{"schema_version":"secwatch.filing_event.v1","accession":"0001558370-23-008682","form_type":"8-K","ticker":"PAYO","cik":"0001845815","company_name":"Payoneer Global Inc.","filed_at":"2023-05-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:41.179653+00:00","generated_at":"2026-06-15T09:58:45.737710+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Payoneer Q1 revenue $192M (+40% YoY), raises FY guidance, authorizes $80M buyback","bullets":["Revenue $192.0M, up 40% YoY; net income $7.9M vs $20.2M prior year.","Adjusted EBITDA $38.8M, up 273% YoY; revenue less transaction costs $164.9M, +48%.","Raises FY2023 guidance: revenue $810-$820M, adjusted EBITDA $140-$150M.","Board authorizes $80M share repurchase program over 24 months.","Active Ideal Customer Profiles (ICPs) 491k, +9% YoY; take rate 122 bps, +28 bps."],"urls":{"canonical":"https://secwatch.observer/filing/0001558370-23-008682","json":"https://secwatch.observer/filing/0001558370-23-008682.json","markdown":"https://secwatch.observer/filing/0001558370-23-008682.md","text":"https://secwatch.observer/filing/0001558370-23-008682.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1845815/000155837023008682/0001558370-23-008682-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1845815/000155837023008682/payo-20230509x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T09:58:45.737710+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1306e6e8a138fb022eb948b557b77a3dfbd36001","claim":"Payoneer Global Inc. reported first quarter ended March 31, 2023 results: revenue $192.0, net income 7.9. Guidance raised.","evidence_excerpt":"2023 Financial Highlights ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ($ in mm) 1Q 2022 2Q 2022 3Q 2022 4Q 2022 1Q 2023 YoY Change Revenue ​ $ 137.0 ​ $ 148.2 ​ $ 158.9 ​ $ 183.6 ​ $ 192.0 ​ ​ 40% Transaction costs as a % of revenue ​ ​ 18.7% ​ ​ 17.7% ​ ​ 17.6% ​ ​ 16.6% ​ ​ 14.1% ​ ​ (460 bps) Revenue less transaction costs ​ $ 111.4 ​ $ 122.0 ​ $ 130.9 ​ $ 153.2","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1845815/000155837023008682/0001558370-23-008682-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2023"},{"label":"Revenue","value":"$192.0"},{"label":"Net income","value":"7.9"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}