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Adyen N.V Earnings Calls
| Release date | Feb 11, 2026 |
| EPS estimate | $0.210 |
| EPS actual | $0.219 |
| EPS Surprise | 3.94% |
| Revenue estimate | 1.51B |
| Revenue actual | 1.51B |
| Revenue Surprise | 0.0366% |
| Release date | Jun 30, 2025 |
| EPS estimate | $0.184 |
| EPS actual | $0.179 |
| EPS Surprise | -2.34% |
| Revenue estimate | 1.289B |
| Revenue actual | 1.296B |
| Revenue Surprise | 0.531% |
| Release date | May 16, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Dec 31, 2024 |
| EPS estimate | $0.161 |
| EPS actual | $0.171 |
| EPS Surprise | 6.59% |
| Revenue estimate | 1.121B |
| Revenue actual | 1.348B |
| Revenue Surprise | 20.24% |
Last 4 Quarters for Adyen N.V
Below you can see how ADYEY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Dec 31, 2024 |
| Price on release | $14.66 |
| EPS estimate | $0.161 |
| EPS actual | $0.171 |
| EPS surprise | 6.59% |
| Date | Price |
|---|---|
| Dec 24, 2024 | $14.93 |
| Dec 26, 2024 | $14.98 |
| Dec 27, 2024 | $14.87 |
| Dec 30, 2024 | $14.70 |
| Dec 31, 2024 | $14.66 |
| Jan 02, 2025 | $14.46 |
| Jan 03, 2025 | $14.78 |
| Jan 06, 2025 | $15.20 |
| Jan 07, 2025 | $15.19 |
| 4 days before | -1.81% |
| 4 days after | 3.62% |
| On release day | -1.36% |
| Change in period | 1.74% |
| Release date | May 16, 2025 |
| Price on release | $18.29 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 12, 2025 | $18.44 |
| May 13, 2025 | $18.80 |
| May 14, 2025 | $18.40 |
| May 15, 2025 | $18.14 |
| May 16, 2025 | $18.29 |
| May 19, 2025 | $18.66 |
| May 20, 2025 | $18.29 |
| May 21, 2025 | $18.11 |
| May 22, 2025 | $18.10 |
| 4 days before | -0.81% |
| 4 days after | -1.04% |
| On release day | 2.02% |
| Change in period | -1.84% |
| Release date | Jun 30, 2025 |
| Price on release | $18.32 |
| EPS estimate | $0.184 |
| EPS actual | $0.179 |
| EPS surprise | -2.34% |
| Date | Price |
|---|---|
| Jun 24, 2025 | $18.57 |
| Jun 25, 2025 | $18.34 |
| Jun 26, 2025 | $17.97 |
| Jun 27, 2025 | $18.38 |
| Jun 30, 2025 | $18.32 |
| Jul 01, 2025 | $18.01 |
| Jul 02, 2025 | $18.04 |
| Jul 03, 2025 | $18.00 |
| Jul 07, 2025 | $18.17 |
| 4 days before | -1.35% |
| 4 days after | -0.82% |
| On release day | -1.69% |
| Change in period | -2.15% |
| Release date | Feb 11, 2026 |
| Price on release | $13.60 |
| EPS estimate | $0.210 |
| EPS actual | $0.219 |
| EPS surprise | 3.94% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $13.30 |
| Feb 06, 2026 | $13.43 |
| Feb 09, 2026 | $14.09 |
| Feb 10, 2026 | $14.58 |
| Feb 11, 2026 | $13.60 |
| Feb 12, 2026 | $10.96 |
| Feb 13, 2026 | $10.72 |
| Feb 17, 2026 | $11.25 |
| Feb 18, 2026 | $11.62 |
| 4 days before | 2.26% |
| 4 days after | -14.56% |
| On release day | -19.41% |
| Change in period | -12.63% |
Adyen N.V Earnings Call Transcript Summary of Q4 2025
Key points for investors:
- Strong H2 2025 operational and financial performance: net revenue grew ~21% on a constant-currency basis; EBITDA grew 23% and H2 EBITDA margin was ~55%. CapEx was ~5% of net revenue.
- 2026 outlook: management is guiding to 20%–22% net revenue growth (constant currency) for 2026 and expects EBITDA margins to be roughly similar to 2025 in 2026 while targeting >55% EBITDA margin by 2028. CapEx guidance remains ~5% or less of net revenue.
- Growth drivers: share-of-wallet expansion with existing large customers (examples: Uber), a strong cohort of new customers in 2025 (example: Starbucks rollout in Europe), continued geographic expansion (notably Japan, India, LatAm) and traction across the three pillars: Digital, Unified Commerce and Platforms. Platforms is the fastest-growing pillar.
- Technology and product investments: continued investment in tech and teams (U.S., Madrid, Bengaluru and other hubs), focus on embedded financial products (issuing, capital, bank accounts) and automation (including AI). Management highlighted Dynamic Identification (Adyen’s AI/data layer) powering products such as Personalize (part of Uplift) which in pilots improved conversion by ~6% and lowered cost by ~3%, and tools to detect policy-abuse fraud.
- Agentic commerce (AI agents) is an emerging sales channel: early-stage volumes are immaterial today but Adyen is working with partners (OpenAI, Google, Mastercard, Visa) and merchants to build protocols and trust/identity capabilities. Dynamic Identification is cited as strategically important here.
- Capital allocation: management remains focused on funding growth and product buildout but is open-minded on options (including M&A or buybacks) and will assess based on circumstances.
- Risks/near-term considerations: currency (USD) headwinds impacted reported growth in H2; some region-to-region cadence differences (e.g., APAC retailer impacts previously); some initiatives (e.g., agentic commerce) are longer-term revenue drivers. Management emphasizes a multiyear, customer-priorities-driven approach rather than quarter-by-quarter optimization.
