Payoneer Global Inc. Q4 2025 Earnings Call Summary

Transitioned to an upmarket strategy focusing on larger, multi-entity businesses with annual volumes exceeding $600,000, which now represent 42% of revenue and drove 60% of 2025 growth. Achieved a significant shift in revenue mix with B2B revenue growing 28% year-over-year, now accounting for 30% of total revenue excluding interest as the company displaces traditional banks. Reduced other operating expenses by 3% in 2025 while supporting higher volumes and more complex B2B compliance requirements, and ...