Core Insights - Nayax Ltd. reported strong financial results for Q1 2025, with total revenue of $81.1 million, a 26.7% increase from $64.0 million in Q1 2024, and recurring revenue growth of 35% year-over-year [1][5][6] - The company expanded its global customer base to over 100,000, reflecting a 31% year-over-year increase [3][10] - Gross margin improved significantly to 49.2%, up from 43.8% in the previous year, driven by enhanced operational efficiencies and a favorable sales mix [9][10] Financial Performance - Total revenue for Q1 2025 was $81.1 million, compared to $64.0 million in Q1 2024, marking a 26.7% increase [5] - Recurring revenue, which includes SaaS subscription revenue and payment processing fees, reached $62.2 million, a 34.6% increase from $46.2 million in the prior year [5][6] - Net income for the quarter was $7.2 million, a significant improvement from a net loss of $5.0 million in Q1 2024 [9][10] - Adjusted EBITDA was $9.7 million, representing a margin of 12% of total revenue, up from 6% in the prior year [9][10] Operational Metrics - The total transaction value processed increased by 18.2% to $1.3 billion, with the number of processed transactions rising by 20.4% to 650 million [7][10] - The take rate for payments increased to 2.75% from 2.65%, indicating improved efficiency in transaction processing [10] - The number of managed and connected devices grew to approximately 1.33 million, a 20% year-over-year increase [10] Strategic Developments - Nayax completed the acquisition of UPPay, significantly expanding its connected devices footprint in Brazil [10][11] - The company raised $133 million through a notes and warrants offering, which will be used for general corporate purposes, including debt repayment and potential acquisitions [9][10] - Nayax reaffirmed its financial outlook for 2025, projecting revenue growth of 30% to 35%, with adjusted EBITDA guidance between $65 million and $70 million [12][13]

HERZLIYA, Israel, April 28, 2025 (GLOBE NEWSWIRE) -- Nayax Ltd. (Nasdaq: NYAX; TASE: NYAX), a global commerce enablement payments and loyalty platform designed to help merchants scale their business, will be showcasing its range of solutions at The NAMA Show 2025. Organized by the National Automatic Merchandising Association (NAMA), the annual conference will take place this May 7-9 in Las Vegas. Paving the way with cutting-edge technology for the automated retail industry, Nayax facilitates seamless paymen ...

Core Insights - Nayax (NYAX) has a strong track record of exceeding earnings estimates, with an average surprise of 62.50% over the last two quarters [1][5] - The company reported earnings of $0.05 per share for the most recent quarter, surpassing the expected $0.04 by 25%, and previously reported $0.02 per share against an estimate of $0.01, achieving a 100% surprise [2] Earnings Estimates and Predictions - Recent changes in earnings estimates for Nayax have been favorable, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8] - Nayax currently has an Earnings ESP of +42.86%, suggesting analysts are optimistic about the company's earnings prospects [8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high probability of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8] Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7] - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9] Importance of Earnings ESP - While many companies may beat consensus EPS estimates, this is not the only factor influencing stock price movements; thus, checking the Earnings ESP is crucial for investment decisions [10]

Core Viewpoint - Nayax Ltd. is set to release its earnings for the first quarter of 2025 on May 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][8] - The company provides a comprehensive solution that includes cashless payment acceptance, management tools, and loyalty programs, enabling merchants to conduct commerce anytime and anywhere [8] - As of March 31, 2025, Nayax operates 11 global offices, employs approximately 1,100 staff, and has connections to over 80 merchant acquirers and payment method integrations [8] Conference Call Details - Nayax will conduct two conference calls on May 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 May 27, 2025, with specific dial-in numbers provided for access [6]

Core Viewpoint - Nayax Ltd. will maintain current hardware pricing for U.S. customers despite new tariffs on imports, demonstrating its commitment to customer growth and operational excellence [1][2][3] Group 1: Company Strategy - Nayax has implemented strategic measures over the years to enhance supply chain resilience, including optimizing logistics and strengthening supplier relationships [2] - The company serves over 95,000 customers by providing advanced automated self-service payment technology at competitive prices, enabling efficient operations in a rapidly evolving payments landscape [3] Group 2: Market Context - The U.S. administration announced tariffs on imports from most countries, including the Philippines and Israel, where Nayax's hardware is primarily assembled [2] - Nayax's CEO emphasized the company's goal of facilitating a seamless transition from cash to cashless payments, asserting control over pricing despite external market changes [4] Group 3: Company Overview - Nayax is a global commerce enablement and payments platform that offers a complete solution for cashless payment acceptance, management, and loyalty tools, aimed at helping merchants scale their business [4] - As of December 31, 2024, Nayax operates 11 global offices, employs approximately 1,100 staff, and has connections to over 80 merchant acquirers and payment method integrations [4]

HERZLIYA, Israel, April 02, 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 the acquisition of Inepro Pay, a subsidiary of Inepro and a Nayax distributor in the Benelux region. Acquiring Inepro Pay will expand Nayax's reach in the Benelux region by consolidating a trusted partnership in-house, improving efficiency, and bringing Nay ...

Core Insights - Nayax Ltd. and N-and Group have formed a long-term strategic partnership to integrate Nayax's payment technology into N-and's products, starting with smart screens for automated self-service commerce machines [1][3] - The partnership aims to enhance the user experience by providing seamless and secure embedded payment solutions, benefiting OEMs with cost-optimized hardware and access to over 80 payment methods globally [2][4] Company Overview - Nayax is a global commerce enablement platform that offers payment acceptance, management tools, and loyalty solutions, focusing on helping merchants scale their businesses [5] - N-and Group specializes in advanced Human-Machine Interface (HMI) technologies, providing innovative solutions for various industries, including IoT software platforms and digital payment solutions [6][7] Market Impact - The deployment of thousands of N-PAY™ and N-TOUCH™ smart screens with Nayax payments is expected across multiple verticals, including hospitality, fitness, and transportation [3][4] - The partnership is positioned to streamline access to embedded payment technology for operators, enhancing operational efficiency and unlocking new revenue opportunities [4][6]

Core Insights - Nayax Ltd. has launched its State-of-Charge feature for its EV Kiosk, enhancing the convenience of electric vehicle charging by allowing drivers to access charging information via QR codes without the need for apps or personal details [1][2][4] Group 1: Product Features - The EV Kiosk enables secure, quick payments directly at the kiosk, addressing drivers' concerns about managing multiple charging apps and protecting sensitive payment data [2] - After payment, drivers can scan a QR code to view detailed charging information, including energy usage, charging speed, session duration, total cost, and kWh charged, along with receiving a digital e-receipt [2] - The digital e-receipts are customizable, allowing merchants to enhance brand visibility and customer relationships through promotions and advertisements [3] Group 2: Company Vision and Events - Nayax aims to simplify the EV charging experience by separating secure physical payments from mobile session management, making the process faster and safer for both drivers and charging operators [4] - Nayax will showcase its EV Kiosk and features at the EV Charging Summit & Expo in Las Vegas from March 25-27, 2025, with various speaker sessions planned [4][6] Group 3: Company Overview - Nayax is a global commerce enablement platform that provides payment solutions, management tools, and loyalty programs to help merchants scale their businesses [8][9] - As of December 31, 2024, Nayax operates 11 global offices, employs approximately 1,100 people, and has connections to over 80 merchant acquirers [9]

Core Viewpoint - Nayax Ltd. has successfully completed a Notes and Warrants Offering in Israel, raising approximately $137.1 million, which was oversubscribed by 93.3% [2][3]. Group 1: Offering Details - The offering consisted of 486,291 Units, each comprising NIS 1,000 principal amount of Notes and three Warrants, sold at a price of NIS 1,021 per Unit [2]. - The net proceeds from the Offering are expected to be approximately NIS 486.2 million (around $134.3 million) after deducting commissions, fees, and expenses [3]. Group 2: Terms of the Notes - The Notes have a fixed annual interest rate of 5.9% and will mature on September 30, 2030, with principal repayments starting in September 2027 [4]. - The first two installments will be 10% of the principal amount each (approximately NIS 48.6 million or $13.4 million), while the last two installments will be 40% each (approximately NIS 194.5 million or $53.8 million) [4]. Group 3: Terms of the Warrants - Each Warrant can be exercised into one Ordinary Share at an exercise price of NIS 177.80, representing a 37% premium over the closing price on March 6, 2025 [5]. - The Warrants will expire on March 31, 2027, and the exercise price will be adjusted based on the NIS-to-USD exchange rate [5]. Group 4: Covenants and Restrictions - The Company has committed to maintaining specific financial ratios while the Notes are outstanding, including a minimum Equity of $120 million and an Equity / Assets Ratio of at least 29% [6][8]. - The Company is restricted from paying dividends or conducting share buy-backs unless it meets the aforementioned equity requirements [6]. Group 5: Company Overview - Nayax is a global commerce enablement platform that provides payment solutions and loyalty tools for merchants, focusing on unattended retail [11]. - As of December 31, 2024, Nayax operates 11 global offices with approximately 1,100 employees and connections to over 80 merchant acquirers [11].

Core Viewpoint - Nayax Ltd. has successfully completed a tender offering of Notes and Warrants to classified investors in Israel, raising approximately $137.5 million for general corporate purposes, including debt repayment and potential acquisitions [1][2][3]. Group 1: Offering Details - The offering consisted of 942,452 Units, with each Unit comprising NIS 1,000 principal amount of Notes and three Warrants, totaling an aggregate amount of NIS 959,625,431 [2]. - The Company intends to accept undertakings for 486,291 Units at a price of NIS 1,021 per Unit, resulting in gross proceeds of NIS 496,503,111 (approximately $137,535,488) [2]. Group 2: Use of Proceeds - The net proceeds from the offering, estimated at approximately NIS 486.3 million (around $134.7 million), will be allocated for general corporate purposes, including debt repayment and potential acquisitions [3]. Group 3: Terms of the Notes - The Notes have a fixed annual interest rate of 5.9% and will mature on September 30, 2030, with principal repayments starting in September 2027 [4]. - The repayment structure includes four annual payments, with the first two installments being 10% of the principal amount each (approximately NIS 48.6 million or $13.4 million), and the last two installments being 40% each (approximately NIS 194.5 million or $53.8 million) [4]. Group 4: Terms of the Warrants - Each Warrant is exercisable for one Ordinary Share at an exercise price of NIS 177.80, representing a 37% premium over the closing share price on March 6, 2025, and will expire on March 31, 2027 [5]. Group 5: Covenants and Restrictions - The Company has committed to maintaining specific financial ratios while the Notes are outstanding, including a minimum Equity of $120 million and an Equity / Assets Ratio of at least 29% for dividend distributions or share buy-backs [6][9]. - Non-compliance with these ratios will be considered an event of default [7]. Group 6: Company Overview - Nayax is a global commerce enablement platform that provides payment solutions and loyalty tools for merchants, focusing on enhancing revenue potential and operational efficiency [12]. - As of December 31, 2024, Nayax operates 11 global offices and employs approximately 1,100 staff, with connections to over 80 merchant acquirers [12].