{"id":9675,"date":"2025-08-21T08:45:26","date_gmt":"2025-08-21T08:45:26","guid":{"rendered":"https:\/\/buvei.com\/blog\/?p=9675"},"modified":"2025-08-21T08:45:26","modified_gmt":"2025-08-21T08:45:26","slug":"global-payments-eyes-more-divestitures-amid-worldpay-deal-3","status":"publish","type":"post","link":"https:\/\/buvei.com\/blog\/pt\/global-payments-eyes-more-divestitures-amid-worldpay-deal-3\/","title":{"rendered":"Global Payments visa mais desinvestimentos em pleno acordo com a Worldpay"},"content":{"rendered":"<p data-start=\"156\" data-end=\"740\">A <strong data-start=\"158\" data-end=\"177\">Global Payments<\/strong> est\u00e1 a reformular a sua estrat\u00e9gia de neg\u00f3cio ap\u00f3s a aquisi\u00e7\u00e3o hist\u00f3rica da <strong data-start=\"254\" data-end=\"299\">Worldpay por 24,25 mil milh\u00f5es de d\u00f3lares<\/strong>. Com a gigante dos pagamentos a procurar fortalecer a sua posi\u00e7\u00e3o num setor altamente competitivo, o CEO <strong data-start=\"405\" data-end=\"423\">Cameron Bready<\/strong> confirmou durante a teleconfer\u00eancia de resultados do segundo trimestre da empresa que novos desinvestimentos est\u00e3o na ordem do dia. Estas mudan\u00e7as refletem n\u00e3o s\u00f3 um portef\u00f3lio rebalanceado, mas tamb\u00e9m as crescentes press\u00f5es de rivais como a <strong data-start=\"666\" data-end=\"700\">Fiserv, Block\u2019s Square e Toast<\/strong> no mercado da tecnologia de pagamentos.<\/p>\n<h2 data-start=\"742\" data-end=\"793\">Mudan\u00e7a Estrat\u00e9gica Ap\u00f3s a Aquisi\u00e7\u00e3o da Worldpay<\/h2>\n<p data-start=\"795\" data-end=\"1073\">A aquisi\u00e7\u00e3o da Worldpay obrigou a Global Payments a reavaliar as decis\u00f5es anteriores de carteira. De acordo com Bready, a integra\u00e7\u00e3o da Worldpay altera o foco estrat\u00e9gico e a exposi\u00e7\u00e3o vertical da empresa, levando a potenciais altera\u00e7\u00f5es nos ativos essenciais para o seu futuro.<\/p>\n<ul data-start=\"1075\" data-end=\"1414\">\n<li data-start=\"1075\" data-end=\"1157\">\n<p data-start=\"1077\" data-end=\"1157\">A expectativa \u00e9 que o acordo seja fechado no primeiro semestre do pr\u00f3ximo ano.<\/p>\n<\/li>\n<li data-start=\"1158\" data-end=\"1285\">\n<p data-start=\"1160\" data-end=\"1285\">O planeamento da integra\u00e7\u00e3o j\u00e1 come\u00e7ou, com mais de 100 l\u00edderes de ambas as empresas a elaborarem um roteiro de integra\u00e7\u00e3o.<\/p>\n<\/li>\n<li data-start=\"1286\" data-end=\"1414\">\n<p data-start=\"1288\" data-end=\"1414\">Os analistas observam que o alinhamento de dois grandes players pode remodelar a din\u00e2mica competitiva no setor da aquisi\u00e7\u00e3o.<\/p>\n<\/li>\n<\/ul>\n<p><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<h2 data-start=\"1416\" data-end=\"1457\">Aquisi\u00e7\u00f5es e Desinvestimentos Recentes<\/h2>\n<p data-start=\"1459\" data-end=\"1524\">Para al\u00e9m do acordo com a Worldpay, a Global Payments adquiriu:<\/p>\n<ul data-start=\"1526\" data-end=\"1663\">\n<li data-start=\"1526\" data-end=\"1598\">\n<p data-start=\"1528\" data-end=\"1598\">Uma empresa de software de pagamentos digitais com sede em Hong Kong<\/p>\n<\/li>\n<li data-start=\"1599\" data-end=\"1663\">\n<p data-start=\"1601\" data-end=\"1663\">Uma empresa de tecnologia antifraude focada em <em data-start=\"1648\" data-end=\"1661\">chargebacks<\/em><\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1665\" data-end=\"1734\">Entretanto, a empresa tem vendido ativamente ativos n\u00e3o essenciais:<\/p>\n<ul data-start=\"1736\" data-end=\"1972\">\n<li data-start=\"1736\" data-end=\"1837\">\n<p data-start=\"1738\" data-end=\"1837\">No in\u00edcio deste ano, vendeu o seu neg\u00f3cio de emitentes \u00e0 <strong data-start=\"1795\" data-end=\"1834\">FIS por 13,5 mil milh\u00f5es de d\u00f3lares<\/strong>.<\/p>\n<\/li>\n<li data-start=\"1838\" data-end=\"1972\">\n<p data-start=\"1840\" data-end=\"1972\">Em maio, concordou em vender o seu neg\u00f3cio de software de processamento de sal\u00e1rios \u00e0 <strong data-start=\"1926\" data-end=\"1969\">Acrisure por 1,1 mil milh\u00f5es de d\u00f3lares<\/strong>.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1974\" data-end=\"2180\">Estas movimenta\u00e7\u00f5es est\u00e3o alinhadas com um plano de <strong data-start=\"2026\" data-end=\"2087\">retorno de capital de 7,5 mil milh\u00f5es de d\u00f3lares at\u00e9 2027<\/strong>, impulsionado pelas <strong data-start=\"2108\" data-end=\"2136\">reformas fiscais dos EUA<\/strong> no \u00e2mbito do <em data-start=\"2150\" data-end=\"2177\">\"Big, Beautiful Bill Act\"<\/em>.<\/p>\n<h2 data-start=\"2182\" data-end=\"2216\">Desafios do Cen\u00e1rio Competitivo<\/h2>\n<p data-start=\"2218\" data-end=\"2426\">A Global Payments est\u00e1 a unificar as suas solu\u00e7\u00f5es de <strong data-start=\"2272\" data-end=\"2296\">ponto de venda (POS)<\/strong> sob a marca <strong data-start=\"2309\" data-end=\"2319\">Genius<\/strong>, enfatizando uma plataforma escal\u00e1vel e baseada na cloud. No entanto, os analistas continuam cautelosos:<\/p>\n<ul data-start=\"2428\" data-end=\"2710\">\n<li data-start=\"2428\" data-end=\"2556\">\n<p data-start=\"2430\" data-end=\"2556\"><strong data-start=\"2430\" data-end=\"2473\">Clover (Fiserv), Square (Block) e Toast<\/strong> continuam a ser fortes concorrentes com ofertas inovadoras para os comerciantes.<\/p>\n<\/li>\n<li data-start=\"2557\" data-end=\"2710\">\n<p data-start=\"2559\" data-end=\"2710\">Os analistas da <strong data-start=\"2575\" data-end=\"2592\">William Blair<\/strong> observaram que as inova\u00e7\u00f5es da Global Payments podem revelar-se <em data-start=\"2657\" data-end=\"2687\">\"poucas e demasiado tardias\"<\/em> contra estes rivais.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2712\" data-end=\"2853\">Apesar do ceticismo, a Global Payments continua a investir em <strong data-start=\"2774\" data-end=\"2804\">POS integrados em software<\/strong> como caminho para o crescimento a longo prazo.<\/p>\n<h2 data-start=\"2855\" data-end=\"2899\">Desempenho Financeiro e Contexto Pol\u00edtico<\/h2>\n<p data-start=\"2901\" data-end=\"2989\">Os resultados do segundo trimestre destacam as press\u00f5es financeiras da reestrutura\u00e7\u00e3o:<\/p>\n<ul data-start=\"2991\" data-end=\"3193\">\n<li data-start=\"2991\" data-end=\"3058\">\n<p data-start=\"2993\" data-end=\"3058\">O lucro operacional caiu <strong data-start=\"3018\" data-end=\"3055\">10% para 427,2 milh\u00f5es de d\u00f3lares<\/strong>.<\/p>\n<\/li>\n<li data-start=\"3059\" data-end=\"3120\">\n<p data-start=\"3061\" data-end=\"3120\">A receita caiu <strong data-start=\"3076\" data-end=\"3117\">7,6% para 1,96 mil milh\u00f5es de d\u00f3lares<\/strong>.<\/p>\n<\/li>\n<li data-start=\"3121\" data-end=\"3193\">\n<p data-start=\"3123\" data-end=\"3193\">O resultado l\u00edquido caiu <strong data-start=\"3148\" data-end=\"3190\">um ter\u00e7o para 241,6 milh\u00f5es de d\u00f3lares<\/strong>.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"3195\" data-end=\"3463\">Do ponto de vista pol\u00edtico, as recentes <strong data-start=\"3235\" data-end=\"3278\">altera\u00e7\u00f5es na legisla\u00e7\u00e3o fiscal dos EUA<\/strong> proporcionaram <strong data-start=\"3294\" data-end=\"3370\">benef\u00edcios incrementais de tesouraria de cerca de 500 milh\u00f5es de d\u00f3lares<\/strong>, que a Global Payments est\u00e1 a canalizar para <strong data-start=\"3416\" data-end=\"3460\">recompras de a\u00e7\u00f5es e retornos de capital<\/strong>.<\/p>\n<h2 data-start=\"3465\" data-end=\"3474\">Resumo<\/h2>\n<p data-start=\"3476\" data-end=\"4072\">A aquisi\u00e7\u00e3o da Worldpay pela Global Payments marca um <strong data-start=\"3530\" data-end=\"3550\">ponto de viragem<\/strong> para a empresa sediada em Atlanta. Ao desinvestir em ativos n\u00e3o essenciais, ao investir ainda mais em tecnologia POS e ao alavancar <strong data-start=\"3683\" data-end=\"3715\">pol\u00edticas fiscais favor\u00e1veis<\/strong>, a empresa prepara-se para uma nova fase de crescimento. No entanto, com <strong data-start=\"3789\" data-end=\"3828\">concorrentes fortes j\u00e1 consolidados<\/strong>, o caminho a seguir continua a ser desafiante. Os investidores e observadores do setor acompanhar\u00e3o de perto o progresso da integra\u00e7\u00e3o com a Worldpay e a avalia\u00e7\u00e3o de desinvestimentos adicionais pela Global Payments para melhorar o seu foco.<\/p>\n<p data-start=\"3476\" data-end=\"4072\"><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":"A Global Payments est\u00e1 a reformular a sua estrat\u00e9gia de neg\u00f3cio ap\u00f3s a aquisi\u00e7\u00e3o hist\u00f3rica da Worldpay por&hellip;","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"csco_singular_sidebar":"","csco_page_header_type":"","csco_page_load_nextpost":""},"categories":[27],"tags":[],"class_list":{"0":"post-9675","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-payment-basics-pt","7":"cs-entry"},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/posts\/9675","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\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/comments?post=9675"}],"version-history":[{"count":0,"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/posts\/9675\/revisions"}],"wp:attachment":[{"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/media?parent=9675"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/categories?post=9675"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buvei.com\/blog\/wp-json\/wp\/v2\/tags?post=9675"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}