Adyen N.V. (0YP5) Q1 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0425d-65d1-7762-b46d-8be0d0f81c66 Created: 2026-08-27T08:36:55.305Z Duration: 2956.0686 Channels: 1 00:00:01.520 -- 00:00:04.080 Hello everyone and thank you for joining Adyen's 00:00:04.080 -- 00:00:07.280 Q1 twenty twenty six business update call. 00:00:07.520 -- 00:00:09.440 My name is Maggie O'Donnell and I will 00:00:09.440 -- 00:00:10.799 be hosting today's call. 00:00:11.440 -- 00:00:13.440 We will begin today by playing the prepared 00:00:13.440 -- 00:00:15.775 remarks that were available on the IR site 00:00:15.775 -- 00:00:16.815 earlier today. 00:00:17.135 -- 00:00:19.055 We will first hear from Ingo and because 00:00:19.055 -- 00:00:20.975 we have Ethan with us here today, we 00:00:20.975 -- 00:00:22.814 will hear from him live directly. 00:00:23.535 -- 00:00:24.895 We will then move on to the Q 00:00:24.895 -- 00:00:25.695 and A with Ethan. 00:00:26.350 -- 00:00:28.590 As a reminder to ask a question, please 00:00:28.590 -- 00:00:30.670 use the raise hand functionality at the bottom 00:00:30.670 -- 00:00:31.550 of your screen. 00:00:32.350 -- 00:00:33.950 With that, let's get started. 00:00:36.430 -- 00:00:37.150 Hello. 00:00:37.310 -- 00:00:38.750 I'm Ingo Eichstager, 00:00:38.750 -- 00:00:39.950 Co CEO of Adyen. 00:00:40.745 -- 00:00:42.905 The first quarter was a strong start to 00:00:42.905 -- 00:00:44.105 the year for Adyen, 00:00:44.265 -- 00:00:46.985 with net revenue up 20% year over year 00:00:46.985 -- 00:00:48.905 on a constant currency basis. 00:00:49.465 -- 00:00:51.864 What we are seeing across our customer base 00:00:51.945 -- 00:00:55.225 reinforces a structural shift in where value is 00:00:55.225 -- 00:00:56.265 created in payments. 00:00:57.280 -- 00:00:58.400 Historically, ...