Paysafe (PSFE) RBC Financial Technology Conference summary

Business overview and market segments

• Revenue is approximately $1.7 billion, split 55/45 between merchant solutions and digital wallet segments.

• Digital wallet focuses on consumer transactions, with products like Skrill and eCash, and includes Latin America offerings such as PagoEfectivo and SafetyPay.

• Merchant solutions built through acquisitions, using both direct sales and independent sales organizations (ISOs).

• E-commerce acquiring business is about half iGaming and half traditional e-commerce, using a direct distribution model.

Current trends and demand environment

• Consumer spending trends mirror broader market, with no significant changes in transaction size or frequency.

• Business buying behavior remains stable; company is still small in its served markets.

• Sales cycles for merchants are flat, with larger deals taking longer due to integration needs.

• Small business onboarding has improved, but further optimization is ongoing.

Strategic partnerships and product initiatives

• Expanded partnership with Fiserv and Clover, now offering more attachment solutions and access to Clover’s customer base.

• Business Wallet solution launched with Fiserv, aiming for greater product stickiness and incremental value-added services.

• New product launches, such as PagoEfectivo Wallet, are expected to contribute more meaningfully in 2026.