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Dec 31, 2023

Payoneer Q4 2023 Earnings Report

Payoneer's Q4 2023 results reflected revenue growth and increased profitability.

Key Takeaways

Payoneer reported a strong fourth quarter and full year 2023, marked by 22% year-over-year revenue growth in Q4, reaching $224.3 million, and a net income of $27.0 million. The company's active Ideal Customer Profiles (ICPs) grew by 6% year-over-year, and transaction volume increased by 16% to $19.0 billion. Looking ahead, Payoneer provided revenue guidance for 2024 of $875 million to $885 million.

Revenue increased by 22% year-over-year to $224.3 million.

Net income reached $27.0 million, a significant improvement from the previous year.

Active Ideal Customer Profiles (ICPs) grew by 6% year-over-year.

Transaction volume increased by 16% year-over-year to $19.0 billion.

Total Revenue
$224M
Previous year: $184M
+22.2%
EPS
$0.07
Previous year: -$0.03
-333.3%
Gross Profit
$181M
Previous year: $153M
+18.2%
Cash and Equivalents
$7.01B
Previous year: $543M
+1191.1%
Free Cash Flow
$54M
Previous year: $36.3M
+49.0%
Total Assets
$7.28B
Previous year: $6.59B
+10.4%

Payoneer

Payoneer

Forward Guidance

Payoneer provided revenue guidance for 2024 of $875 million to $885 million and Adjusted EBITDA of $185 million to $195 million

Positive Outlook

  • Focus on acquiring and retaining active ICPs.
  • Increasing customer adoption of multiple products and services.
  • Driving growth in B2B.
  • Driving growth in Merchant Services.
  • Innovating and improving customer experience.