Global Payments (GPN) UBS’s 2025 Global Technology and AI Conference summary

Worldpay transaction and integration plans

• Worldpay transaction is expected to close in Q1 2026, ahead of the original schedule, with regulatory milestones progressing well.

• Integration will use a unified global operating model, focusing on growth rather than just expense synergies.

• Emphasis on building a strong, blended leadership team from both organizations.

• The combination leverages complementary strengths: Worldpay in enterprise/e-commerce and the other in SMB and software platforms.

• Integration aims to unlock long-term value and competitiveness in the market.

Genius platform transformation and investment

• Consolidation of fragmented POS brands into the new Genius platform, built from the ground up.

• Genius has been rolled out across SMB, enterprise, higher education, and multiple geographies.

• Ongoing investment will expand Genius features and global reach, leveraging strong distribution outside the U.S.

• Genius is positioned as highly competitive, with significant capital investment planned post-Worldpay merger.

• Over $1 billion annually will be invested in capital, much directed to Genius development.

Sales force expansion and effectiveness

• Direct sales force will grow by 500, mainly in North America, bringing the total to nearly 4,000 globally.

• Sales model shifted from 100% commission to base plus commission and bonus, improving productivity and retention.

• Investments in marketing technology and CRM consolidation are enhancing lead flow and sales effectiveness.

• Genius is now distributed through all channels, not just direct sales, increasing reach and early success.

• Improved compensation structure is lowering CAC and increasing LTV, especially with software-driven sales.