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Achieved a major strategic milestone with Payments and Data segments now representing 51% of total revenue, the first time in 112 years that Print is less than half of the business.

Performance was driven by 12.5% blended growth in Payments and Data, led by robust demand for Data Solutions and stable consumer spending in Merchant Services.

Operating leverage improved significantly as comparable adjusted EBITDA growth of nearly 20% outpaced revenue growth, supported by a 7% reduction in SG&A expenses.

The Data Solutions segment leveraged its large consumer and small business data lake alongside Gen AI tools to deliver high-ROI marketing campaigns for financial institutions.

Management attributed margin expansion to the successful execution of the 'One Deluxe' cross-selling model and the transition toward more recurring revenue offerings in B2B payments.

The company reached its 3x net leverage ratio target three quarters ahead of schedule, driven by 12% year-over-year growth in free cash flow and disciplined debt reduction.

Updated full-year 2026 guidance reflects the Safeguard divestiture while maintaining or improving comparable adjusted growth rates across all key metrics.

Management expects moderation in Data Solutions growth during the second half of 2026 as the company laps strong prior-year results and accounts for potential pull-forward of marketing spend.

Guidance assumes stable macroeconomic conditions and discretionary consumer spending levels, with Merchant Services expected to maintain mid-single-digit revenue growth.

Free cash flow is projected to reach approximately $200 million for the full year, representing 14% growth despite the removal of the Safeguard business.

The company plans to maintain capital allocation discipline, using increased flexibility from lower leverage to evaluate future growth investment opportunities.

Closed the divestiture of the Safeguard business on March 1, 2026, which is now reflected as an exited business in comparable adjusted metrics.

The Merchant Services segment benefited from a 360 basis point margin expansion, partly driven by the late 2025 purchase of residual commission rights from a large ISO partner.

Restructuring expenses have decreased significantly as the multi-year 'North Star' efficiency program concludes, with current spend primarily related to the Safeguard exit.

Appointed Paul Garcia as the new independent Board Chair, bringing deep payments operating experience from his former role as CEO of Global Payments.

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Management views AI as a net positive, using Gen AI to refine marketing models in the Data segment and automate manual tasks in B2B lockbox processing.

AI application has led to a 2/3 reduction in manual intervention for B2B payments, directly contributing to margin expansion.

The decision to maintain the $200 million free cash flow target reflects the relatively lower margins of the divested business and strong underlying execution in core segments.

Management expressed confidence that organic growth in remaining businesses would offset the immaterial cash impact of the exit.

Growth is being propelled by new strategic partnerships, such as Washington Trust Bank and MRI Software, rather than price increases.

The MRI Software win was highlighted as a success of the 'One Deluxe' model, converting an existing B2B lockbox customer into a merchant services partner.

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