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Global Payments: the payments platform has to prove the reset is more than a write-down
Global Payments reported 2025 revenue of $7.71 billion, then Q1 2026 revenue of $2.97 billion with a quarterly net loss and negative operating cash flow. The thesis turns on whether merchant and issuer processing scale can reaccelerate after portfolio actions, integration work and balance-sheet complexity.
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Global Payments: the payments platform has to prove the reset is more than a write-downGlobal Payments reported 2025 revenue of $7.71 billion, then Q1 2026 revenue of $2.97 billion with a quarterly net loss and negative operating cash flow. The thesis turns on whether merchant and issuer processing scale can reaccelerate after portfolio actions, integration work and balance-sheet complexity.NYSEMay 20, 2026Research reportReadSlides