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Paysafe Ltd (PSFE)
NYSE:PSFE
Earnings Data
Report Date
May 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.38Last Year’s EPS
0.34Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced clear operational and product momentum (notably in e-commerce, digital wallets, Paysafe wallet adoption, vitality-driven revenues, strong free cash flow, and a constructive FY2026 guide) against near-term margin pressure, EPS decline, SMB softness, and an elevated leverage ratio driven partly by FX and a prior-year divestiture. Management emphasized modernization, AI-driven efficiency, and a path to de-leveraging in 2026, positioning the company for potential reacceleration while acknowledging short-term mix and timing headwinds.Company Guidance
Consistent Organic Revenue Growth
Full-year revenue of $1.7 billion with organic revenue growth of roughly 5%–6% (company reported 6% excluding disposition; CFO noted ~5% organic including FX/interest/disposition adjustments). Q4 revenue was $438.4 million, up 4% year-over-year (reported and organic).
Strong Free Cash Flow and Cash Conversion
Generated $298 million in unlevered free cash flow for 2025. Q4 unlevered free cash flow was $103 million and Q4 cash flow conversion was 101%; full-year cash conversion was 69% (at the high end of target range).
E-commerce and iGaming Momentum
E-commerce revenue for 2025 was $196 million with a three-year CAGR of 29%. E-commerce growth was 24% in Q4 and 27% for the full year. North America iGaming processing revenue grew 50% year-over-year.
Digital Wallet Growth and Scale
Digital Wallets revenue was $220.2 million in Q4 (up 13% reported, 6% organic) and $815 million for the full year (6% reported, 4% organic). Consumer digital wallets reached 7.8 million users at quarter end (highest in three years).
Paysafe Wallet Early Traction
Paysafe wallet surpassed 500,000 sign-ups by October 2025, is live in 18 countries, and has an estimated cost of acquisition around $21, benefiting from cross-marketing to an existing ~8 million user base.
Innovation Momentum — Vitality Index
Vitality revenue reached $270 million (16% of total company revenue) in 2025, up from <2% in 2022, demonstrating product-led growth. Management targets >30% vitality over the longer term.
Enterprise Sales Expansion and Cross-Sell
Enterprise deal count increased 38% year-over-year with 10% growth in larger deals. Cross-selling contributed ~40% of total bookings, and enterprise sales cohorts drove nearly $260 million in revenue in 2025.
Operational and AI-Driven Efficiency Gains
Over the last three years reduced aggregate FTEs by ~20%; automation cut integration times for new payment methods by ~80%; auto-decisioning for direct applications around 50% and false positives reduced by >20%; ~30% of code generated via AI in 2025.
Capital Allocation and 2026 Guidance
Returned >$90 million to shareholders in 2025 and provided 2026 guidance of $1.79–1.83 billion revenue (5%–8% growth), adjusted EBITDA $449–464 million (5%–8% growth), and adjusted EPS $2.12–2.32 (targeting double-digit growth).
PSFE 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
PSFE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
May 13, 2025 | $16.25 | $13.79 | -15.14% |
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 Paysafe Ltd (PSFE) report earnings?
Paysafe Ltd (PSFE) is schdueled to report earning on May 19, 2026, Before Open (Confirmed).
What is Paysafe Ltd (PSFE) earnings time?
Paysafe Ltd (PSFE) earnings time is at May 19, 2026, Before Open (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 PSFE EPS forecast?
PSFE EPS forecast for the fiscal quarter 2026 (Q1) is 0.38.
