New Payoneer at check out is going to be a cash cow and hasn't even been added into future revenues.
p
B2B AP/AR volumes grew over 58% year over year Payoneer Checkout momentum building as the Company ramps the onboarding of new customers Commercial Card growth continued to be strong
p
"we assumed zero revenues from business in Ukraine, Russia and Belarus for the remainder of the year. However, based on subsequent actual results, while recognizing that the situation remains fluid, we now believe we can retain approximately 50% of our originally forecasted revenues collectively for those three countries for the rest of the year. The continued momentum in customer adoption of our higher value services, successful penetration into high-growth regions, and better-than-expected results in Ukraine, all support a higher likelihood of stronger results for the full year 2022"
G
When all this downtrend is over payo should trade around 20$
p
Year over year partnership growth of over 100%, benefiting from continued momentum with existing partners and new partners including bKash, the largest mobile wallet in Bangladesh, and SHEIN, a global fashion and lifestyle e-tailer.
p
Year over year revenue growth of over 50% across its portfolio of developing markets, which includes Latin America, Southeast Asia, Middle East North Africa and more
D
down 70% but haven't sold any yet
r
earnings beat
p
Revenues - beat at +36% v's cons +20%. Gross profit margins above 80% (i.e. these revenues are high quality). Adj ebitda of +$10.6m v's expectations of negative $6m (despite continuing to invest). Upwards revision to top line of 4% - note that they beat revs by 10% + each qtr lately so you can assume they are being conservative. Revenues for '22 now back above where they were pre the Ukraine related downward revision last qtr. This is partly as half these revs have not gone away as (conservatively) assumed and better core growth. No specific mention of the benefit of interest rates - I bet they are holding back on this.
B
OB also great earnings
9
Susquehanna on 4/14 filed new buy position of almost 53 million shares. That would make them the largest owner with around 16% of the company. Why hasn't there been an SEC 13G filing showing over 5% ownership? This is HUGE
D
Privatbank, Ukraine's largest bank, is integrating Payoneer services into its account. It's worth noting that PAYO fully discounted revenues from Ukraine in its FY 2022 guidance when reporting on the full FY 2021 results. In reality revenues from Ukraine have kept flowing in throughout Q1 and now may be forecasted for the rest of the FY 2022. Ukraine accounted for around 6% of PAYO revenues in FY 2021. A positive surprise for Q1 results and FY 2022 guidance is imminent
D
This will be above $5 today
M
From $11 down to $3 i feel your pain
C
Wish Is there client along with shein
C
Airbnb is a big component of payoneets business Airbnb (ABNB) reported first-quarter results that exceeded estimates, as virus-related restrictions eased further and helped lift business.
D
15$ soon
C
UPGRADES COMING...
A
The real $64,000 question... When will Payoneer finally start to be profitable every quarter????
Payoneer Checkout momentum building as the Company ramps the onboarding of new customers
Commercial Card growth continued to be strong
Gross profit margins above 80% (i.e. these revenues are high quality).
Adj ebitda of +$10.6m v's expectations of negative $6m (despite continuing to invest).
Upwards revision to top line of 4% - note that they beat revs by 10% + each qtr lately so you can assume they are being conservative.
Revenues for '22 now back above where they were pre the Ukraine related downward revision last qtr. This is partly as half these revs have not gone away as (conservatively) assumed and better core growth.
No specific mention of the benefit of interest rates - I bet they are holding back on this.
Airbnb (ABNB) reported first-quarter results that exceeded estimates, as virus-related restrictions eased further and helped lift business.