earnings
confidence high
sentiment positive
materiality 0.75
Payoneer Q1 revenue ex. interest $210.1M (+11% YoY); raises FY26 guidance
Payoneer Global Inc.
2026-Q1 EPS reported
$0.06
revenue$261,595,000
- Revenue ex. interest income $210.1M (+11% YoY); total revenue $261.6M (+6%).
- B2B volume growth accelerated to 44% YoY, driven by China, EMEA, and APAC.
- ARPU $513 (+17% YoY); 7th consecutive quarter of 20%+ ARPU growth ex. interest.
- Repurchased $74M in shares at avg $5.16 in Q1; FY26 guidance raised to $900-$940M revenue ex. interest.
- Adjusted EBITDA $69.4M (+6%); FY26 adjusted EBITDA guidance $285-$295M.