New integration brings Onebeat’s AI-driven inventory optimization into daily retail operations for RetailPro customersHERZLIYA, Israel, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Onebeat, the AI-powered inventory optimization platform, and RetailPro, a Nayax Ltd. Company (Nasdaq: NYAX; TASE: NYAX) and a global leader in retail management software, today announced a strategic partnership which redefines inventory performance. This collaboration transforms static inventory data into a dynamic, real-time profit engine ...

Core Insights - Nayax (NASDAQ: NYAX) has shown a slight increase in stock price since the last analysis, with Q2 earnings supporting the thesis of strong customer retention and relationships [1] - The customer count for Nayax has increased by 24%, reaching approximately 105,000, while the churn rate remains below 3% [1] Company Performance - The company reported a significant rise in customer numbers, indicating robust growth and customer loyalty [1] - The low churn rate suggests that Nayax is effectively maintaining its customer base, which is a positive indicator for future revenue stability [1] Analyst Background - The analyst has a diverse background in the Industrials and chemicals sector, as well as experience in finance and technology within a charitable organization [1] - This varied experience contributes to a comprehensive understanding of market dynamics and investment opportunities [1]

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Nayax (NYAX) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to a loss of $0.08 per share a year ago. These figures are adjusted for non- recurri ...

Financial Data and Key Metrics Changes - Revenue for Q2 2025 increased by 22% year-over-year, reaching $96 million [7][16] - Recurring revenue grew by 32% year-over-year, accounting for 74% of total revenue [7][17] - Adjusted EBITDA was nearly $13 million, representing approximately 13% of total revenue, an increase of $4.5 million compared to the previous year [8][21] - Net income for the quarter was nearly $12 million, compared to a net loss of $3 million in the prior year [21][22] - Total transaction value increased by over 34% year-over-year, reaching nearly $1.6 billion [15] Business Line Data and Key Metrics Changes - Processing revenue grew by 35% to $43 million, driven by a 16% increase in the installed base of managed and connected devices [17][18] - Hardware revenue was $25 million, slightly higher than the prior year's quarter [18] - The installed base of managed and connected devices grew by 16% year-over-year, reaching almost 1.38 million devices [15][18] Market Data and Key Metrics Changes - The company is experiencing strong global demand, particularly in emerging segments such as EV chargers and smart coolers [9][10] - The customer base expanded by approximately 24% year-over-year, approaching 105,000 customers [15] Company Strategy and Development Direction - The company is focused on expanding its geographic footprint and gaining market share across core verticals [4][5] - Strategic partnerships, such as with Ortel Energy for EV charging solutions, are expected to drive future growth [10][11] - The company is pursuing both organic growth and strategic M&A to enhance its market position [13][50] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about near-term growth opportunities, driven by the ongoing shift from cash to digital payments [13] - The company reaffirmed its full-year 2025 guidance, expecting revenue growth of 30% to 35% [23][24] - Management highlighted the importance of customer retention and engagement, with a churn rate of under 3% annually [5][40] Other Important Information - The company has made significant acquisitions, including Innopropay and a majority stake in NICE Capital, to strengthen its position in Europe and enhance its embedded banking division [11][12] - The gross margin improved to 48.3%, up from 44.3% in the previous year, driven by higher recurring and hardware margins [19] Q&A Session Summary Question: How should we think about the larger opportunity in terms of EV as a percentage of revenue? - Management indicated that the EV market presents a significant growth opportunity, with partnerships expected to drive customer acquisition and revenue growth [26][30] Question: Can you talk about NRR and how you think it will trend over the next couple of years? - Management noted that NRR remains strong, driven by growth in service and processing, and highlighted the importance of emerging verticals [37][40] Question: Can you provide an update on your hospitality and retail initiatives? - Management reported strong demand in the retail sector and ongoing integration efforts in the hospitality space, particularly in Brazil [42][44] Question: What is the expected revenue contribution from M&A this year? - Management expects around $10 million in inorganic growth for the year, with ongoing efforts to complete additional acquisitions [48][50] Question: Can you elaborate on the competitive landscape for the new EV charging partnerships? - Management emphasized their first-mover advantage and technical expertise in the EV charging industry, which has facilitated recent partnerships [59][61]

Second Quarter 2025 Earnings Supplement August 13, 2025 1 Important Disclosure 2 • This presentation is intended to provide general information only and is not, and should not be considered, as an offer to purchase or sell the Company's securities, or a proposal to receive such offers. In addition, this presentation is not an offer to the public of the Company's securities. By attending or viewing this presentation, each attendee ("Attendee") agrees that he or she (i) has read this disclaimer, (ii) is bound ...

Core Insights - Nayax Ltd. reported a revenue of $95.6 million for Q2 2025, reflecting a 22.4% increase from $78.1 million in Q2 2024, driven by both new and existing customer expansion [5][9] - The company achieved a recurring revenue growth of 32%, totaling $70.7 million, which constituted 74% of total revenue [9][12] - Gross margin improved to 48.3%, up from 44.3% in the previous year, attributed to enhanced operational efficiencies and renegotiated contracts [9][10] Financial Performance - Total transaction value increased by 34.3% to nearly $1.6 billion, with the number of processed transactions rising 24.5% to 726 million [7][10] - Adjusted EBITDA for the quarter was $12.6 million, representing a margin of 13% of total revenue, compared to $8.1 million and 10% in the prior year [9][12] - Net income for Q2 2025 was $11.7 million, a significant improvement from a net loss of $3.0 million in the prior year [9][10] Operational Metrics - The customer base grew by 23.5%, adding nearly 5,000 new customers, bringing the total to approximately 105,000 [17] - The dollar-based net retention rate remained high at 123%, indicating strong customer satisfaction [17] - The company managed approximately 1.38 million connected devices, an increase of 16.1% from the previous year [10][17] Strategic Initiatives - Nayax announced a strategic partnership with Autel Energy to integrate its payment technology into 100,000 EV chargers across North America and Europe by the end of 2026 [17] - The company completed the acquisition of Nayax Capital, enhancing its embedded finance solutions [17] - Nayax also acquired Inepro Pay, expanding its reach in the Benelux region and improving operational efficiency [17] Future Outlook - For the full year 2025, Nayax reaffirmed its revenue growth guidance of 30% to 35%, projecting revenue between $410 million and $425 million [12][13] - The company expects at least 50% free cash flow conversion from Adjusted EBITDA for the full year 2025 [13] - Management targets an annual revenue growth of approximately 35% by 2028, with a gross margin of 50% and an adjusted EBITDA margin of 30% [14]

HERZLIYA, Israel, Aug. 11, 2025 (GLOBE NEWSWIRE) -- Nayax Ltd. (Nasdaq: NYAX; TASE: NYAX), a global commerce enablement and payments platform designed to help merchants scale their business by simplifying payments and maximizing loyalty, today announced a strategic partnership to provide embedded payment solutions for Autel Energy, a trusted pioneer in electric vehicle (EV) charging technology with a growing footprint across 35 major markets in North America and Europe. Autel is among the fastest-growing g ...

Core Viewpoint - Nayax Ltd. is set to release its earnings for the second quarter of 2025 on August 13, 2025, before U.S. markets open [1] Company Overview - Nayax is a global commerce enablement and payments platform that assists merchants in scaling their businesses by simplifying payments and enhancing customer loyalty [1][7] - The company provides a comprehensive solution that includes cashless payment acceptance, management tools, and loyalty programs, enabling merchants to conduct commerce anytime and anywhere [7][8] - As of June 30, 2025, Nayax operates 12 global offices, employs approximately 1,200 staff, and has connections to over 80 merchant acquirers and payment method integrations [8] Conference Call Details - Nayax will conduct two conference calls on August 13, 2025, one in English at 8:30 a.m. Eastern Time and another in Hebrew at 9:30 a.m. Eastern Time [2][3] - Participants are encouraged to pre-register for the English call to receive a unique PIN for immediate access [4][5] - A replay of the conference call will be available until August 27, 2025, with specific dial-in numbers provided for access [6]

Group 1 - Nayax (NYAX) experienced a 15% correction in its stock price this month, which may suggest it is still trading at high multiples [1] - For risk-tolerant investors with a long-term perspective, this stock correction presents a potential investment opportunity [1]

Company Overview - Nayax (NYAX) shares increased by 6.5% to close at $45.55, supported by high trading volume, compared to a 3.5% gain over the past four weeks [1] - The company is benefiting from a large and expanding market driven by the transition from cash to digital payments [1] Earnings Expectations - Nayax is expected to report quarterly earnings of $0.10 per share, reflecting a year-over-year increase of 225% [2] - Revenue projections stand at $97.8 million, which is a 25.2% increase from the same quarter last year [2] Stock Performance Insights - The consensus EPS estimate for Nayax has remained unchanged over the last 30 days, indicating that stock price movements may not continue without earnings estimate revisions [3] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [4] Industry Context - Nayax operates within the Financial Transaction Services industry, which includes other players like Visa (V) [4] - Visa's consensus EPS estimate has changed by -0.3% to $2.84, representing a 17.4% increase year-over-year, and it also holds a Zacks Rank of 3 (Hold) [5]