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Mar 31, 2025
Payoneer Q1 2025 Earnings Report
Payoneer reported strong revenue growth and profitability in Q1 2025, with a solid performance across B2B and Card products.
Key Takeaways
Payoneer delivered a strong first quarter with 16% YoY growth in revenue excluding interest income, fueled by higher ARPU and solid uptake of B2B and Card services. Net income rose sequentially despite macro uncertainties.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Payoneer suspended its FY 2025 guidance due to macroeconomic uncertainty, citing a wide range of potential outcomes affecting cross-border businesses.
Positive Outlook
- Strong ARPU growth sustained across key segments.
- Ongoing expansion in complex international markets like China.
- Solid growth in B2B and Card product franchises.
- $6.6 billion in customer funds under management.
- Strategic acquisition of Easylink to strengthen China presence.
Challenges Ahead
- Suspension of FY 2025 guidance due to macro uncertainty.
- Potential negative impact from shifting global trade dynamics.
- Interest income declined 11% YoY.
- Revenue growth slower compared to previous quarters.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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