FinTech Deal of the Year: Global Payments' $24B Worldpay acquisition reshapes payment processing landscape 😳💸; American Express’s Q1 2025: premium positioning continues to drive outperformance 💳📈

FinTech is Eating the World, 18 April

Hey Everyone,

Good day & happy Friday! Today’s issue is easily the best one yet as we’re 100% focusing on the FinTech giants. On today’s radar, we have FinTech Deal of the Year - Global Payments snapping Worldpay for $24 billion to reshape the global payment processing landscape (why it makes sense, what it means for other FinTechs & what to expect next + bonus deep dives inside), and deep dive into American Express’s latest quarterly results (breaking down the most important Q1 2025 numbers, what they mean, and whether AmEx is worth your time and money this year + bonus deep dives into their biggest competitors out there). So let’s just jump straight into the paradigm-shifting stuff 🌶️

FinTech Deal of the Year: Global Payments' $24B Worldpay acquisition reshapes payment processing landscape 😳💸

The BIG News 🗞️ Payments giant Global Payments GPN 0.00%↑ has just announced the $24.25 billion acquisition of Worldpay in a complex three-way transaction that will significantly reshape the payment processing industry.

Simultaneously, the company will divest its Issuer Solutions business to Fidelity National Information Services aka FIS FIS 0.00%↑ for $13.5 billion, creating what was described as a pure-play commerce solutions provider.

Let’s take a quick look at this, see how it will change the payments game, and what to expect next.