Adyen N.V. (0YP5) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone, and thank you for joining Adyen's H1 twenty twenty six Earnings Call. My name is Maggie O'Donnell from Investor Relations, and I will be hosting today's call. With me today are Peter, our Co Founder and Co CEO and Hwa, our incoming Interim CFO. We're going to begin with playing the prepared remarks from Ingo and Hwa, then Peter will say a few words. And finally, we will open it up for Q and A with Peter and Hwa. If you'd like to ask a question, please use the raise hand functionality at the bottom of your screen. With that, let's get started. Hello, everyone. The beginning of twenty twenty six was a strategically important half for Adyen. As commerce rapidly evolves, we're enabling more of the world's largest merchants to capture greater value across the entire commerce journey. We grow faster than our markets. This consistent outperformance is driven by two engines. First, we're winning new and diverse customers. And second, we're deepening relationships and expanding our share of wallet with existing ones. Both reflect our ability to continuously deliver new value for our customers. Our long term relationships provide clear visibility into the durability of this growth. Merchants typically expand their share of wallet with Adyen from under 20% in years three to seven to more than 40% after year twelve. Even after more than a decade, customers like Uber, Microsoft, Spotify and Google continue to broaden their use of our platform. This sustained expansion gives us ultimate confidence in our resilience and ability to continue outperforming the market. The strong momentum reflected in our H1 performance comes from our unchanged mission, solving complexity for our merchants. And the complexity is only increasing as commerce rapidly evolves. Competition ...