Capital ReturnThe share buyback announcement of $7.5 billion is likely to be well-received by investors, as it demonstrates a strong commitment to capital return over the next three years.
Operational TransformationThe strategic pivot to unify and streamline the organization is seen as a necessary move for better competition, expected to drive $500 million in annualized benefits by the first half of 2027.
Revenue GrowthRevenue growth is expected to accelerate, with mid-/high-single-digit growth in 2026 and 2027, aligning with Street expectations after a transition year in 2025.