Earnings summaries and quarterly performance for Fidelity National Information Services.
Executive leadership at Fidelity National Information Services.
Stephanie Ferris
Detailed
Chief Executive Officer and President
CEO
AB
Alexandra Brooks
Detailed
Chief Accounting Officer
CT
Caroline Tsai
Detailed
Chief Legal & Corporate Affairs Officer and Corporate Secretary
FB
Firdaus Bhathena
Detailed
Chief Technology Officer
JK
James Kehoe
Detailed
Chief Financial Officer
RT
Robert Toohey
Detailed
Chief People Officer
Board of directors at Fidelity National Information Services.
Research analysts who have asked questions during Fidelity National Information Services earnings calls.
DD
Dan Dolev
Mizuho Financial Group
6 questions for FIS
Also covers: ACN, ADP, AFRM +14 more
JK
Jason Kupferberg
Bank of America
5 questions for FIS
Also covers: ACN, ADP, AFRM +14 more
DP
Darrin Peller
Wolfe Research, LLC
4 questions for FIS
Also covers: ACN, ADYYF, AVDX +24 more
TH
Tien-tsin Huang
JPMorgan Chase & Co.
4 questions for FIS
Also covers: ACN, ADP, ALIT +23 more
VG
Vasundhara Govil
Keefe, Bruyette & Woods (KBW)
4 questions for FIS
Also covers: EEFT, EVTC, GPN +4 more
John Davis
Raymond James Financial
3 questions for FIS
Also covers: CPAY, EVRI, EVTC +7 more
TC
Timothy Chiodo
UBS Group AG
3 questions for FIS
Also covers: AFRM, AVDX, CHYM +16 more
Trevor Williams
Jefferies LLC
3 questions for FIS
Also covers: ACIW, CPAY, GPN +8 more
AS
Andrew Schmidt
Citigroup Inc.
2 questions for FIS
Also covers: ALKT, BILL, CWAN +15 more
BB
Brian Bergen
TD Cowen
2 questions for FIS
Also covers: CINT
BB
Bryan Bergin
TD Cowen
2 questions for FIS
Also covers: ACN, ADP, ASUR +17 more
Ramsey El-Assal
Barclays
2 questions for FIS
Also covers: ACN, ADP, AFRM +20 more
TX
Tian Xing Wang
JPMorgan Chase & Co.
2 questions for FIS
WN
William Nance
The Goldman Sachs Group, Inc.
2 questions for FIS
Also covers: AFRM, AMTD, AVDX +19 more
CK
Cristopher Kennedy
William Blair & Company
1 question for FIS
Also covers: ALKT, AXP, CTLP +14 more
DP
Darren Peller
Wolfe Research
1 question for FIS
DK
David Koning
Robert W. Baird & Co.
1 question for FIS
Also covers: ACN, AVDX, CNXC +16 more
JF
James Faucette
Morgan Stanley
1 question for FIS
Also covers: ACN, ADP, AFRM +24 more
Ken Suchoski
Autonomous Research
1 question for FIS
Also covers: BILL, CPAY, CRCL +7 more
MC
Matt Coad
Truist Securities
1 question for FIS
Also covers: AFRM, DLO, TOST
Rayna Kumar
Oppenheimer & Co. Inc.
1 question for FIS
Also covers: EEFT, EFX, FOUR +9 more
Recent press releases and 8-K filings for FIS.
FIS completes acquisition of Global Payments Issuer Solutions and sale of Worldpay stake
FIS
M&A
- FIS acquired Global Payments’ Issuer Solutions business for an enterprise value of $13.5 billion (net purchase price of $12 billion including $1.5 billion NPV of tax assets) on January 9, 2026.
- Concurrently sold its remaining 45% minority interest in Worldpay to Global Payments, fully monetizing its stake.
- The acquired Issuer Solutions business processes over 40 billion transactions annually, with a client presence in more than 75 countries and partnerships with 150+ financial institutions and corporates.
- Transaction is expected to generate an additional $500 million of incremental Adjusted Free Cash Flow in 2026 and $700 million by 2028.
Jan 12, 2026, 12:27 PM
FIS launches agentic commerce offering
FIS
Product Launch
- FIS unveils the first industry solution enabling banks to conduct agentic commerce—AI-mediated transactions—following its acquisition of the Total Issuing™ Solutions portfolio and in partnership with Mastercard and Visa.
- In agentic commerce, AI acts as a personal assistant to source, negotiate and complete purchases using preapproved payment methods within existing authorization, authentication and dispute frameworks.
- The offering, expected by end of Q1 2026, equips issuers with “Know Your Agent” data to enhance fraud protection, reduce chargebacks and improve approval rates for merchants.
- Designed to help banks lead in AI-driven commerce, the solution delivers seamless customer experiences while maintaining security and compliance.
Jan 12, 2026, 12:02 PM
FIS launches agentic commerce offering and completes Global Payments issuer solutions acquisition
FIS
Product Launch
M&A
- FIS® introduced its first agentic commerce offering, enabling banks to securely conduct AI agent–driven transactions with card networks, following the close of its FIS Total Issuing™ Solutions portfolio acquisition.
- FIS completed the acquisition of Global Payments’ Issuer Solutions business (formerly TSYS) for an enterprise value of $13.5 billion and net purchase price of $12 billion, alongside the sale of its Worldpay stake.
Jan 12, 2026, 12:02 PM
FIS completes acquisition of Global Payments’ issuer solutions business and divests Worldpay stake
FIS
M&A
- FIS closed its purchase of Global Payments’ Issuer Solutions business (formerly TSYS) for an enterprise value of $13.5 billion (net purchase price $12 billion, including $1.5 billion NPV of tax assets).
- Simultaneously, FIS sold its remaining 45% minority stake in Worldpay to Global Payments, fully monetizing its position.
- The deal bolsters FIS’s Banking and Payments segment with new AI capabilities and expanded loyalty and commerce solutions, leveraging a global issuer market opportunity of $28 billion.
- FIS expects to generate an additional $500 million in incremental adjusted free cash flow in 2026 and $700 million by 2028, alongside significant revenue and cost synergies.
Jan 12, 2026, 12:00 PM
FIS announces leadership transition at Aspect
FIS
CEO Change
Board Change
Management Change
- Jeff Kupietzky named interim CEO, as Darryl Kelly transitions to strategic advisor effective January 1, 2026.
- Formation of a new independent board chaired by Tom Manning, alongside Louis Summe and Nicole Anasenes.
- Transition will not affect existing commercial, service or compliance agreements.
Jan 7, 2026, 8:49 AM
FIS announces leadership transition and new independent board at Aspect
FIS
CEO Change
Board Change
Management Change
- Aspect named Jeff Kupietzky as interim CEO, with Darryl Kelly moving to a strategic advisor role effective January 1, 2026.
- The company formed a new independent board led by Tom Manning and including Louis Summe and Nicole Anasenes.
- Management confirms the transition will not affect existing services or agreements.
Jan 7, 2026, 8:48 AM
FIS outlines growth, TSYS deal, and financial targets at UBS 2025 Tech Conference
FIS
Guidance Update
M&A
Revenue Acceleration/Inflection
- FIS’s banking segment is outperforming its organic growth target of just over 3%, driven by commercial excellence initiatives in digital, payments and lending, while capital markets saw a ~1% headwind in Q2 from loan syndication tariffs that has since recovered in Q3–Q4, supporting mid-single-digit growth.
- The company has consolidated its core banking platforms into three strategic offerings—Horizon for $5–20 billion banks, IBS for $20+ billion institutions, and MVP for the largest banks—driving recurring revenue through cross-sells of 30–35 ancillary products per client.
- FIS expects its TSYS acquisition to close in Q1 2026, filling a credit-processing gap for large issuers, augmenting debit, prepaid and loyalty capabilities, and should be slightly accretive to EPS in year one.
- For FY 2026, FIS targets +60 bps of adjusted margin expansion—led by favorable revenue mix and cost programs—and >90% free cash flow conversion, supported by lower CapEx, working capital optimization (~$50 million benefit) and phasing of cash taxes.
Dec 2, 2025, 5:15 PM
FIS provides business update at UBS 2025 Global Technology and AI Conference
FIS
Guidance Update
M&A
- Banking segment growth ahead of guidance with organic revenue up just north of 3%, while capital markets organic growth remains around 6%, partly impacted by Q2 loan syndication tariffs but recovered in Q3.
- Core banking strategy serves institutions by size: Horizon for $5–20 B banks, IBS for ≥$20 B, and MVP for >$100 B with modular digital and ledger services, focusing on cross-sells of 30–35 ancillary products to maximize recurring revenue.
- Payments expansion includes >$500 M ADOP opportunity in debit processing, planned integration of TSYS to fill a major credit-processing gap for large issuers, and launch of loyalty and prepaid services.
- Affirm partnership to enable BNPL for smaller FIS banks via core integration, with joint development in 2026 and go-live by mid-late 2026.
- Financial targets reaffirmed: >60 bps EBIT margin expansion and >90% free cash flow conversion for 2026, doubling GAAP cash flow towards ~$3 B by 2028, with a sustainable 13.5% adjusted tax rate.
Dec 2, 2025, 5:15 PM
FIS CEO Ferris outlines strategic priorities at KBW Fintech Payments Conference
FIS
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Ferris emphasized FIS’s future forward strategy focused on client centricity, innovation, and simplicity since her late-2022 appointment.
- Pricing has become a net positive tailwind, balancing competitive new-business rates with cross-selling across an average of 26 products per banking client.
- The banking segment delivered strong Q3 net new sales, account growth, and consumer spend, with momentum expected to continue into Q4.
- Strategic acquisitions include Dragonfly for commercial digital banking and amount for digital account opening, along with the Q1 2026 close of the TSYS issuer processing deal to enhance credit card capabilities and drive cash flow.
- FIS is deploying AI to boost internal productivity and product functionality (e.g., cash-flow forecasting) and partnering with Circle to integrate stablecoin support via its Money Movement Hub.
Nov 13, 2025, 9:05 PM
FIS outlines strategy and growth drivers at KBW Fintech Payments Conference 2025
FIS
M&A
Revenue Acceleration/Inflection
- FIS’s Future Forward strategy centers on client centricity, innovation, and simplicity to deliver durable revenue growth, profitable margins, and improved return on invested capital.
- The banking segment posted strong Q3 growth driven by 150 bps of net new sales, expanded accounts on file, and a net pricing tailwind, with momentum expected to carry into Q4 and 2026.
- The TSYS issuer processing deal, expected to close in Q1 2026, adds best-in-class credit card processing and global reach, while generating significant cash flow and delivering modest synergies (~$50 m revenue by Year 3).
- FIS acquired Dragonfly and Amount to bolster its digital banking suite and is enabling stablecoin payments via its Money Movement Hub in partnership with Circle.
Nov 13, 2025, 9:05 PM
Quarterly earnings call transcripts for Fidelity National Information Services.
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