Wells Weekly Payments Pulse

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Wells Weekly Payments Pulse

Equity Research

Multi Company Update — June 7, 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

GPN NDR in Europe (6/15-6/19). We are hosting investor meetings with GPN Cassie.Chan@wellsfargo.com | 212-214-5331

management in Europe from 6/15-6/19. Discussion topics will likely include: headwinds Melissa Chen, CFA

from Middle East conflict, Genius initiatives and competitive landscape in restaurant POS, Associate Equity Analyst | Wells Fargo Securities, LLC

Worldpay integration/synergies, capital return, and investor feedback post 1Q26 earnings. Melissa.Chen@wellsfargo.com | 212-214-5346

Tyler DuPont, CFA

ACN Earnings on 6/18: Expect solid F3Q results and narrowed F26 guide towards Associate Equity Analyst | Wells Fargo Securities, LLC

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

the midpoint. Look for an update on overall demand trends following mixed C1Q

commentary from peers and given Middle East geopolitical volatility, which may hinder

upside potential to near term ests. Given solid bookings & easing comps, we continue to

believe CC revs growth can accel in F4Q, which may help increase investor comfort that

ACN is a net beneficiary of AI. Don't expect initial F27 commentary until F4Q call.

Several companies presenting at competitor conferences. CTSH, FIS, GPN, JKHY,

and MA will be presenting at competitor conferences 6/9-6/10.