{"id":9658,"date":"2025-08-21T08:44:45","date_gmt":"2025-08-21T08:44:45","guid":{"rendered":"https:\/\/buvei.com\/blog\/?p=9658"},"modified":"2025-08-21T08:49:50","modified_gmt":"2025-08-21T08:49:50","slug":"global-payments-eyes-more-divestitures-amid-worldpay-deal","status":"publish","type":"post","link":"https:\/\/buvei.com\/blog\/global-payments-eyes-more-divestitures-amid-worldpay-deal\/","title":{"rendered":"Global Payments Eyes More Divestitures Amid Worldpay Deal"},"content":{"rendered":"<p data-start=\"301\" data-end=\"799\"><a href=\"https:\/\/buvei.com\/blog\/webmoney-vs-buvei-virtual-card-comparison\/\">Global Payments<\/a> is reshaping its business strategy following its landmark <strong data-start=\"375\" data-end=\"417\">$24.25 billion acquisition of Worldpay<\/strong>. With the payments giant aiming to strengthen its position in a highly competitive industry, CEO Cameron Bready confirmed during the company\u2019s Q2 earnings call that <strong data-start=\"583\" data-end=\"624\">further divestitures are on the table<\/strong>. These moves reflect not only a rebalanced portfolio but also the growing pressures from rivals like <strong data-start=\"726\" data-end=\"763\">Fiserv, Block\u2019s Square, and Toast<\/strong> in the payment technology market.<\/p>\n<h2 data-start=\"806\" data-end=\"860\">Strategic Shift After the Worldpay Acquisition<\/h2>\n<p data-start=\"861\" data-end=\"1144\">The acquisition of <strong data-start=\"880\" data-end=\"892\">Worldpay<\/strong> has forced Global Payments to reevaluate prior portfolio decisions. According to Bready, the integration of Worldpay changes the company\u2019s <strong data-start=\"1032\" data-end=\"1073\">strategic focus and vertical exposure<\/strong>, leading to potential changes in what assets are core to its future.<\/p>\n<ul data-start=\"1146\" data-end=\"1461\">\n<li data-start=\"1146\" data-end=\"1215\">\n<p data-start=\"1148\" data-end=\"1215\">The deal is expected to close in the <strong data-start=\"1185\" data-end=\"1212\">first half of next year<\/strong>.<\/p>\n<\/li>\n<li data-start=\"1216\" data-end=\"1338\">\n<p data-start=\"1218\" data-end=\"1338\">Integration planning has already begun, with over 100 leaders from both companies crafting an <strong data-start=\"1312\" data-end=\"1335\">integration roadmap<\/strong>.<\/p>\n<\/li>\n<li data-start=\"1339\" data-end=\"1461\">\n<p data-start=\"1341\" data-end=\"1461\">Analysts note that aligning two major players could reshape the competitive dynamics in the merchant acquiring sector.<a href=\"https:\/\/app.buvei.com?s=blog\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8988 aligncenter\" src=\"https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2.png\" alt=\"\" width=\"1024\" height=\"307\" srcset=\"https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2.png 1024w, https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2-300x90.png 300w, https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2-768x230.png 768w, https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2-400x120.png 400w, https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2-800x240.png 800w, https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2-832x249.png 832w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/p>\n<\/li>\n<\/ul>\n<h2 data-start=\"1468\" data-end=\"1512\">Recent Acquisitions and Divestitures<\/h2>\n<p data-start=\"1513\" data-end=\"1574\">In addition to the Worldpay deal, Global Payments acquired:<\/p>\n<ul data-start=\"1575\" data-end=\"1689\">\n<li data-start=\"1575\" data-end=\"1634\">\n<p data-start=\"1577\" data-end=\"1634\">A <strong data-start=\"1579\" data-end=\"1632\">Hong Kong-based digital payments software company<\/strong><\/p>\n<\/li>\n<li data-start=\"1635\" data-end=\"1689\">\n<p data-start=\"1637\" data-end=\"1689\">A <strong data-start=\"1639\" data-end=\"1664\">fraud technology firm<\/strong> focused on chargebacks<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1691\" data-end=\"1758\">Meanwhile, the company has been actively selling non-core assets:<\/p>\n<ul data-start=\"1759\" data-end=\"1933\">\n<li data-start=\"1759\" data-end=\"1839\">\n<p data-start=\"1761\" data-end=\"1839\">Earlier this year, it sold its <strong data-start=\"1792\" data-end=\"1836\">issuer business to FIS for $13.5 billion<\/strong>.<\/p>\n<\/li>\n<li data-start=\"1840\" data-end=\"1933\">\n<p data-start=\"1842\" data-end=\"1933\">In May, it agreed to sell its <strong data-start=\"1872\" data-end=\"1930\">payroll software business to Acrisure for $1.1 billion<\/strong>.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1935\" data-end=\"2081\">These moves align with a <strong data-start=\"1960\" data-end=\"1996\">$7.5 billion capital return plan<\/strong> through 2027, boosted by U.S. tax reforms under the \u201c<strong data-start=\"2050\" data-end=\"2077\">Big, Beautiful Bill Act<\/strong>.\u201d<\/p>\n<h2 data-start=\"2088\" data-end=\"2128\">Competitive Landscape Challenges<\/h2>\n<p data-start=\"2129\" data-end=\"2305\">Global Payments is unifying its <strong data-start=\"2161\" data-end=\"2194\">point-of-sale (POS) solutions<\/strong> under the Genius brand, emphasizing a <strong data-start=\"2233\" data-end=\"2267\">cloud-based, scalable platform<\/strong>. However, analysts remain cautious:<\/p>\n<ul data-start=\"2307\" data-end=\"2683\">\n<li data-start=\"2307\" data-end=\"2427\">\n<p data-start=\"2309\" data-end=\"2427\"><strong data-start=\"2309\" data-end=\"2328\">Fiserv\u2019s Clover<\/strong>, Block\u2019s <strong data-start=\"2338\" data-end=\"2348\">Square<\/strong>, and <strong data-start=\"2354\" data-end=\"2363\">Toast<\/strong> remain strong competitors with innovative merchant offerings.<\/p>\n<\/li>\n<li data-start=\"2428\" data-end=\"2558\">\n<p data-start=\"2430\" data-end=\"2558\">Analysts from William Blair noted that Global Payments\u2019 innovations may prove <strong data-start=\"2508\" data-end=\"2534\">\u201ctoo little, too late\u201d<\/strong> against these rivals.<\/p>\n<\/li>\n<li data-start=\"2559\" data-end=\"2683\">\n<p data-start=\"2561\" data-end=\"2683\">Despite skepticism, Global Payments continues to invest in <strong data-start=\"2620\" data-end=\"2647\">software-integrated POS<\/strong> as a pathway to long-term growth.<\/p>\n<\/li>\n<\/ul>\n<h2 data-start=\"2690\" data-end=\"2738\"><a href=\"https:\/\/buvei.com\/blog\/why-virtual-cards-help-businesses-save-30-on-ad-costs\/\">Financial Performance<\/a> and Policy Context<\/h2>\n<p data-start=\"2739\" data-end=\"2823\">The second-quarter results highlight the <strong data-start=\"2780\" data-end=\"2803\">financial pressures<\/strong> of restructuring:<\/p>\n<ul data-start=\"2824\" data-end=\"2979\">\n<li data-start=\"2824\" data-end=\"2876\">\n<p data-start=\"2826\" data-end=\"2876\">Operating income fell 10% to <strong data-start=\"2855\" data-end=\"2873\">$427.2 million<\/strong>.<\/p>\n<\/li>\n<li data-start=\"2877\" data-end=\"2923\">\n<p data-start=\"2879\" data-end=\"2923\">Revenue dropped 7.6% to <strong data-start=\"2903\" data-end=\"2920\">$1.96 billion<\/strong>.<\/p>\n<\/li>\n<li data-start=\"2924\" data-end=\"2979\">\n<p data-start=\"2926\" data-end=\"2979\">Net income slid by one-third to <strong data-start=\"2958\" data-end=\"2976\">$241.6 million<\/strong>.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2981\" data-end=\"3193\">From a <strong data-start=\"2988\" data-end=\"3010\">policy perspective<\/strong>, recent U.S. tax law changes provided incremental <strong data-start=\"3061\" data-end=\"3083\">cash flow benefits<\/strong> of around $500 million, which Global Payments is channeling into <strong data-start=\"3149\" data-end=\"3190\">share repurchases and capital returns<\/strong>.<\/p>\n<h2 data-start=\"3200\" data-end=\"3212\">Summary<\/h2>\n<p data-start=\"3213\" data-end=\"3739\">Global Payments\u2019 <strong data-start=\"3230\" data-end=\"3257\">acquisition of Worldpay<\/strong> marks a turning point for the Atlanta-based company. By divesting non-core assets, doubling down on POS technology, and leveraging favorable tax policies, the firm is preparing for a new phase of growth. However, with strong competitors already entrenched, the path forward remains challenging. Investors and industry observers will be watching closely as the integration with Worldpay progresses and as Global Payments evaluates additional <strong data-start=\"3699\" data-end=\"3715\">divestitures<\/strong> to sharpen its focus.<\/p>\n<p data-start=\"3213\" data-end=\"3739\"><a href=\"https:\/\/app.buvei.com?s=blog\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8988 aligncenter\" src=\"https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2.png\" alt=\"\" width=\"1024\" height=\"307\" srcset=\"https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2.png 1024w, https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2-300x90.png 300w, https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2-768x230.png 768w, https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2-400x120.png 400w, https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2-800x240.png 800w, https:\/\/wordpress.buvei.com\/wp-content\/uploads\/2025\/08\/39805008-9713-4734-8f50-1fc13313bbeb-18272166-2-832x249.png 832w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Global Payments is reshaping its business strategy following its landmark $24.25 billion acquisition of Worldpay. With the payments&hellip;","protected":false},"author":5,"featured_media":9665,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"csco_singular_sidebar":"","csco_page_header_type":"","csco_page_load_nextpost":""},"categories":[6],"tags":[5517,1138,5519,5515],"class_list":{"0":"post-9658","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-news","8":"tag-cameron-bready","9":"tag-global-payments","10":"tag-payment-technology","11":"tag-worldpay-acquisition","12":"cs-entry"},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/posts\/9658","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/comments?post=9658"}],"version-history":[{"count":0,"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/posts\/9658\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/media\/9665"}],"wp:attachment":[{"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/media?parent=9658"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/categories?post=9658"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/tags?post=9658"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}