Adyen Hosts Investor Day 2025 in Amsterdam

Amsterdam, November 11, 2025 – Adyen (AMS: ADYEN) is hosting its Investor Day today in Amsterdam.

The event brings together investors and analysts for an in-depth look at our long-term strategy, highlighting continued innovation across our unified financial technology platform, progress in embedded financial services, and a merchant-first approach to emerging AI-driven commerce models.

Speakers include Co-CEOs Pieter van der Does and Ingo Uytdehaage, and CFO Ethan Tandowsky, joined by leaders across Product, Engineering, Commercial, and other key functions.

The program centers on three themes:

• The Evolution of Our Foundation: how our single platform, banking infrastructure, and new behavior-based identification layer compound value at global scale.

• Our Foundation in Practice: how this translates into customer outcomes, delivering pragmatic innovation and enabling the next era of commerce.

• Team & Financials: an update on the team powering our growth and the company’s long-term financial framework.

Multi-year Growth Opportunity

We see a significant long-term opportunity to gain market share in a rapidly growing industry. We expect this growth to be driven primarily by the continued expansion of our existing customers, complemented by new customer acquisitions and the ongoing development of our financial products offering. For the next few years, following 2026, we expect these drivers to result in approximately 20% annual net revenue growth in any given year. We intend to share our net revenue growth objective on an annual basis as we gain greater visibility into the specific opportunities for the year ahead. 

“We’re excited about the opportunity ahead. By staying close to our customers and maintaining disciplined execution, we see significant potential to further expand our share in a fast-growing market. The scale and strength of our offering and team position us well to become one of the largest players in our industry,” said Ethan Tandowsky, CFO.

Financial Objectives

• [Unchanged] Net revenue growth: We expect annual net revenue to grow between the low- and mid-twenties in 2026. 

• [Updated] EBITDA margin: We expect to increase EBITDA margin levels to above 55% by 2028.

• [Unchanged] Capital expenditure: We expect to maintain a sustainable capital expenditure level of up to 5% of our net revenue.

A livestream of the event, the full agenda, and an FAQ with regards to the Financial Objectives are available here. A recording of the broadcast and related materials will be posted on Adyen’s Investor Relations website following the event.

About Adyen

Adyen (AMS: ADYEN) is the financial technology platform of choice for leading companies. By providing end-to-end payments, data-driven insights, and financial services in a single global solution, Adyen accelerates the growth of businesses such as Meta, Uber, H&M, and Microsoft. Adyen has offices around the world and is listed on Euronext Amsterdam.

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