Nondiscretionary Market
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Paymentus Holdings, Inc. (PAY) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Seeking Alphaยท 2025-09-11 21:03
Core Insights - The market opportunity for bill presentment in the U.S. has expanded since the company's IPO, with revenue growth from $300 million to over $1.1 billion [1] - The company serves the nondiscretionary segment of the U.S. economy, which has positively impacted its growth trajectory [1] Industry Trends - The design of the company's platform is intended to meet current market demands, allowing for scalability across various verticals [2] - There is a shift in customer preferences from purpose-built solutions for specific verticals to more versatile horizontal solutions [2]