Every material Form 8-K Payoneer Global filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Payoneer reported third-quarter 2026 revenue of $276.9 million, up 2% from a year earlier, and net income of $14.9 million, up 6%. Diluted earnings per share were $0.04, unchanged from the prior year, and adjusted EBITDA fell 4% to $68.3 million. The company is still working toward the Nuvei merger, which it targets to close in mid-2027.
Revenue excluding interest income was $222.2 million, up 5% year-over-year; interest income fell 8% to $54.7 million.
Volume rose 13% to $25.3 billion, with B2B volume up 59% to $5.0 billion.
Adjusted EBITDA was $68.3 million, down 4% from $71.3 million a year earlier.
Shareholders approved the Nuvei merger agreement on September 14, 2026; the targeted close is mid-2027, pending regulatory approvals.
Payoneer director Barak Eilam resigned from the board and its Audit and Risk Committees, effective October 5, 2026, and the board size was set at seven members. The company also disclosed a $5,250,000 cash retention award for Chief Legal and Governance Officer Tsafi Goldman, tied to the pending merger agreement dated June 12, 2026.
Barak Eilam notified the company of his resignation on October 2, 2026, effective October 5, 2026
Eilam also left the Audit Committee and Risk Committee; board size fixed at seven members
Tsafi Goldman to receive a $5,250,000 cash retention award, to be granted in February 2027
Award vests in two equal installments: at Closing and on the first anniversary of Closing
Payoneer reported second-quarter 2026 revenue of $274.3 million, up 5% year over year, but swung to a net loss of $2.4 million from net income of $19.5 million a year earlier. The company also withdrew its 2026 financial outlook and medium- and long-term targets and suspended earnings calls because of its pending $7.40-per-share cash acquisition by Nuvei, which shareholders would receive if the deal closes.
Revenue excluding interest income rose 10% to $222.2 million; interest income fell 11% to $52.1 million.
Net loss was $2.4 million, compared with net income of $19.5 million in Q2 2025; M&A-related expenses were $13.5 million.
Adjusted EBITDA rose 7% to $71.4 million; volume grew 15% to $23.7 billion, with B2B volume up 48%.
Financial outlook for 2026 was withdrawn; the Nuvei deal is expected to close in mid-2027, subject to shareholder and regulatory approvals.
Payoneer Global agreed on June 12, 2026 to be acquired by Nuvei in an all-cash merger valued at about $2.75 billion in equity. Payoneer stockholders would receive $7.40 per share, and the deal requires stockholder approval, regulatory clearances and other customary conditions before closing, which the companies expect in mid-2027.
Merger consideration is $7.40 per share in cash, representing a total equity value of approximately $2.75 billion
Payoneer would owe Nuvei a $89 million termination fee in certain circumstances, while Nuvei would owe Payoneer $165 million if it fails to close when required
Closing requires approval by a majority of Payoneer's outstanding common stock and clearance under the Hart-Scott-Rodino Act and other approvals; the agreement can be terminated if the merger is not completed by June 12, 2027, subject to a
Payoneer's board has unanimously approved the merger and recommends that stockholders adopt the agreement
Payoneer reported first-quarter 2026 revenue of $261.6 million, up 6% from a year earlier, with revenue excluding interest income up 11%. Net income fell 5% to $19.6 million, though diluted earnings per share rose to $0.06 from $0.05, and the company raised its full-year 2026 guidance. For shareholders, the guidance increase and higher share repurchases are the main changes in the filing.
Q1 2026 revenue was $261.6 million, up 6% year over year; revenue excluding interest income was $210.1 million, up 11%
Interest income fell 11% to $51.5 million; net income was $19.6 million versus $20.6 million, and adjusted EBITDA was $69.4 million, up 6%
2026 guidance: revenue of $1,100 million to $1,140 million and adjusted EBITDA of $285 million to $295 million
Share repurchases totaled $74 million in Q1 2026, compared with $17 million in Q1 2025
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.
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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Payoneer Global filing is on SEC EDGAR ↗. 8-K briefs of other companies →