Inferra AI / Company / PAYO
Payoneer Global Inc.
PAYO · Industrials
Last earnings Aug 6, 2026
Key results
Revenuequarter
16%
Payoneer delivered another strong quarter, with record revenue excluding interest income up 16% year-over-year and robust growth across our SMB customers.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
John Caplan, Chief Executive Officer Second Quarter 2025 Business Highlights (unless noted otherwise) Revenue excluding interest income grew 16% year-over-year, driven by 11% volume growth and significant take rate expansion with SMB customers.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Growthquarter
up 8%
SMB customer revenue of $183 million grew 18% year-over-year, reflecting: o SMBs that sell on marketplaces revenue of $116 million, up 8% year-over-year.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
B SMBs revenuequarter
$58 million
o B2B SMBs revenue of $58 million, up 37% year-over-year.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Checkout revenuequarter
$9 million
o Checkout revenue of $9 million, up 86% year-over-year.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Net incomequarter
$ 19,480
dollars in thousands) Three months ended June 30, 2025 2024 Net income $ 19,480 $ 32,425 Depreciation and amortization 15,553 10,712 Income taxes 10,370 15,866 Other financial expense (income), net 227 (976) EBITDA 45,630 58,027 Stock based compensation expenses (1) 20,059 13,666 M&A related expenses (2) 736 2,091 Gain from change in fair value of Warrants (3) (1,006) Restructuring charges (4) Adjusted EBITDA $ 66,425 $ 72,778 Three months ended, June 30, 2024 Sept.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Basic EPSquarter
$ 0.05
dollars in thousands, except share and per share data) Three months ended June 30, 2025 2024 Numerator: Net income $ 19,480 $ 32,425 Denominator: Weighted average common shares outstanding Basic 368,770,598 356,315,658 Add: Dilutive impact of RSUs, ESPP and options to purchase common stock 11,066,906 16,327,840 Dilutive impact of private Warrants 795,285 724,885 Weighted average common shares diluted 380,632,789 373,368,383 Net income per share attributable to common stockholders Basic earnings per share $ 0.05 $ 0.09 Diluted earnings per share $ 0.05 $ 0.09 TABLE - 4 PAYONEER GLOBAL INC.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
EPSquarter
$ 0.05
dollars in thousands, except share and per share data) Three months ended June 30, 2025 2024 Numerator: Net income $ 19,480 $ 32,425 Denominator: Weighted average common shares outstanding Basic 368,770,598 356,315,658 Add: Dilutive impact of RSUs, ESPP and options to purchase common stock 11,066,906 16,327,840 Dilutive impact of private Warrants 795,285 724,885 Weighted average common shares diluted 380,632,789 373,368,383 Net income per share attributable to common stockholders Basic earnings per share $ 0.05 $ 0.09 Diluted earnings per share $ 0.05 $ 0.09 TABLE - 4 PAYONEER GLOBAL INC.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
AI analysis
Q2 2025 · reported Aug 6, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Segment mix
Business-unit revenue, as stated
Segment revenue figures as stated in the event record.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | 16% | — | — |
| Growth | up 8% | — | — |
| B SMBs revenue | $58 million | — | — |
| Checkout revenue | $9 million | — | — |
| Net income | $19,480K | — | — |
| Basic EPS | $ 0.05 | — | — |
| EPS | $ 0.05 | — | — |
Guidance · company-stated
Direction: withdrawn
No guidance located in the held release
“Upcoming Investor Communications and Financial Outlook In light of the potential take-private transaction with Nuvei, Payoneer is suspending earnings conference calls, as well as our practice of providing financial guidance, thereby withdrawing our financial outlook for the year ending December 31, 2026, as well as our medium and long-term targets.”
Capital allocation
htm EX-99.1 Exhibit 99.1 Payoneer Reports Second Quarter 2025 Financial Results Reinstates 2025 guidance Record quarterly revenue excluding interest income Announces $300 million share repurchase authorization NEW YORK August 6, 2025 Payoneer Global Inc.
Event summary
Payoneer Reports Second Quarter 2025 Financial Results Reinstates 2025 guidance Record quarterly revenue excluding interest income Announces $300 million share repurchase authorization
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
htm EX-99.1 Exhibit 99.1 Payoneer Reports Second Quarter 2025 Financial Results Reinstates 2025 guidance Record quarterly revenue excluding interest income Announces $300 million share repurchase authorization NEW YORK August 6, 2025 Payoneer Global Inc.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Accelerated share repurchases to $33 million at a weighted average price of $6.80, nearly double the amount repurchased in the prior quarter.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
With mid-teens growth, a strong balance sheet, and expanding customer relationships, we re confident in our long-term opportunity and are announcing an increase to our share repurchase authorization to $300 million.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Payoneer Board of Directors authorizes increased $300 million share repurchase program On July 30, 2025, Payoneer s Board of Directors authorized an amendment to its existing share repurchase program to increase the authorized amount of repurchases to up to $300 million of the company s outstanding common stock.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
The $300 million authorization, effective August 6, 2025, amends the previous repurchase authorization from December 2023, and includes the amount that remains available to repurchase common stock under, but not any prior repurchases effected pursuant to, the previous authorization and any applicable excise tax.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Share repurchases may take place from time to time, in the open market, through privately negotiated transactions or other means including in accordance with Rule 10b-18 and/or Rule 10b5-1 of the Exchange Act.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Strategy & priorities
With a strong market position, differentiated assets, and a clear focus, we are confident in our strategy and are reinstating our 2025 guidance.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
John Caplan, Chief Executive Officer Second Quarter 2025 Business Highlights (unless noted otherwise) Revenue excluding interest income grew 16% year-over-year, driven by 11% volume growth and significant take rate expansion with SMB customers.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
ARPU excluding interest income grew 21% year-over-year, representing the fourth consecutive quarter of 20%+ growth, driven by continued strength among $10K + ICPs, growth in higher take rate B2B, Checkout and Card franchises, and various pricing initiatives.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
2025 Outlook Payoneer s second quarter results reflect focused execution and momentum behind our long-term strategy.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
This acquisition marks another step in Payoneer s strategy to deliver a comprehensive financial stack for SMBs that operate internationally.
SEC original ↗Payoneer Global Inc. — 10-Q Quarterly report10-QAug 6, 2026
Risks & headwinds
Such forward-looking statements are subject to risks, uncertainties, and other factors which could cause actual results to differ materially from those expressed or implied by such forward looking statements.
SEC original ↗Payoneer Global Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Legal Proceedings 41 Item 1A.
SEC original ↗Payoneer Global Inc. — 10-Q Quarterly report10-QAug 6, 2026
s ( Payoneer ) management and are inherently subject to uncertainties and changes in circumstances and their potential effects and speak only as of the date of such statements.
SEC original ↗Payoneer Global Inc. — 10-Q Quarterly report10-QAug 6, 2026
These forward-looking statements involve a number of risks, uncertainties or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements.
SEC original ↗Payoneer Global Inc. — 10-Q Quarterly report10-QAug 6, 2026
These risks and uncertainties include, but are not limited to: (1) our ability to consummate the merger with Neon Maple Parent Inc.
SEC original ↗Payoneer Global Inc. — 10-Q Quarterly report10-QAug 6, 2026
Should one or more of these risks or uncertainties materialize or should any of the assumptions made by the management of Payoneer prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements.
SEC original ↗Payoneer Global Inc. — 10-Q Quarterly report10-QAug 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q3 2026
- 8-KPAYO
Oct 8, 2026
- Q2 2026
- 8-KPAYO
Sep 14, 2026
- 8-KPAYO
Sep 8, 2026
- 8-KPAYO
Aug 6, 2026
- 10-QPAYO
Aug 6, 2026
- Q1 2026
- 8-KPAYO
Jun 15, 2026
- 8-KPAYO
Jun 9, 2026
- 8-KPAYO
May 7, 2026
- 10-QPAYO
May 7, 2026
- Q4 2025
- 8-KPAYO
Feb 26, 2026
- 10-KPAYO
Feb 26, 2026
- Q3 2025
- 8-KPAYO
Dec 3, 2025
- 8-KPAYO
Nov 5, 2025
- 10-QPAYO
Nov 5, 2025
- Q2 2025
- 8-KPAYO
Aug 6, 2025
- 10-QPAYO
Aug 6, 2025
- Q1 2025
- 8-K/APAYO
Jun 17, 2025
- 8-KPAYO
Jun 10, 2025
- 8-KPAYO
May 7, 2025
- 10-QPAYO
May 7, 2025
- Q4 2024
- 8-KPAYO
Feb 27, 2025
- 10-KPAYO
Feb 27, 2025
- 8-KPAYO
Feb 24, 2025
- Q3 2024
- 8-KPAYO
Dec 30, 2024
- 8-KPAYO
Nov 5, 2024
- 10-QPAYO
Nov 5, 2024
- Q2 2024
- 8-KPAYO
Sep 10, 2024
- 8-KPAYO
Aug 12, 2024
- 8-KPAYO
Aug 7, 2024
- 10-QPAYO
Aug 7, 2024
Earnings releases
10 documentsPresentations
0 documentsNo presentations for Payoneer Global Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Payoneer Global Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.