Fidelity National Information Services (FIS) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Speaker0 Thank you for standing by, and welcome to the FIS First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I would now like to turn the call over to George Michalos, Head of Investor Relations. You may begin your conference. Speaker1 Thank you, John. Good morning, ev ...

Fidelity National Information Services (FIS) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants George Mihalos - SVP & Head of Investor RelationsStephanie Ferris - CEO, President & DirectorJames Kehoe - Chief Financial OfficerJohn Davis - Managing DirectorRyan Campbell - VP - Equity ResearchBryan Bergin - Managing DirectorRayna Kumar - Managing Director - Fintech Equity ResearchVasundhara Govil - Managing Director Conference Call Participants Tien-tsin Huang - Senior AnalystDan Dolev - Seni ...

First Quarter 2025 Earnings Call May 6, 2025 Speakers First Quarter Highlights 1 Stephanie Ferris Chief Executive Officer and President Financial Results & Outlook 2 James Kehoe Chief Financial Officer 2 Disclosures Forward-looking Statements Our discussions today, including this presentation and any comments made by management, contain "forward-looking statements" within the meaning of the U.S. federal securities laws. Any statements that refer to future events or circumstances, including our future strate ...

Financial Performance - Preliminary estimated revenue for Q1 2025 is $2,532 million, exceeding the outlook range of $2,485 - $2,510 million[8] - Adjusted revenue growth for Q1 2025 is 4%, surpassing the guidance of 2.5%-3.5%[8] - Adjusted EBITDA for Q1 2025 is estimated at $958 million, within the outlook of $940-$960 million[8] - Full-year 2025 revenue guidance is reaffirmed at $10,435 - $10,495 million[9] - Adjusted EPS for Q1 2025 is estimated at $1.21, aligning with the guidance of $1.17 - $1.22[8] - Banking recurring revenue growth for Q1 2025 is 2%, above the guidance of 0.5%-1.5%[8] - Capital Markets recurring revenue growth for Q1 2025 is 9%, exceeding the guidance of 7.0%-8.0%[8] - Adjusted EBITDA margin for Q1 2025 is approximately 37.8%, consistent with the outlook range of 37.8%-38.2%[8] Mergers and Acquisitions - The company plans to acquire the Issuer Solutions business from Global Payments for approximately $13.5 billion[11] - The company will sell Worldpay Holdco, LLC to Global Payments for approximately $24.25 billion[11] Risks - The company faces risks related to failure to innovate, which could impact solutions and customer retention[19] - Operational or natural disasters at major operations centers pose significant risks[19] - Compliance failures with payment network requirements could affect operations[19] - The company is exposed to risks of fraud by bad actors[19] - Additional risks are detailed in the "Risk Factors" section of the Annual Report on Form 10-K for the fiscal year ended December 31, 2024[19]

Financial services technology solutions provider Fidelity National Information Services, Inc. (FIS) is set to report first-quarter 2025 results on May 6, 2025, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $1.20 per share, and the same for revenues is pinned at $2.5 billion. (See the Zacks Earnings Calendar to stay ahead of market-making news.)The first-quarter earnings estimate remained stable over the past 60 days. The bottom-line pr ...

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Investors interested in Financial Transaction Services stocks are likely familiar with Fidelity National Information Services (FIS) and Payoneer Global Inc. (PAYO) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphas ...

Wall Street analysts expect Fidelity National Information Services (FIS) to post quarterly earnings of $1.20 per share in its upcoming report, which indicates a year-over-year increase of 9.1%. Revenues are expected to be $2.51 billion, up 1.9% from the year-ago quarter.The consensus EPS estimate for the quarter has been revised 0.1% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe ...

Core Insights - Fidelity National Information Services (FIS) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended March 2025 [1] - The consensus EPS estimate for FIS is $1.20 per share, reflecting a +9.1% change year-over-year, with expected revenues of $2.51 billion, up 1.9% from the previous year [3] - The company has a positive Earnings ESP of +0.88%, indicating a likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 2 [11] Earnings Estimates and Trends - The consensus EPS estimate for FIS has been revised 0.14% higher in the last 30 days, indicating a bullish sentiment among analysts [4] - The Most Accurate Estimate for FIS is higher than the Zacks Consensus Estimate, suggesting improved earnings prospects [10] - FIS has consistently beaten consensus EPS estimates in the past four quarters, with a surprise of +3.70% in the last reported quarter [12][13] Comparison with Industry Peers - MasterCard is expected to report an EPS of $3.57 for the same quarter, representing a +7.9% year-over-year change, with revenues projected at $7.13 billion, up 12.2% [17] - MasterCard's consensus EPS estimate has been revised 0.1% lower, resulting in a negative Earnings ESP of -0.05%, making it challenging to predict a beat on the consensus EPS estimate [18]

Company Overview - Fidelity National Information Services (FIS) shares increased by 8.7% to close at $74.58, following a notable trading volume that exceeded typical levels, contrasting with a 7.7% loss over the previous four weeks [1][2] Strategic Moves - FIS announced a significant strategic decision to sell its remaining stake in Worldpay to Global Payments for $6.6 billion while acquiring Global Payments' Issuer Solutions business for $13.5 billion, which investors view as a smart realignment to enhance FIS's core banking technology capabilities [2] Earnings Expectations - FIS is projected to report quarterly earnings of $1.20 per share, reflecting a year-over-year increase of 9.1%, with expected revenues of $2.5 billion, up 1.4% from the same quarter last year [3] Earnings Estimate Revisions - The consensus EPS estimate for FIS has been slightly revised higher over the past 30 days, indicating a positive trend that typically correlates with stock price appreciation, suggesting potential for further strength in the stock [4] Industry Context - FIS is part of the Zacks Financial Transaction Services industry, where Global Payments (GPN) experienced a 17.4% decline to $69.46, with a return of -14.3% over the past month, contrasting with FIS's recent performance [4]