🚨𝗝𝗨𝗦𝗧 𝗜𝗡:
@Checkout .com expects $150M in adjusted earnings for 2026.
And its annualized net revenue has now hit $750M, up 28% on a trailing 12-month basis.
But there’s more:
→ $480B expected payment volume in 2026
→ 1,700+ enterprise merchants
→ US processing volumes up 120% YTD
→ US now accounts for 20% of payment volumes
→ Continued expansion into Payouts, Issuing + Business Accounts
→ Bigger push into AI + agentic payments
The London-based payments giant turned profitable in 2024 and says it has sustained profitability through 2025 and 2026, with expanding margins:
lnkd.in/dXBq-ib9
💬 “Our return to sustained profitability gives us the freedom to invest with conviction through the next decade,” says CRO Antoine Nougué.
Quite the turnaround.
Checkout .com was valued at $40B in 2022, before the FinTech funding reset. Last year, employees were able to sell shares back at a $12B valuation.
Now the company is back in sustained profitable growth mode, while continuing to compete with Stripe for some of the world’s biggest digital merchants.
Definitely one to watch! What do you think?