The earnings call reflected a strong financial performance with significant revenue growth, positive future outlook, and diverse client acquisitions. However, there were challenges related to contribution margin decline and flat sequential revenue growth guidance.

Company Guidance

During the second quarter of 2025, Paymentus provided guidance that exceeded expectations across all key metrics, demonstrating strong financial performance and operational success. The company reported a revenue increase of 41.9% year-over-year, reaching $280.1 million, driven by a higher number of billers and increased transactions. Contribution profit rose by 22.3% to $93.5 million, and adjusted EBITDA was $31.7 million, marking a 40.7% increase with an adjusted EBITDA margin of 33.9%. The company also achieved a Rule of 40 score of 56, reflecting solid execution and high-quality earnings growth. Paymentus raised its full-year 2025 guidance, expecting revenue between $1.123 billion and $1.132 billion, contribution profit between $369 million and $373 million, and adjusted EBITDA ranging from $123 million to $127 million. The company continues to experience strong bookings, particularly in the large enterprise segment, and maintains a robust backlog, providing significant visibility into 2025 and beyond.

Record Revenue Growth

Paymentus reported revenue of $280.1 million for Q2 2025, an increase of 41.9% year-over-year.

Strong Contribution Profit and EBITDA

Contribution profit was $93.5 million, up 22.3% year-over-year. Adjusted EBITDA was $31.7 million, a 40.7% year-over-year increase.

Positive Outlook for 2026 and Beyond

Based on strong bookings and backlog, Paymentus has confidence in achieving multibillion-dollar revenue in the coming years.

Diverse Client Acquisitions

The company signed clients across various sectors including utilities, government, telecommunications, and financial services.

Raised Full-Year Guidance

Paymentus raised its full-year 2025 guidance for revenue, contribution profit, and adjusted EBITDA.

Strong Cash Position

Paymentus ended Q2 with $270 million in cash and cash equivalents and no debt.

Paymentus Holdings (PAY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

PAY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.15 / -	0.15	―	―	―
Aug 04, 2025	2025 (Q2)	0.14 / 0.15	0.12	25.00% (+0.03)
May 05, 2025	2025 (Q1)	0.13 / 0.14	0.1	40.00% (+0.04)
Mar 10, 2025	2024 (Q4)	0.12 / 0.14	0.11	27.27% (+0.03)
Nov 12, 2024	2024 (Q3)	0.10 / 0.15	0.09	66.67% (+0.06)
Aug 08, 2024	2024 (Q2)	0.09 / 0.12	0.08	50.00% (+0.04)
May 06, 2024	2024 (Q1)	0.09 / 0.10	0.02	400.00% (+0.08)
Mar 04, 2024	2023 (Q4)	0.07 / 0.11	0.02	450.00% (+0.09)
Nov 06, 2023	2023 (Q3)	0.05 / 0.09	0.01	800.00% (+0.08)
Aug 07, 2023	2023 (Q2)	0.01 / 0.08	0	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

PAY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$29.33	$32.85	+12.00%
May 05, 2025	$34.13	$35.08	+2.78%
Mar 10, 2025	$24.68	$30.75	+24.59%
Nov 12, 2024	$26.61	$33.80	+27.02%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.