Adyen's revenue rose 21% year-over-year in the six months ended December 2025, reflecting robust demand for its payments platform across its core markets. The increase marks one of Adyen's fastest second-half growth rates in recent years.

Adyen's rapid expansion of its merchant base, particularly in Europe and North America, could intensify competition for PayPal in the digital payments space. PayPal may face pricing and market share pressure as clients evaluate alternative payments providers.