John Duffy’s Post

Great conversation with Payoneer CEO John Caplan. Investors are buying into the strategy as their share price continues to push up and breaks back through their 2021 listing price. Lot's of interesting parts of the discussion to unpack including Payoneer's balance of building a global infrastructure supported by local on the ground teams. SMB continues to be a massive opportunity in cross-border payments that many traditional institutions struggle to cost effectively serve, especially when the SMB operates in multiple countries. Well done to all the Payoneer team as the company continues to go from strength to strength. Full conversation and our analysis of the latest earnings here: https://lnkd.in/ePz6__pY #fxcintelligence #payments #fintech #growth #globalsouth #financialservices #b2b

Payoneer's strong Q2 2024 results reported a 16% YoY increase in top-line revenue to $239.5m, while adjusted EBITDA grew 30% to $72.8m, providing an adjusted EBITDA margin of 30%. Its CEO John Caplan discussed the drivers of growth with our CEO and Founder Daniel Webber. Read the full discussion here 👉 https://lnkd.in/decSFEsW Topics include: 🌍 Emerging markets and geographic diversity  📈 Drivers of top-line growth  💵 Building a healthy SMB B2B take rate #FXCIntelligence #Payments #Earnings #GlobalPayments  #Payoneer #Revenue #Products #FinancialServices #Finance #Fintech

Payoneer has reported strong results in Q3 2024, which saw record revenue growth of 19% YoY to $248m, supported by a growing customer base across multiple segments. FXC Intelligence Founder and CEO Daniel Webber spoke to Payoneer CEO John Caplan to find out more about their global market strategy. Read more here: https://lnkd.in/eJGNxQpj #FXCIntelligence #Earnings #Payments #GlobalPayments #FinancialServices #Fintech #Finance #Payoneer #RevenueGrowth #MarketStrategy

Global expansion is now becoming a goal for many businesses, but international payments remain a vital challenge to address. At the recent Tearsheet Power of Payments Conference in New York, John Caplan, CEO of Payoneer, outlined how Payoneer has adjusted its strategy to better meet the cross-border payment needs of businesses in emerging markets. Payoneer’s renewed focus on prioritizing businesses in emerging markets reflects Caplan’s vision, shaped by his experiences leading the company in the past year and a half. He believes “brilliance is evenly distributed, but opportunity is not.” Read the full story: https://t.ly/ZFybh #Payments #CrossBorderPayments #EmergingMarkets #TPOP

Pre-IPO Stock Vintage Index Weekly Performance | as of Sep 16, 2024 - agdillon.com/subscribe to receive weekly pdf report in your inbox - 2024 Vintage Index top contributors since inception: Revolut +201%, Rippling +102%, Anduril +71%, OpenAI +49%, Klarna +40% … the 2024 Vintage Index is up 61% since its inception, or year to date 2024 - Key metric averages for all Vintage Indexes 5 years old or older… 473% cumulative return since inception 58% realized, distributed to investors 5.73 TVPI; 3.31 DPI, 2.42 RVPI 4.1 years to return the fund

𝐁𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐭𝐫𝐮𝐬𝐭, 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧, 𝐚𝐧𝐝 𝐫𝐞𝐥𝐢𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮𝐫 𝐞𝐱𝐢𝐬𝐭𝐢𝐧𝐠 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐢𝐬 𝐭𝐡𝐞 𝐮𝐥𝐭𝐢𝐦𝐚𝐭𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭. Happy customers become your biggest advocates, spreading the word and referring others organically. So, let's go back to the basics. Focus on creating genuine connections, exceeding expectations, and fostering a sense of partnership. This is the foundation for sustainable growth and a thriving business. #Payoneer #bpo #digitalcfo #growth #panelist #paneldiscussion

Klarna confidentially filed for an IPO with the US Securities and Exchange Commission. While the company provided no financial details, analysts last month put Klarna’s implied valuation at about $𝟭𝟰.𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻. This was after shareholder Chrysalis Investments Ltd. increased the value of its stake: https://lnkd.in/dvybgesD That would mark an improvement from the $6.7 billion valuation it garnered in its last fundraising round in 2022, but is still much lower than the $45.6 billion valuation Klarna boasted in 2021. FinTech valuations collapsed during a wider technology rout in 2022 triggered by rising interest rates and geopolitical instability. What price Klarna’s shares command will offer clues to other IPO hopefuls on what they can expect: will they be assigned rich valuations of tech stocks, or more down-to-earth prices of financial firms? Read all about it in another interesting piece on Bloomberg by Anna Irrera and Pablo Mayo Cerqueiro : https://lnkd.in/d-k65pQR Now over to you: What do you think? And which one of the list below will go public first❓ Find this helpful? [ 𝗿𝗲𝗽𝗼𝘀𝘁 ] Anything to add about this subject? [𝗶𝗻𝘃𝗶𝘁𝗲𝗱 𝘁𝗼 𝗰𝗼𝗺𝗺𝗲𝗻𝘁] Nice story, Marcel. Next! [ 𝗹𝗶𝗸𝗲 ] 

At Extreme Investor Network, we are always on the lookout for the next big thing in finance. And when it comes to fintech stocks, two companies that have been making waves are Block (NYSE: SQ) and PayPal (NASDAQ: PYPL). Block, known for its Square ecosystem and Cash App, has been undergoing a strategic shift towards profitable growth. #Fintech #growth #poised #stocks

Pre-IPO Stock Vintage Index Weekly Performance | as of Sep 16, 2024 - agdillon.com/subscribe to receive weekly pdf report in your inbox - 2024 Vintage Index top contributors since inception: Revolut +201%, Rippling +102%, Anduril +71%, OpenAI +49%, Klarna +40% … the 2024 Vintage Index is up 61% since its inception, or year to date 2024 - Key metric averages for all Vintage Indexes 5 years old or older… 473% cumulative return since inception 58% realized, distributed to investors 5.73 TVPI; 3.31 DPI, 2.42 RVPI 4.1 years to return the fund

Grab 5 Fintech Industry Stocks for Long-Term Gains - Yahoo Finance: The fintech indusry represents a transformative investment space within a hybrid sector merging finance and technology. These companies encompass a ...