NASDAQ$PAYO

Payoneer Global Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Payoneer reported Q1 2025, revenue of $246.6M, net income of $20.6M, diluted EPS of $0.05.

For Q1 2025, Payoneer reported revenue of $246.6M, net income of $20.6M, diluted EPS was $0.05. The filing highlights segment performance, liquidity, and management commentary on the period.

  • Revenue $246.6M.
  • Net income $20.6M.
  • Diluted EPS $0.05.

Headline financials

Total Revenue

$247M

Previous: $228M+8.1%
EPS (adj)

$0.05

Previous: $0.08-37.5%
Volume

$19.7B

No prior period
Active ICPs

556.0K

No prior period
Adjusted EBITDA

$65.4M

No prior period
Card Spend

$1.4B

No prior period
ARPU Growth ex. Interest

22.0%

No prior period
Capital Expenditures

-$4.73M

Previous: -$1.62M-192.5%
Net Income

$20.6M

Previous: $29M-29.0%
Operating Income

$29.3M

Previous: $38.4M-23.6%

Revenue & EPS history

Payoneer · Revenue · Quarterly

$247M

Q1 2025+8.1%vs Q1 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+3.6%

Avg return

Earnings day

+6.4%

Avg return

5 days after

+2.1%

Avg return

30 days after

48%

11 / 23 earnings

Positive

+37.1%

Q1 2022

Best reaction

-18.7%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.9%+5.1%+3.7%
Q4 2025-18.7%-12.4%-8.8%
Q3 2025-5.0%-2.1%-1.9%
Q1 2025-13.8%+0.7%-1.4%
Q4 2024-14.7%-21.4%-28.8%
Q3 2024+21.5%+26.9%+26.6%
Q2 2024+27.8%+31.8%+33.7%
Q1 2024+12.5%+10.2%+13.2%
Q4 2023-12.6%-16.5%-12.6%
Q3 2023-7.5%-5.8%-10.3%
Q2 2023+13.8%+14.8%+23.1%
Q1 2023-14.9%-17.1%-19.6%
Q4 2022+14.8%+19.0%+7.3%
Q3 2022-12.9%+0.9%-16.5%
Q2 2022+18.6%+20.4%+18.1%
Q1 2021+37.1%+37.4%+28.7%
Q1 2022+37.1%+37.4%+28.7%
Q4 2021-12.8%-6.2%-0.4%
Q4 2019-12.8%-6.2%-0.4%
Q3 2020+14.3%+21.4%-13.3%
Q3 2021+14.3%+21.4%-13.3%
Q4 2020-3.1%-6.7%-3.6%
Q2 2021-3.1%-6.7%-3.6%
Q2 2020
Q1 2020

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