Payoneer 2025 revenue rises 8% to $1.05 billion; full-year net income falls 40%
Payoneer reported fourth-quarter and full-year 2025 results on February 26, 2026. Revenue rose in both periods, but full-year net income fell 40% to $73.2 million, and the company guided 2026 revenue to $1,090 million to $1,130 million and adjusted EBITDA to $275 million to $285 million. For shareholders, sales growth came with lower full-year profit, and the 2026 revenue guidance includes a 300 basis point estimated headwind from customer portfolio changes.
Key points
- Q4 2025 revenue was $274.7 million, up 5% from $261.7 million, and Q4 net income was $19.0 million, up 5% from $18.2 million.
- Full-year 2025 net income was $73.2 million, down 40% from $121.2 million, while revenue ex. interest income rose 14% to $821.2 million.
- 2026 guidance: revenue of $1,090 million to $1,130 million and adjusted EBITDA of $275 million to $285 million, including a 300 basis point estimated headwind from customer portfolio optimization.
- The company repurchased $175 million of shares in 2025, according to CEO John Caplan.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 6:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 26, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.