Group 1 - Fidelity National Information Services (NYSE: FIS) shares have experienced significant volatility over the past year, with mixed financial results and substantial mergers and acquisitions impacting stock performance [1] - The stock is currently trading flat compared to its position a year ago, indicating a lack of significant movement despite the underlying financial activities [1] Group 2 - The company has over fifteen years of experience in making contrarian investment decisions based on macroeconomic views and specific stock turnaround stories, aiming for high returns with a favorable risk/reward profile [1]

Fidelity National Information Services (FIS) FY Conference May 14, 2025 10:40 AM ET Speaker0 Alright. Thanks everyone. My name is Tien Tsin Huang. Payments and IT services analyst here at JPMorgan. So this is the FIS session, which with us from FIS, have James Kehoe, the CFO. Always enjoy talking to James. He brings a wealth of experience, and I know he was a CFO at at Walgreens Boots Alliance back in the day, and I've heard a lot of good stories from from James. And I think excited to be working with him n ...

Fidelity National Information Services (FIS) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by th ...

Core Insights - Fidelity National Information Services (FIS) reported revenue of $2.53 billion for the quarter ended March 2025, reflecting a year-over-year increase of 2.6% [1] - Earnings per share (EPS) for the quarter was $1.21, up from $1.10 in the same quarter last year, indicating a positive trend in profitability [1] - The reported revenue exceeded the Zacks Consensus Estimate of $2.5 billion by 1.10%, and the EPS also surpassed the consensus estimate of $1.20 by 0.83% [1] Revenue Breakdown - Banking Solutions revenue was $1.72 billion, slightly above the average estimate of $1.71 billion, with a year-over-year increase of 2% [4] - Corporate and Other revenue was reported at $50 million, compared to the average estimate of $49.64 million, showing a significant year-over-year decline of 35.1% [4] - Capital Market Solutions revenue reached $764 million, exceeding the average estimate of $756.36 million, with a year-over-year growth of 8.2% [4] Adjusted EBITDA Analysis - Adjusted EBITDA for Banking Solutions was $688 million, below the average estimate of $720.66 million [4] - Adjusted EBITDA for Corporate and Other was -$99 million, better than the estimated -$129.07 million [4] - Adjusted EBITDA for Capital Market Solutions was $369 million, slightly above the average estimate of $360.18 million [4] Stock Performance - Fidelity National's shares have returned +14% over the past month, outperforming the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Form 10-Q _______________________________________________ For the transition period from to Commission File No. 001-16427 _______________________________________________ Fidelity National Information Services, Inc. (Exact name of registrant as specified in its charter) Georgia 37-1490331 ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SE ...

Core Viewpoint - Fidelity National Information Services, Inc. (FIS) reported strong first-quarter 2025 results, with adjusted earnings per share (EPS) of $1.21, exceeding estimates and showing an 11% year-over-year increase [1]. Financial Performance - Revenues reached $2.532 billion, a 3% year-over-year improvement, surpassing management's expectations [1]. - Adjusted EBITDA was $956 million, down 17.3% year over year, but still above estimates [4]. - The adjusted EBITDA margin decreased by 142 basis points to 37.8% [4]. Segment Performance - The Capital Market Solutions segment saw an 8% revenue growth to $764 million, with an adjusted EBITDA margin improvement of 90 basis points to 48.3% [6]. - The Banking Solutions unit generated $1.72 billion in revenue, growing 2% year over year, but the adjusted EBITDA margin fell by 379 basis points to 40.1% [5]. - The Corporate and Other segment's revenues dropped 36% year over year to $50 million, with an adjusted EBITDA loss of $99 million [7]. Cost and Expenses - Cost of revenues increased by 6% year over year to $1.7 billion [3]. - Selling, general and administrative (SG&A) expenses decreased by 2.6% to $558 million, although this was higher than estimates [3]. - Net interest expenses rose by 3.9% year over year to $80 million, but were lower than estimates [3]. Cash Flow and Equity - The company ended the quarter with cash and cash equivalents of $805 million, a 3.5% decline from the previous year [8]. - Total equity decreased by 4% to $15.1 billion [9]. - Net cash from operations was $457 million, more than doubling year over year, while adjusted free cash flows increased nearly four-fold to $368 million [9]. Shareholder Returns - Fidelity National returned $670 million to shareholders through share buybacks of $450 million and dividends of $220 million [11]. - Management aims for share buybacks of around $1.2 billion in 2025 and plans to align dividend growth with adjusted EPS growth [11]. Future Guidance - For Q2 2025, management forecasts revenues between $2.560 billion and $2.585 billion, with adjusted EBITDA projected at $1.020-$1.035 billion [12]. - For the full year 2025, revenues are expected to be between $10.435 billion and $10.495 billion, with adjusted EPS anticipated between $5.70 and $5.80, indicating a 10.2% growth from 2024 [13][14].

Highlights FIS’ first-quarter earnings showed that strong demand continues for core banking solutions, underpinning recurring revenue growth and pipeline momentum. The pending acquisition of Global Payments’ issuing business (TSYS) is a pivotal strategic move, enhancing FIS’ capabilities by adding credit solutions at scale. With the integration of the issuing unit, FIS anticipates being uniquely positioned in the market by combining its existing offerings to boost its cross-selling opportunities. ...

Fidelity National Information Services (FIS) came out with quarterly earnings of $1.21 per share, beating the Zacks Consensus Estimate of $1.20 per share. This compares to earnings of $1.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.83%. A quarter ago, it was expected that this banking and payment technologies company would post earnings of $1.35 per share when it actually produced earnings of $1.40, delivering a surpri ...

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 ...