NYSE$PSFE

Paysafe Limited · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Paysafe posted mixed Q1 2025 results with strong organic growth but lower adjusted EBITDA and a net loss.

Paysafe reported Q1 2025 revenue of $401M and a net loss of $19.5M. Organic revenue grew 5%, driven by e-commerce volume, while adjusted EBITDA declined due to business disposals and lower interest revenue.

  • Revenue was $401M, down 4% YoY; organic revenue grew 5%.
  • Adjusted EBITDA dropped to $95.2M, with a 15% decline YoY.
  • Net loss was $19.5M, or $(0.33) per share; adjusted EPS was $0.34.
  • Unlevered free cash flow reached $57.3M, showing solid liquidity despite margin pressure.

Headline financials

Total Revenue

$401M

Previous: $418M-4.0%
EPS (adj)

$0.34

Previous: $0.57-40.4%
Net Income

-$19.5M

Previous: $3.06M-737.2%
Operating Income

$10.3M

Previous: $34.2M-69.9%
Gross Profit

$159M

Previous: $179M-11.5%

Revenue & EPS history

Paysafe · Revenue · Quarterly

$401M

Q1 2025-4%vs Q1 2024
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Forward guidance

Paysafe reaffirmed its full-year outlook, expecting revenue between $1.71B–$1.734B and adjusted EPS between $2.21–$2.51.

Tailwinds

  • Organic revenue growth of 5% driven by e-commerce.
  • Continued expansion of key partnerships like Fiserv and Tilled.
  • Lean business model post-direct marketing unit disposal.
  • Unlevered free cash flow remains strong.
  • Enhanced wallet platform and new product launches.

Headwinds

  • Reported revenue down 4% YoY due to business disposal.
  • Adjusted EBITDA margin compressed by 5 points.
  • Net loss of $19.5M driven by lower other income and higher restructuring.
  • Interest and FX headwinds impacted revenue and margins.
  • Adjusted net income and EPS down significantly YoY.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-2.5%

Avg return

Earnings day

-5.9%

Avg return

5 days after

-7.4%

Avg return

30 days after

45%

9 / 20 earnings

Positive

+24.6%

Q3 2022

Best reaction

-38.1%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+20.6%-13.4%-17.7%
Q2 2025+17.1%+16.4%+22.3%
Q1 2025-15.2%-21.8%-20.6%
Q4 2024-18.6%-17.0%-22.2%
Q3 2024-29.0%-33.0%-26.8%
Q1 2024+24.1%+19.7%+22.3%
Q4 2023-14.5%-9.7%+12.6%
Q3 2023+24.4%+19.0%+8.9%
Q2 2023+15.1%+4.7%+13.2%
Q1 2023-17.5%-23.8%-23.5%
Q4 2022-5.7%-9.4%-23.1%
Q3 2022+24.6%+35.6%+6.8%
Q2 2022-5.5%-2.8%-16.6%
Q1 2022-12.3%-0.4%+11.0%
Q4 2019+2.8%-0.3%-20.8%
Q4 2020+2.8%-0.3%-20.8%
Q4 2021+9.7%-3.8%+22.8%
Q3 2021-38.1%-39.1%-45.3%
Q2 2021-16.6%-19.2%-18.4%
Q1 2021-18.3%-20.0%-12.8%
Q3 2020
Q2 2020
Q1 2020

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