Payoneer Q4: 17% Revenue Growth, $22.5 Billion In Transactions, B2B Payments Up 37%, Revenue Target Surges

Benzinga
27 Feb

Payoneer Global Inc (NASDAQ:PAYO) reported fourth-quarter financial results Thursday. Here's a rundown of the report.

  • Q4 Revenue: $261.74 million, up 17%, versus estimates of $242.14 million.
  • Q4 EPS: 5 cents, versus forecasts of 6 cents.

Also Read: Steven Madden Q4 Performance Beats Expectations But CEO Cautions About 2025 Profit Impact From Tariff Headwinds

Payoneer reported $1.5 billion of spending on Payoneer cards in the quarter, up 36% year-over-year. The company also reported record quarterly volume, up 18% to $22.5 billion. B2B volume grew by 37% to $3.0 billion.

Active Ideal Customer Profiles grew 8% to 560,000.

Revenue as a % of volume declined 2 bps to 116 bps.

SMB customer take rate increased 9 bps to 109 bps.

Transaction costs as a % of revenue grew 30 bps to 16.5%.

Adjusted EBITDA grew 21% to $63.3 million.

The company held $497.5 million in cash and equivalents as of December 31, 2024.

2025 Outlook: Payoneer expects revenue of $1.04 billion-$1.05 billion, versus estimates of $1.04 billion.

The company expects adjusted EBITDA of $255 million-$265 million.

Price Action: PAYO stock is down 14.5% at $8.71 at last check Thursday.

Also Read:

  • Photronics Q1 Earnings: Beats Estimates, Strong IC And FPD Demand, Growth in High-End Products, CEO Cautious on 2025 Outlook

Photo: Shutterstock

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