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Adyen N.V Earnings Calls
| Release date | Feb 12, 2026 |
| EPS estimate | $21.07 |
| EPS actual | $21.61 |
| EPS Surprise | 2.56% |
| Revenue estimate | 1.512B |
| Revenue actual | 1.492B |
| Revenue Surprise | -1.29% |
| Release date | Jun 30, 2025 |
| EPS estimate | $18.53 |
| EPS actual | $17.92 |
| EPS Surprise | -3.29% |
| Revenue estimate | 1.304B |
| Revenue actual | 1.296B |
| Revenue Surprise | -0.625% |
| Release date | May 16, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Dec 31, 2024 |
| EPS estimate | $15.98 |
| EPS actual | $17.14 |
| EPS Surprise | 7.26% |
| Revenue estimate | 1.109B |
| Revenue actual | 1.348B |
| Revenue Surprise | 21.58% |
Last 4 Quarters for Adyen N.V
Below you can see how ADYYF 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 | $1,478.72 |
| EPS estimate | $15.98 |
| EPS actual | $17.14 |
| EPS surprise | 7.26% |
| Date | Price |
|---|---|
| Dec 24, 2024 | $1,468.00 |
| Dec 26, 2024 | $1,473.00 |
| Dec 27, 2024 | $1,494.50 |
| Dec 30, 2024 | $1,499.00 |
| Dec 31, 2024 | $1,478.72 |
| Jan 02, 2025 | $1,423.00 |
| Jan 03, 2025 | $1,453.00 |
| Jan 06, 2025 | $1,544.29 |
| Jan 07, 2025 | $1,501.50 |
| 4 days before | 0.730% |
| 4 days after | 1.54% |
| On release day | -3.77% |
| Change in period | 2.28% |
| Release date | May 16, 2025 |
| Price on release | $1,852.00 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 12, 2025 | $1,847.26 |
| May 13, 2025 | $1,888.52 |
| May 14, 2025 | $1,863.48 |
| May 15, 2025 | $1,888.88 |
| May 16, 2025 | $1,852.00 |
| May 19, 2025 | $1,779.68 |
| May 20, 2025 | $1,849.00 |
| May 21, 2025 | $1,849.00 |
| May 22, 2025 | $1,849.00 |
| 4 days before | 0.257% |
| 4 days after | -0.162% |
| On release day | -3.90% |
| Change in period | 0.0942% |
| Release date | Jun 30, 2025 |
| Price on release | $1,836.00 |
| EPS estimate | $18.53 |
| EPS actual | $17.92 |
| EPS surprise | -3.29% |
| Date | Price |
|---|---|
| Jun 24, 2025 | $1,883.00 |
| Jun 25, 2025 | $1,809.00 |
| Jun 26, 2025 | $1,808.63 |
| Jun 27, 2025 | $1,853.00 |
| Jun 30, 2025 | $1,836.00 |
| Jul 01, 2025 | $1,828.00 |
| Jul 02, 2025 | $1,823.00 |
| Jul 03, 2025 | $1,775.00 |
| Jul 07, 2025 | $1,803.00 |
| 4 days before | -2.50% |
| 4 days after | -1.80% |
| On release day | -0.436% |
| Change in period | -4.25% |
| Release date | Feb 12, 2026 |
| Price on release | $1,089.68 |
| EPS estimate | $21.07 |
| EPS actual | $21.61 |
| EPS surprise | 2.56% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $1,333.00 |
| Feb 09, 2026 | $1,382.11 |
| Feb 10, 2026 | $1,484.55 |
| Feb 11, 2026 | $1,484.55 |
| Feb 12, 2026 | $1,089.68 |
| Feb 13, 2026 | $1,069.00 |
| Feb 17, 2026 | $1,120.96 |
| Feb 18, 2026 | $1,171.00 |
| Feb 19, 2026 | $1,184.00 |
| 4 days before | -18.25% |
| 4 days after | 8.66% |
| On release day | -1.90% |
| Change in period | -11.18% |
Adyen N.V Earnings Call Transcript Summary of Q4 2025
Adyen reported a solid H2 2025 with continued customer-led growth and multi‑pillar momentum. Net revenue grew ~21% on a constant‑currency basis in H2, with EBITDA up 23% and H2 EBITDA margin at 55%. Key commercial highlights include expanded relationships with large customers (e.g., Uber) and new enterprise wins (Starbucks), stronger traction in Japan and India, and fast growth in the Platforms pillar. Product innovation is focused on the newly introduced Dynamic Identification layer (AI-driven), with Uplift/Personalize pilots showing material conversion and cost benefits. Adyen is actively exploring agentic commerce with partners (OpenAI, Google, card networks) but transactions remain immaterial today. For 2026 management guides 20–22% net revenue growth (constant currency), expects EBITDA margins roughly in line with 2025 for the year while stepping up investments, and reiterates a path to >55% EBITDA margin by 2028. CapEx is expected to remain around 5% of net revenue or less. Management is prioritizing growth (particularly investment in the U.S., tech hubs, and financial products like issuing and wallets), remains disciplined on capital allocation and open to M&A/buybacks if the balance of opportunities and shareholder value align.
