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Revenue growth of 32% was driven by a 46% surge in hardware sales and a 33% increase in total transaction value, reflecting strong global demand.

The company surpassed 1.5 million connected devices, a milestone that management views as a critical driver for the compounding recurring revenue model.

Average Transaction Value (ATV) expansion is being fueled by a deliberate shift into high-value verticals including EV charging, amusement, and car wash services.

The rollout of PIN-on-glass VPOS Media devices in Europe is unlocking new regulated markets that require physical PIN verification for higher-value transactions.

In Brazil, the full rebranding to Nayax Brazil and the onboarding of new customers as a payment facilitator are expected to capture significant market share in Latin America.

Operational discipline and the integration of AI across R&D and product management are reinforcing long-term margin expansion strategies.

Management characterizes the current M&A environment as a 'buyer's market,' allowing for disciplined acquisition of founder-led businesses with favorable terms.

Reaffirmed 2026 revenue guidance of $510 million to $520 million, assuming organic growth between 22% and 25%.

Adjusted EBITDA margin is expected to reach approximately 17% for the full year, driven by increased operating leverage and processing efficiencies.

The 'Yellow' embedded banking pilot in the U.S. is positioned as a long-term monetization layer to increase ARPU through lending, issuing, and e-commerce services.

Management expects a more balanced revenue split between quarters in 2026 compared to the heavily back-weighted 'hockey stick' trend seen in 2025.

Free cash flow conversion from adjusted EBITDA is projected at 40% for the full year, despite negative free cash flow in Q1 due to infrastructure timing.

Processing margins reached a record nearly 40%, attributed to renegotiated bank acquirer contracts and improved smart routing capabilities.

Hardware margins decreased to 33.1% from 39.5% year-over-year due to intentional marketing promotions for the new VPOS Media launch in Europe.

Foreign currency volatility resulted in a $1.2 million unfavorable impact on operating expenses during the first quarter.

Financial expenses increased by $2.9 million following interest obligations from two bond offerings completed in 2025.

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Management views rising gas prices as a secular tailwind that will likely accelerate the transition from internal combustion vehicles to EVs in the U.S.

The Lynkwell acquisition allows Nayax to target mid-sized networks with an end-to-end software and payment solution for public DC fast chargers.

Margin improvements are driven by smart routing technology and a geographical mix shift where European transactions offer higher margins despite lower take rates.

Management believes there is still room for ARPU growth as they layer in additional services like lending and personalized financial offers.

The primary customer draw is faster payout speed, which is critical for nano-merchants who rely on daily cash flow.

The account serves as a data foundation, allowing Nayax to use real-time transaction flows to provide curated financial offers that traditional banks cannot match.

Rental models in markets like Brazil offer superior long-term margins (around 80%) by bundling hardware, processing, and SaaS into a monthly fee.

While rental requires more upfront capital expenditure, it expands the total addressable market by lowering the entry barrier for small-to-mid-sized businesses.