Paysafe Ltd (PSFE)

NYSE:PSFE

PSFE

Paysafe

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Paysafe (PSFE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 18, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.43

Last Year’s EPS

0.46

Same Quarter Last Year

Analyst Consensus

Hold

Based on 5 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 13, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a generally positive tone driven by solid top-line growth (+10%), improving cash flow (+17% unlevered FCF) and earnings per share (+21%), strong performance from Digital Wallets, iGaming and Latin America, and concrete progress on deleveraging. Offsetting risks include margin compression (‑130 bps), a $10M increase in credit losses tied to a platform transition, weaker Merchant profitability due to mix, and a back‑loaded cadence with Q2 expected below full‑year growth rates. Management reaffirmed full‑year guidance (5–8% revenue and adjusted EBITDA growth) and emphasized deleveraging and execution, suggesting confidence that near‑term headwinds are manageable.

Company Guidance

Paysafe reaffirmed 2026 guidance, targeting full‑year revenue and adjusted EBITDA growth of 5–8% and double‑digit adjusted EPS growth, while outlining a front‑loaded cadence: Q2 growth ~4%, first‑half growth ~7% and a seasonally strong Q4; management expects first‑half adjusted EBITDA to be roughly flat year‑over‑year (driven by a $10M increase in credit losses and ~$14M of incremental marketing/IT spend weighted to H1) with the second half ahead of consensus. In Q1 the company reported revenue of $442.7M (+10% reported, +8% organic; underlying organic ~6% after a $7M data licensing benefit), adjusted EBITDA of $99.2M (+4%, margin down 130 bps), adjusted net income of $21M and adjusted EPS of $0.41 (+21%), unlevered free cash flow of $67M (+17%) with 67% conversion (LTM UFCF $307M, 71% conversion), net leverage of 5.2x (down from 5.5x in Q4) and total debt just under $2.5B after >$100M of repayments; management reiterated priority on deleveraging and strong cash‑flow conversion to drive valuation over the next 24 months.

Top-Line Growth

Q1 revenue of $442.7M, up 10% year-over-year (8% organic); underlying organic growth approximately 6% after a $7M data licensing benefit.

Profitability and EPS Expansion

Adjusted EBITDA grew 4% to $99.2M and adjusted EPS increased 21% to $0.41 (adjusted net income $21M), reflecting reduced share count.

Strong Cash Generation and Deleveraging

Generated $67M of unlevered free cash flow in Q1 (+17% YoY) with 67% conversion of adjusted EBITDA; LTM unlevered FCF $307M (71% conversion). Total debt reduced to just under $2.5B (down $122M vs Q4) and net leverage improved to 5.2x from 5.5x.

Digital Wallets Momentum

Digital Wallets volume $7.1B (+19% reported, +9% constant currency); revenue $216.3M (+15%, 7% organic); 3-month actives +9% YoY; ARPU +6%; segment adjusted EBITDA $94.9M (+15%) with margin largely stable (down ~10 bps to 43.9%).

iGaming and E-commerce Outperformance

iGaming revenue increased 20% YoY (global) and e-commerce revenue grew 17% in Q1, driven by strong sports betting activity (NFL playoffs, Super Bowl, March Madness).

Latin America Strength

Active users reached 3.3M in Latin America (highest to date); LATAM cited as a key growth engine with expectation of continued strong double-digit growth in 2026.

Data Monetization and AI Investments

Signed another data licensing deal contributing $7M in Q1; company scaling data infrastructure and 150+ data engineers to monetize anonymized data (fraud modeling, marketing) and support AI-enabled products.

Operational Productivity Gains

Revenue per FTE increased 13% YoY (normalized for FX), indicating improved productivity, resource allocation and adoption of intelligent systems.

Customer Experience Automation

Nearly 60% of consumer contacts resolved via digital assistance channels in Q1, a 25% increase vs Q1 2025, supporting operating efficiency and scalable customer support.

Paysafe (PSFE) 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

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PSFE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 18, 2026	2026 (Q2)	0.43 / -	0.46	―	―	―
May 13, 2026	2026 (Q1)	0.37 / 0.41	0.34	20.59% (+0.07)
Mar 03, 2026	2025 (Q4)	0.36 / 0.46	0.48	-4.17% (-0.02)
Nov 13, 2025	2025 (Q3)	0.72 / 0.70	0.51	37.25% (+0.19)
Aug 12, 2025	2025 (Q2)	0.46 / 0.46	0.59	-22.03% (-0.13)
May 13, 2025	2025 (Q1)	0.39 / 0.34	0.57	-40.35% (-0.23)
Mar 04, 2025	2024 (Q4)	0.72 / 0.48	0.66	-27.27% (-0.18)
Nov 13, 2024	2024 (Q3)	0.61 / 0.51	0.57	-10.53% (-0.06)
Aug 13, 2024	2024 (Q2)	0.59 / 0.59	0.56	5.36% (+0.03)
May 13, 2024	2024 (Q1)	0.55 / 0.57	0.54	5.56% (+0.03)

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

PSFE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 13, 2026	$8.69	$9.34	+7.48%
Mar 03, 2026	$6.21	$7.46	+20.13%
Nov 13, 2025	$10.16	$7.36	-27.56%
Aug 12, 2025	$11.77	$13.81	+17.33%

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.