PaySauce (PYS) Q4 2025 TU earnings summary

Executive summary

• Achieved 6% year-over-year growth in recurring revenue for Q4 FY25, reaching $2.1m.

• Processing fee revenue rose 13% year-over-year to $1.6m, driven by customer growth.

• Customer base expanded 11% year-over-year to 8,204, a net increase of 836 customers.

• Interest revenue from customer funds declined 13% year-over-year to $0.5m due to falling interest rates.

• CEO highlighted resilience amid economic headwinds and expects continued customer growth momentum.

Financial highlights

• Annual Recurring Revenue (ARR) reached $8.5m, up 6% year-over-year.

• Recurring revenue for the quarter was $2.1m, up 6% year-over-year.

• Processing fee revenue for the quarter was $1.6m, up 13% year-over-year.

• Interest revenue for the quarter was $0.5m, down 13% year-over-year.

Outlook and guidance

• Management anticipates continued customer growth, supported by improving business confidence and lower borrowing costs.

• Product improvements are expected to enhance customer value and support expansion in current and new markets.