Core Insights - Shift4 Payments reported a revenue of $368.5 million for the quarter ended March 2025, reflecting a year-over-year increase of 39.7% and surpassing the Zacks Consensus Estimate by 6.90% [1] - The company's EPS for the quarter was $1.07, significantly higher than the $0.54 reported in the same quarter last year, resulting in an EPS surprise of 50.70% compared to the consensus estimate of $0.71 [1] Financial Performance Metrics - End-to-End Payment Volume reached $45 billion, exceeding the average estimate of $44.53 billion from five analysts [4] - Gross Revenue from Subscription and other revenues was reported at $92.60 million, slightly above the average estimate of $92.56 million, marking a year-over-year increase of 77.1% [4] - Gross Revenue from Payments-based revenue was $755.70 million, below the average estimate of $797.60 million, but still showing a year-over-year growth of 15.4% [4] Stock Performance - Over the past month, shares of Shift4 Payments have returned -2.5%, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Shift4 Payments (FOUR) Q1 2025 Earnings Call April 29, 2025 08:30 AM ET Company Participants Thomas McCrohan - Executive Vice President of Investor RelationsTaylor Lauber - PresidentNancy Disman - CFORayna Kumar - Managing Director - Fintech Equity ResearchDarrin Peller - Managing DirectorAdam Frisch - Senior Managing Director - EquitiesTimothy Chiodo - Managing DirectorAndrew Bauch - Director - Equity ResearchDominic Ball - VP - Equity ResearchMatthew O'Neill - Managing Director Conference Call Participant ...

The S&P 500 and Nasdaq-100 indexes have rebounded significantly from the lows we saw after President Donald Trump's "reciprocal" tariff announcements in early April. However, while the major indexes may no longer be in bear market territory, there are some excellent stocks that still are. An index or individual stock is often said to be in a bear market after it has fallen more than 20% from its recent highs. Here are three stocks down by significantly more than 20% compared with their 2025 peaks that could ...

The consensus among analysts is that 'Gross Revenue- Subscription and other revenues' will reach $92.56 million. The estimate points to a change of +77% from the year-ago quarter. Analysts expect 'Gross Revenue- Payments-based revenue' to come in at $797.60 million. The estimate indicates a year-over-year change of +21.8%. The average prediction of analysts places 'End-to-End Payment Volume' at $44.53 billion. Compared to the present estimate, the company reported $33.40 billion in the same quarter last yea ...

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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 - The CE 100 Index experienced a 5.9% increase over the week, influenced by the ongoing earnings season [1][2] Performance Overview - The CE 100 Index outperformed other indices in the 5-day period, with a 5.9% increase compared to Nasdaq's 6.42%, S&P 500's 4.60%, and Dow's 2.49% [2] - Year-to-date, the CE 100 Index is down 4.22%, while the Nasdaq is down 7.56%, S&P 500 down 6.05%, and Dow down 5.74% [2] - Over the past year, the CE 100 Index has risen 17.18%, outperforming Nasdaq's 11.33%, S&P 500's 9.38%, and Dow's 5.30% [2] Sector Performance - All pillars in the CE 100 Index saw gains, with the work segment leading at 8.6%, driven by Coursera's 19.8% increase in share price [4] - Coursera reported a 6% year-over-year revenue increase, reaching $179 million, with customer revenues up 5% to $102.1 million and enterprise revenues up 7% to $61.7 million [4] Company Highlights - Tesla reported a 71% drop in net income year-over-year, with total revenue falling 9% to $19.34 billion, and automotive revenues down 20% to $13.97 billion [5] - Despite disappointing financial results, Tesla's stock rose 18% due to market relief over Elon Musk's reduced involvement in DOGE-related activities [6] - Amazon shares increased by 9.5% after announcing a Rs 350 crore (approximately $41 million) investment in Amazon Pay India, aiming to increase market share in the UPI space [7] - Alphabet's shares rose 6.8% following better-than-expected earnings, with a nearly 10% increase in its core search business and a 28% gain in Google Cloud sales [8][9] - Google Search revenue increased by 10% to $50.7 billion, with YouTube advertising revenues also growing 10% to $8.9 billion [10] Financial Services Developments - The CE 100's Pay and Be Paid segment rose 6.6%, with PayPal announcing a new rewards program for its stablecoin, PYUSD, expected to offer a 3.7% annual rewards rate [11][12][13] - Mastercard's CEO noted that consumer spending remains strong despite economic concerns, leading to a 3.1% increase in Mastercard's stock [14] - Affirm's shares surged 16% after announcing it will report all pay-over-time loans to TransUnion, which may impact future credit scoring models [14][15]

Core Viewpoint - Payoneer (NASDAQ: PAYO) has established a strong competitive advantage through its global payment infrastructure, which smaller players will find difficult to replicate, indicating a positive outlook for the company as long as it maintains effective execution [1]. Company Analysis - Payoneer is viewed as a company with long-term growth potential, supported by a solid foundation in fundamental analysis and a focus on identifying undervalued companies [1]. - The investment strategy emphasizes acquiring quality companies at a discount to their intrinsic value and holding them for long-term earnings and shareholder return compounding [1].

Industry Overview - Mobile payments are financial transactions conducted via smartphones, tablets, or wearable devices, eliminating the need for cash or physical cards [1] - The global mobile payments market was valued at $88.5 billion in 2024 and is projected to grow at a compound annual growth rate (CAGR) of 38% from 2025 to 2030, driven by smartphone penetration and e-commerce growth [4] Technological Advancements - Technologies such as blockchain and artificial intelligence are enhancing transaction transparency, automating processes, and improving fraud prevention in mobile payments [2] - Digital wallets and contactless technologies, including NFC, are facilitating seamless transactions and peer-to-peer transfers [1][2] Key Players - Affirm Holdings, Inc. is known for its "Buy Now, Pay Later" solutions, allowing consumers to split purchases into biweekly or monthly payments, with 21 million active consumers and 337,000 active merchants as of December 31, 2024 [6][7] - Fiserv, Inc. offers a comprehensive suite of mobile payment solutions, including Clover Go, which supports around 3.5 million POS devices globally and has been adopted by over 2,100 financial institutions [9][10] - MercadoLibre, Inc. operates Mercado Pago, which processed approximately 11.3 billion transactions last year and has over 56 million monthly active users, highlighting its significant growth potential in Latin America [13][14] - Paymentus Holdings, Inc. provides an all-in-one electronic bill presentment and payment platform, processing 166 million transactions in the fourth quarter of 2024, showcasing its operational scale [16][18] Market Trends - The COVID-19 pandemic has accelerated the demand for contactless and secure payment solutions, further driving the adoption of mobile payments [3] - Companies are leveraging strategic partnerships to enhance their service offerings and expand into new markets, such as Affirm's collaboration with Shopify for international expansion [8]

Core Insights - Visa and PayPal are leading companies in the digital payments sector, each with distinct strengths and market positions [1][2] - Visa is the dominant player in card-based transactions, while PayPal excels in peer-to-peer payments and e-commerce [1][2] Visa Overview - Visa has a market capitalization of $572.7 billion and processed over $13 trillion in payment volume in fiscal 2024 [3] - The company operates in over 200 countries, with more than 65% of transactions originating outside the U.S., indicating strong international growth potential [4] - Visa reported an adjusted operating margin of 69.3% and generated $5.1 billion in free cash flow in the first quarter of fiscal 2025 [6] - The company returned $16.7 billion to shareholders in fiscal 2024, with additional buybacks and dividends in fiscal 2025 [6] - Visa's strategic investments in real-time payments, B2B services, and blockchain solutions position it for future growth [7] PayPal Overview - PayPal has a market capitalization of $63.3 billion and over 434 million active accounts, focusing on e-commerce and peer-to-peer payments [8] - The total payment transactions for PayPal fell 3% year-over-year in the December quarter of 2024, while Visa saw an 11% increase [8] - PayPal's adjusted operating margin in the fourth quarter of 2024 was 18%, with revenue growth slowing post-pandemic [10] - The company relies heavily on the U.S. market for 57% of its net revenues, making it more vulnerable to domestic economic fluctuations [11] Financial Comparisons - Visa's fiscal 2025 sales and EPS estimates imply year-over-year increases of 10.2% and 12.5%, respectively, with positive trends in EPS estimates [12] - In contrast, PayPal's 2025 sales and EPS estimates suggest only 3.7% and 7.5% growth, with recent downward trends in EPS estimates [13] - Visa's forward 12-month earnings are priced at 27.57X, compared to PayPal's 12.35X, reflecting Visa's premium valuation due to its operational consistency and growth opportunities [14] Performance Insights - Over the past month, Visa's shares have outperformed both PayPal and the S&P 500 Index [16] - Visa's unmatched scale and international presence make it a more reliable investment compared to PayPal, which faces greater volatility and localized growth challenges [19][20]