Payoneer Global : Featured Presentation - Earnings Presentation (ac70a6)

Published: 2026-05-07 09:02:17 ET PAYO

Published on 05/07/2026 at 09:02 am EDT

PreseNnAteSdDAbQy :

PAYO

INVESTOR.PAYONEER.COM

PresenDteadteby

May 7, 2026

Trusted:

$87.5B

2025 volume

$7.6B

Customer funds

Payoneer's mission:

Scaled and high-growth:

$1.1B

2025 revenue

19%

Revenue CAGR (3-year)

Highly profitable & strong cash conversion:

26%

Adjusted EBITDA margin

(3-year avg)

100%+

FCF conversion

(3-year avg)

$339M

Net balance sheet cash

$462M

Repurchases & warrant

redemptions since going public

Strong balance sheet & capital return:

Data as of March 31, 2026 unless otherwise noted.

Investment thesis

Significant addressable market: we are powering cross-border B2B commerce and becoming the bank alternative for global businesses

A growing, increasingly profitable business that is supported by differentiated assets and infrastructure built over 20 years

Robust balance sheet and strong cash flow generation enabling investment & capital returns

Strong growth and significantly increasing profitability

Volume

14%

CAGR

($B)

Customer funds

11%

CAGR

($B)

Revenue

($M)

Adjusted EBITDA1

78% CAGR

($M)

$1,053

$628

19%

CAGR

$88

$60

$7.9

$5.8

$272

$48

2022 2025

1. Please refer to the appendix of this presentation for the reconciliation from net income (loss) to adjusted EBITDA.

20+ year journey building the comprehensive financial stack for global businesses

2005-2017

Founded to simplify cross-border payments and became one of the leading payment providers for SMBs selling on marketplaces.

2018-2024

Expanded into B2B payments, leveraging existing scaled global infrastructure, and launched new capabilities including expense management, working capital, and checkout.

2025+

Become the comprehensive financial stack serving cross-border SMBs worldwide.

Disclaimer

Payoneer Global Inc. published this content on May 07, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 07, 2026 at 13:01 UTC.