Perlin’s Ponderings

研报英文原文证据摘录

Perlin’s Ponderings

RBC Capital Markets, LLC

Daniel R. Perlin, CFA (Analyst)

(410) 977-0821, daniel.perlin@rbccm.com

Matthew Inglis (AVP)

(212) 558-0412, matthew.inglis@rbccm.com

Company Ticker Rating

June 18, 2026

Affirm AFRM SP

Broadridge Financial BR OP Perlin’s Ponderings

Corpay CPAY SPRESEARCH A daily digest of commentary and news Fidelity National Info FIS OP

Quick summary: payment acceptance; financial technology; digital Fiserv FISV OP

payments Flywire FLYW OP

Payment acceptance Shift4 Payments FOUR OP

Block’s (XYZ: rated OP) Square announced that it has been selected to Global Payments GPN SP

provide its unified commerce platform for Sofive Soccer Centers, who HealthEquity HQY OP

operate 22 indoor soccer and community events spaces in 12 cities, using Jack Henry JKHY OPEQUITY Lightspeed LSPD OP Square Register, Square Handheld, Square for Restaurants, Square Online,

Square Loyalty, and Square Team Management. Microsoft has picked Mastercard MA OP

Checkout.com for Xbox, Microsoft 365, and Microsoft Azure in EMEA, PicS N.V. PICS OP

and by connecting directly into Microsoft’s Payments API, Checkout.com Paysafe PSFE SP

enables the company to route payments through a single, adaptable PayPal PYPL OP

system. Stripe announced that it will supply the technology backbone for a Q2 Holdings QTWO SP

new AWS Web Application Firewall (WAF) capability that enables AI agents Rocket Cos RKT R

to pay for content on the internet. Source: corporate release; Finextra SS&C SSNC OP

Financial technology Toast, Inc. TOST SP

PayPal (PYPL: rated OP) announced that it will wind down the PayPal Visa V OP

Ventures business, which invested in more than 80 companies, including NCR Voyix VYX OP