Paysafe Ltd (NYSE:PSFE)
$ 8.15 -0.30 (-3.55%) Market Cap: 417.71 Mil Enterprise Value: 2.69 Bil PE Ratio: 0 PB Ratio: 0.68 GF Score: 56/100

Q1 2026 Paysafe Ltd Earnings Call Transcript

May 13, 2026 / 12:30 PM GMT
Release Date Price: $9.34 (+7.48%)

Key Points

Positve
  • Paysafe Ltd (PSFE) reported a strong revenue growth of 10% and adjusted EPS growth of 21% in Q1 2026.
  • The company generated $67 million in unlevered free cash flow, marking a 17% increase year-over-year.
  • Paysafe Ltd (PSFE) saw a 9% increase in active users in its consumer business, reaching 7.9 million.
  • The company experienced robust growth in its iGaming segment, with global revenue increasing by 20% year-over-year.
  • Paysafe Ltd (PSFE) successfully expanded its Paysafe Wallet solution across Europe, now live in 18 countries.
Negative
  • Operating expenses grew by 6% year-over-year, largely due to unfavorable foreign exchange impacts.
  • The company faced increased credit losses while transitioning to a new risk management platform.
  • Adjusted EBITDA margin declined by 130 basis points due to increased marketing and IT investments.
  • The SMB business only grew by 2% in Q1, indicating modest improvement in attrition.
  • Paysafe Ltd (PSFE) experienced a decline in underlying gross margin in its Merchant Solutions segment due to business mix.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PSFE.N - Paysafe Ltd
Q1 2026 Paysafe Ltd Earnings Call
May 13, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, greetings and welcome to the Paysafe First Quarter 2026 Earnings Conference Call.

At this time, all participants are in the listen-only mode.

A brief question-and-answer session will follow the formal presentation.

If anyone requires operator assistance during the conference, please signal the operator by pressing and 0 on your telephone keypad. As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host for today, Kirstjen Nielsen, Head of Investor Relations. Please go ahead.

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Unidentified_2 [2]
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