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    Ryan (for Ramsey El-Assal) • Barclays

    Ryan (for Ramsey El-Assal)'s questions to Fidelity National Information Services Inc (FIS) leadership

    Ryan (for Ramsey El-Assal)'s questions to Fidelity National Information Services Inc (FIS) leadership • Q1 2025

    Question

    An analyst on behalf of Ramsey El-Assal asked about the most accessible cost synergies from the Issuer Solutions acquisition and the expected timeline for their realization.

    Answer

    CEO Stephanie Ferris identified the primary cost synergies as rationalizing duplicate vendor costs, optimizing back-office functions like card production, and combining operational capabilities. CFO James Kehoe detailed the timeline, stating that of the $150 million in total synergies, they expect to realize them evenly over year two and year three post-close. He also noted a longer-term revenue synergy potential of $125 million.

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    Ryan (for Ramsey El-Assal)'s questions to Rackspace Technology Inc (RXT) leadership

    Ryan (for Ramsey El-Assal)'s questions to Rackspace Technology Inc (RXT) leadership • Q4 2024

    Question

    Ryan, on behalf of Ramsey El-Assal, inquired about recent changes in the demand environment, deal conversion timeliness, and any new 'green shoots' as 2025 budgets are finalized. He also asked for the driver behind the Q4 uptick in infrastructure resale and the outlook for 2025.

    Answer

    CEO Amar Maletira responded that visibility has improved, citing strong Public Cloud momentum from better execution, a refreshed sales team, and a services-led strategy. He also noted 'green shoots' in Private Cloud with larger data center transformation deals. Regarding infrastructure resale, Maletira attributed the Q4 increase to typical seasonality but noted limited visibility. He projects the category will be flattish to slightly down in 2025 as the company prioritizes profitability on contract renewals.

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