NASDAQ$PAYO

Payoneer Global Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Payoneer Global Inc reported Q2 2025 results with revenue growth and continued volume expansion.

Payoneer delivered revenue of $260.6 million in Q2 2025, up 9% year-over-year, driven by growth in SMB volumes across marketplaces, B2B, and DTC channels. Net income was $19.5 million and operating income reached $30.1 million. The company continued to expand its platform with the PayEco acquisition and maintained strong customer fund balances.

  • Revenue grew 9% to $260.6 million, supported by higher SMB volumes and monetization initiatives.
  • Volume processed reached $20.7 billion, an 11% increase from the prior year.
  • Adjusted EBITDA was $66.4 million while net income declined to $19.5 million due to higher operating expenses.
  • Geographic revenue was led by Greater China at $85.9 million, followed by EMEA and Asia-Pacific.

Headline financials

Total Revenue

$261M

Previous: $240M+8.8%
EPS (adj)

$0.05

Previous: $0.09-44.4%
Volume

$20.7B

No prior period
Adjusted EBITDA

$66.4M

No prior period
Capital Expenditures

-$7.3M

Previous: -$2.8M-160.7%
Net Income

$19.5M

Previous: $32.4M-39.9%
Operating Income

$30.1M

Previous: $46.3M-35.1%
Cash & Equivalents

$497M

No prior period

Revenue & EPS history

Payoneer · Revenue · Quarterly

$261M

Q2 2025+8.8%vs Q2 2024
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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 2021

Best reaction

-18.7%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
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 2022+37.1%+37.4%+28.7%
Q1 2021+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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