Observed Signal · Sep 29, 2026 · Earnings Report · Source: Tech.eu (European Tech & Deals) · Impact: 4/5 · Sentiment: Positive
Checkout.com annualised net revenue hits $750M
Payments provider Checkout.com announced that its annualised net revenue jumped 28% year-on-year to $750 million, attributing growth to increased payment volume and geographical expansion. The company, valued at $12 billion, expects to achieve $150 million in adjusted EBITDA profit for 2026, having turned profitable in 2024. Checkout.com operates across 56 countries with 10 acquiring licences and projected payment volume of $480 billion for full-year 2026. The company also plans to expand its money management offering and accelerate its AI strategy in agentic commerce and payments. Additionally, it disclosed an internal $40 million dividend from subsidiary Checkout Limited to the parent, which it clarifies is a treasury transaction, not shareholder distribution. Chief Revenue Officer Antoine Nougué emphasized that sustained profitability enables investment in AI to help merchants generate revenue. The company employs 1,700 people.
Checkout.com is a major payment infrastructure provider for the AdTech and e-commerce ecosystem; its financial health and strategic AI investments signal industry-wide momentum in payments and agentic commerce.
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Key Takeaways & Evidence Grounding
- Checkout.com reported annualised net revenue of $750 million, up 28% year-on-year.
- The company expects to achieve $150 million in adjusted EBITDA profit for 2026.
- Checkout.com is valued at $12 billion and operates in 56 countries with 10 acquiring licences.
- The company projects payment volume of $480 billion for full-year 2026.
- Checkout.com disclosed a $40 million dividend from subsidiary Checkout Limited to the parent company as an internal treasury transaction.
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