Global Payments Inc at Deutsche Bank Technology Conference (Virtual) Transcript

Sep 09, 2021 / 01:50PM GMT
Bryan Connell Keane - Deutsche Bank AG, Research Division - Research Analyst

Good morning. My name is Bryan Keane, I am the senior analyst that covers the payments, processors and IT services. And for today's fireside chat, we have Global Payments. We have Cameron Bready, who's President and COO; and Paul Todd, who's SVP and CFO to help us have a nice, fun discussion on the company coming off its Analyst Day, obviously, yesterday. So if you have any questions, we can try to get to them. You can put it into the portal below or you can try to e-mail me and I can try to filter through it.

So with that, gentlemen, thanks for being here. I know it's been a crazy time for you guys. And coming off that Analyst Day, I thought you guys did a great job [refuting the payer] argument that the company is not a legacy tech, but actually positioned well in new tech and GPN raised its cycle guidance with 20% EPS growth expected in fiscal year '22. And the shares were obviously up yesterday, but still below kind of the all-time highs, which is kind of odd given you just raised guidance going forward demonstrating

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