Fidelity National Information Services (FIS) Goldman Sachs Communicopia + Technology Conference 2025 summary

Strategic focus and business transformation

• Refocused on core strengths, capital allocation, and recurring revenue, emphasizing digital payments and lending.

• Completed the separation and sale of Worldpay in multiple steps, increasing capacity to return capital to shareholders.

• Gained new credit processing capabilities, expanding product offerings for large financial institutions.

• Positioned to leverage AI and agentic commerce by integrating debit, credit, and core banking data.

Market environment and revenue outlook

• Positive macro environment with favorable regulatory trends and returning bank M&A activity.

• Banking revenue growth guidance for the year is 4%-4.5%, with strong performance and high retention rates.

• New sales contributions are at record levels, especially in core banking products for smaller institutions.

• Growth outlook for next year remains within long-term guidance, supported by strong commercial momentum.

Go-to-market initiatives and product strategy

• Renewed focus on commercial excellence and product leadership in both large and smaller financial institutions.

• Strategic acquisitions like Dragonfly and Everlink expand digital and payments capabilities, including in Canada.

• Emphasis on core-agnostic solutions to broaden addressable market and enable cross-selling.

• Pricing discipline maintained, with increased use of pricing escalators and focus on net pricing.