Subtext

Fidelity National Information Services, Inc. FIS

SectorFinancials
Transcripts71
Date range2007-07-26 – 2025-05-06
Calls charted71

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-43-22+0+22+432007 Q22009 Q32011 Q42014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · Overall: +15.12007 Q3 · Overall: +10.12007 Q4 · Overall: +15.02008 Q1 · Overall: +4.42008 Q2 · Overall: +4.72008 Q3 · Overall: +8.32008 Q4 · Overall: +8.52009 Q1 · Overall: +2.02009 Q2 · Overall: +10.52009 Q3 · Overall: +6.12009 Q4 · Overall: +7.52010 Q1 · Overall: +7.52010 Q2 · Overall: +6.82010 Q3 · Overall: +12.32010 Q4 · Overall: +5.52011 Q1 · Overall: +7.42011 Q2 · Overall: +12.42011 Q3 · Overall: +5.62011 Q4 · Overall: +15.52012 Q1 · Overall: +14.92012 Q2 · Overall: +6.62012 Q3 · Overall: +15.22013 Q1 · Overall: +17.22013 Q2 · Overall: +13.32013 Q3 · Overall: +11.92013 Q4 · Overall: +15.72014 Q1 · Overall: +15.12014 Q2 · Overall: +14.62014 Q3 · Overall: +14.82014 Q4 · Overall: +8.02015 Q1 · Overall: +5.12015 Q2 · Overall: +9.22015 Q3 · Overall: +3.22015 Q4 · Overall: +9.62016 Q1 · Overall: +17.32016 Q2 · Overall: +15.72016 Q3 · Overall: +13.22016 Q4 · Overall: +6.22017 Q1 · Overall: +15.12017 Q2 · Overall: +10.82017 Q3 · Overall: +12.02017 Q4 · Overall: +14.92018 Q1 · Overall: +15.32018 Q2 · Overall: +16.62018 Q3 · Overall: +18.72018 Q4 · Overall: +12.72019 Q1 · Overall: +21.32019 Q2 · Overall: +16.62019 Q3 · Overall: +16.62019 Q4 · Overall: +15.82020 Q1 · Overall: +12.62020 Q2 · Overall: +15.72020 Q3 · Overall: +8.72020 Q4 · Overall: +10.52021 Q1 · Overall: +17.02021 Q2 · Overall: +13.52021 Q3 · Overall: +13.32021 Q4 · Overall: +15.62022 Q1 · Overall: +11.22022 Q2 · Overall: +10.62022 Q3 · Overall: +7.42022 Q4 · Overall: +8.72023 Q1 · Overall: +17.72023 Q2 · Overall: +10.82023 Q3 · Overall: +13.62023 Q4 · Overall: +11.42024 Q1 · Overall: +37.72024 Q2 · Overall: +16.92024 Q3 · Overall: +13.82024 Q4 · Overall: +13.12025 Q1 · Overall: +15.7
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-85-43+0+43+852007 Q22009 Q32011 Q42014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · CEO: +24.92007 Q3 · CEO: +19.22007 Q4 · CEO: +30.32008 Q1 · CEO: +11.02008 Q3 · CEO: +13.32008 Q4 · CEO: +19.42009 Q1 · CEO: +5.62009 Q2 · CEO: +20.92009 Q3 · CEO: +15.02009 Q4 · CEO: +22.92010 Q1 · CEO: +29.32010 Q2 · CEO: +21.82010 Q3 · CEO: +26.42010 Q4 · CEO: +16.02011 Q1 · CEO: +23.02011 Q2 · CEO: +49.12011 Q3 · CEO: +9.62011 Q4 · CEO: +22.42012 Q1 · CEO: +26.02012 Q2 · CEO: +33.02012 Q3 · CEO: +32.32013 Q1 · CEO: +50.62013 Q2 · CEO: +30.32013 Q3 · CEO: +23.62013 Q4 · CEO: +22.22014 Q1 · CEO: +40.32014 Q2 · CEO: +38.12014 Q3 · CEO: +43.12014 Q4 · CEO: +17.22015 Q1 · CEO: +11.72015 Q3 · CEO: +11.32015 Q4 · CEO: +24.42016 Q1 · CEO: +25.72016 Q2 · CEO: +23.32018 Q4 · CEO: +22.02019 Q1 · CEO: +31.52019 Q2 · CEO: +21.02019 Q3 · CEO: +20.82019 Q4 · CEO: +21.52020 Q1 · CEO: +15.32020 Q2 · CEO: +20.52020 Q3 · CEO: +19.32020 Q4 · CEO: +14.22021 Q2 · CEO: +17.22021 Q3 · CEO: +19.32021 Q4 · CEO: +32.12022 Q1 · CEO: +13.82022 Q2 · CEO: +24.32022 Q3 · CEO: +15.62022 Q4 · CEO: +14.32023 Q1 · CEO: +22.42023 Q2 · CEO: +12.92023 Q3 · CEO: +25.22023 Q4 · CEO: +20.32024 Q1 · CEO: +74.12024 Q2 · CEO: +24.42024 Q3 · CEO: +23.42024 Q4 · CEO: +23.72025 Q1 · CEO: +23.32007 Q2 · CFO: +29.42007 Q3 · CFO: +2.62007 Q4 · CFO: +5.62008 Q1 · CFO: -23.32008 Q2 · CFO: +10.32008 Q3 · CFO: +4.32008 Q4 · CFO: -2.62009 Q1 · CFO: -1.22009 Q2 · CFO: +6.82009 Q3 · CFO: +8.52009 Q4 · CFO: +5.62010 Q1 · CFO: +6.52010 Q2 · CFO: +2.42010 Q3 · CFO: +11.62010 Q4 · CFO: +2.92011 Q1 · CFO: +0.82011 Q2 · CFO: +6.72011 Q3 · CFO: +5.92012 Q1 · CFO: +8.12012 Q2 · CFO: +3.72012 Q3 · CFO: +7.62013 Q1 · CFO: +9.22013 Q2 · CFO: +5.12013 Q3 · CFO: +9.52013 Q4 · CFO: +13.02014 Q1 · CFO: +12.02014 Q2 · CFO: +3.92014 Q3 · CFO: +0.02014 Q4 · CFO: +0.02015 Q1 · CFO: +18.22015 Q3 · CFO: -4.82015 Q4 · CFO: +2.12016 Q1 · CFO: +12.92016 Q2 · CFO: +9.22016 Q3 · CFO: +10.02016 Q4 · CFO: -2.22017 Q1 · CFO: +16.32018 Q4 · CFO: +6.62019 Q1 · CFO: +14.02019 Q2 · CFO: +22.42019 Q3 · CFO: +17.82019 Q4 · CFO: +18.72020 Q1 · CFO: +13.12020 Q2 · CFO: +10.62020 Q3 · CFO: +8.82020 Q4 · CFO: +8.22021 Q2 · CFO: +22.32021 Q3 · CFO: +13.92021 Q4 · CFO: +16.12022 Q1 · CFO: +14.52022 Q2 · CFO: -1.72022 Q3 · CFO: -5.72022 Q4 · CFO: +5.72023 Q1 · CFO: +22.12023 Q2 · CFO: +15.52023 Q3 · CFO: +10.32023 Q4 · CFO: +7.82024 Q1 · CFO: +39.02024 Q2 · CFO: +20.62024 Q3 · CFO: +8.52024 Q4 · CFO: +7.62025 Q1 · CFO: +16.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-44-22+0+22+442007 Q22009 Q32011 Q42014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · Prepared remarks: +21.52007 Q3 · Prepared remarks: +18.72007 Q4 · Prepared remarks: +19.92008 Q1 · Prepared remarks: +5.22008 Q2 · Prepared remarks: +8.02008 Q3 · Prepared remarks: +10.82008 Q4 · Prepared remarks: +13.52009 Q1 · Prepared remarks: +12.32009 Q2 · Prepared remarks: +19.82009 Q3 · Prepared remarks: +9.52009 Q4 · Prepared remarks: +14.92010 Q1 · Prepared remarks: +20.42010 Q2 · Prepared remarks: +10.82010 Q3 · Prepared remarks: +18.42010 Q4 · Prepared remarks: +8.22011 Q1 · Prepared remarks: +12.42011 Q2 · Prepared remarks: +24.22011 Q3 · Prepared remarks: +6.62011 Q4 · Prepared remarks: +15.52012 Q1 · Prepared remarks: +18.62012 Q2 · Prepared remarks: +8.22012 Q3 · Prepared remarks: +22.32013 Q1 · Prepared remarks: +31.52013 Q2 · Prepared remarks: +23.62013 Q3 · Prepared remarks: +26.22013 Q4 · Prepared remarks: +24.82014 Q1 · Prepared remarks: +24.82014 Q2 · Prepared remarks: +25.32014 Q3 · Prepared remarks: +25.12014 Q4 · Prepared remarks: +13.22015 Q1 · Prepared remarks: -2.02015 Q2 · Prepared remarks: +10.42015 Q3 · Prepared remarks: +4.32015 Q4 · Prepared remarks: +17.02016 Q1 · Prepared remarks: +18.22016 Q2 · Prepared remarks: +19.82016 Q3 · Prepared remarks: +17.02016 Q4 · Prepared remarks: +15.62017 Q1 · Prepared remarks: +22.52017 Q2 · Prepared remarks: +10.92017 Q3 · Prepared remarks: +16.42017 Q4 · Prepared remarks: +25.92018 Q1 · Prepared remarks: +17.42018 Q2 · Prepared remarks: +17.62018 Q3 · Prepared remarks: +21.92018 Q4 · Prepared remarks: +15.42019 Q1 · Prepared remarks: +32.32019 Q2 · Prepared remarks: +28.32019 Q3 · Prepared remarks: +27.22019 Q4 · Prepared remarks: +24.22020 Q1 · Prepared remarks: +23.12020 Q2 · Prepared remarks: +23.92020 Q3 · Prepared remarks: +34.32020 Q4 · Prepared remarks: +28.72021 Q1 · Prepared remarks: +33.22021 Q2 · Prepared remarks: +26.32021 Q3 · Prepared remarks: +22.02021 Q4 · Prepared remarks: +23.62022 Q1 · Prepared remarks: +22.42022 Q2 · Prepared remarks: +19.42022 Q3 · Prepared remarks: +10.12022 Q4 · Prepared remarks: +16.72023 Q1 · Prepared remarks: +24.92023 Q2 · Prepared remarks: +19.72023 Q3 · Prepared remarks: +23.52023 Q4 · Prepared remarks: +18.72024 Q1 · Prepared remarks: +38.62024 Q2 · Prepared remarks: +29.82024 Q3 · Prepared remarks: +19.52024 Q4 · Prepared remarks: +26.82025 Q1 · Prepared remarks: +25.72007 Q2 · Q&A responses: +10.92007 Q3 · Q&A responses: +6.42007 Q4 · Q&A responses: +14.12008 Q1 · Q&A responses: +0.02008 Q2 · Q&A responses: +5.72008 Q3 · Q&A responses: +8.52008 Q4 · Q&A responses: +9.22009 Q1 · Q&A responses: -2.42009 Q2 · Q&A responses: +11.32009 Q3 · Q&A responses: +9.32009 Q4 · Q&A responses: +9.92010 Q1 · Q&A responses: +10.12010 Q2 · Q&A responses: +9.22010 Q3 · Q&A responses: +13.82010 Q4 · Q&A responses: +6.52011 Q1 · Q&A responses: +8.92011 Q2 · Q&A responses: +10.62011 Q3 · Q&A responses: +8.82012 Q1 · Q&A responses: +14.22012 Q2 · Q&A responses: +9.32012 Q3 · Q&A responses: +10.02013 Q1 · Q&A responses: +12.12013 Q2 · Q&A responses: +11.12013 Q3 · Q&A responses: +10.72013 Q4 · Q&A responses: +16.32014 Q1 · Q&A responses: +14.72014 Q2 · Q&A responses: +14.02014 Q3 · Q&A responses: +13.12014 Q4 · Q&A responses: +7.52015 Q1 · Q&A responses: +10.52015 Q2 · Q&A responses: +11.72015 Q3 · Q&A responses: +4.92015 Q4 · Q&A responses: +15.02016 Q1 · Q&A responses: +18.52016 Q2 · Q&A responses: +12.22016 Q3 · Q&A responses: +13.32016 Q4 · Q&A responses: +6.92017 Q1 · Q&A responses: +14.62017 Q2 · Q&A responses: +13.32017 Q3 · Q&A responses: +11.62017 Q4 · Q&A responses: +12.22018 Q1 · Q&A responses: +17.42018 Q2 · Q&A responses: +17.82018 Q3 · Q&A responses: +22.22018 Q4 · Q&A responses: +14.92019 Q1 · Q&A responses: +22.32019 Q2 · Q&A responses: +16.12019 Q3 · Q&A responses: +15.32019 Q4 · Q&A responses: +11.92020 Q1 · Q&A responses: +7.52020 Q2 · Q&A responses: +12.52020 Q3 · Q&A responses: +11.72020 Q4 · Q&A responses: +12.42021 Q1 · Q&A responses: +17.92021 Q2 · Q&A responses: +16.92021 Q3 · Q&A responses: +11.72021 Q4 · Q&A responses: +15.02022 Q1 · Q&A responses: +9.32022 Q2 · Q&A responses: +6.82022 Q3 · Q&A responses: +5.72022 Q4 · Q&A responses: +3.92023 Q1 · Q&A responses: +16.22023 Q2 · Q&A responses: +8.22023 Q3 · Q&A responses: +12.62023 Q4 · Q&A responses: +6.72024 Q2 · Q&A responses: +17.52024 Q3 · Q&A responses: +13.02024 Q4 · Q&A responses: +4.92025 Q1 · Q&A responses: +17.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.83$5.52$8.222007 Q22009 Q32011 Q42014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: $3.202014 Q2: $3.302014 Q3: $3.392014 Q4: $3.492015 Q1: $3.532015 Q2: $3.502015 Q3: $3.602015 Q4: $3.882016 Q1: $3.892016 Q2: $4.082016 Q3: $4.252016 Q4: $4.332017 Q1: $4.382017 Q2: $4.512017 Q3: $4.722017 Q4: $4.862018 Q1: $5.342018 Q2: $5.532018 Q3: $5.692018 Q4: $5.762019 Q1: $7.652019 Q2: $7.792019 Q3: $6.102019 Q4: $6.342020 Q1: $6.572020 Q2: $6.072020 Q3: $6.402020 Q4: $6.622021 Q1: $6.602021 Q2: $6.992021 Q3: $7.292021 Q4: $7.422022 Q1: $7.522022 Q2: $7.852022 Q3: $7.682022 Q4: $6.722023 Q1: $6.002023 Q2: $6.222023 Q3: $6.312023 Q4: $4.412024 Q1: $4.872024 Q2: $5.252024 Q3: $5.50

Forward P/E

7.4215.9124.402007 Q22009 Q32011 Q42014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: 16.852014 Q2: 16.352014 Q3: 16.772014 Q4: 17.622015 Q1: 19.122015 Q2: 18.012015 Q3: 19.432015 Q4: 15.992016 Q1: 16.132016 Q2: 18.022016 Q3: 17.912016 Q4: 17.532017 Q1: 18.842017 Q2: 18.992017 Q3: 19.572017 Q4: 19.402018 Q1: 18.802018 Q2: 19.372018 Q3: 19.122018 Q4: 17.542019 Q1: 14.072019 Q2: 15.842019 Q3: 21.782019 Q4: 21.722020 Q1: 15.682020 Q2: 22.852020 Q3: 23.232020 Q4: 21.692021 Q1: 21.972021 Q2: 20.682021 Q3: 17.172021 Q4: 14.402022 Q1: 12.682022 Q2: 12.162022 Q3: 11.342022 Q4: 10.782023 Q1: 8.592023 Q2: 8.792023 Q3: 8.762023 Q4: 13.612024 Q1: 14.162024 Q2: 14.692024 Q3: 15.34

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q4 tone ↓ -6.8 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q1 tone ↓ -2.9 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q3 tone ↓ -5.9 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -2.5 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q4 tone ↓ -7.0 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -4.4 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -6.0 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -4.7 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -3.2 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +3.1 fwd EPS ↓ -0.50 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -7.0 fwd EPS ↑ +0.33 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -3.5 fwd EPS ↑ +0.39 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -4.4 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↑ +9.1 fwd EPS ↓ -0.72 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↓ -7.0 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↓ -20.7 fwd EPS ↑ +0.38 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -3.2 fwd EPS ↑ +0.26 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-06+15.7——View →
2024 Q42025-02-11+13.1——View →
2024 Q32024-11-04+13.8$5.5015.3View →
2024 Q22024-08-06+16.9$5.2514.7View →
2024 Q12024-05-06+37.7$4.8714.2View →
2023 Q42024-02-26+11.4$4.4113.6View →
2023 Q32023-11-07+13.6$6.318.8View →
2023 Q22023-08-02+10.8$6.228.8View →