EVENT REPLAY
CLIENT CALL - ADYEN JOSH MASSER
March 5, 2024 — 9am EST / 2pm UK
Hosted by Soomit Datta
We are pleased to host Adyen's recently hired IR manager Josh Masser for a call following FY results (due to be released on Thursday Feb 8th)
WHEN: The call will be held on Tuesday March 5th: 9AM ET / 2PM UK / 3PM CET
REGISTRATION: Please register if you would like to attend.
WHY: Tune in for a detailed run through on key points coming out of the FYs including:
- US competition - better / worse / the same? What seeing from Paypal/Braintree? How seeing TCO trending (total cost of ownership). Still comfortable holding take-rates at a premium?
- Thoughts by geo (outside of the US) - markets moving the needle in FY 24? (Mexico, Japan, Brazil..?). Competitive trends in Europe
- Broader macro trends, focus by geo
- Unified Commerce - update on strategy / macro impact on discretionary retail in the near-term?
- High level thoughts on recent deals, including Shopify, Klarna, BILL
- Platforms update / Embedded Finance - early signs of progress?
- Real time payments in the US - expectations here?
- Interest income on cash; update on balance sheet outlook
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