The earnings call reflects a strong financial performance with robust revenue and EBITDA growth, driven by expanded customer engagement and successful product innovations. However, external macroeconomic challenges such as currency fluctuations and tariffs, along with softer growth in certain segments, present notable hurdles. Despite these challenges, the company's strategic initiatives and resilient performance suggest confidence in near-term growth prospects.

Company Guidance

During Adyen's H1 2025 earnings call, the company provided guidance on several key financial metrics and strategic initiatives. For the first half of the year, Adyen reported net revenues of approximately EUR 1.1 billion, reflecting a 21% growth on a constant currency basis. The company highlighted a resilient performance with an EBITDA growth of 28%, bringing EBITDA margins up to 50%. Regional growth was led by EMEA at 21%, closely followed by North America at 20%. Adyen also noted a 31% increase in net revenues from Unified Commerce and a substantial 55% growth in Platforms. The company acknowledged challenges from macroeconomic factors, such as currency fluctuations and tariff impacts, particularly affecting merchants in APAC trading into the U.S., which contributed to a 2% impact on growth in Q2. Despite these challenges, Adyen emphasized its continued focus on increasing share of wallet with existing customers, adding new customer logos, and expanding its product offerings like Intelligent Payment Routing and Adyen Uplift. Looking ahead, Adyen expects the second half of 2025 to deliver similar growth rates, with ongoing investments in team expansion and product innovation aimed at sustaining long-term growth.

Resilient Revenue Growth

Net revenues grew to approximately EUR 1.1 billion, marking a 21% increase on a constant currency basis, with growth primarily driven by expanding share of wallet with existing customers and new customer acquisitions.

Strong EBITDA Growth

EBITDA grew by 28% in the first half, resulting in EBITDA margins reaching 50%, indicating the operating leverage of Adyen's business model.

Platform Segment Performance

Platforms recorded a growth of 55%, becoming the fastest-growing segment, driven by vertical SaaS platforms and financial product development.

Innovative Product Adoption

Successful launch and high uptake of products like Intelligent Payment Routing and Adyen Uplift, with 2/3 of new customers implementing the Protect module.

Adyen (NL:ADYEN) 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 >

NL:ADYEN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 11, 2026	2025 (Q4)	18.14 / -	16.49	―	―	―
Aug 14, 2025	2025 (Q2)	16.00 / 15.22	12.603	20.76% (+2.62)	―
Feb 13, 2025	2024 (Q4)	15.39 / 16.49	14.405	14.47% (+2.08)	―
Aug 15, 2024	2024 (Q2)	12.30 / 12.60	9.07	38.95% (+3.53)	―
Feb 08, 2024	2023 (Q4)	10.85 / 14.40	9.08	58.65% (+5.32)	―
Aug 17, 2023	2023 (Q2)	9.60 / 9.07	9.21	-1.52% (-0.14)	―
Feb 08, 2023	2022 (Q4)	10.51 / 9.08	8.63	5.21% (+0.45)	―
Aug 18, 2022	2022 (Q2)	9.19 / 9.21	6.69	37.67% (+2.52)	―	―
Feb 09, 2022	2021 (Q4)	8.22 / 8.63	5.32	62.22% (+3.31)	―	―
Aug 19, 2021	2021 (Q2)	4.54 / 6.69	5.09	31.43% (+1.60)	―	―

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

NL:ADYEN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	€1465.00	€1392.60	-4.94%
Feb 13, 2025	€1578.20	€1805.00	+14.37%
Aug 15, 2024	€1138.20	€1275.00	+12.02%
Feb 08, 2024	€1183.60	€1436.20	+21.34%

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 (NL:ADYEN) report earnings?

Adyen NV (NL:ADYEN) is schdueled to report earning on Feb 11, 2026, TBA (Confirmed).

What is Adyen NV (NL:ADYEN) earnings time?

Adyen NV (NL:ADYEN) 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 the P/E ratio of Adyen NV stock?

The P/E ratio of Adyen is N/A.

What is NL:ADYEN EPS forecast?

NL:ADYEN EPS forecast for the fiscal quarter 2025 (Q4) is 18.14.

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