Call Start: 14:20 January 1, 0000 2:50 PM ET
Fiserv, Inc. (NYSE:FI)
William Blair 45th Annual Growth Stock Conference
June 04, 2025 02:20 PM ET
Company Participants
Robert W. Hau – Chief Financial Officer
Conference Call Participants
Andrew William Jeffrey – William Blair & Company L.L.C., Research Division
Andrew William Jeffrey
I think we’re ready to go. Good afternoon, everybody. Thanks for joining us. My name is Andrew Jeffrey. I’m fintech analyst covering Fiserv, along with Chris Kennedy, who’s right there. Appreciate you joining us this afternoon.
I have to read a quick disclosure. Sorry about that. So I’m required to inform you that a complete list of research disclosures or potential conflicts can be found on our website, williamblair.com.
So with that, happy to introduce Bob Hau, Fiserv’s CFO. And I understand that this is a generalist group, and so as a consequence, I think I’m going to ask Bob some questions that kind of — overview questions that help the audience understand what Fiserv does, what its competitive advantages are, perhaps some of the more recent debates and discussions around the shares, and delve into some of the financial characteristics and maybe the competitive nature of your business.
So I’ll just say as an overview, this is — we rate the stock outperform. We like it very much on the recent pullback, which I think we understand around concerns about the growth in the company’s software integrated Clover volume, which decelerated about — a bit in the first quarter. We think this is an interim disruption and think that this company remains one of the best positioned long-term growth names within fintech at what is now a very attractive valuation.
I think it’s, over the years, an extremely well-run business. And I think you have a new CEO who is very
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