Paymentus Holdings, Inc. Q4 FY2025 earnings call

David Hanover introduced the call, then Dushyant Sharma highlighted the strong fourth quarter and full year 2025 results, including revenue exceeding $1 billion in 2025, quadrupling in 5 years, and growth despite macroeconomic factors. He discussed the company's disruption of legacy infrastructure and excitement about GenAI. Sanjay Kalra detailed fourth quarter and full year financials, including record revenue, contribution profit, adjusted EBITDA, and strong bookings and backlog. He also provided 2026 guidance.

Not applicable as no specific product segments detailed

For Q1 2026, revenue expected $330M - $340M, contribution profit $103M - $105M, adjusted EBITDA $36M - $38M. For full year 2026, revenue expected $1.39B - $1.41B, contribution profit $442M - $452M, adjusted EBITDA $157M - $167M, with ability to deliver top end of full year guidance without new clients.

Not discussed in detail in the transcript

Q: Good day and welcome to the Fourth Quarter and Full Year 2025 Paymentus Earnings Conference Call.

A: Operator welcomed and introduced the call.

Q: Madison Suhr asked about AI opportunities and risks, Dushyant Sharma discussed AI benefits and opportunities.

Q: Madison Suhr followed up on 2026 guide incremental margins, Dushyant Sharma talked about prudent approach and new verticals.

Q: Darrin Peller asked about guidance conservatism and growth vectors, Dushyant Sharma discussed bookings, pipeline, and growth vectors.

Q: Tien-Tsin Huang asked about same-store sales and pipeline, Dushyant Sharma talked about same-store sales opportunities and strong pipeline.

Q: William Nance asked about large enterprise billers and agentic payments, Dushyant Sharma discussed revenue per transaction from large enterprise and agentic payments.

Q: Craig Maurer asked about OpEx cadence, Dushyant Sharma talked about using past trends for OpEx progression.