Fidelity National Information Services, Inc. Q4 2025 Earnings Call Summary

Performance exceeded 2025 commitments, driven by the successful divestiture of merchant businesses and the acquisition of a market leader in credit issuing to strengthen the Large Financial Institution (LFI) segment. Management attributes growth to a 'generational moment' where banks possess excess capital and are aggressively pursuing M&A and technology modernization. The strategy focuses on partnering with LFIs that are growing faster than the market, as these institutions account for a disproportio ...