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Payoneer Inc. (PAYO)
:PAYO
Earnings Data
Report Date
May 07, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.07Last Year’s EPS
0.08Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 27, 2025
|% Change Since: -16.01%
|Next Earnings Date:May 07, 2025
Earnings Call Sentiment|Positive
Payoneer had a record-breaking year with strong revenue and volume growth, particularly in their B2B and card usage segments. The company successfully launched new products and completed a strategic acquisition, contributing to their positive performance. However, challenges such as a decreased take rate, increased operating expenses, and the impact of declining interest rates were noted. Despite these lowlights, the highlights significantly outweigh them, indicating strong execution and growth potential.Company Guidance
During Payoneer's Fourth Quarter 2024 Earnings Conference Call, the company provided robust guidance for 2025, forecasting revenue between $1,040 million and $1,050 million, which includes $215 million of interest income and $825 million to $835 million of revenue excluding interest income. This represents a 15% growth in revenue excluding interest income. The company expects adjusted EBITDA to be between $255 million and $265 million, reflecting a 25% adjusted EBITDA margin, with core adjusted EBITDA projected to more than triple to between $40 million and $50 million, showcasing increasing profitability. Payoneer anticipates transaction costs to rise to approximately 18% of revenue due to increased growth in its B2B and card offerings. The company aims to sustain growth by enhancing its ICP strategy, improving cross-sell, retention, and pricing, and expanding its platform through modernization and strategic acquisitions, such as its recent acquisition in China, which is expected to close in the first half of the year.Record-Breaking Revenue and Growth
Payoneer delivered volume growth of 21%, revenue growth excluding interest income of 20%, and generated $271 million of adjusted EBITDA, representing a 28% adjusted EBITDA margin for 2024.
Strong B2B Performance
B2B volume grew 42% year-over-year, significantly outpacing initial targets and 2023 performance. The B2B segment continues to show strong product market fit with service-oriented SMBs.
Card Usage Growth
Card usage grew 36% year-over-year with broad-based growth across all regions, reflecting strong customer adoption.
Successful New Product Launches
Key product launches included the lite account, ERP integrations, and the Green Channel portal in China, enhancing customer access to global demand.
Strategic Acquisition
Payoneer expanded its financial stack with the acquisition of Skuad, positioning the company to capture share in global workforce management.
Positive Adjusted EBITDA
Three consecutive quarters of positive adjusted EBITDA excluding interest income, with the full year achieving $14 million of positive adjusted EBITDA excluding interest income versus a loss in 2023.
Share Repurchase Program
Payoneer repurchased a total of $137 million worth of shares in 2024, exceeding their target of doubling share repurchases compared to 2023.
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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 |
|---|---|---|---|
| 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% |
| May 08, 2024 | $5.22 | $5.88 | +12.64% |
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 Inc. (PAYO) report earnings?
Payoneer Inc. (PAYO) is schdueled to report earning on May 07, 2025, TBA Not Confirmed.
What is Payoneer Inc. (PAYO) earnings time?
Payoneer Inc. (PAYO) earnings time is at May 07, 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 (Q1) is 0.07.
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