Payoneer accelerates buybacks 7.6x to $75M as volume surges 16%; Iran war disclosure added

Filed May 7, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 7, 2025 · ~1 min read

Key Changes

• high

  Share repurchases jumped from $17M (1.9M shares) in Q1 2025 to $75M (14.3M shares) in Q1 2026, enabled by lower share prices ($4.70-$5.64 vs. $7.55-$10.29) and expanded board authorization now at $117M.

  Controls: Share Repurchases verify on EDGAR →
• high

  Volume processed grew 16% to $22.8B, outpacing 6% revenue growth to $262M. Transaction costs fell 11% despite volume surge, reflecting improved unit economics from better network and processor terms.

  MD&A: Volume and Revenue verify on EDGAR →
• high

  New disclosure: U.S. and Israel's war with Iran broke out in February 2026, escalating beyond prior conflicts with Hamas/Hezbollah. Israel workforce concentration decreased from 54% to 49% of global headcount.

  MD&A: Geopolitical Risk verify on EDGAR →