Earnings GuidanceThe magnitude of the 3Q miss and FY25 guidance cut is, quite frankly, baffling, and explanations will need to be sorted out over multiple quarters.
Leadership ChangesThe level & pace of FI's business slowdown is baffling; lower structural growth messaging, initiation of remediation plan, & leadership shuffling leave us questioning how things changed so quickly & recovery pace potential.
Revenue Growth ConcernsFiserv's revised 2025 guidance calls for significantly lower organic revenue growth and adjusted EPS than previously expected.