Global Payments Inc (GPN) Fiscal 2015 Second Quarter Conference Call Transcript

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So, we feel very good about our competitive positioning integrated in the United States, and feel very good about the prospects of rolling it out over time internationally — broader than just Ezidebit, with its Australia, New Zealand and Asia presence.

Jeffrey S. Sloan

I’d say, Andrew, it’s Jeff, on the question on E-Commerce, we tend to think about it — especially in Europe — as really an omni-channel offering, so we tend to think going forward it’s going to be less about how the transaction really came into the merchant, and more about our ability to service people on both a card not present environment as well as a card present environment. That’s particularly true, as I mentioned before to Tien-tsin, as we move into a post-SEPA environment. So as you think about the implications of domestic and cross-border rates being lower across the EU, it really shouldn’t matter where a merchant is based and how a transaction comes in.

So, we’re actively positioning our business and repositioning our business in the case of Global Solutions, to really deal with omni-channel customers, to provide better value-added analytics and services in environment where we think merchants will be more inclined to accept a transaction however it comes in as rates are reduced. So, I think we think a little bit less along the lines of E-Commerce and more along the lines of can we capture share by offering value-added solutions that are almost channel agnostic.

Andrew W. Jeffrey

Very helpful. Thanks a lot.

Jeffrey S. Sloan

You bet.

Operator

Thank you. Our next question is from Brett Huff of Stephens, Inc. You may begin.

Brett Huff, Managing Director at Stephens Inc.

Can you guys hear me okay?

Jeffrey S. Sloan

Yeah.

Cameron M. Bready

Yeah we hear you, Brett.

Brett Huff

Good morning and congrats on a nice quarter.

Cameron M. Bready

Thank you.

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