Wells Weekly Payments Pulse

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Wells Weekly Payments Pulse

Equity Research

Earnings Revised — May 24, 2026

Payments, Processors, and IT Services

Payments, Processors & IT Services—Previewing the Week

Ahead

Our Call Jason Kupferberg

Our "Wells Weekly" provides investors in the Payments, Processors, & IT Services space with Equity Analyst | Wells Fargo Securities, LLC

Jason.Kupferberg@wellsfargo.com | 212-214-5457

unique insights into key upcoming events and potential catalysts for the sector.

Cassie Chan

Equity Analyst | Wells Fargo Securities, LLC

Expert Call - AI Implications for IT Services | Friday, 5/29 @ 10am ET. Please join us Cassie.Chan@wellsfargo.com | 212-214-5331

for an expert call to discuss AI's evolving impact on the IT Services industry. Our guest Melissa Chen, CFA

speaker is Sumeet Chabria, CEO and Founder of ThoughtLinks, a boutique strategic Associate Equity Analyst | Wells Fargo Securities, LLC

advisory firm guiding Fortune 500 banks and capital markets leaders through enterprise Melissa.Chen@wellsfargo.com | 212-214-5346

transformation and AI-driven innovation. Relevant tickers in our coverage include ACN, Tyler DuPont, CFA

CTSH, EPAM, and GLOB. Associate Equity Analyst | Wells Fargo Securities, LLC

Tyler.J.Dupont@wellsfargo.com | 212-214-5431

Capgemini Capital Markets Day on 5/27. We will be monitoring Capgemini's upcoming

Capital Markets Day on 5/27 for read-thrus into US IT Services vendors ACN, CTSH,

EPAM, and GLOB. We expect an update on AI's impact into demand for IT Services, as

well as incremental clarity on how recent geopolitical pressures in the Middle East are

impacting enterprise spending decisions.

Several companies presenting at competitor conference. Some of our companies (FISV,

MA, KLAR, PYPL, V) will be presenting at a competitor conference 5/27-5/28. We will be