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Company Research11 Mar 2024
Companies That Had Their IPO in 2001: The Deflating Dot Com Bubble
An overview of the IPO landscape in 2001 as the dot com bubble continued to deflate and the number of companies going public dramatically decreased.
Global Payments
Global Payments (GPN) investor relations material
Global Payments Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Completed Worldpay acquisition and Issuer Solutions divestiture, transforming into a unified, pure-play merchant solutions provider and accelerating strategic focus on commerce solutions.
Achieved strong 2025 growth with 6% constant currency adjusted net revenue growth and 11–12% adjusted EPS growth, margin expansion, and robust free cash flow.
Launched the Genius platform, expanded salesforce, and invested in AI and product innovation.
Announced $2.5B share repurchase authorization and initiated a $550M accelerated buyback.
Transitioned to a unified global operating model and modernized technology stack.
Financial highlights
Full-year 2025 adjusted net revenue: $9.32B, up 6% year-over-year (constant currency, ex-dispositions).
Adjusted operating margin for 2025: 44.2%, up 97–100 bps; Q4 margin: 44.7%, up 80 bps.
Adjusted EPS for 2025: $12.22, up 11–12% year-over-year; Q4 adjusted EPS: $3.18, up 11%.
Adjusted free cash flow exceeded $3B with over 100% conversion rate.
Q4 2025 GAAP revenue: $1.90B; full year GAAP revenue: $7.71B.
Outlook and guidance
2026 constant currency adjusted net revenue growth expected at ~5%, with acceleration in H2.
Adjusted operating margin expansion of ~150 bps in 2026, driven by integration synergies.
Adjusted EPS guidance for 2026: $13.80–$14.00, representing 13–15% growth.
Capital expenditures projected at ~$1B (8% of adjusted net revenue) in 2026.
Over $2B to be returned to shareholders in 2026 via buybacks and dividends.
New GPN structure: How does it drive growth?
Drivers of 2026 operating margin expansion?
Capital allocation vs. business investment balance?
Agentic commerce revenue potential
SMB cross-sell strategy with Worldpay
Share repurchase flexibility given valuation?
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Next Global Payments earnings date
Q1 20266 May, 2026
Global Payments
Next Global Payments earnings date
Q1 20266 May, 2026
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Frequently asked questions
Enabling Smooth Payments
Global Payments Inc. is a provider of payment technology and software solutions and has played a role in redefining the way commerce is conducted across the globe. With its headquarters in Atlanta, the company aims to streamline transaction processing on an international scale, across different platforms and currencies. With a focus on providing commerce with seamless transactions, Global Payments has continually striven to meet the rising demands of consumers and businesses alike in an increasingly digital world.
Further reading: The Payments Value Chain: A Complex Ecosystem
Growth and Expansion
Since its formation in the early 2000s, Global Payments has remained committed to its aim of facilitating smooth and efficient commercial transactions worldwide. This journey of growth and innovation has seen the company transform from a relatively modest payment processor to a massive provider of fintech solutions. A significant part of the company's strategy, apart from expanding through organic growth, has been the use of strategic acquisitions and alliances. These moves have not only enabled Global Payments to diversify and enhance its service portfolio but also to expand its geographic presence.
Enabling Payments for Large Companies
Global Payments offers an extensive suite of services that are designed to cater to a variety of sectors that deal with a large number of payments every day. The company's service portfolio includes merchant services that cater to businesses of all sizes, providing them with the tools they need to facilitate transactions seamlessly. Regardless of whether it’s a retail store like H&M looking for a way to charge customers for their products, or whether a coffee chain like Starbucks needs a payment solution, Global Payments has a product that suits their needs.
For Banks and Financial Institutions
For banks, as well as financial institutions like PayPal, Global Payments offers comprehensive, innovative solutions that go beyond traditional payment processing. Their services provide a technology-driven ecosystem that includes advanced data analytics for informed decision-making and strategic planning. Additionally, their adaptable payment technology supports various transaction methods, catering to the shift toward digital and contactless payments. Global Payments also provides bespoke solutions, specifically tailored to meet the unique needs of each institution.
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