Global Payments announced a partnership with Uber Eats to embed the delivery platform into its Genius point‑of‑sale system for restaurants in the U.S. and Canada, enabling self‑serve onboarding and real‑time order, update, and cancellation sync between the two systems.
In Q3 2025, Global Payments reported adjusted earnings per share of $3.26, up 11% year‑over‑year, and adjusted net revenue of $2.43 billion, up 6% constant currency. The earnings beat analyst expectations of $3.23, driven by strong Merchant business performance and the rapid adoption of Genius.
The Merchant segment continued to accelerate, with adjusted net revenue growth of 6% constant currency, supported by increased uptake of Genius for Restaurants and Enterprise. The Uber Eats integration is expected to lift Merchant revenue further by simplifying delivery ordering for restaurants.
CEO Cameron Bready highlighted the momentum in the Merchant business and the successful rollout of Genius, noting that monthly sales of Genius had risen significantly since launch. He also emphasized the regulatory approval of the Worldpay acquisition, positioning Global Payments as a pure‑play merchant solutions provider.
The Uber Eats partnership aligns with Global Payments’ strategy to deepen its footprint in the growing food‑delivery market and to offer a comprehensive platform that bundles payment processing with ordering and delivery. The integration is expected to increase customer loyalty and attract new merchants to Genius.
Investors responded positively, with the earnings beat and the partnership announcement reinforcing confidence in the company’s transformation program. The EPS beat of $0.03 per share, combined with the expansion of the Genius platform, underscored the company’s ability to generate incremental revenue while maintaining margin expansion.
Global Payments reaffirmed its full‑year 2025 guidance, projecting constant‑currency adjusted net revenue growth of 5%‑6% and adjusted EPS growth at the high end of the 10%‑11% range. The company also expects to close the Worldpay acquisition and divest its Issuer Solutions business in Q1 2026, further sharpening its focus on merchant solutions.
The partnership with Uber Eats represents a significant operational milestone that strengthens Global Payments’ position in the restaurant technology ecosystem and supports its broader strategy of becoming a leading provider of integrated payment and delivery solutions.
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