NYAX Earnings Prediction
The chart below shows how NYAX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NYAX sees a +2.20% change in stock price 10 days leading up to the earnings, and a -3.24% change 10 days following the report. On the earnings day itself, the stock moves by -0.17%. This data can give you a slight idea of what to expect for the next quarter's release.
NYAX Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
88.96M
--
7.17%
Gross Margin
42.76%
--
2.17%
Operating Margin
6.98%
--
221.66%
Net Margin
1.85%
--
122.89%
EPS
0.05
110.42%
150.00%
No Data Available
NYAX Earnings Analysis
Nayax Ltd Corporation (NYAX.O) Earnings Conference Call
Positive
Record Revenue Achievement: In 2024, NIAX achieved record revenue of $315.2 million, a 34% increase on a constant currency basis, aligning with their guidance.
EBITDA Surge and Operational Leverage: Adjusted EBITDA increased to $35.5 million, exceeding guidance and reflecting a fourfold increase from the previous year, demonstrating strong operational leverage.
Free Cash Flow Generation: Positive free cash flow of $18 million was generated, converting over 50% of adjusted EBITDA into free cash flow, providing resources for future investments.
Recurring Revenue Growth: Recurring revenue grew by 47% for the full year, now representing 71% of total revenue, indicating a successful shift towards high-margin subscription-driven revenue.
Transaction Value Surge: Total transaction value increased by 36% to nearly $5 billion, with a higher take rate of 2.73%, driving strong processing revenue growth.
Customer Base Expansion: The customer base expanded by 32%, reaching over 95,000 customers, showcasing the effectiveness of their go-to-market strategy.
Device Growth Success: The installed base of managed and connected devices grew by 21% to 1.26 million devices, reflecting the success of their product offerings and market penetration.
Automated Market Growth Strategy: NIAX's strategic focus on the automated self-service market and partnerships with OEMs is expected to drive future growth, particularly in the EV and retail sectors.
Future Growth Opportunities: The company is well-positioned for future growth with a strong pipeline of M&A opportunities, particularly in high-growth markets like Latin America and the APAC region.
Negative
Currency Impact on Revenue: Revenue growth was impacted by foreign currency volatility, resulting in a $1.2 million loss.
Partnership Performance Challenges: Despite a strong overall performance, the company faced challenges in fully materializing the expected benefits from certain partnerships, such as Coinbridge.
Product Readiness Concerns: The company acknowledged that some aspects of product readiness were not fully realized, which may have affected growth expectations in Q4.
POS System Certification Delays: There were certification delays related to the POS system, which could impact revenue mix going forward.
Competitive Landscape Challenges: The company is still navigating the competitive landscape, particularly against cash and time, which may pose challenges to growth.
2025 Organic Growth Expectations: The guidance for 2025 includes a minimum organic growth expectation of 25%, which may be ambitious given the current growth rates observed in Q3 and Q4.
Operational Scaling Challenges: The company is facing challenges in scaling its operations effectively, particularly in the OEM market, which may affect future growth.
Free Cash Flow Concerns: The company has not provided specific guidance on free cash flow for 2028, which may raise concerns about long-term cash generation capabilities.
NYAX FAQs
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NYAX Earning Call Sentiment
Earnings call transcript: Nayax Q4 2024 misses EPS forecast, stock dips
NYAX.O
-1.35%Positive
The company reported record revenue, strong recurring revenue growth, and a successful strategic partnership. Adjusted EBITDA and free cash flow exceeded expectations, and guidance for 2025 remains robust. Despite no specific shareholder return plan, positive Q&A sentiment and strong financial metrics suggest a positive stock price movement.
