Net revenue for Q1 2026 reached €620.8M, up 16% year-over-year (20% constant currency), with processed volume at €382B, up 21% year-over-year, reflecting broad-based growth across the global customer base in a resilient macroeconomic environment.
Growth was driven by wallet share gains with existing merchants, strong new customer cohorts, and deepening partnerships with large content and subscription customers.
Strategic focus is shifting from optimizing payment authorization to influencing pre- and post-payment decisions, enhancing conversion, fraud management, and cost efficiency.
The business remains well positioned to execute its strategy and deliver on long-term growth ambitions.
Acquisition of Talon.One aims to integrate real-time promotions and incentives, connecting identity to action and improving conversion rates.
Digital net revenue: €349.6M, up 13% year-over-year (constant currency), with processed volume up 15%.
Unified Commerce net revenue: €196.2M, up 28% year-over-year (constant currency), with processed volume up 26%, led by luxury and small format retail.
Platforms net revenue: €75M, up 40% year-over-year (constant currency), with processed volume up 38%, driven by vertical SaaS and embedded financial products.
Embedded financial products contributed about 1% of additional growth so far this year.
Full-year 2026 net revenue growth expected between 20%-22% (constant currency).
2026 EBITDA margin expected to remain broadly in line with 2025, with a target to exceed 55% by 2028 and higher margins in H2 than H1.
Capital expenditures to be up to 5% of net revenue.
Talon.One acquisition not expected to materially impact 2026 financials; 1%-2% additional growth expected in 2027, with 1% EBITDA margin dilution in 2027.
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Search for any keyword across all transcripts simultaneously.
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
The easiest way to stay updated during earnings season.
All events from public companies. Live and recorded.
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Explore our global coverage