Business ExpansionOperations have started with new, big logos, such as a leading global Chinese fintech company and one of the world's largest event and ticketing providers.
Financial PerformanceExpected 34% and 39% EPS growth in 2025 and 2026, respectively, suggesting an attractive 0.4x PEG on current 15x 2025 P/E.
Market PositionManagement is quite pleased with the strong sequential growth in TPV, which was largely driven by continued wallet share gains and organic merchant growth.