HERZLIYA, Israel, Nov. 21, 2024 (GLOBE NEWSWIRE) -- Nayax Ltd. (Nasdaq: NYAX; TASE: NYAX), a global commerce enablement and payments platform designed to help merchants scale their business by simplifying payments and maximizing loyalty, today announced that it will launch its end-to-end automated self-service payment solution across El Salvador, enabling consumers to make secure cashless payments at automated machines with VPOS Touch™ devices. Nayax will work with trusted local partners to enable Salvadora ...

HERZLIYA, Israel, Nov. 18, 2024 (GLOBE NEWSWIRE) -- Nayax Ltd. (Nasdaq: NYAX; TASE: NYAX), a global commerce enablement and payments platform designed to help merchants scale their business by simplifying payments and maximizing loyalty, today announced that Sagit Manor, Chief Financial Officer, and Aaron Greenberg, Chief Strategy Officer, led a fireside chat at the KBW Fintech conference in New York City, moderated by Sanjay Sakhrani, Managing Director at KBW. Ms. Manor and Mr. Greenberg emphasized Nayax’s ...

财务数据和关键指标变化 - 本季度实现净收入这一公司历史首次的成果且保持正向自由现金流，调整后EBITDA达1110万美元，约占总收入13%，较去年Q3的350万美元增长显著[8][9] - 本季度营收达8300万美元，同比增长38%，其中硬件营收较2023年Q3增长15%，达2310万美元，经常性收入增长49%至约6000万美元，占本季度总收入约72%，较去年Q3的67%有所上升[11][22][24] - 毛利润为3800万美元，较去年同期增长近1500万美元或65%，Q3毛利润率为45.7%，高于去年Q3的38.1%，经常性利润率从46.9%提升至50.1%，硬件利润率从20.5%提升至34.4%[26][27] - 运营利润达150万美元，较去年同期150万美元的运营亏损实现扭亏为盈，本季度调整后EBITDA达1110万美元，高于去年Q3的350万美元，净收入为70万美元，去年Q3为亏损310万美元[28][29] - 截至2024年9月30日的3个月，经营活动产生的现金达历史最高的1660万美元，本季度自由现金流为1010万美元[30] 各条业务线数据和关键指标变化 - 硬件业务营收增长受新产品认证延迟部分影响，但在电动汽车充电、零售、洗衣、洗车、娱乐和微型市场等领域的扩张推动下仍增长15%[12][24] - SaaS订阅和支付处理费的经常性收入增长强劲，高美元净留存率达130%，体现出SaaS业务模式的可扩展性[22] - 交易价值显著增长，从2023年Q3的10亿美元增长32%至约13亿美元，反映出公司市场份额的扩大和平台采用率的提高[23] - 管理和连接设备的安装基数增长至123万台，同比增长40%，与产生基于交易的收入的能力直接相关，并展示了SaaS基础设施的可扩展性[25] 各个市场数据和关键指标变化 - 公司持续全球扩张，尤其是在自动化和自助服务领域，在120个国家开展业务，目前拉丁美洲业务虽未达重要性门槛被归入世界其他地区类别，但增长迅速且潜力巨大[67][81] 公司战略和发展方向和行业竞争 - 优先考虑自动化和运营效率仍然是公司战略的核心，通过直接销售、分销商、经销商、OEM合作伙伴和电子商店推动长期增长[9] - 近期对VMtecnologia、Roseman和Retail Pro的收购正在按计划整合，与Adyen的战略合作伙伴关系预计将在各地区节省大量处理和运营成本，并将支付服务扩展到新国家[14] - 计划于未来几个月推出电子商务电动汽车充电领域的联合产品，在零售领域加强与A2Z的合作提供全球智能卡自动支付解决方案[15] - 公司目标是中期实现35%的收入增长、50%的毛利率和30%的调整后EBITDA，长期调整后EBITDA利润率目标仍为30%，2025年调整后EBITDA预计至少为15%[37] 管理层对经营环境和未来前景的评论 - 尽管存在新产品认证延迟影响硬件收入增长，但2024年调整后EBITDA指引不受影响，公司仍对实现中期收入增长目标充满信心[16][17] - 公司业务基本面保持强劲，客户数量持续高增长且流失率低，已进入可持续、盈利性增长和现金流产生的新阶段，有望继续超越更广泛的支付行业并为客户和股东创造价值[19] - 尽管仍在规划2025年业务，但预计将继续实现强劲的盈利性增长，受市场持续扩张、近期收购的全面整合、运营持续优化以及产品认证延迟解决等因素驱动[36] 其他重要信息 - 本季度客户数量显著增加，截至Q3末接近91000名，本季度新增超过5600名，管理和连接设备增加41000台，总数接近123万台[32] - 现金及现金等价物和短期存款总计8900万美元，债务为4900万美元，资产负债表稳健且为净现金状况[31] 问答环节所有的提问和回答 问题: 认证延迟为何影响Q3且感觉也影响Q4，与修订后的指引有何关联，以及对电动汽车业务的推动有何想法，包括营收贡献的预期时间[39] - 认证问题是特定地区的电动汽车认证延迟，公司在全球有电动汽车认证，但该地区情况特殊，不过公司与客户仍在合作推进，预计本季度末或下季度初解决，除该地区外，公司在电动汽车业务有很大市场潜力，很多OEM合作伙伴将在2025年向市场推出产品[40][41][42][43] 问题: 硬件毛利率的可持续性以及运营支出基本持平的情况下，如何看待Q4和明年[44] - 公司将继续在投资未来增长机会的同时保持良好盈利增长，注重成本管理，预计有机收入增长将超过有机运营费用增长，供应链成本降低举措使硬件利润率指引提高至超过30%，有望达到调整后EBITDA指引范围的高端[45][46] 问题: 能否谈谈推动明年达到至少15%的EBITDA利润率目标的一些手段[47] - 虽然一个季度不一定反映趋势，但2024年预计达到35%的同比增长，2025年通过运营杠杆的实现、成本控制和盈利性增长有望达到目标，包括市场推广渠道的成熟、客户获取成本的控制等[48][49][50][51][52] 问题: 能否提供更多关于Adyen合作关系的细节以及未来整合供应商的能力[53] - 与Adyen的合作可借助其基础设施将产品推向市场，进入新国家，降低运营成本和客户获取成本，已开始看到合作效益，未来将继续与其他合作伙伴建立全球合作关系以发挥定价权[53][54] 问题: 能否提供更多关于Adyen合作的整合过程的信息，包括目前所处阶段，以及预计该合作将如何长期影响报告指标[57] - 大约一年前开始整合过程，初始阶段已完成，过去几周开始处理交易，正在继续推进处理业务，未来将继续与全球合作伙伴合作，该合作有助于提高利润率，从去年Q3的29%提升至现在的33% - 34%[59][60][63] 问题: 能否介绍拉丁美洲业务对收入多元化的贡献，以及对VMtecnologia的收购将如何改变该市场的业务布局[66] - VMtecnologia是公司在拉丁美洲的重要开端，该地区增长迅速且潜力巨大，目前因未达重要性门槛被归入世界其他地区类别，未来可能单独列出[67] 问题: 过去几个季度中，哪些垂直领域推动了公司的费率持续上升，这种上升是否可持续或有进一步扩大的可能[70] - 在电动汽车充电、停车、洗衣、微型市场、洗车等新兴垂直领域看到积极影响，这些领域的高平均交易价值有助于提高公司的费率和处理收入[71] 问题: 在一些新兴增长计划（如有人值守零售和忠诚度计划）的发展进程如何[72] - 在嵌入式银行方面进展良好，客户对其粘性和忠诚度较高，微型市场在美国以外地区也有发展趋势，公司在无人值守和有人值守业务之间的融合方面看到机会，不同地区存在差异但公司处于有利地位[73][74][75] 问题: 近期选举结果对公司有何潜在影响，目前在监管领域看到哪些趋势[76] - 公司20年经营经验表明宏观经济影响从未对业务产生影响，公司客户流失率低、净留存率高，业务受现金less趋势的利好影响，公司业务模式具有弹性，包括小额票务、广泛的地理分布和众多垂直领域等因素[77][78][79][80][81]

HERZLIYA, Israel, Nov. 14, 2024 (GLOBE NEWSWIRE) -- NayaxLtd. (Nasdaq: NYAX; TASE: NYAX) - a global commerce enablement and payments platform designed to help merchants scale their business by simplifying payments and maximizing loyalty, is proud to showcase its broad range of end-to-end solutions for the amusement sector at the IAAPA Expo 2024 in Orlando, Florida. Nayax provides an all-in-one solution tailored for the amusement industry. It offers frictionless payments, flexible pricing for players, operat ...

Nayax (NYAX) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to loss of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 100%. A quarter ago, it was expected that this financial technology company would post a loss of $0.02 per share when it actually produced a loss of $0.08, delivering a surprise of -300%.Over the last four quarters, the company ...

Nayax (NYAX) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on November 12. ...

HERZLIYA, Israel, Oct. 22, 2024 (GLOBE NEWSWIRE) -- Nayax Ltd. (Nasdaq: NYAX; TASE: NYAX), a global commerce enablement, payments and loyalty platform designed to help merchants scale their business, today announced that it will release its earnings for the third quarter of 2024 on Tuesday, November 12, 2024, before U.S. markets open. Nayax will hold two calls, one in English and one in Hebrew. Nayax CEO and Chairman, Yair Nechmad, will speak alongside Nayax’s Chief Financial Officer, Sagit Manor, and Chief ...

From a technical perspective, Nayax Ltd. (NYAX) is looking like an interesting pick, as it just reached a key level of support. NYAX's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in the trading world.There's a reason traders love a golden cross -- it's a technical chart pattern that can indicate a bullish breakout is on the horizon. This kind of crossover is formed when a stock's short-term moving average breaks above a longer-term moving ...

Shares of Nayax Ltd (NYAX, Financial) fell 3.17% in mid-day trading on Oct 2. The stock reached an intraday low of $24.57, before recovering slightly to $25.06, down from its previous close of $25.88. This places NYAX 19.13% below its 52-week high of $30.99 and 35.75% above its 52-week low of $18.46. Trading volume was 8,182 shares, 122.6% of the average daily volume of 6,674. Wall Street Analysts Forecast Based on the one-year price targets offered by 4 analysts, the average target price for Nayax Ltd (NYA ...

HERZLIYA, Israel, Sept. 16, 2024 (GLOBE NEWSWIRE) -- Nayax Ltd. (Nasdaq: NYAX; TASE: NYAX), a global commerce enablement, payments and loyalty platform designed to help merchants scale their business, and Adyen, the global financial technology platform of choice for leading companies, today announced a longterm strategic partnership to drive the seamless global delivery of cashless payment technology to businesses in the Electric Vehicle (EV) charging and automated self-service industries. With this partner ...