Nayax (NYAX) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. Individual in ...

财务数据和关键指标变化 - 2023财年收入达到2.355亿美元,同比增长36% [10][12] - 2023财年调整后EBITDA达到820万美元,较2022年大幅改善2090万美元 [10][11] - 2023年第四季度经常性收入达到4220万美元,同比增长42.6% [33] - 2023年第四季度总交易额达到9.75亿美元,同比增长43.2% [34] - 2023年第四季度毛利率达到40%,较上一季度的38%和去年同期的33%有所提升 [34] 各条业务线数据和关键指标变化 - 经常性收入(包括SaaS订阅和支付处理费)占总收入的64%,同比增长44% [32][33] - 2023年第四季度硬件毛利率达到24%,全年硬件毛利率达到19%,超过之前指引的中单位数水平 [34] - 2023年第四季度经常性收入毛利率维持在49%的高水平 [34] 各个市场数据和关键指标变化 - 2023年末管理和连接设备突破100万台大关,同比增长44% [37] - 2023年第四季度客户数达到72,000家,其中包括7,500家来自Retail Pro的新客户 [36][37] 公司战略和发展方向及行业竞争 - 公司未来将重点拓展拉丁美洲等新市场,看好该地区无现金支付解决方案的发展机遇 [51][52] - 公司自主研发的CoinBridge平台已开始产生初步收入,未来有望成为公司重要的收入来源 [25][26] - 公司将继续通过有针对性的战略并购来实现区域扩张、渠道整合和技术协同 [19][20][21] 管理层对经营环境和未来前景的评论 - 公司已进入盈利增长的关键拐点,未来几年将加速收入和利润的增长 [9][12] - 公司将持续投资自动化和提升运营效率,预计未来几年无需大幅增加员工数量 [15][16] - 公司看好EV充电等新兴细分市场的发展前景,将持续投入并从中获益 [23][24] - 公司预计2024年收入将增长至少38%,达到3.25-3.35亿美元,调整后EBITDA将达到3-3.5亿美元 [40] - 公司重申长期目标:2028年实现100亿美元收入,年复合增长率达35% [12][41] 问答环节重要的提问和回答 问题1 **Dominick Gabriele 提问** 2024年收入和调整后EBITDA的增长超出预期的原因是什么?是否与收购Retail Pro有关? [46][47] **Sagit Manor 回答** 2024年收入和利润增长的确是由于有机增长和并购Retail Pro的贡献。Retail Pro虽然占比较小,但确实有助于提升公司的整体指引。公司经常性收入的高增长和良好的经营杠杆效应是推动利润大幅改善的主要原因。[47][48] 问题2 **Cris Kennedy 提问** 公司计划拓展拉丁美洲市场,对当地竞争环境和业务增长潜力有何评估? [51][52] **Yair Nechmad 回答** 公司看好拉丁美洲市场的无现金支付解决方案需求,尤其是中小企业市场。公司有信心未来3-4年内在该地区取得重大进展,成为公司增长的重要引擎。[51][52] 问题3 **Joseph Vafi 提问** 公司的设备租赁和融资解决方案在2023年和2024年的表现如何?对公司业务有何影响? [57][58][59] **Sagit Manor 回答** 公司的设备租赁和融资解决方案正在稳步增长,有助于客户提前购买设备,从而加快公司的设备部署和交易额增长。这是公司重点发展的业务方向之一。[57][58][59]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 19 ...

Exhibit 99.1 Nayax Reports First Quarter 2024 Financial Results Strong first quarter with recurring revenue up 43% YoY; Total revenue of $64 million; Adjusted EBITDA of $3.6 million (1); Improving profitability with gross margins reaching 43.8% Reiterates full year 2024 guidance: revenue between $325-335 million, representing 38% YoY growth and adjusted EBITDA between $30-35 million, over 266% YoY growth (2) HERZLIYA, Israel, May 15, 2024 (Globe Newswire) – Nayax Ltd. (Nasdaq: NYAX, TASE: NYAX), a global co ...

Exhibit 99.1 Nayax Reports Record Fourth Quarter and Full Year 2023 Financial Results Full year revenue reached $235.5 million, representing 36% YoY growth; recurring revenue up 44% YoY Positive full year cash flow from operations – $8.8 million 2024 full year revenue guidance of $325-335 million, representing 38%+ YoY growth; 2024 full year adjusted EBITDA guidance of $30-35 million(1) HERZLIYA, Israel, February 28, 2024 (Globe Newswire) – Nayax Ltd. (Nasdaq: NYAX, TASE: NYAX), a global commerce payments a ...

Exhibit 99.1 Nayax Reports Third Quarter 2023 Financial Results Revenue Grew to $60.3 Million Driven by Recurring Revenue Growth of 48% YoY Net Income (Loss) Improved by almost $7 Million Compared to Q3 2022 Reaffirms FY 2023 Revenue Outlook and YoY Growth of at Least 35% Raises Lower End of FY 2023 Earnings Guidance Range HERZLIYA, Israel, November 7, 2023 (Globe Newswire) – Nayax Ltd. (Nasdaq, TASE: NYAX), a global commerce enablement, payments and loyalty platform designed to enable retailers to provide ...

Exhibit 99.1 NAYAX LTD. CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS As of June 30, 2023 (Unaudited) NAYAX LTD. CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS As of June 30, 2023 TABLE OF CONTENTS Page CONDENSED CONSOLIDATED FINANCIAL STATEMENTS: Condensed consolidated statements of financial position F - 3-F - 4 Condensed consolidated statements of loss F - 5 Condensed consolidated statements of comprehensive loss F - 6 Condensed consolidated statements of changes in shareholders' equity F - 7- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 19 ...

Exhibit 99.1 Nayax Reports Fourth Quarter and Full Year 2022 Financial Results Revenue Grew 48% Year-Over-Year to $51 Million Recurring Revenue Grew 42% Year-Over-Year Provides 2023 Outlook and Reaffirms Mid and Long-Term Targets HERZLIYA, Israel, March 1, 2023 -- Nayax Ltd. (Nasdaq & TASE: NYAX), a global commerce enablement and payments platform designed to enable retailers to provide consumers with digital, cashless, connected commerce experiences, and enhance consumer loyalty and conversion, today annou ...