Adyen NV (ADYYF)
OTHER OTC:ADYYF
Earnings Data
Report Date
Aug 13, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
19.63Last Year’s EPS
17.57Same Quarter Last Year
Strong Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized durable, diversified growth and profitability: 21% constant-currency net revenue growth in H2 2025, 23% EBITDA growth and a 55% EBITDA margin for the half, strong pillar performance (Platforms fastest-growing), notable customer and market wins (Starbucks, Japan, India, LatAm), and promising AI-powered product results (Personalize: +6% conversion / -3% cost). Near-term headwinds include USD-driven reported growth pressure, APAC retailer-related volume impacts, early-stage agentic commerce adoption, and modest near-term margin pressure from added hiring. Management provided a 2026 guide of 20%–22% constant-currency growth and reiterated a path to >55% EBITDA margin by 2028. Overall, positives (growth, margin, product innovation, geographic expansion) outweigh the near-term challenges and timing/FX volatility.Company Guidance
Strong Net Revenue Growth (H2 2025)
Net revenue grew 21% in H2 2025 on a constant currency basis (reported growth lower due to U.S. dollar headwinds), driven largely by expansion with existing customers and a strong cohort of new customers added in 2025.
EBITDA Growth and High Margin
EBITDA increased 23% in H2 2025 with an EBITDA margin of 55% for the half, demonstrating continued operating leverage while management invests selectively in the team and automation.
2026 Guidance and Multi-Year Outlook
Company guided 2026 constant-currency net revenue growth of 20%–22% and reiterated a pathway to raise EBITDA margin to above 55% by 2028; CapEx expected at ~5% or less of net revenue in 2026.
Pillar and Customer Wins
Platforms is the fastest-growing pillar; Unified Commerce showed strong traction with major retail/food & beverage wins (notably Starbucks rollout in Europe via Alsea/Mexico relationship); Digital remains strong across delivery, mobility and content/subscription verticals.
Geographic Expansion & Market Traction
Notable progress in new markets: growing traction with domestic merchants in Japan and increased interest and launches in India; North America momentum strong (management cited >30% growth ex-FX in H2 for North America), and LatAm identified as a fast-growing region.
Product Innovation — Dynamic Identification & Personalize
Dynamic Identification (AI layer) powers new products; Personalize pilot (part of Uplift) demonstrated ~6% higher conversion and ~3% lower cost in pilots, and Dynamic Identification helps detect policy-abuse fraud earlier for customers.
Capital Discipline and Investment Focus
CapEx remained around 5% of net revenue in H2 2025; management emphasizes continued investments in tech (U.S., Madrid, Bengaluru) and financial products (issuing, capital, bank accounts) while keeping capital allocation under active review (including M&A and other options).
ADYYF 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
ADYYF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $1410.03 | $1089.68 | -22.72% |
Aug 14, 2025 | $1696.00 | $1653.00 | -2.54% |
Feb 13, 2025 | $1634.50 | $1871.00 | +14.47% |
Aug 15, 2024 | $1276.00 | $1366.00 | +7.05% |
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 NV (ADYYF) report earnings?
Adyen NV (ADYYF) is schdueled to report earning on Aug 13, 2026, TBA (Confirmed).
What is Adyen NV (ADYYF) earnings time?
Adyen NV (ADYYF) earnings time is at Aug 13, 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 ADYYF EPS forecast?
ADYYF EPS forecast for the fiscal quarter 2026 (Q2) is 19.63.