Stripe has secured a $159 billion valuation through a tender offer, with investors including Thrive Capital, Coatue, and a16z providing liquidity for employees. The programmable financial services company also published its 2025 annual letter, revealing that businesses on its platform generated $1.9 trillion in total volume, up 34% year-over-year and representing roughly 1.6% of global GDP.

Beyond payments, Stripe's Revenue suite is approaching a $1 billion annual run rate, while the company 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 yet, with companies incorporating via Stripe Atlas monetizing faster than ever. Among Atlas startups, 20% charged their first customer within 30 days, up from 8% in 2020.

Stripe is positioning itself as the financial infrastructure layer for the AI era, developing the Agentic Commerce Protocol with OpenAI and launching tools for businesses to sell across multiple AI interfaces. The company also sees explosive growth in stablecoin adoption, with payments volume doubling to around $400 billion in 2025, 60% of which represents B2B transactions. After acquiring Bridge and Privy, Stripe unveiled Tempo, a blockchain purpose-built for payments with sub-second finality.