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Payoneer Global Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.0400 |
| EPS actual | $0.0600 |
| EPS Surprise | 50.00% |
| Revenue estimate | 255.124M |
| Revenue actual | 261.595M |
| Revenue Surprise | 2.54% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.0600 |
| EPS actual | $0.0500 |
| EPS Surprise | -16.67% |
| Revenue estimate | 282.371M |
| Revenue actual | 274.693M |
| Revenue Surprise | -2.72% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.0600 |
| EPS actual | $0.0600 |
| Revenue estimate | 282.792M |
| Revenue actual | 270.85M |
| Revenue Surprise | -4.22% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.0600 |
| EPS actual | $0.0500 |
| EPS Surprise | -16.67% |
| Revenue estimate | 257.529M |
| Revenue actual | 260.614M |
| Revenue Surprise | 1.20% |
Last 4 Quarters for Payoneer Global
Below you can see how PAYO 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 | Aug 06, 2025 |
| Price on release | $7.42 |
| EPS estimate | $0.0600 |
| EPS actual | $0.0500 |
| EPS surprise | -16.67% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $6.57 |
| Aug 01, 2025 | $6.28 |
| Aug 04, 2025 | $6.35 |
| Aug 05, 2025 | $6.50 |
| Aug 06, 2025 | $7.42 |
| Aug 07, 2025 | $6.99 |
| Aug 08, 2025 | $6.64 |
| Aug 11, 2025 | $6.63 |
| Aug 12, 2025 | $6.78 |
| 4 days before | 12.94% |
| 4 days after | -8.63% |
| On release day | -5.80% |
| Change in period | 3.20% |
| Release date | Nov 05, 2025 |
| Price on release | $5.47 |
| EPS estimate | $0.0600 |
| EPS actual | $0.0600 |
| Date | Price |
|---|---|
| Oct 30, 2025 | $5.75 |
| Oct 31, 2025 | $5.79 |
| Nov 03, 2025 | $5.73 |
| Nov 04, 2025 | $5.79 |
| Nov 05, 2025 | $5.47 |
| Nov 06, 2025 | $5.27 |
| Nov 07, 2025 | $5.37 |
| Nov 10, 2025 | $5.67 |
| Nov 11, 2025 | $5.63 |
| 4 days before | -4.87% |
| 4 days after | 2.93% |
| On release day | -3.66% |
| Change in period | -2.09% |
| Release date | Feb 26, 2026 |
| Price on release | $4.27 |
| EPS estimate | $0.0600 |
| EPS actual | $0.0500 |
| EPS surprise | -16.67% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $5.41 |
| Feb 23, 2026 | $4.94 |
| Feb 24, 2026 | $5.03 |
| Feb 25, 2026 | $5.24 |
| Feb 26, 2026 | $4.27 |
| Feb 27, 2026 | $4.32 |
| Mar 02, 2026 | $4.58 |
| Mar 03, 2026 | $4.59 |
| Mar 04, 2026 | $4.78 |
| 4 days before | -21.07% |
| 4 days after | 11.94% |
| On release day | 1.17% |
| Change in period | -11.65% |
| Release date | May 07, 2026 |
| Price on release | $5.06 |
| EPS estimate | $0.0400 |
| EPS actual | $0.0600 |
| EPS surprise | 50.00% |
| Date | Price |
|---|---|
| May 01, 2026 | $5.04 |
| May 04, 2026 | $5.01 |
| May 05, 2026 | $4.91 |
| May 06, 2026 | $4.86 |
| May 07, 2026 | $5.06 |
| May 08, 2026 | $5.16 |
| May 11, 2026 | $5.11 |
| May 12, 2026 | $5.12 |
| May 13, 2026 | $4.93 |
| 4 days before | 0.397% |
| 4 days after | -2.57% |
| On release day | 1.98% |
| Change in period | -2.18% |
Payoneer Global Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Strong Q1 operational and financial results: Total revenue $262M (+6% YoY); revenue excluding interest income $210M (+11% YoY, +200 bps sequentially). Total payment volume >$22B (+16% YoY).
- B2B is the growth engine: B2B volume +44% YoY (more than doubled sequentially from Q4), now ~1/3 of SMB volume. Management expects >30% B2B volume growth for the rest of 2026.
- Improving monetization and customer quality: ARPU +17% (ARPU ex interest +22%); SMB take rate improved. Customer funds on platform $7.6B (+15% YoY) with ~53% hedged via securities/derivatives.
- Profitability and leverage: Adjusted EBITDA $69M (27% margin); adjusted EBITDA excluding interest income $18M — the highest quarterly ex-interest result as a public company. Management expects to more than double core adjusted EBITDA to $90M at the midpoint of 2026 guidance.
- Updated 2026 guidance: Total revenue $1.10–1.14B; revenue ex interest $900–940M; interest income ~$200M. Total adjusted EBITDA $285–295M. Management raised revenue and EBITDA expectations modestly vs. prior guide.
- Strategic initiatives: Successful migration of Checkout to Stripe (transitioned >90% of portfolio), pilot and deployment of targeted AI (support & lead generation), investment and early commercial rollout of stablecoin wallet capabilities, and application for an uninsured national trust bank in the U.S. (large waitlist; ~80% net-new customers).
- Capital allocation and cash: Cash & equivalents $339M; repurchased ~$74M of shares in Q1 with ~$117M remaining authorization. First-quarter cash use was seasonally higher.
- Drivers and outlook: Management expects a mid‑teens exit growth rate for 2026, with back-half acceleration driven by B2B momentum, marketplace stabilization (mid-single-digit growth), continued enterprise ramps, pricing initiatives, and benefits from checkout migration. Macro environment described as stable.
- Risks & near-term puts: China goods B2B is lower-take-rate vs. service B2B but is volume-accretive; interest income is sensitive to rates and hedging; continued execution required to scale stablecoin and bank initiatives.
