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Jun 30, 2021

Payoneer Q2 2021 Earnings Report

Reported strong revenue growth and raised full-year revenue guidance.

Key Takeaways

Payoneer reported strong Q2 2021 financial results with revenue well ahead of internal targets. The company raised its full-year revenue outlook and expects to generate positive adjusted EBITDA in 2021.

Delivered strong results in the first quarter as a public company.

Continued momentum with revenues well ahead of internal targets.

Raising the full-year revenue outlook.

Expect to generate positive adjusted EBITDA in 2021.

Total Revenue
$111M
Previous year: $78.4M
+41.5%
EPS
-$0.75
Previous year: -$0.0197
+3711.0%
Gross Profit
$82.4M
Previous year: $54.6M
+50.9%
Cash and Equivalents
$499M
Free Cash Flow
$31.9M
Total Assets
$4.33B

Payoneer

Payoneer

Forward Guidance

Payoneer is raising guidance for full year 2021 revenues to grow approximately 28%-30% over 2020, up from previous guidance of 25% growth. Expect positive adjusted EBITDA for full year 2021.

Positive Outlook

  • Higher take rate expectations.
  • Improved transaction costs performance.
  • Aggressive investment in platform and products for future growth.
  • Better-than-expected first half results.
  • Expect positive adjusted EBITDA for full year 2021

Challenges Ahead

  • Lower than expected volume growth.
  • Reorganization related expenses
  • M&A related expenses
  • Stock-based compensation expenses
  • Share in losses (gain) of associated company