GPN · Earnings call · 2026Q2T · Full report
Genius Adoption and Expansion
GLOBAL PAYMENTS INC · 2026-08-05 · Importance 51 · Surprise 64 · In source text
Genius bookings increased more than 25% sequentially in the second quarter, while new Genius locations grew more than 50% year-over-year and nearly 25% sequentially. New customer yields increased 75% year-over-year, indicating customers are willing to pay for Genius’s value. Adoption is expanding through direct sales, bank partners, and dealer channels, with Desjardins selling Genius in Canada and 30 major U.S. financial-institution partners expected to begin selling it in the fourth quarter. Long John Silver’s rolled out Genius digital menu solutions across 100 locations, Pollo Tropical selected it for 135 stores, and Jeremiah’s Italian Ice chose it to replace its legacy point-of-sale system.
Key facts
- On track to enable Worldpay's financial institution partners in the U.S. to begin selling Genius during the fourth quarter, starting with 30 of our largest bank partners
- Desjardins in Canada is now selling Genius
- Long John Silver's completed rollout of Genius across 100 locations
- Pollo Tropical selected Genius for its 135 stores
- Jeremiah's Italian Ice chose Genius to replace its legacy POS and unify software and payments with a single provider
- New customer yields for Genius increased 75% year-over-year
- Genius bookings increased greater than 25% sequentially in Q2 2026
- Genius 1-year anniversary celebrated at the National Restaurant Association Conference in May
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | On track to enable Worldpay's financial institution partners in the U.S. to begin selling Genius during the fourth quarter, starting with… |
| revenue | positive | probable | — | Desjardins in Canada is now selling Genius |