Paysafe Limited

Paysafe Limited Earnings Recaps

PSFE Information Technology 3 recaps
Q1 2026 May 14, 2026

Paysafe’s stock rose 7.5% following Q1 results, reflecting better-than-expected growth driven by strong revenue and user metrics, particularly in Latin America and sports betting, alongside encouraging progress in AI-related commerce initiatives.

Key takeaways
  • Revenue grew 10% year-over-year with adjusted EBITDA up 4% and adjusted EPS increasing 21%.
  • Active consumer users reached 7.9 million, a 9% increase, with Latin America hitting a new record of 3.3 million active users.
  • Merchant-side e-commerce grew 17%, led by iGaming, which expanded 28%, while SMB business showed a modest 2% improvement.
  • Operating expenses rose 6%, mainly due to FX and investments in data infrastructure and marketing to support AI initiatives.
  • The company reaffirmed full-year growth outlook and highlighted improving net leverage to 5.2x, aiming for valuation support over the next two years.
Full recap
Q3 2025 Nov 14, 2025

Paysafe reported strong third-quarter results with 6% organic revenue growth, bolstered by a 37% increase in adjusted EPS, underscoring effective client acquisition and solid performance across core markets.

Key takeaways
  • Achieved 6% organic revenue growth and 7% adjusted EBITDA growth in Q3 2025.
  • Notable strength in North America, driven by a 50% growth in iGaming, along with client wins such as BetMGM.
  • Continued share repurchase initiative with an additional $70 million authorized, reflecting confidence in long-term strategy.
  • E-commerce growth exceeded 20%, underpinned by a substantial rise in enterprise-level deals and improving revenue per merchant.
  • Outlook adjusted for extended timelines on key product initiatives, signaling ongoing adaptation to market dynamics.
Full recap
Q2 2025 Aug 12, 2025

Paysafe delivered a solid performance in Q2 2025, achieving 5% organic revenue growth and strong adjusted EBITDA growth of 12%, highlighting effective execution on strategic initiatives across its product lines.

Key takeaways
  • Revenues declined by 3% to $428.2 million; however, organic growth was solid, driven by e-commerce and digital wallet segments.
  • Initiated $20 million in share repurchases, signaling management's belief in the undervaluation of shares.
  • New customer acquisition and enhanced engagement from innovative products like PagoEfectivo and the upgraded Skrill wallet contributed to revenue and customer growth.
  • Enterprise-level deals showed a promising increase, with annual contract values up over 20% year-to-date.
  • Continued expansion in the e-commerce sector with over 30% growth and strengthened partnerships, particularly with BBVA, underlining a strategic focus on banking collaborations.
Full recap