Global Payments (GPN) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference summary

Macro environment and business performance

• Consumer spending remains healthy, with ongoing monitoring of Middle East conflict impacts; airline capacity in the region dropped 30–70%, causing up to 100 basis points of Q2 revenue headwind.

• Business diversification post-Worldpay acquisition enables resilience against regional disruptions and supports stable growth.

• 2026 outlook unchanged, assuming travel normalizes by Q2 end and macro conditions remain stable; expects >5% top-line growth in H2 and 5% for the year.

Recent results and product momentum

• Q1 results exceeded expectations, with integration milestones achieved ahead of schedule and strong foundation for future growth.

• Genius platform bookings nearly doubled YoY, merchant locations up 25%, and payment attach rates above 20%.

• Enhanced sales force quality and effectiveness contributed to rapid Genius adoption.

Genius platform strategy and innovation

• Bookings growth driven by improved sales execution and bundled solutions, increasing overall sale value.

• Value-added services (VAS) rollout and higher payments attach rates are key yield drivers, with further runway for adoption.

• Recent product launches include an AI-first handheld device, new kiosk options, and an AI-enabled business management stack.