NASDAQ$PAYO

Payoneer Global Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Payoneer achieved record revenue, accelerated volume and ICP growth, and significant profitability.

Payoneer reported a strong second quarter with a 16% increase in revenue to $239.5 million and a net income of $32.4 million. The company saw a 22% increase in volume and a 10% increase in active ICPs. Payoneer also announced the acquisition of Skuad to expand its global workforce management services.

  • Revenue increased by 16% year-over-year to $239.5 million.
  • Volume grew by 22% year-over-year to $18.7 billion.
  • Active ICPs increased by 10% year-over-year.
  • Acquired Skuad to expand global workforce management services.

Headline financials

Total Revenue

$240M

Previous: $207M+15.9%
EPS

$0.09

Previous: $0.12-25.0%
Active ICPs

547.0K

Previous: 495.0K+10.5%
Card Spend

$1.2B

No prior period
Capital Expenditures

-$2.8M

Previous: -$2.42M-15.7%
Free Cash Flow

$29.6M

Previous: $43.1M-31.3%
Net Income

$32.4M

Previous: $45.5M-28.8%
Operating Income

$46.3M

Previous: $33.4M+38.7%
Gross Profit

$237M

Previous: $204M+16.0%
R&D Expense

$27.6M

No prior period
Stock-Based Comp

$13.7M

Previous: $16.2M-15.5%

Revenue & EPS history

Payoneer · Revenue · Quarterly

$240M

Q2 2024+15.9%vs Q2 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Payoneer raised its 2024 guidance, expecting revenue between $920 million and $930 million and adjusted EBITDA between $225 million and $235 million.

Tailwinds

  • Driving accelerating growth across entire SMB customer business
  • Delivered a second consecutive quarter of 21% growth in revenue excluding interest income
  • Innovating product offerings
  • Accelerating the evolution of our financial stack with acquisition of Skuad
  • Strengthening our position as the dedicated partner of choice for SMBs with global, cross-border operations

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 Q2 2024

Historical avgQ2 2024

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro