Logotype for Payoneer Global Inc

Payoneer Global (PAYO) investor relations material

Payoneer Global Goldman Sachs Communicopia + Technology Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Payoneer Global Inc
Goldman Sachs Communicopia + Technology Conference 2025 summary9 Sep, 2025

Business transformation and strategic focus

  • Shifted from a one-size-fits-all to a segment-specific approach, prioritizing high-value customers and geographies.

  • Achieved 16% compound annual revenue growth and 50% increase in revenue per customer since March 2023.

  • Customer balances grew 29% since the transformation began, reflecting increased trust and product usage.

  • Focused on profitable growth by aligning resources with high-value segments and reducing emphasis on less strategic areas.

  • Core business EBITDA reached $16 million in H1 2025, surpassing the $14 million for all of 2024.

Product innovation and partnerships

  • Payoneer card usage rose to 10% of total funds, with strong adoption among goods exporters and B2B firms.

  • Launched a partnership with Stripe for checkout, sunsetting the in-house solution to scale faster and improve economics.

  • Collaborated with Citibank to integrate blockchain for faster, more transparent treasury flows.

  • Early AI initiatives in customer support are showing positive results.

  • Workforce management acquisition is driving cross-sell and new customer growth in HR and payroll services.

Market and segment performance

  • Marketplace payouts business remains a market leader, focusing on larger sellers and ecosystem expansion.

  • B2B business saw 37% revenue growth in H1 2025, now 30% of core revenue and 50% of Q2 revenue growth.

  • B2B volumes up 19% and revenues up 37% in Q2, with 25% revenue growth targeted for H2, driven by services outside China.

  • Card usage reached $1.5 billion in Q2 2025, up 25% YoY, with high ARPU and retention among card users.

  • Workforce management business is growing rapidly, with strong cross-sell and customer migration from competitors.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Payoneer Global earnings date

Logotype for Payoneer Global Inc
Q3 20254 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Payoneer Global earnings date

Logotype for Payoneer Global Inc
Q3 20254 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Payoneer Global Inc operates a payment and commerce-enabling platform that facilitates marketplaces, platforms and online merchants worldwide. Its solutions include payments, risk, compliance and working capital solutions. The company’s payment solutions include mass payout services, payment service provider, and payouts. Its mass payout services facilitate the sending of funds from businesses to individuals in various markets that include India, Latin America, Eastern Europe and the Middle East.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage