{"schema_version":"secwatch.filing_event.v1","accession":"0001558370-23-013753","form_type":"8-K","ticker":"PAYO","cik":"0001845815","company_name":"Payoneer Global Inc.","filed_at":"2023-08-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:35.712957+00:00","generated_at":"2026-06-12T02:50:37.799419+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 Q2 revenue $206.7M (+40% YoY); net income $45.5M; raises FY2023 guidance","bullets":["Revenue $206.7M, up 40% YoY; net income $45.5M vs $4.4M; adjusted EBITDA $56.0M, +280%.","Active ICPs 495k (+6% YoY); volume $15.8B (+8%); take rate 131bps (+30bps).","Announced agreement to acquire a licensed China-based payment service provider; acquired Spott data platform.","Raised FY2023 guidance: revenue $820-830M, adjusted EBITDA $160-170M, transaction costs ~15.5%.","$20M share repurchases in Q2."],"urls":{"canonical":"https://secwatch.observer/filing/0001558370-23-013753","json":"https://secwatch.observer/filing/0001558370-23-013753.json","markdown":"https://secwatch.observer/filing/0001558370-23-013753.md","text":"https://secwatch.observer/filing/0001558370-23-013753.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1845815/000155837023013753/0001558370-23-013753-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1845815/000155837023013753/payo-20230808x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T02:50:37.799419+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":"909ff0acc1d32682caed85f24395462a4aa8d47c","claim":"Payoneer Global Inc. reported second quarter ended June 30, 2023 results: revenue $206.7, net income $45.5. Guidance raised.","evidence_excerpt":"2023 Financial Highlights ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ($ in mm) 2Q 2022 3Q 2022 4Q 2022 1Q 2023 2Q 2023 YoY Change Revenue ​ $ 148.2 ​ $ 158.9 ​ $ 183.6 ​ $ 192.0 ​ $ 206.7 ​ ​ 40% Transaction costs as a % of revenue ​ ​ 17.7% ​ ​ 17.6% ​ ​ 16.6% ​ ​ 14.1% ​ ​ 13.8% ​ ​ (390 bps) Revenue less transaction costs ​ $ 122.0 ​ $ 130.9 ​ $ 153.2 ​ $ 164.9","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1845815/000155837023013753/0001558370-23-013753-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended June 30, 2023"},{"label":"Revenue","value":"$206.7"},{"label":"Net income","value":"$45.5"},{"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"}