NYSE$PSFE
Paysafe Limited · Q2 2025 earnings
Q2 2025 earnings · · Before market open · Investor relations
Briefing
Paysafe delivered solid Q2 2025 results with 5% organic revenue growth and improved profitability, while facing pressure in SMB performance.
Paysafe reported Q2 2025 revenue of $428.2M, with organic revenue up 5%. Adjusted EBITDA reached $105M with a margin of 24.5%. Enterprise growth remained strong, but SMB volumes were challenged. The company reaffirmed its full-year guidance.
- Revenue reached $428.2M, down 3% YoY but up 5% organically.
- Adjusted EBITDA came in at $105M, representing a 24.5% margin.
- Net loss was $10.1M due to GAAP items including tax allowance.
- Merchant Solutions revenue declined due to business disposals, while Digital Wallets grew 6% YoY.
Headline financials
Revenue & EPS history
Paysafe · Revenue · Quarterly
$428M
Forward guidance
Paysafe reaffirmed its FY25 guidance, expecting stable revenue and EBITDA growth with improving profitability.
Tailwinds
- FY25 revenue expected between $1.718B–$1.734B.
- Organic growth guidance maintained at 6.5% to 8.0%.
- Adjusted EBITDA guidance of $463M–$478M reaffirmed.
- Adj. EPS forecasted at $2.21–$2.51.
- Digital Wallets user activity and ARPU continue to rise.
Headwinds
- SMB volume remains soft with above-expected attrition.
- Interest income and revenue under pressure from FX volatility.
- GAAP net loss driven by $18M UK tax allowance.
- Gross debt rose $166M due to stronger Euro.
- Margins impacted by mix shift and divestitures.
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 Q2 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
| Quarter | Report date | Reaction (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 | — | — | — |
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