Paysafe Results Presentation Deck
Digital Wallet performance weaker than expected...
Spring: fundamentals improving with
cleaner portfolio as a result of earlier
exits/restrictions on networks; saw
good indicators of lapping legacy issues
Summer: quiet European sports betting
activity (expected soft Q3, followed by
improvement in Q4); leadership transition
in digital wallets division (Jul - Sept)
Paysafe:
$95
Q1
Performance vs prior expectations
Digital Wallet 2021 quarterly revenue $m
$97
Q2
prior
expectation
$84
Q3
current
expectation
Q4
Late Summer / Early Fall: Even weaker than
expected and further softening in Europe,
primarily regulatory related (e.g., Germany,
Netherlands); actions taken to review and revise
pricing/tiering to better align with market
$395
Performance full year 2021e vs 2020A
Digital Wallet 2020A to 2021e revenue $m
~$385 +
m
2020A networks core
~$355
2021e regs/ pricing/ 2021e
(prior) markets tiering (today)
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