Western Union Struggles With Legacy Infrastructure, Yet Oversold
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Western Union is experiencing a shift in its revenue mix, with a decline in Consumer Money Transfer and growth in Consumer Services, driven by digital infrastructure investments. Expansion into new corridors and changes in U.S. immigration policy are expected to impact future revenues.
February 09, 2025 | 1:15 pm
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Western Union's revenue mix is changing, with Consumer Money Transfer declining and Consumer Services growing due to digital investments. Expansion into new corridors and U.S. immigration policy changes are expected to impact future revenues.
Western Union is investing in digital infrastructure, leading to growth in Consumer Services. Expansion into new corridors like U.S. to Guatemala and U.K. to India is expected to capture significant revenue. Additionally, changes in U.S. immigration policy could impact revenues by $300M in 2025, contributing to a forecasted $4B in revenues by 2025.
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