PAYO
Payoneer Global Inc.5.89
+0.07+1.2%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
2.12BP/E (TTM)
32.72Basic EPS (TTM)
0.18Dividend Yield
0%Recent Filings
8-K
8-K
10-Q
8-K
Q2 revenue hits $260.6M
Payoneer reported Q2 2025 results with revenue of $260.6 million, up 9% year-over-year, driven by record revenue excluding interest income of $202.3 million, surging 16% on 11% volume growth to $20.7 billion and SMB take rate expansion. Net income dipped to $19.5 million, yet adjusted EBITDA held at $66.4 million. The company reinstated 2025 guidance for $1.04-1.06 billion revenue and $260-275 million adjusted EBITDA, while boosting its share repurchase authorization to $300 million through 2027. Strong SMB momentum offsets interest headwinds.
10-Q
Q2 FY2025 results
Payoneer posted solid Q2 revenue of $260.6M, up 9% y/y from $239.5M, fueled by SMB growth across B2B, marketplaces, and DTC channels, though interest income dipped 11% y/y to $58.3M on lower rates. Operating income fell 35% y/y to $30.1M amid 19% higher expenses, including $15.6M in depreciation and amortization (up 45% y/y, derived), driven by internal software investments and the April 2025 PayEco acquisition for $76.1M cash (recognizing $97.4M indefinite-lived license intangible). Diluted EPS dropped to $0.05 from $0.09, aligning with 381M weighted shares. Cash from operations hit $124.4M YTD, with $497.1M in cash equivalents and no debt; free cash flow not disclosed in the 10-Q. Revenue split shows Greater China at 33%, yet geopolitical tensions in the Middle East pose ongoing risks to regional volumes.
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