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Dec 31, 2025
Paysafe Q4 2025 Earnings Report
Paysafe Q4 2025 Earnings Report
Key Takeaways
Paysafe reported a 4% increase in revenue for Q4 2025, driven by strong performance in Digital Wallets and North America iGaming, though the company swung to a net loss due to higher restructuring costs and foreign exchange impacts.
Revenue grew 4% year-over-year to $438.4 million, with organic revenue growth also at 4%.
Digital Wallets segment showed strong momentum with 13% reported revenue growth and 6% organic growth.
The company reported a net loss of $25.2 million, impacted by $21.9 million in restructuring and legal costs.
Paysafe repurchased 5.9 million shares for $42 million during the fourth quarter.
Full year 2026 guidance targets revenue between $1.79 billion and $1.83 billion.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For the full year 2026, Paysafe expects revenue growth and double-digit adjusted EPS growth.
Positive Outlook
- Expected revenue between $1,790 million and $1,830 million.
- Adjusted EBITDA projected between $449 million and $464 million.
- Adjusted EPS targeted between $2.12 and $2.32.
- Focus on double-digit adjusted EPS growth.
- Continued momentum in e-commerce and North America iGaming.
Challenges Ahead
- Potential headwinds from foreign exchange rate fluctuations.
- Impact of lower interest revenue on consumer deposits.
- Ongoing restructuring and legal costs.
- Intense competition in the global payments industry.
- Exposure to high-risk verticals and regulatory changes.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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