Global Payments

“By the time I left and retired last summer in 20, 23, we were actually a top quartile software company by revenue in terms of cloud SaaS if we have been listed just, you know, in the public markets in the U S for cloud SaaS software at global payments. So clea…”

“It was all part of the thesis of, hey, it's a mosaic of solutions. I don't really know What is going to be predominant, not just today, but five years from today. So it's important to have a lot of different bets in a lot of different areas, and if those are s…”

“So when I got to global payments, maybe we spent a couple, three hundred million a year, OpEx and CapEx in tech. When I left last year in 20, 23, you know, that number was north of two billion.”

“And I think our business would have been better positioned, you know, have we not cut those technology investments.”

“So I think the company last year did something like transactions and probably process something like three trillion dollars plus or minus, you know, a volume.”

“And grew revenues from two to nine billion dollars as CEO from 20 13 to 20 21.”

“Those two things, the remote delivery and the Teladoc are key parts of our business today and are generating, you know, billions of dollars of volume years, you know, years post COVID.”