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12:00
Aug 05 ◎
Aug 05 ◎
DFY.TO
DPZ
ALDDY
GPN
FIS
▾
HIGH
Desjardins is a distribution partner adopting Global Payments' Genius POS platform, indicating successful channel expansion for the product in Canada.
"In Canada, our longstanding bank partner, Desjardins, is now selling Genius and experiencing strong momentum."
DFY.TO WATCH
Domino's expanded its partnership with Global Payments to become an exclusive payments provider in the US, signifying a major customer win and revenue commitment.
"We also expanded our relationship with Domino's Pizza to be their exclusive provider for card-present and card-not-present payments in the U.S."
DPZ WATCH
Aldi was a recent enterprise win that went live, adding processing volume and revenue for Global Payments.
"approximately one-third of these going live during the second quarter, including our recent wins with Aldi, Morsons, and ride-sharing and delivery platform Careem in the UAE."
ALDDY WATCH
Guidance was maintained/updated but reduced EPS target due to prolonged Middle East travel headwinds and FX, although management emphasizes offsetting strength in the core business.
"We now anticipate adjusted earnings per share of $13.60 to $13.80, representing 11% to 13% growth for the full year"
GPN WATCH
Global Payments' 'revenue boost' AI solution added ~50 basis points to approval rates and is driving $2 billion in annual approval uplift for merchants, indicating a strong AI-driven value-add pricing opportunity. — Demonstrates Global Payments is successfully monetizing AI capabilities to enhance merchant yield and differentiate from competitors, potentially pressuring them to invest similarly.
"Our revenue boost solution, which was already generating $2 billion in annual approval uplift, is now delivering an additional 50 basis point increase in approval rates through AI-powered intelligent decisioning."
FIS WATCH
FISV WATCH
HIGH
12:00
May 06 ◎
May 06 ◎
MLKN
MRWSF
DECA
YUM
MAR
▾
HIGH
Bojangles is adopting GPN's digital menu solutions for its corporate stores, further deepening the relationship.
"And Bojangles purchased our digital menu solutions for its corporate-owned stores, expanding our long-standing relationship."
MLKN WATCH
Morrisons is ramping volumes rapidly with GPN, strengthening GPN's position in the UK grocery vertical.
"In addition, Morrison's, a leading supermarket chain and recent signing in the UK, is also ramping their volumes with us, and we expect to have their full migration live this quarter."
MRWSF WATCH
Winning the Spanish operations of Decathlon and Lidl is a significant multi-vertical area of growth for GPN in EMEA.
"In Spain, we won sporting goods retailer Decathlon and grocery store chain Lidl."
DECA WATCH
LIDLY WATCH
Securing KFC and Pizza Hut in the APAC region continues to validate GPN's flagship restaurant vertical.
"In Asia Pacific, we were pleased to be selected by KFC and Pizza Hut."
YUM WATCH
Extending the Marriott relationship in the APAC region reinforces GPN's position in the hospitality sector.
"We also continued our successful penetration of the hospitality vertical, extending our relationship with Marriott across the region."
MAR WATCH
In response to OpenAI's strategic shift toward discovery, Global Payments is positioning itself as crucial for checkout, payments, risk, and settlement in the emerging agentic commerce ecosystem, and is already integrating merchants into Google's UCP protocol. — This highlights GPN's strategic partnership role in the AI-commerce space, making it a key infrastructure player as agentic shopping becomes a reality.
"we are currently activating several enterprise merchants into Google's UCP protocol so that they can be among the first to provide agentic shopping experiences"
GOOGL WATCH
OPENAI WATCH
Winning the card-acquiring business for a large national retailer like Abercrombie & Fitch confirms GPN's competitive strength in the enterprise vertical.
"Starting with Abercrombie & Fitch & Company, where we signed a long-term agreement to serve as their acquirer for card-based payments in the U.S."
ANF WATCH
HIGH
13:00
Feb 18 ◎
Feb 18 ◎
WP
GOOGL
OPENAI
UBER
TOST
▾
HIGH
The integration of WorldPay's sales force is already yielding initial Genius sales wins, indicating early revenue synergy realization from the acquisition.
"WorldPay's US direct sales force is already enabled to sell Genius. They have boarded their first cohort of new clients and the pipeline continues to build."
WP WATCH
Global Payments has positioned itself as a key payment processor for AI-driven commerce initiated via Google and OpenAI chatbots, potentially creating a new revenue stream tied to AI agents.
"we've been a founding member of every major protocol announced, including Google's universal commerce protocol and OpenAI agentic commerce protocol. In fact, we've just completed our implementation of the latter, so our merchants can"
GOOGL WATCH
Global Payments has enabled its merchants to accept payments initiated by ChatGPT, positioning it as a key infrastructure provider for the emerging AI commerce ecosystem.
"we've been a founding member of every major protocol announced, including Google's universal commerce protocol and OpenAI agentic commerce protocol. In fact, we've just completed our implementation of the latter, so our merchants can"
OPENAI WATCH
The Genius-Uber Eats integration simplifies delivery for restaurants, making Genius a more attractive point-of-sale choice for an industry where delivery is critical.
"We also announced Uber Eats as our preferred delivery partner in the U.S. and Canada. Restaurants can self-onboard in minutes, and orders, updates, and cancellations sync instantly between Uber Eats and Genius, reducing workload at the"
UBER WATCH
Genius POS locations in enterprise restaurants grew by over 50% in 2025, with new enterprise locations up 25% in Q4 vs last year. — The high growth in restaurant rooftop count for Genius suggests significant share gains against competitive restaurant POS providers, indicating a potential slowdown in their growth.
"we have renewed with Toast on a multi-year deal. So that is done."
TOST WATCH
The SeaWorld deployment shows Genius's expansion beyond traditional food and beverage into entertainment attractions, winning a hardware and software account.
"SeaWorld deployed nearly 100 Genius kiosks across five theme parks"
SEAS WATCH
Winning Domino's Canada as a merchant suggests Global Payments' enterprise offerings are gaining traction against competitors in the large QSR vertical.
"new wins with Domino's Canada and TaxSlayer."
DPZ WATCH
The win with DAZN, a high-volume digital streaming company, strengthens Global Payments' position in the e-commerce and digital subscriptions market, potentially displacing other processors.
"Key new e-commerce wins include Pfizer, global sports streaming network DAZN, European rideshare app Bolt, and a notable omnichannel cross-sell with Polish Airlines."
DAZN WATCH
The e-commerce win with Bolt, a high-growth European rideshare company, demonstrates the strength of Global Payments' enterprise e-commerce solutions in new markets.
"Key new e-commerce wins include Pfizer, global sports streaming network DAZN, European rideshare app Bolt, and a notable omnichannel cross-sell with Polish Airlines."
BOLT WATCH
Winning an integrated software provider like Lightspeed indicates Global Payments is capturing share in the integrated payments vertical.
"We've seen this come to life through recent wins with leading software providers, including ABC Fitness, Lightspeed, and Vital Edge"
LSPD WATCH
Winning ABC Fitness as a partner expands Global Payments' reach in the fitness vertical, a key market for integrated payments.
"We've seen this come to life through recent wins with leading software providers, including ABC Fitness, Lightspeed, and Vital Edge"
ABC WATCH
Guidance is for continued growth at the high end of their 5% medium-term target, with a clear plan to accelerate into 2027-2028, supported by strong Genius momentum and acquisition synergies.
"For 2026, we expect constant currency adjusted net revenue growth of approximately 5%, excluding dispositions. This outlook assumes a continuation of the trends we saw exiting Q4"
GPN WATCH
The rapid 500-location implementation for a high-growth coffee chain demonstrates the scalability of Genius, potentially taking share from other POS providers in that vertical.
"Seven Brew chose Genius to preserve what makes their brand special, personal high-energy service, while streamlining order flow and back-of-house operations. We implemented Genius at more than 500 locations in just 65 days"
DRI WATCH
HIGH
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