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Earnings Data
Report Date
Aug 13, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.2Last Year’s EPS
0.18Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a solid operational and financial picture: strong constant-currency net revenue growth (21% in H2), healthy EBITDA expansion (23%) and a high EBITDA margin (55%), plus product innovation (Dynamic Identification/Personalize) and broad regional/pillar traction (Platforms fastest-growing, Unified Commerce and major new logos like Starbucks). Headwinds include FX impact on reported growth, APAC tariff-related volume pressure, near-term margin dilution from incremental hiring and that agentic commerce remains early/immaterial to 2026 revenue. On balance the company reiterated a credible 2026 guide (20%–22% C-currency growth), disciplined CapEx (~5%), and a clear multi-year margin target (>55% by 2028). Given the predominance of growth, margin and product/market positives relative to the identified near-term risks and investor concerns, the overall tone is constructive and long-term positive.Company Guidance
Strong Net Revenue Growth (H2 2025)
Net revenue in H2 2025 grew 21% on a constant-currency basis; reported growth was lower due to U.S. dollar headwinds.
EBITDA Expansion and High Margin
EBITDA grew 23% in H2 2025 and EBITDA margin was 55% for the half, demonstrating continued operating leverage despite ongoing investments.
Clear 2026 Financial Guidance
Company provided annual guidance of 20%–22% net revenue growth on a constant-currency basis for 2026 and reiterated target to reach EBITDA margin above 55% by 2028; expects CapEx at ~5% or less of net revenue.
Pillar Performance — Platforms and Unified Commerce Traction
Platforms is the fastest-growing pillar with strong traction; Unified Commerce showed real strength across retail, food & beverage and hospitality, including a notable rollout with Starbucks in Europe.
Strong New-Customer Cohort in 2025
Management highlighted a particularly strong cohort of new customers added in 2025, which is expected to meaningfully ramp and support 2026 growth.
Regional Expansion Wins — Japan, India, Latin America, North America
Domestic merchant traction in Japan and growing interest in India from international customers were called out as important next phases; Latin America was the fastest-growing region in the half on a constant-currency basis; North America growth in 2H ex de minimis was described as above 30%.
Product Innovation — Dynamic Identification / Personalize
Dynamic Identification applied to product suite Uplift (Personalize) showed pilot results: ~6% higher conversion and ~3% lower cost for merchants; also helps reduce policy-abuse fraud by spotting behavior earlier.
Disciplined CapEx and Investment Discipline
CapEx remained about 5% of net revenue in H2 and management expects CapEx to remain at 5% or less of net revenue going forward while prioritizing automation and scalable processes.
ADYEY Earnings History
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 |
|---|---|---|---|
May 06, 2026 | $11.38 | $11.26 | -1.08% |
Feb 12, 2026 | $13.71 | $10.74 | -21.70% |
Aug 14, 2025 | $17.17 | $16.24 | -5.42% |
Feb 13, 2025 | $16.37 | $18.83 | +15.03% |
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 N.V. Unsponsored ADR (ADYEY) report earnings?
Adyen N.V. Unsponsored ADR (ADYEY) is schdueled to report earning on Aug 13, 2026, TBA (Confirmed).
What is Adyen N.V. Unsponsored ADR (ADYEY) earnings time?
Adyen N.V. Unsponsored ADR (ADYEY) earnings time is at Aug 13, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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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 2026 (Q2) is 0.2.