The earnings call reflects a positive outlook with strong revenue and EBITDA growth, driven by Unified Commerce and Platforms segments. However, challenges such as currency impacts and tariff issues in APAC affect certain growth projections.

Company Guidance

In the H1 2025 earnings call, Adyen provided insights into its financial performance and strategic priorities. The company reported net revenue growth of around EUR 1.1 billion, reflecting a 21% increase on a constant currency basis, with EMEA noted as the fastest-growing region at 21%. Despite macroeconomic challenges, such as the strong euro impacting merchants in APAC trading into the U.S., Adyen maintained an EBITDA growth of 28%, achieving a 50% EBITDA margin. The call highlighted Adyen's focus on increasing the share of wallet with existing customers, winning new customer logos, and investing in innovation. Significant product developments, like Intelligent Payment Routing and Adyen Uplift, have been well-received, with Uplift's Protect module being adopted by two-thirds of new customers in the first half. Looking ahead, Adyen expects similar growth in the second half, driven by expanding share of wallet and new customer wins, despite some ongoing impacts from tariffs and macroeconomic conditions.

Strong Net Revenue Growth

Net revenues grew to EUR 1.1 billion, showing a 21% growth on a constant currency basis.

EBITDA Growth and Margin Expansion

EBITDA grew 28% with margins reaching 50%, demonstrating operating leverage.

Unified Commerce Expansion

Unified Commerce grew net revenues by 31%, driven by retail, food & beverage, hospitality, and entertainment verticals.

Platforms Segment Growth

Platforms experienced a 55% growth, with 32 platforms processing over EUR 1 billion annually.

Successful Product Innovation

Products like Intelligent Payment Routing and Adyen Uplift have seen high adoption and success.

Adyen (ADYEY) 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 >

ADYEY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 11, 2026	2025 (Q4)	0.21 / -	0.172	―	―	―
Aug 14, 2025	2025 (Q2)	0.19 / 0.18	0.137	29.20% (+0.04)	―
Feb 13, 2025	2024 (Q4)	0.16 / 0.17	0.154	11.69% (+0.02)	―
Aug 15, 2024	2024 (Q2)	0.13 / 0.14	0.099	38.38% (+0.04)	―
Feb 08, 2024	2023 (Q4)	0.12 / 0.15	0.097	58.76% (+0.06)	―
Aug 17, 2023	2023 (Q2)	0.10 / 0.10	0.093	6.45% (<+0.01)	―
Feb 08, 2023	2022 (Q4)	0.11 / 0.10	0.097	0.00% (0.00)	―
Aug 18, 2022	2022 (Q2)	0.10 / 0.09	0.078	19.23% (+0.01)	―	―
Feb 09, 2022	2021 (Q4)	0.09 / 0.10	0.065	49.23% (+0.03)	―	―
Aug 19, 2021	2021 (Q2)	0.06 / 0.08	0.06	30.00% (+0.02)	―	―

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

ADYEY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$17.17	$16.24	-5.42%
Feb 13, 2025	$16.37	$18.83	+15.03%
Aug 15, 2024	$12.56	$14.00	+11.46%
Feb 08, 2024	$12.73	$15.46	+21.45%

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.

FAQ

When does Adyen (ADYEY) report earnings?

Adyen (ADYEY) is schdueled to report earning on Feb 11, 2026, TBA (Confirmed).

What is Adyen (ADYEY) earnings time?

Adyen (ADYEY) earnings time is at Feb 11, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ADYEY EPS forecast?

ADYEY EPS forecast for the fiscal quarter 2025 (Q4) is 0.21.

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