GPN · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
GLOBAL PAYMENTS INC · 2026-08-05 · Importance 64 · Surprise 56 · From source text
Consolidated revenue increased 68.6% year over year to $3,320.8 million in the three months ended June 30, 2026, and increased 66.0% to $6,290.5 million in the six-month period. Enterprise revenue rose 462.5% to $838.3 million for the quarter and 448.6% to $1,560.7 million for six months, driven by Worldpay-related card-not-present and card-present activity. Platforms revenue increased 126.8% to $652.8 million for the quarter and 117.3% to $1,220.9 million for six months, led by embedded payments and integrated partners. SMB revenue increased 23.7% to $1,649.0 million for the quarter and 23.8% to $3,152.3 million for six months, while other revenue declined 9.2% and 10.0%, respectively, because of attrition in non-core portfolios and relationships.
Key facts
- Enterprise segment revenues for the three months ended June 30, 2026 were $838.3 million, up $689.3 million from $149.0 million in the prior year. source
- Enterprise segment revenues for the six months ended June 30, 2026 were $1,560.7 million, up $1,276.2 million from $284.5 million in the prior year. source
- Platforms segment revenues for the three months ended June 30, 2026 were $652.8 million, up $365.0 million from $287.8 million in the prior year (126.8%). source
- Platforms segment revenues for the six months ended June 30, 2026 were $1,220.9 million, up $658.9 million from $561.9 million in the prior year (117.3%). source
- SMB segment revenues for the three months ended June 30, 2026 were $1,648.952 million, an increase of $315.5 million (23.7%) from $1,333.423 million in the prior year. source
- SMB segment revenues for the six months ended June 30, 2026 were $3,152.293 million, an increase of $605.3 million (23.8%) from $2,546.981 million in the prior year. source
- Consolidated revenues for the three months ended June 30, 2026 increased to $3,320.8 million compared to $1,969.3 million for the prior year. source
- Consolidated revenues for the six months ended June 30, 2026 increased to $6,290.5 million compared to $3,789.6 million for the prior year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +78.3% | The Worldpay acquisition contributed approximately $1.4 billion and $2.6 billion in revenue growth for the three and six months ended June… |
| revenue | positive | realized | +75.3% | Consolidated revenues for the six months ended June 30, 2026 increased to $6,290.5 million compared to $3,789.6 million for the prior year. |
| revenue | positive | realized | +42.2% | The Worldpay acquisition contributed approximately $1.4 billion and $2.6 billion in revenue growth for the three and six months ended June… |
| revenue | positive | realized | +40.7% | Consolidated revenues for the three months ended June 30, 2026 increased to $3,320.8 million compared to $1,969.3 million for the prior… |
| revenue | positive | realized | +38.4% | Enterprise segment revenues for the six months ended June 30, 2026 were $1,560.7 million, up $1,276.2 million from $284.5 million in the… |
| revenue | positive | realized | +30.6% | Card-not-present activity in the Enterprise segment increased $549.5 million and $1,016.6 million for the three and six months ended June… |
| revenue | positive | realized | +20.8% | Enterprise segment revenues for the three months ended June 30, 2026 were $838.3 million, up $689.3 million from $149.0 million in the… |
| revenue | positive | realized | +19.8% | Platforms segment revenues for the six months ended June 30, 2026 were $1,220.9 million, up $658.9 million from $561.9 million in the… |
| revenue | positive | realized | +18.2% | SMB segment revenues for the six months ended June 30, 2026 were $3,152.293 million, an increase of $605.3 million (23.8%) from $2,546.981… |
| revenue | positive | realized | +16.6% | Card-not-present activity in the Enterprise segment increased $549.5 million and $1,016.6 million for the three and six months ended June… |
| revenue | positive | realized | +11.6% | Integrated partners service line increased $219.4 million and $386.6 million for the three and six months ended June 30, 2026,… |
| revenue | positive | realized | +11.0% | Platforms segment revenues for the three months ended June 30, 2026 were $652.8 million, up $365.0 million from $287.8 million in the… |