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Payoneer (PAYO)
NASDAQ:PAYO
Earnings Data
Report Date
Feb 26, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.06Last Year’s EPS
0.05Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted strong revenue growth, expansion in the B2B segment, and increased ARPU, driven by strategic focus on high-value customers and partnerships. However, macroeconomic challenges and interest income sensitivity were noted as concerns.Company Guidance
Record Quarterly Revenue and Growth
Payoneer reported record quarterly revenue of $271 million, up 9% year-over-year, with revenue excluding interest income reaching $211 million, up 15% year-over-year. Adjusted EBITDA also exceeded medium-term targets.
B2B Segment Expansion
B2B revenue grew 27% in Q3 and now represents roughly 30% of revenue ex-interest. More than 50% of B2B revenue came from ICPs doing more than $250,000 per month in volume.
Increased ARPU
ARPU increased 65% since Q1 2023 from $286 to over $470, driven by a focus on high-value customers and cross-sell of higher-yielding AP products.
Growth in Customer Funds
Customers held over $7 billion on the platform, up 17% year-over-year for the second straight quarter, demonstrating trust in the platform and future revenue potential.
Strategic Partnerships and Innovation
Announced partnerships with a third-party lender and Citi's on-chain money movement capabilities to enhance liquidity management. Also planning to offer stablecoin wallet functionality in 2026.
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
PAYO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 05, 2025 | $5.79 | $5.47 | -5.53% |
Aug 06, 2025 | $6.50 | $7.42 | +14.15% |
May 07, 2025 | $7.13 | $6.16 | -13.60% |
Feb 27, 2025 | $10.18 | $8.68 | -14.73% |
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 Payoneer (PAYO) report earnings?
Payoneer (PAYO) is schdueled to report earning on Feb 26, 2026, After Close (Confirmed).
What is Payoneer (PAYO) earnings time?
Payoneer (PAYO) earnings time is at Feb 26, 2026, After Close (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 (Q4) is 0.06.