Reported 2022-05-20 13:32:58
@EnergyCredit1 @okieinvestor Adyen does 90% rev in US/Europe and is nearly 100x the tpv. Fx for MNC's in those markets is not an issue. So if latam was to become huuuuuge, you would logically expect it to matter more to competitors or become more acceptable for in house treasury ops.
Reported 2022-05-19 13:55:58
@LSValue I think the murkier issue is that even the good businesses (in the sectors I look at) are mostly run in a very loose fashion financially. If you compare something like Adyen or Evolution Gaming to a US peer it's crazy
Nicholas K. @nickisrani
Reported 2022-05-18 02:57:47
@AlexC93 @virginmedia @TfL Issue still on - looks like an issue with the @Adyen gateway
Reported 2022-05-17 10:50:36
@Bat_tery @MT_Capital1 It has come down quite significantly but it's still richly valued. Adyen for Platforms gives the company optionality it didn't have a while back so tough to value the business. I have DCAing the name these months, so I feel lucky to get it cheaper now
Pawel Trybulski @pawt
Reported 2022-05-16 15:35:17
Fintech meets crypto #12 just dropped 💥
* a few words about #luna / #terrausd crash
* Portugal apparently loves crypto (and crypto loves Porto wine)
* Adyen wants more and enters BaaS market
* and some really great longer reads recommendations📙
Reported 2022-05-13 18:06:33
@DividendWave It’s a great deal to sell Adyen at PE of 70 and buy back your own at PE 12. Already down to 559mio shares at the end of the quarter.
Francesco Pongiluppi @willywongi
Reported 2022-05-04 09:27:29
@smashingmag I just read this issue and I stumbled upon this country selector from @Adyen. I don't think this is the most polite approach. Just use flags! https://t.co/POOuXeiECz
Reported 2022-05-03 05:06:26
Live cop on YT 🤩 Adyen ban raining down @EscapeNotify
Worldpay Global @Worldpay_Global
Reported 2022-04-29 08:46:55
@Support_4UA @PaddleHQ @stripe @Square @Venmo @Adyen @Birdeye_ @dwolla @braintree @AuthorizeNet Thanks for your interest in Worldpay. For a quote or to arrange a call back please go to https://t.co/YzcrPZewvU, you can select your closest country from the drop down at the top of this page. CM.
Ciara holly @Andersonpete9
Reported 2022-04-28 12:50:27
@CHOUSHIHTING1 @pandaforme @thebetanft @projectPXN @datrafsamuel @2HandChip @macbrave5 @Crikey_Crypto @Dgw9MrnTY6phOK7 @J8HfgL9yCitujtk @AlterEgoNFT1 @supertr71717725 @AdyenDecline @spreaadthelove @yuriicrypto @Holygrail927 @viincenft @afxal @PiF7hjcdoCGS3lv @jusDiba @ShaneFen Reach out to Bin_Cyber 01 Instagram.He will fix it for you immediately.
Vita Mojo @VitaMojo
Reported 2022-04-20 05:04:17
LEON wants to ensure everyone has access to good, naturally fast food.
We sat down with @leonrestaurants & @Adyen last week, to discuss how digitisation through Vita Mojo & Adyen has powered its growth and scalability. ⚡️
Reported 2022-04-18 12:20:30
@Crussian17 @StockMarketNerd Every Fintech from Adyen to Sofi to Paypal to Square to Upstart is down between 30 and 50% this year. Welp, I guess consumer finance is finished as an industry... You need to think critically.
Moonbirds Support Team @moonbirds_xyzz
Reported 2022-04-15 18:18:06
@AdyenDecline Do you have any Complaint, inquiries or you are experiencing issues. Kindly send a direct message, we will ensure this problem is resolved. Thank you.
Reported 2022-04-08 21:49:17
2/3 Maybe it's margins? Hard to mess with Adyen at ~60% EBITDA margins (unclear what Stripe's are).
Maybe it's take rate change? Stripe '20 GPV was up 133% (per CB Insights), but revenue up ~70% (per WSJ), so take rate down ~36% while Adyen take rates were up 20% in '20.
Dare Obasanjo @Carnage4Life
Reported 2022-04-08 16:05:10
This is another post on equity & valuation of late stage unicorns. Is Stripe really worth almost twice as much as Adyen which is growing faster especially given the fintech valuation crash of Square, PayPal & Affirm?
Be mindful accepting Stripe offers at face value.
Sheel Mohnot @pitdesi
Reported 2022-04-08 12:21:47
@psvinodh I don't really know but I suspect Stripe has higher margins but that they aren't too far off; Adyen has 20bps gross margin, as Stripe grows their customer base skews larger and larger which pushes down margins.
Kaizen Cap @kaizen_cap
Reported 2022-04-08 11:55:34
@BucknSF Stripe GP likely ~3x bigger. And forward growth rate for Stripe likely higher - the velocity of inc. volume from enterprise customers >> SMBs (vs. Adyen going down market). I bet Stripe running net income breakeven still tho. Wonder if Adyen feeling the pressure
ally biring @allyandwilbur
Reported 2022-04-08 05:30:56
@Wise I was told 2-10 working days. It appears the issue is from what I have been told with @Adyen.
ally biring @allyandwilbur
Reported 2022-04-08 02:04:59
@wise Good morning I have now been waiting 37 Normal person days or 27 Working Days for a refund of £600. I couldn't care less if @Adyen is having problems, you need to refund me and then deal with them I should not be having the issue.
Reported 2022-04-07 07:23:18
@Chessmen300 @Adyen Haha okay. Did they consider fixing that problem?
Julie VerHage-Greenberg @julieverhage
Reported 2022-04-06 10:56:06
New issue of Fintech Wrap with news from @Adyen @CashApp @fast @opensea @moonpay @FTX_Official @paradigm and more. https://t.co/FzMIQ2J72P
Reported 2022-04-06 07:47:22
(Kitco News) - It has been another poor day for risk sentiment as the Dax and FTSE 100 drop ahead of the U.S. open. The EuroStoxx index is down just over 2% with a wide range of companies underperforming including the likes of Adyen and Prosus.
Risk sen… https://t.co/XK2VFWxgRP
The MRC @MerchRisk
Reported 2022-04-04 17:21:38
Join @Microsoft & @Adyen this #WebinarWednesday as they dive into the prolific fraud problem, Account Takeover. They will seek to understand the size of the issue in APAC, while identifying the pitfalls, and the solutions used to prevent it. Register now! https://t.co/3G167lOGc9 https://t.co/laxrSSIx02
WeWork India @WeWorkIndia
Reported 2022-03-31 03:27:06
@SwaroopH @Adyen Hi @SwaroopH, we regret the inconvenience you have experienced. We at WeWork always strive to improve our member experience & we'll do our best to resolve this issue soon. Kindly DM us your contact details & email ID so that our team can get in touch with you shortly.
Spreedly Support @SpreedlySupport
Reported 2022-03-28 17:34:36
[status] Monitoring: There was an issue with our gateway performance monitoring service that caused a degradation of service with our Adyen gateway from 2:45 to 3:22 Eastern Daylight Time. We have resolved the degradation, are monito… https://t.co/oDqpfGNrYK
Amit Chokshi @AmitChokshi9
Reported 2022-03-23 13:32:47
@tobi why not let Adyen in the mix w ur relationship w Stripe? what if stripe is down one time?
Julien Lengrand-Lambert @jlengrand
Reported 2022-03-23 07:11:45
@titimoby @k33g_org @AdyenDevs Nothing to hide, it’s actually all described in the readme i linked above. The samples need an api key to run, which is dedicated to the user. Without it, the sample will crash and that reduces the developer experience :).
Beppe Catanese @beppecatanese
Reported 2022-03-22 06:15:24
@SulakeJohno @AdyenDevs Hey Johno, if it is ok please DM for a quick follow-up on this issue
Seminyak Capital @SeminyakCapital
Reported 2022-03-17 23:00:36
@inglouriouscap Adyen has a fairly decent report. Numbers are clearly broken out and noises are detailed/descriptive
But again using a best in cl*** business isn’t reflective of the median co
Murillo com 2 L 🧜♀️ #TeamLinn @DesculpaMumu
Reported 2022-03-16 01:16:40
@preones @Adyen @GTarcade @SaintSeiyaKOTZ @Huawei I have same problem, I think @AdyenBrasil @Adyen and @Huawei_Brasil ends partners
London Funderground @LFL_Tube
Reported 2022-02-26 11:04:15
@AskeBay hey guys can you explain why your payment processor @Adyen can’t process payouts to my bank on Saturdays. Is it just a “we can’t be ****ed” type of issue @PayPalUK never had this issue when you used them. Seems like you’ve basically gone back to a digital cheque method😑
Sosousvlei Cap @CaptialRubbish
Reported 2022-02-24 22:42:23
@Compound_Cap @helioscap @allgapsfill Isn’t this the issue with historic multiples though? Why should this business trade at 40x EBITDA? For example, Adyen is a much much better business growing faster and trades around that level no?
Reported 2022-02-24 10:26:34
9/ As processed volume is mainly coming from already existing merchants, Adyen's take rate is trending down.
You should think of this as a "discount" that Adyen offers merchants as they bring more volume: https://t.co/5FK5ADfkYT
Millennial Value @patelshrey01
Reported 2022-02-23 16:33:06
$EBAY down 12% on soft guidance, now <$30b mkt cap.
Bought back ~10% of the co during q4, announced another $4b (~14% of AH mkt cap), and 22% inc to dividend (1.75% yield now).
Also owns 1/3 of largest online cl***ifieds @Adevinta (~$5.4b)
And warrants for up to 5% of @Adyen
Reported 2022-02-15 10:10:27
@winsteadscap Unlike GPN / FISV they are most exposed to conception in merchant to Adyen as exactly same segment. Also lots of travel and lack of direct exposure to SMBs is an issue…
Thijme Plomp @PlompThijme
Reported 2022-02-14 06:38:44
@GBredvid @punchcardinvest Hahaha no problem ofc. Unfortunately I never got around to owning Adyen, but I am adding ASML today with my Sea trim. Adyen beautiful company, but valuation has always held me back, however it keel falling it will def buy it
Gergely Orosz @GergelyOrosz
Reported 2022-02-12 03:35:26
@layon_overwhale Given the problem space is the same, both companies have decent eng culture (although Stripe can hire from places with outstanding eng culture and Adyen doesn’t pay enough to do so), my wager is perhaps it has to do with how Stripe pays 2-2.5x as much in Europe versus Adyen.
Gergely Orosz @GergelyOrosz
Reported 2022-02-12 03:34:33
@layon_overwhale Given the problem space is the same, both companies have decent eng culture (although Stripe can hire from places with outstanding eng culture and Adyen doesn’t pay enough to do so), my wager is perhaps it has to do with how Stripe pays 2-2.5x as much in Amsterdam versus Adyen.
Dr Efi Pylarinou @efipm
Reported 2022-02-11 09:25:10
📌 Read this to understand @Adyen `s different positioning
Adyen proves the ' #payments slump' is really a #PayPal problem https://t.co/jAq6U1m3KX
#BNPL #Saas #Baas
@mikulaja @ChapmanLizzie @psb_dc @LizLum @RShawar @safwanzaheer @Siddhartha_monk @v****ich @insurtechforum https://t.co/nAScIFedin
Roel Boer @roelbuerra
Reported 2022-02-11 02:26:35
@wspruijt Super Dutch to not give any shares out to employees. Part of the problem for Adyen almost certainly.
fintech fvck boi @fintechfvckboi
Reported 2022-02-10 09:50:34
@Adyen proves the ‘payments slump’ is really a @PayPal problem https://t.co/W0L5zMZA4p
Rufas Kamau @RufasKe
Reported 2022-02-09 04:14:06
PayPal $PYPL separates with eBay as eBay prefers Adyen as their preferred payments processing partner. The full transition is set to happen in July 2023. Paypal is down -36.23% YTD. https://t.co/T73AsUHfAI
Matt Gray @mattgrayc64
Reported 2022-02-07 09:43:04
@Adyen I lodged a fraud issue with you on Fri via online support. Despite not having an account with you I got an email from Adyen addressing me with a username based on my email. This tells me someone has indeed set up a fraudulent account with you in my name. Needs addressing.
Jerry Capital @JerryCap
Reported 2022-02-02 09:58:24
@i_know_n0thing @buccocapital Really interested to see Adyen. Hoping for a miss down to 1500. But remember Adyen more omni not ecom than PYPL. Enterprise not SMB. Was *HURT* not helped by COVID.
Reported 2022-02-02 04:32:36
Alert Adyen users: @srcoder found a security issue with the Adyen Magento 2 plugin that may leak customer data and allows someone to freeze your store. Fix has been released and eComscan will warn about vulnerable versions. https://t.co/2p1PR6tkPS
Johannes Reck @JohannesReck
Reported 2022-02-01 09:01:50
Europe's most critical problem is our lack of competitiveness in tech, which has led to sluggish growth rates. BioNTech (🇩🇪), Adyen (🇳🇱) or Spotify (🇸🇪) are great role models. To create dozens more & make a dent, we must close the EU-US funding gap 👇
Reported 2022-01-18 05:16:41
@ajb_powell Very true- and, it has outperformed its US peers on the way down too....look at the performance of Paypal or Square vs Adyen last few months and it looks like #ADYEN has room to go even lower
Reported 2022-01-18 05:14:46
MKTS-Lot of previous hi flying EU names breaking down, making fresh lows n now trading below key levels (200d MA). Some charts look awful n momentum longs have 180'd into momentum shorts. May get uglier w 10yr>1.83 and supports broken. #SMT #GAW #CRW #DHER #GRG #ADYEN #HFG #ITM
Jamie Powell @ajb_powell
Reported 2022-01-18 05:13:38
not seen this discussed much, but hedge fund hotel Adyen is down 27 per cent this year. remember this being discussed as a "buy at any price" stock not too long ago. $ADYEN
Jerry Capital @JerryCap
Reported 2022-01-14 13:14:40
@ng999994 how much SBC does Adyen issue?