Global Payments Inc. (GPN) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, thank you for standing by and welcome to Global Payments Second Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. Later, we will open the lines for questions and answers. As a reminder, today's conference will be recorded. At this time, I would like to turn the conference over to your host, Senior Vice President, Investor Relations, Nate Rozof. Please go ahead. Good morning. Welcome to Global Payments' second quarter 2026 conference call. Joining us today is our CEO Cameron Bready, CFO Josh Whipple, and COO Bob Cortopassi. Some of the comments made during today's call will contain forward-looking statements. These statements are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied, and we caution you not to place undue reliance upon them. They speak only as of the date of this call and we undertake no obligation to update them Cameron Bready, Thanks, Nate, and good morning, everyone. We are pleased with our second quarter performance, which reflects the continued disciplined execution of our team members worldwide. Our integration of WorldPay is progressing rapidly, and we are progressing well against the roadmap we established to unlock the value creation opportunities from the transaction. At the same time, we continue to enhance our competitive position through strong commercial execution, ongoing innovation, and the accelerated adoption of AI across our products and operations, while also establishing a strong foundation to lead in the emerging era of agenda commerce. Our second quarter results underscored the durability of our business model. Adjusted net revenue grew 4% on a normalized basis, which includes an approximately 100...