Adyen N.V. (OTCPK:ADYEY) Goldman Sachs Communicopia + Technology Conference 2025 September 8, 2025 4:45 PM EDT
Company Participants
Ethan Tandowsky – CFO & Member of the Management Board
Conference Call Participants
Mohammed Moawalla – Goldman Sachs Group, Inc., Research Division
Presentation
Mohammed Moawalla
Equity Analyst
Great. Good afternoon, everyone. My name is Mohammed Moawalla, I cover the European software IT services and payments space. On stage with me is my colleague, [ Deepshikha Agarwal ] who also helps us with the coverage. We’re delighted to have management of Adyen with us today. Representing the company is Ethan Tandowsky, Chief Financial Officer. Ethan, it’s a pleasure to have you back at the conference again.
Ethan Tandowsky
CFO & Member of the Management Board
Yes. Thanks for having me.
Question-and-Answer Session
Mohammed Moawalla
Goldman Sachs Group, Inc., Research Division
Great. So to kick off, perhaps Ethan, we had your results around about a month ago. You reported amidst the challenging macro backdrop, still pretty decent growth. Could we briefly touch on the kind of key highlights from your perspective on those results?
Ethan Tandowsky
CFO & Member of the Management Board
Yes, sure. So in general when we look at our growth, our growth is driven off a few components. It’s driven off of the growth of our own customer base, how much they grow in any given period. It’s grown off of how much share of wallet we gain with our customers. That’s ultimately the proportion of payments volume that we do with them compared to the period before and it’s grown off of how much new business we add to the platform.
That new business piece is very small in the year that we add them to the platform. We have a land and expand strategy. So that’s really the growth of
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