Toggle navigation
TWunroll
TWunroll
faq
Contact US
BlueToothDDS
BlueToothDDS
Long awaited $FISV investor day took place today. The 5 hr long deep dive, 100+ pg presentation did not disappoint! Some initial reflections here to augment prior musings, more to
Read more
Recent musings on payments as it relates to $SHOP + $FB: first some basics, then a few thoughts on recent developmentsTLDR: Capturing % of GMV great for SHOP (already well
Read more
More thoughts on $FISV, digging into the Payments & Network segment (~40% of FISV revenue)TLDR: Lots of moving parts but this is where the most synergies and growth optionality can
Read more
More thoughts on $FISV following investor day last weekThis time focused on the newly named FinTech segment: core account processing and digital banking arm of legacy FiservTLDR: While it’s the
Read more
$FISV investor day this week provided some new insights into the composition of — and more importantly, the growth engines within — each of its 3 operating segmentsWill attempt to
Read more
Good summary of Stripe vs AdyenWould tag onto this with some observations which may add the “why” to “how” the two are different:TLDR: 1) regional starting point: US out vs
Read more
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree