The earnings call highlighted Paysafe's strong organic revenue growth and strategic progress in product innovations and partnerships, signaling positive momentum. However, challenges such as revenue decline, gross margin reduction, and increased leverage present risks. The company is confident about future growth driven by its sales pipeline and product initiatives, yet attrition rates and tax implications remain areas of concern.

Company Guidance -

Q3 2025

During the Paysafe Second Quarter 2025 Earnings Conference Call, the company provided detailed guidance reflecting its strategic growth and financial performance. Paysafe reported a 5% organic revenue growth and a 12% increase in adjusted EBITDA, excluding the divested direct marketing business. The company emphasized its continued execution on strategic priorities, showcasing growth across all major product lines and new customer wins. In Q2, Paysafe repurchased 1.5 million shares, returning $20 million to shareholders, and planned further buybacks in Q3, citing undervaluation of their stock. The company anticipated accelerating top-line growth in the second half, with enterprise-level deals and annual contract values up over 20% year-to-date. Paysafe expects organic growth in the second half to range between 8% to 10%, driven by existing customer growth, new customer acquisitions, and new product initiatives. The company also highlighted the successful launch of its PagoEfectivo wallet in Peru, with nearly 40,000 sign-ups, and sustained growth in its e-commerce segment, which saw over 30% growth in Q2. Paysafe reaffirmed its 2025 outlook, expecting stronger growth and margin improvement supported by operational momentum and strategic initiatives.

Strong Organic Revenue Growth

Paysafe achieved 5% organic revenue growth and 12% adjusted EBITDA growth when excluding the divested direct marketing business. This reflects continued execution on strategic priorities and growth across all major product lines.

Share Repurchase and Undervaluation

Returned $20 million to shareholders by repurchasing nearly 1.5 million shares, up from 613,000 in Q1. The company continues to repurchase shares as they believe shares are significantly undervalued.

Product Innovations

Successful launch of the PagoEfectivo wallet in Peru with nearly 40,000 sign-ups, and a strong volume of repeat users. The Skrill digital wallet evolved with new features enhancing user engagement.

E-commerce Growth

E-commerce growth exceeded 30% in the second quarter, with strong performance in iGaming and other verticals. Europe saw double-digit regional growth for the first time in years.

Partnerships Expansion

Signed BBVA, a major Spanish bank, and expanded partnerships with Fiserv, Revolut, and Deutsche Bank for seamless cash transactions and digital solutions.

Paysafe (PSFE) Earnings, Revenues Date & History

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PSFE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.73 / -	0.51	―	―	―
Aug 12, 2025	2025 (Q2)	0.46 / 0.46	0.59	-22.03% (-0.13)
May 13, 2025	2025 (Q1)	0.39 / 0.34	0.57	-40.35% (-0.23)
Mar 04, 2025	2024 (Q4)	0.72 / 0.48	0.66	-27.27% (-0.18)
Nov 13, 2024	2024 (Q3)	0.61 / 0.51	0.57	-10.53% (-0.06)
Aug 13, 2024	2024 (Q2)	0.59 / 0.59	0.56	5.36% (+0.03)
May 13, 2024	2024 (Q1)	0.55 / 0.57	0.54	5.56% (+0.03)
Mar 07, 2024	2023 (Q4)	0.64 / 0.66	0.54	22.22% (+0.12)
Nov 14, 2023	2023 (Q3)	0.59 / 0.57	0.48	18.75% (+0.09)
Aug 15, 2023	2023 (Q2)	0.46 / 0.56	0.6	-6.67% (-0.04)

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

PSFE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 12, 2025	$11.77	$13.81	+17.33%
May 13, 2025	$16.25	$13.79	-15.14%
Mar 04, 2025	$19.22	$15.65	-18.57%
Nov 13, 2024	$25.47	$19.02	-25.32%

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.