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Payoneer (PAYO)
NASDAQ:PAYO
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.06Last Year’s EPS
0.09Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: -7.01%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook. While there were significant achievements in revenue growth, EBITDA margin, and geographical expansion, the uncertainty around global trade and tariffs presents a notable risk to future performance. The company is strategically positioned to navigate these challenges, but the near-term outlook remains uncertain.Company Guidance
During the first quarter of 2025, Payoneer provided guidance with several key metrics. Revenue excluding interest income grew by 16% year-over-year, driven by strong performance in their B2B segment, which saw a 37% increase. The adjusted EBITDA reached $65 million, representing a 27% margin, and marked the fourth consecutive quarter of profitability net of interest. In terms of volume, there was a 7% increase, with SMB volume up 7% year-over-year. Notably, B2B SMBs experienced a 21% growth in volume, and merchant services volume surged by 88%. The company also reported an 11% growth in customer funds held, totaling $6.6 billion. However, due to potential impacts from tariffs and global trade uncertainties, Payoneer suspended its previously issued full-year 2025 guidance, estimating a potential $50 million revenue headwind under the current tariff regime.Strong Revenue Growth
Revenue grew 16% year-over-year, excluding interest income, driven by a 37% increase in B2B revenue, particularly in APAC, EMEA, and Latin America.
Record EBITDA Margin
Adjusted EBITDA was $65 million with a 27% margin, marking the highest adjusted EBITDA quarter in nearly three years and the fourth consecutive quarter of profitability net of interest.
Expansion in China and India
Payoneer closed the acquisition of a licensed China-based payment provider and applied for a Cross Border Payment Aggregator license in India.
Increased Customer Funds
Customer funds held by Payoneer increased 11% year-over-year to $6.6 billion, showcasing the value of their multi-currency capabilities.
Workforce Management Product Growth
Payoneer's workforce management product is gaining traction, showing strong growth and surpassing $1 million in new incremental AAR from newly signed deals.
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PAYO 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
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PAYO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $7.13 | $6.16 | -13.60% |
Feb 27, 2025 | $10.18 | $8.68 | -14.73% |
Nov 05, 2024 | $8.52 | $10.30 | +20.89% |
Aug 07, 2024 | $5.25 | $6.47 | +23.24% |
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.
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FAQ
When does Payoneer (PAYO) report earnings?
Payoneer (PAYO) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is Payoneer (PAYO) earnings time?
Payoneer (PAYO) earnings time is at Aug 06, 2025, TBA Not 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 PAYO EPS forecast?
PAYO EPS forecast for the fiscal quarter 2025 (Q2) is 0.06.
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