Payoneer Expects FY25 Revenue $1.04B-$1.06B, Consensus $1.01B, Raises Share Repurchase Authorization to $300M.

Payoneer Global has revised its FY25 revenue guidance to $1.04B-$1.06B, exceeding consensus estimates of $1.01B. The company also expects adjusted EBITDA to be $260M-$275M. Payoneer is reinstating its 2025 guidance and increasing its share repurchase authorization to $300M, citing focused execution and momentum behind its long-term strategy.

Payoneer Global Inc. (NASDAQ: PAYO) has revised its fiscal year 2025 (FY25) revenue guidance to a range of $1.04 billion to $1.06 billion, surpassing consensus estimates of $1.01 billion. The company also expects adjusted EBITDA to be between $260 million and $275 million. These updates come after the company reported strong second-quarter (Q2) 2025 financial results, with revenue excluding interest income reaching a record $202.3 million, a 16% year-over-year increase [1].

The Q2 2025 results were driven by robust growth across Payoneer's SMB segment and its product lines, including Checkout, a merchant payment processing solution. Revenue from SMBs selling on online marketplaces grew 8% year-over-year, while B2B SMB revenue increased by 37% and Checkout revenue jumped 86% [1]. The company also saw a 25% year-over-year increase in card spend, reaching $1.5 billion, and extended its partnership with Mastercard to support its multi-currency card offerings [1].

Despite the revenue growth, operating costs increased at a faster pace, climbing 19% compared to Q2 2024. This resulted in a decline in GAAP EPS from $0.09 to $0.05 and a decrease in net income from $32.4 million to $19.5 million [1]. Payoneer also announced an expanded share repurchase authorization of up to $300 million through 2027, with $33 million repurchased in Q2 2025 [1].

The company's management expressed confidence in its strategy and reinstated its 2025 guidance, expecting mid-teens growth from SMB and B2B customer momentum. However, Payoneer continues to face significant risks, including the impact of U.S./China trade tensions and tariffs on approximately 20% of its revenue [1].

References:
[1] https://www.nasdaq.com/articles/payoneer-payo-q2-revenue-jumps-9
[2] https://investor.payoneer.com/news-releases/news-release-details/payoneer-reports-second-quarter-2025-financial-results