GPN · 10-Q · 2026Q2 · Full report

Market Demand Trends

GLOBAL PAYMENTS INC · 2026-08-05 · Importance 69 · Surprise 64

Revenue growth is linked primarily to payment transaction volume because most services are priced as a percentage of transaction value or a specified fee per transaction. Enterprise revenue increased 462.5% year over year to $838.3 million in the second quarter, driven by card-not-present and card-present activity, while Platforms revenue increased 126.8% to $652.8 million, driven by embedded payments and integrated partners. SMB revenue increased 23.7% to $1.649 billion, with growth in both the Americas and rest of world, although other revenue declined 9.2% because of attrition in non-core portfolios and relationships.