Business StrategyThe management's plan to sell Issuer Solutions to Fidelity and purchase the remaining stake in Worldpay is seen as a move to simplify the business and potentially boost shares.
Financial GrowthManagement now anticipates $650 million in annualized run rate operating income benefit, up from previous estimates, and has initiated a $500 million accelerated share repurchase.
Sales PerformanceGlobal is slowly improving merchant sales performance and seeing modest early uplift from a revamped sales compensation plan and benefits from its Genius offering.