Fidelity National Information Services, Inc. · FIS · Next earnings

Fidelity National Information Services, Inc. reports Wednesday, Nov 4, 2026

FIS reports before market open with consensus EPS at $1.61 and revenue at $3.43B. Last quarter: FIS Beats Q1 Estimates, Holds Guidance, Drops 8.8% on AI Revenue Timing Concerns

Reports Before market open45 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.61 Calendar consensus
Consensus revenue $3.43B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 45 days away

Where FIS left off: FY2026 Q1

Full report

FIS Beats Q1 Estimates, Holds Guidance, Drops 8.8% on AI Revenue Timing Concerns

EPS surprise +5.4% Reported $1.36 vs $1.29
Revenue surprise +0.5% Reported $3.29B vs $3.28B
Stock move -8.0% Event window
Subsequent drift -9.1% Up to 20 sessions

Prior quarter (FY2025 results): guidance sentiment was raised, with a 2026 outlook for 30-31% revenue growth, margin expansion, and FCF exceeding $2B. Current quarter (Q1 2026): guidance sentiment is maintained (unchanged), with 2026 revenue growth projected at 5.1-5.7% and margin expansion of up to 110 bps. The shift from raised to maintained guidance, despite a Q1 beat on both EPS and revenue, appears to have contributed to the negative market reaction.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macro volatility affecting lending and capital-markets recurring revenue
  • Regulatory and compliance complexities tied to AI deployment in banking
  • Competitive pressure from emerging players such as Pismo and other core-banking vendors

Questions analysts left open

  • Uniqueness and revenue timing of the Anthropic AI partnership
  • Impact of softer loan-syndication activity on Capital Markets recurring growth
  • Sustainability of non-recurring license revenue and future distribution partnerships
  • Competitive dynamics related to Pismo's entry into core ledgering

Ask FN2 about FIS next report

Transcript, numbers and history already loaded
What should I watch for in FIS's next earnings report?How did FIS guide last quarter, and is consensus above or below that?Give me the bull and bear case going into FIS earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the FIS recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent FIS quarters

All FIS earnings
-8.0%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.