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Bloomberg Talks

FIS's Stephanie Ferris Talks Earnings, AI Risk

25 Feb 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

1.718 - 3.581 David Gurra

The news doesn't stop on the weekends.

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3.881 - 8.809 Lisa Mateo

Context changes constantly. And now Bloomberg is the place to stay on top of it all.

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9.11 - 13.817 David Gurra

Hi, I'm David Gurra. Join us every Saturday and Sunday for the new Bloomberg This Weekend.

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13.837 - 18.465 Christina Ruffini

I'm Christina Ruffini. We'll bring you the latest headlines, in-depth analysis, and big interviews.

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18.785 - 29.262 Lisa Mateo

All the stories that hit home on your days off. And I'm Lisa Mateo. Watch and listen to Bloomberg This Weekend for thoughtful, enlightening conversations about business, lifestyle, people, and culture.

29.242 - 35.232 David Gurra

On Saturday mornings, we put the past week's events into context, examining what happened in the markets and the world.

35.612 - 41.201 Christina Ruffini

Then on Sundays, we speak with journalists, columnists, and key political figures to prepare you for the week ahead.

41.582 - 45.789 Lisa Mateo

Join us as soon as you wake up and bring us with you wherever your weekend plans take you.

45.989 - 52.92 David Gurra

Watch us on Bloomberg Television, listen on Bloomberg Radio, stream the show live on the Bloomberg Business app, or listen to the podcast.

Chapter 2: What insights does Stephanie Ferris share about FIS's latest earnings report?

364.609 - 384.133 Stephanie Ferris

If they want to use Circle, if they want to use a tokenized deposit, we have to have that capability. The great news is we have all, and the good news is we're not seeing any of the other things go away. It's an and, to your point. We haven't seen ACH go away. We haven't seen branches go away. We haven't seen ATMs go away. It's an and. So for us, it's an and.

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384.674 - 405.675 Stephanie Ferris

Now, when you think about a technology company ourselves, the thing that I'm most focused on as a CEO is making sure that I enable my entire 55,000 people to be not only AI literate, but AI strength and strong. So we're investing four times in AI capabilities, both in terms of, Matt, like you talked about, to deliver to our customers the products,

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405.655 - 423.795 Stephanie Ferris

but also to make sure that our technologists are the best in the industry in terms of how to use this technology. It's like putting a computer on your desk. I talk to them all the time about, well, most of them don't even remember, but remember when you had a desk and you did paperwork, and then the next day you had a desk and you had a computer, no one taught you how to use it.

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423.815 - 435.207 Stephanie Ferris

You powered it on and figured it out. And so that's how we're thinking about it. We're making a lot of investment in our colleagues to make sure that we keep them upskilled and that they can actually be cutting front end as a technology.

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435.187 - 452.925 Unknown

How are you thinking about that growth of your talent? Because there's one theory, you added more AI, less people. And the other one, which maybe is more interesting, if AI can do more and can produce more code, you need more people to oversee that code. How are you thinking about things like headcount as you add technology to what people are already doing at FIS?

452.905 - 473.072 Stephanie Ferris

Yeah, it's a great question. We get it all the time. For me, it's most important as a technology company CEO, I need everyone in my company to be using the most cutting edge technology. Whether we're using it to deliver for our products or we're using it internally for ourselves, I put it in every single person's hands. Everybody has digital capabilities and digital agent capabilities.

473.533 - 494.164 Stephanie Ferris

Now, the challenge is, and then we give a lot of learning, but you have to have a natural curiosity to want to do it. I talk a lot about my dad who lost his job in the 90s and didn't know how to work on a computer. I came into my career in the 90s and I had a computer. I never knew how to not work with a computer. He never knew how to work with a computer.

494.564 - 507.364 Stephanie Ferris

So that's really where we are in terms of AI. You have to want to learn how to do it. And it's my job as a CEO to make sure that I put the tools in your hands and I encourage you to do it. And then it's really up to you to make sure that you embrace it.

507.344 - 526.825 Unknown

One of the things you need at FIS is obviously for consumers to keep powering this economy. For sure. Right? And, you know, never count the American consumer out is something that I've been hearing for 25 years. But the alarm, part of the alarm that the Citrini piece raised is that the white-collar jobs are the ones that are going to be lost now.

Chapter 3: How is AI expected to disrupt the payments industry?

532.811 - 544.708 Unknown

You've got to think about it. It's so big picture and it's so kind of nebulous, but... It would be a concern, right, if the top 10% were reduced in terms of workforce.

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544.807 - 567.76 Stephanie Ferris

Yes and no. So you're absolutely right. So first of all, I agree with you. I never count the U.S. consumer out. And in fact, because of the large data that we see, not only are financial services and banks booming globally, but the consumer continues to remain healthy. I think you just talked about that on your previous piece. We're not seeing signs that a consumer is under stress or duress.

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567.74 - 570.765 Stephanie Ferris

So that's good. And I do think I agree.

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570.785 - 578.579 Unknown

By the way, that bears repeating because you have a great viewpoint to judge this. You're not seeing signs that the consumer is under stress.

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578.76 - 603.538 Stephanie Ferris

No, we're not. The consumer remains healthy. Banks remain healthy. Financial services remains healthy and is growth on. And that is true globally. I think that's really important to reinforce. And it's also why we as FIS serving that sector feel so good about what's going to happen for our company. But also I think it's important to know we aren't seeing any signs of that yet.

604.098 - 626.699 Stephanie Ferris

So in terms of then how to think about the, you know, workers, like frankly like myself that are, you know, older and need to adopt new technologies. They're not older. Oh, thank you. Thank you so much. Look, I think it's, this is my point where I tell the story about my dad. And I talk, and by the way, everybody tell everybody, it's a great ending. He retired.

627.06 - 644.458 Stephanie Ferris

He couldn't figure out how to do save or save as on the computer, but my mom could. I love it. And he was very happy. So it's a happy story. But I do think it's incumbent, and I talk to my teams about it a lot. I'm not worried about the younger workers. My daughter's about to graduate and come into the workforce. She needs to get a job.

645.34 - 670.062 Stephanie Ferris

She will know how to use AI, just like I figured out how to use a computer. It's really incumbent upon me as the CEO of the technology company to put that in everybody's hands. Do I worry about it? Yes and no. But we need to make sure that we're giving everybody an equal opportunity to get after it. The Citron research story, as I told you before we came on, it was super depressing.

670.082 - 675.01 Stephanie Ferris

And then I woke up the next morning and I was, you know, again, going back to my optimistic point as a CEO.

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