
Adyen N.V. (ADYEY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Adyen N.V. (ADYEY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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Adyen N.V. (ADYEY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Strategic collaboration strengthens Mesh's payment capabilities to support a rapidly growing customer base of multinational enterprises in the region. LONDON, Feb. 17, 2026 /PRNewswire/ -- Mesh Payments ("Mesh"), the leading travel and expense (T&E) management platform for modern enterprises, today announced a strategic partnership with Adyen, the global financial technology platform of choice for leading businesses.

Adyen N.V. (ADYEY) Q4 2025 Earnings Call Transcript

Revenue failed to meet consensus expectations and the company forecast flat Ebitda margins growth for the new year.

Dutch payments giant Adyen's stock dropped as much as 20% after reporting H2 2025 earnings. Net revenue at the company increased 17% year-on-year on a reported basis.

Dutch payments processor Adyen reported net revenue of 1.27 billion euros ($1.51 billion) for the second half of 2025 on Thursday, up 21% on a constant currency basis, capping a year of robust growth that saw it outpace struggling European rivals and solidify its position against U.S. giants PayPal and Stripe.

ORLANDO, Fla., Feb. 10, 2026 /PRNewswire/ -- accesso Technology Group (AIM: ACSO), the premier technology solutions provider to leisure, entertainment, and cultural markets, today announced the expansion of its long-standing strategic partnership with Adyen, the global financial technology platform of choice for leading businesses.

Accesso Technology Group PLC (LSE:ACSO, OTC:LOQPF, FRA:LQG), the AIM-listed provider of technology to the leisure and entertainment sectors, has expanded its strategic partnership with Adyen to integrate embedded payments across its global platform. The move will see Adyen become accesso's long-term financial technology provider, underpinning a payments infrastructure that supports more than $5 billion in annual transaction volume across digital and on-site guest journeys.

Accesso Technology Group PLC told investors it has expanded its long-running partnership with Adyen, making embedded payments a core capability across the accesso software ecosystem as venues push for faster, more reliable checkout across every guest touchpoint. The AIM-listed leisure technology group said it already supports more than $5bn in annual transaction volume across digital and on-site guest journeys, and that the deeper integration is aimed at delivering the scale and reliability required for complex, high-volume operations spanning multiple regions and sales channels.

Fresha selects Adyen to offer fast, flexible capital to beauty and wellness businesses. Fresha Capital is now live in US, UK, Australia, Canada, Netherlands, Finland and Sweden.

Adyen has a robust fintech business and has attracted many notable customers. Despite some challenges in recent years, the company's prospects look strong.

SAN FRANCISCO, Jan. 20, 2026 /PRNewswire/ -- Forage , the mission-driven payments company, today announced a partnership with leading payments platform, Adyen to power SNAP EBT payments for Adyen merchants in the U.S. Building on Adyen's continued innovation and rapid growth in the food & beverage space, enabling EBT payments will allow retailers to accept SNAP benefits from the 42 million Americans who rely on them. Forage is the fastest-growing USDA-approved payments processor for SNAP acceptance, supporting many of the nation's largest grocery and delivery retailers with USDA FNS approvals, technical implementation, go-to-market planning, and ongoing program compliance.

I rate Adyen a long-term 'Hold' at current levels, anchored by strong management execution. Adyen's founders have deep payments experience, and the company builds all technology in-house, ensuring a unified, scalable platform. The IPO was driven by employee liquidity needs, not capital requirements, reflecting a unique shareholder alignment.

Contactless is the Standard: The share of contactless in-store POS transactions rose from 81% last year to 85% this year Shopper behavior varies globally, with online peaks ranging 12 p.m. on Black Friday in the US to 8 p.m.

Adyen N.V. (OTCPK:ADYEY) Morgan Stanley 25th European Technology, Media & Telecom Conference November 13, 2025 6:00 AM EST Company Participants Ethan Tandowsky - CFO & Member of the Management Board Conference Call Participants Adam Wood - Morgan Stanley, Research Division Presentation Adam Wood Morgan Stanley, Research Division Okay. Perfect. I'll set off this afternoon session.

Adyen N.V. (OTCPK:ADYEY) Analyst/Investor Day November 11, 2025 7:00 AM EST Company Participants Pieter van der Does - Co-Founder, Co- CEO & Member of Management Board Ingo Uytdehaage - CO-CEO & Member of Management Board Tom Adams - CTO & Member of Management Board Mariëtte Swart - Chief Risk & Compliance Officer and Member of Management Board Isaac Lima - Investor Relations Carlo Bruno Gary Yang - Senior Vice President of Global Account Management & Partnerships Thom Ruiter Catherine Ye Ethan Tandowsky - CFO & Member of the Management Board Trevor Nies Maggie O'Donnell - Investor Relations Brooke Nayden - Chief HR Officer & Member of the Management Board Conference Call Participants Yasmin Ferdousbarin Josh Levin - Bernstein Autonomous LLP Mohammed Moawalla - Goldman Sachs Group, Inc., Research Division Justin Forsythe - UBS Investment Bank, Research Division Umar Mirza Adam Wood - Morgan Stanley, Research Division Hannes Leitner - Jefferies LLC, Research Division James Friedman - Susquehanna Financial Group, LLLP, Research Division Craig Maurer - Financial Technology Partners LP Fahed Kunwar - Rothschild & Co Redburn, Research Division Adam Frisch - Evercore ISI Institutional Equities, Research Division Harshita Rawat - Sanford C. Bernstein & Co., LLC.

Adyen , the Dutch company known for handling payment processing for eBay and Spotify, set new financial targets on Tuesday, aiming for stronger profitability and steady revenue growth.

Adyen N.V. is rated a "Hold" as the stock appears fairly valued, despite a significant correction and underperformance versus the S&P 500. Adyen continues to post strong revenue growth, especially in Unified Commerce and Platforms, but faces headwinds from high valuation multiples and slowing growth rates. Sustained high growth is possible, with management and analysts projecting robust revenue and margin expansion, yet macroeconomic risks and consumer sentiment pose challenges.

Adyen N.V. (OTCPK:ADYEY) Q3 2025 Earnings Call October 29, 2025 10:00 AM EDT Company Participants Maggie O'Donnell - Investor Relations Ethan Tandowsky - CFO & Member of the Management Board Conference Call Participants Frederic Boulan - BofA Securities, Research Division Hannes Leitner - Jefferies LLC, Research Division Justin Forsythe - UBS Investment Bank, Research Division Adam Wood - Morgan Stanley, Research Division Adam Frisch - Evercore ISI Institutional Equities, Research Division Jason Kupferberg - Wells Fargo Securities, LLC, Research Division Darrin Peller - Wolfe Research, LLC Harshita Rawat - Sanford C. Bernstein & Co., LLC.

Dutch payments group Adyen beat market expectations for quarterly revenue on Wednesday as strong retail activity kept payment volumes high, but slightly narrowed its financial forecast through 2026.