secwatch.observer — SEC 8-K summary
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Issuer:     Payoneer Global Inc. (PAYO)
CIK:        0001845815
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001104659-26-056688
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Payoneer Q1 revenue ex. interest $210.1M (+11% YoY); raises FY26 guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1845815/000110465926056688/0001104659-26-056688-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1845815/000110465926056688/payo-20260507x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-056688

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer