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Boku (BOKU) investor relations material
Boku Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary16 Oct, 2025
Strategic vision and market opportunity
Aims to enable global commerce by simplifying access to 200+ local payment methods (LPMs) across 60+ countries, supporting digital-first, mobile-native, and subscription-driven enterprises.
LPMs now account for over half of global e-commerce, with digital wallets and A2A payments predicted to drive 51% of e-commerce value by 2028; LPMs projected to reach 60% share and over $10 trillion in transaction value by 2028.
Global e-commerce transaction value is forecast to grow at a 12% CAGR from 2023 to 2028, with LPMs overtaking traditional cards.
Cross-border e-commerce is growing at a 12.1% CAGR, with LPMs projected to represent a quarter of all global cross-border transactions by 2032.
Over 100 million consumers transact monthly via the network, connecting merchants to 200+ LPMs in 60+ countries.
Growth strategy and business model evolution
Growth driven by expanding with existing merchants, adding new enterprise customers, and layering value-added services such as currency conversion and accelerated settlement.
Revenue model evolving to include FX products, liquidity solutions, and accelerated settlement, enhancing take rates and diversifying income streams.
Focused on high-growth verticals beyond digital entertainment, including digital subscriptions, advertising, and online travel.
Building a scalable, cash-generative business model with disciplined capital allocation, including share buybacks and potential acquisitions.
Plans to ramp up direct sales activity in 2026 to broaden the merchant base.
Product innovation and technology platform
Platform supports over 100 million monthly users and is built for scale, reliability (99.99% uptime), and security (ISO/IEC 27001:2022 certified).
95% of payments are automatic, with 55% requiring zero user action and 40% completed with one tap, optimizing for recurring revenue.
Bundling and payment marketing open new customer acquisition channels, with 16 million new subscribers from 63 bundles launched in the past year.
Embedding merchant storefronts in digital wallets and leveraging super-apps to drive engagement and conversion.
Provides a single integration for access to digital wallets, direct carrier billing, and real-time A2A payment schemes, reaching over 7 billion payment accounts globally.
What drives Boku's LPM coverage expansion?
Details on 2026 direct sales approach for merchants
How will operational efficiency drive EBITDA accretion?
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Next Boku earnings date
H2 202517 Mar, 2026
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Frequently asked questions
Boku, Inc. specializes in providing a global mobile payments network that incorporates various digital payment solutions including mobile wallets, real-time payment schemes, and direct carrier billing aimed at global merchants. The company's offerings help merchants to attract new customers by facilitating online payments from a vast number of consumers who prefer not to use credit cards. Boku's services are widely utilized in sectors such as technology, ecommerce, fintech, and by mobile app providers. The company's mobile-first payment network is designed to standardize different payment types on a global scale through a single integration. Boku also offers Trident, a bundling platform particularly aimed at streaming services, enhancing subscription models for video on demand, music, and cloud gaming services. The company is headquartered in San Francisco, California, and its shares are listed on the London Stock Exchange under the ticker symbol BOKU.
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