James Fawcett's questions to VISA (V) leadership

Question · Q4 2025

James Fawcett inquired about Visa's strategy and expected role in agentic commerce transactions, including the anticipated ramp-up and key milestones in its development.

Answer

Ryan McInerney, Visa's Chief Executive Officer, explained that Visa is taking a leadership role in setting standards for agentic commerce, similar to its past contributions in e-commerce and mobile commerce. He highlighted Visa Intelligent Commerce and the recently announced Visa Trusted Agent Protocol as examples of open, easy-to-integrate solutions designed to ensure secure and authorized agent transactions.

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Question · Q4 2025

James Fawcett asked about Visa's strategic role and expected development milestones in agentic commerce, seeking insight into the company's participation in this emerging transaction type.

Answer

CEO Ryan McInerney highlighted Visa's leadership in setting standards for agentic commerce, referencing Visa Intelligent Commerce and the recently announced open and easy-to-integrate Visa Trusted Agent Protocol, positioning Visa as a key enabler for this new wave of digital commerce.

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