Payments and FinTech Earnings Recap: Q2 2026
Clearing Skies?
Bob’s Payment Stock Substack
Former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM.
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Shift4: Dazed and Confused
Moving parts obscure low double-digit underlying growth
Global Payments: Nothing Comes Easy
Sustained Middle East conflict dents 2026 outlook, but path to 2027 acceleration looks intact and open
American Express: Still Work to Do
YTD results leave key objectives unfulfilled
Is Stripe All-In On PayPal?
A formal bid reveals intent, but how high does Stripe need to go, and is it worth it?
Q2 2026: Portfolio Update + Investable Universe
Swimming against the tide
Payments and FinTech: Mid-Year Progress Report
Plus top picks for the second half
Paycom Software: Innovation Without Acceleration
Growth continues to slow despite promises to the contrary
Chime Financial
Unhappily Ever After?
Payments and FinTech Quarterly Review
Volume 2, Issue 1: First Quarter of 2026
Intuit: Buy The Blip?
TurboTax softness spooks the market amid broader AI fears
Fiserv Investor Day Notes
Retention, Clover, Modernization + AI, Financial Outlook
Payments and FinTech Earnings Recap: Q1 2026
Mostly Cloudy with a Few Rays of Sunshine
Affirm: Better, But Is It Good?
Passing on the leading U.S. BNPL provider
Q1 2026: Portfolio Update + Investable Universe
From bad to worse
Is Toast A Buy?
Cheaper yes, but still relatively expensive
Long Broadridge Financial
Riding the wave of increased financial market participation
Adyen: Much ado about nothing...or something?
I view post-earnings sell-off more as opportunity than sign of weakening fundamentals
Shift4: Warning Signs
Digging deeper into Shift4's red flags
Payments and FinTech Quarterly Review
Volume 1, Issue 4: Fourth Quarter of 2025
Musings on a Potential PayPal Takeover
Kicking the tires or genuine interest?