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EarningsQ2 2026 Earnings Report
WRDLY Q2 2026 EPS Results
Actual EPS$1.17
Consensus EPS-$0.09
Beat/MissBeat by +$1.26
One Year Ago EPS$2.55
WRDLY Q2 2026 Revenue Results
Actual Revenue$2.21B
Expected Revenue$1.13B
Beat/MissBeat by +$1.08B
YoY Revenue Growth-8.11%
Earnings Announcement Details
QuarterQ2 2026
Date07/30/2026
TimeDuring Market Hours
Conference CallThursday, July 30, 2026
WRDLY Upcoming Earnings
Worldline's next earnings date is estimated for February 23, 2027, based on past reporting schedules.
Q2 2026 Earnings Call Audio
WRDLY Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented clear evidence of a successful balance-sheet repair and tangible operational progress: leverage reduced to under 2x EBITDA early, adjusted EBITDA improving, significant divestment proceeds collected, Merchant Services showing sequential acceleration, major commercial wins (ABN AMRO, digital euro pilot), and strong North Star execution (platform migrations, Launchpad pilot, GenAI adoption). Offsetting these positives are a material decline in Financial Services driven by contract terminations and longer sales cycles, continued negative free cash flow (though improved), net revenue pressure from mix and scheme fees, some underperforming geographies (Benelux) and remaining divestment cash/outstanding liabilities. Overall, the highlights—particularly balance sheet repair, stabilized merchant momentum, confirmed EBITDA guidance, and strategic commercial milestones—outweigh the lowlights, though execution must continue to sustain and translate momentum into net revenue and cash flow improvements.Company Guidance
Balance Sheet Strengthening and Leverage Target Achieved Early
Net debt reduced from €2.2 billion to €1.1 billion (≈50% reduction) in H1; leverage now below 2x EBITDA, achieved six months ahead of plan.
Adjusted EBITDA Improvement
Adjusted EBITDA reached €294 million in H1; company confirms full-year adjusted EBITDA guidance of €630–€650 million and notes margin improvement at net revenue level for the first time since H1 2023.
Merchant Services Momentum
Merchant Services (≈80% of external revenue) posted sequential improvement and second consecutive quarter of growth; Merchant Services up +1.8% on fully pruned H1 basis and Q2 merchant acquiring volumes grew >4% for the semester.
Successful Pruning and Divestments Progress
Pruning program substantially complete with most transactions closed; net proceeds received €580 million against a guided €590–€640 million (with €40–€50 million expected from India and Australia in Q3).
Strategic Commercial Wins and Industry Positioning
Secured outsourcing agreement with ICS (ABN AMRO credit card issuing) and selected to operate in the digital euro pilot—strengthening credentials in card issuing and next-generation payment rails.
North Star Transformation Execution
Platform convergence and simplification advanced: 5,000 Italian merchants migrated, 80% of SME portfolio on GoPay by June, infrastructure reduced from 49 to 47 sites and Madrid data center closed; Launchpad entered pilot mode.
GenAI Deployment and Developer Adoption
Generative AI foundations in place and being rolled out: 83% of developers using AI-assisted coding/testing tools and ~9,000 monthly active users of internal chat (Libro Chat), delivering early productivity and product benefits.
Global Collect Recovery
Global Collect integrated into Worldline acquiring platform and returned to high-single-digit growth in the last quarter, positioned as a faster growth engine (focus on travel and digital cross-border verticals).
WRDLY 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