Fidelity National Information Services, Inc.
Fidelity National Information Services, Inc. Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and order book.
What the Q2 FY26 call signalled
3 of 4 strong
The short version
- Strong commercial momentum with recurring ACV growth at 24% YoY, indicating durable and predictable revenue growth ahead (Page 6). - Full-year outlook reiterated: Pro forma revenue growth targeted at 5.1% to 5.7%.
From Fidelity National Information Services, Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- Strong commercial momentum with recurring ACV growth at 24% YoY, indicating durable and predictable revenue growth ahead (Page 6).
- Banking segment projected to grow 5% to 5.5% annually, tracking near the upper end with strong growth in digital banking, network, and money movement businesses (Page 4, 13).
- Capital Markets expected to grow 5.5% to 6.5% annually but with a conservative outlook due to lending softness; Q2 guidance at 3%-4%, including license timing headwinds (Pages 4, 13).
- Digital, lending, and payments businesses are key growth drivers with triple-digit percentage increases in some ACV verticals like Money Movement Hub and Lending (Page 6).
- Elevated demand and deal size in banking M&A continuing to drive conversion and growth, sustaining growth into 2027 and beyond (Page 12).
2 more points from Fidelity National Information Services, Inc.'s call on revenue
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Profitability & Margins
Read what Fidelity National Information Services, Inc. said on margins in the Q2 FY26 call
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Order Book & Pipeline
- The recurring ACV (Annual Contract Value) growth is strong, indicating a healthy pipeline and order book:
- Overall recurring ACV growth of 24% year-over-year.
- Banking recurring ACV increased 13%.
- Capital Markets recurring ACV increased 45%.
- Key growth vectors include Money Movement Hub ACV tripling, lending growing 63%, and digital ACV up 25%.
- Pipelines going into Q2 remain strong, supporting a positive outlook for ACV and revenue growth.
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Frequently Asked Questions
What were Fidelity National Information Services, Inc. Q2 FY26 results?
- Strong commercial momentum with recurring ACV growth at 24% YoY, indicating durable and predictable revenue growth ahead (Page 6). - Full-year outlook reiterated: Pro forma revenue growth targeted at 5.1% to 5.7%.
What is Fidelity National Information Services, Inc. share price analysis?
Fidelity National Information Services, Inc. currently shows a neutral. The stock trades at a P/E of 8.2 with a market cap of $21,823. Investors should review the full earnings analysis for detailed insights.
Is Fidelity National Information Services, Inc. planning capital expenditure?
- No explicit mention of current or future capital expenditures (capex) in the provided excerpts.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.