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Flywire (FLYW) investor relations material
Flywire Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business strategy and key learnings
Emphasis on software-driven value in payments and leveraging AI and data for acceleration.
International movement and intellectual capital seen as crucial for tech sector success.
Team resilience and strong internal culture highlighted as drivers of continued market share gains.
Geographic performance and trends
U.K. now a larger market than U.S., with both showing performance in line or better than expectations.
U.S. retention rates have improved, attributed to product expansion and deeper university engagement.
Canada remains under pressure but headwinds are expected to lessen; Australia performing better than initial guidance.
Diversification outside top four markets is accelerating, with EMEA and APAC regions growing faster.
Product and market expansion
SFS platform adoption in U.S. and U.K. is growing, with significant revenue multipliers from cross-border to domestic accounts.
U.K. market expansion supported by new finance system integrations, opening up a quarter to a third of the market over a multi-year period.
Domestic and international product capabilities are being enhanced to drive further growth.
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