Payoneer stock drops as Q1 earnings miss estimates

Published 07/05/2025, 14:12
Payoneer stock drops as Q1 earnings miss estimates

Investing.com -- Payoneer Global Inc. (NASDAQ:PAYO) reported mixed first quarter results on Tuesday, with revenue beating expectations but earnings falling short of analyst estimates. The global financial technology company’s shares fell 4.8% following the announcement.

Payoneer posted adjusted earnings per share of $0.05 for the first quarter of 2025, missing the analyst consensus of $0.09. Revenue came in at $246.6 million, slightly above the $244.73 million estimate and up 8% YoY.

The company’s revenue excluding interest income grew 16% YoY to $188.6 million, driven by a 7% increase in transaction volume and take rate expansion with SMB customers. However, interest income declined 11% YoY to $58 million.

"Payoneer delivered another solid quarter, driven by strong ARPU growth, increasing adoption of our high-value products, focus on quality customers, and continued profitability," said CEO John Caplan.

Despite the positive revenue growth, Payoneer suspended its previously issued full-year 2025 guidance, citing macroeconomic uncertainty and potential risks to cross-border businesses.

The company reported $1.4 billion of spend on Payoneer cards, up 29% YoY, and customer funds of $6.6 billion as of March 31, 2025, an 11% YoY increase.

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