Paysafe has entered into a recommended-acquirer agreement with Pay.com, integrating its card-processing platform alongside digital wallets Skrill and Neteller and its voucher solution PaysafeCard. The deal brings Paysafe’s 30 years of transaction expertise to Pay.com’s orchestration engine, which serves e-commerce, travel, regulated iGaming and financial-services merchants. Initial integration covers multiple live accounts, with more than 20 additional merchants expected to on-board by the end of 2026, broadening Paysafe’s addressable market in alternative payments and bolstering acceptance rates through a centralised risk engine.

In its third quarter, Paysafe reported adjusted earnings per share of $0.70, falling short of the $0.73 consensus. Revenues rose 2% year-over-year to $433.8 million, below the Street’s $439.5 million forecast. Management attributed the shortfall to softer card-not-present volumes and foreign-exchange headwinds. The company’s annualised transactional volume reached $152 billion in 2024, but margin pressure and competitive pricing weighed on profitability during the September quarter.

Paysafe trimmed its 2025 adjusted EPS outlook to a range of $1.83–$1.88, down from prior guidance of $2.21–$2.51 and below the $2.42 estimate. The revision reflects planned reinvestment in technology, expanded risk-management capabilities and marketing to support the new Pay.com partnership. Investors will watch execution on merchant onboarding and cost-efficiency initiatives as key drivers for regaining upward guidance momentum later in the fiscal year.

Despite the mixed quarterly report, Paysafe shares rose 2.20% in premarket trading, indicating investor optimism about the Pay.com alliance. Key factors for shareholders include the pace of new merchant integrations, improvement in authorization rates through the combined orchestration platform and the company’s ability to stabilize margins. With digital wallets live in over 130 countries and PaysafeCard appealing to cash-focused consumers, the expanded product suite could unlock cross-sell opportunities and support medium-term revenue growth.