PAY Earnings Prediction
The chart below shows how PAY performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PAY sees a -3.55% change in stock price 10 days leading up to the earnings, and a +3.27% change 10 days following the report. On the earnings day itself, the stock moves by +1.10%. This data can give you a slight idea of what to expect for the next quarter's release.
PAY Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
--
--
--
Gross Margin
--
--
--
Operating Margin
--
--
--
Net Margin
--
--
--
EPS
--
--
--
No Data Available
PAY Earnings Analysis
Paymentus Holdings Inc Corporation (PAY.N) Earnings Conference Call
Positive
Earnings Beat Expectations: Paymentus Holdings, Inc. beats earnings expectations with reported EPS of $0.13, exceeding expectations of $0.12.
Outstanding Year Ahead: 2024 was described as an outstanding year for Paymentus, with strong market momentum and a positive outlook for the future.
Record Fourth Quarter Revenue: The company reported a record fourth quarter revenue of $257.9 million, which is a 56.5% increase year-over-year.
Fourth Quarter Contribution Profit: Contribution profit for the fourth quarter was $86.2 million, reflecting a 30% year-over-year growth.
Future Growth Expectations: Paymentus is committed to a CAGR model of 20% top-line growth and 20% to 30% adjusted EBITDA growth for 2025, indicating strong future performance expectations.
Negative
Operating Expenses Impact Profitability: Despite beating earnings expectations, the company reported a significant increase in operating expenses, which could impact future profitability.
Economic Vulnerability Insights: The company mentioned a reliance on non-discretionary bills, indicating potential vulnerability to economic downturns affecting discretionary spending.
Revenue Growth Concerns: While revenue grew by 56.5% year-over-year, there was no mention of net income growth, raising concerns about overall profitability.
Future Growth Concerns: The CEO's comments about not needing to sign new clients to meet 2025 guidance may suggest a lack of new business development, which could limit future growth opportunities.
Risk Acknowledgment and Challenges: The company acknowledged risks and uncertainties in their forward-looking statements, which could indicate potential challenges ahead.
PAY FAQs
How does PAY typically perform around its earnings report dates?
Is Paymentus Holdings Inc (PAY) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
PAY Earning Call Sentiment
Paymentus Holdings, Inc. (NYSE:PAY) Q4 2024 Earnings Call Transcript
PAY.N
1.14%Positive
The earnings call revealed strong financial performance, with record revenue and contribution profit growth. Despite competitive pressures and supply chain challenges, the company maintains a positive outlook with robust guidance and a share buyback program. The Q&A session highlighted confidence in future growth driven by a strong backlog and innovative capabilities. While there were some concerns about sequential revenue guidance, the overall sentiment remains positive, supported by strategic initiatives and market resilience. Given the company's market cap, a positive stock price movement of 2% to 8% is expected.
