Fidelity National Information Services, Inc. (FIS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.13K Followers Follow Fidelity National Information Services, Inc. ( FIS ) Goldman Sachs Communacopia + Technology Conference 2026 September 8, 2026 6:45 PM EDT Company Participants Stephanie Ferris - CEO, President & Director James Kehoe - Corporate Executive VP & CFO Conference Call Participants William Nance - Goldman Sachs Group, Inc., Research Division Presentation William Nance Goldman Sachs Group, Inc., Research Division All right. We're going to kick off the next session. My name is Will Nance. I cover the payments and fintech. It's the first fireside chat, I remember to introduce myself. And I am really delighted to have FIS CEO, Stephanie Ferris as well as CFO, James Kehoe with us today. Really excited to have you guys with the conversation yet again here at the conference. Stephanie Ferris CEO, President & Director Yes. Thanks for having us. Question-and-Answer Session William Nance Goldman Sachs Group, Inc., Research Division All right. Stephanie, thanks for being here. I wanted to start big picture. The stock has had a tough couple of years. When we look at the numbers, yes, there's puts and takes. We talked about capital markets and earnings. So banking has been growing sort of high end of the range. Margins are expanding. Year-to-date, free cash flow is up a lot year-over-year. As you sit here today, how do you assess the health of the franchise in the end market. And when you think about what the market might be missing, what are you most focused on delivering from an execution perspective to help sort of turn that around? Stephanie Ferris CEO, President & Director Yes. I think the health of the franchise is good, it's strong. We're focused on what we can control, which is really to the point you made, how do we ensure that the banking business returned to the growth trajectory we expected. As you said, it's performing