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Stripe valued at $159B, 2025 annual letter

8 hours ago
  • #AI Commerce
  • #Stripe
  • #Financial Services
  • Stripe announces a tender offer at a $159B valuation to provide liquidity to current and former employees.
  • Businesses on Stripe generated $1.9 trillion in total volume, up 34% from 2024, equivalent to 1.6% of global GDP.
  • Stripe's Revenue suite is on track to hit an annual run rate of $1 billion this year.
  • Stripe powers 90% of the Dow Jones Industrial Average and 80% of the Nasdaq 100.
  • The 2025 cohort of new businesses on Stripe is the highest performing in the company’s history, with 57% based outside the US.
  • Stripe is building economic infrastructure for AI, including the Agentic Commerce Protocol (ACP) and Agentic Commerce Suite.
  • Stablecoin payments volume doubled to around $400 billion in 2025, with 60% estimated to be B2B payments.
  • Stripe acquired Privy and unveiled Tempo, a blockchain purpose-built for payments.
  • Stripe remains robustly profitable, investing heavily in product development and acquisitions.