Understand the evolving dynamics within the payment processing space following the recent earnings results from Adyen by answering 3 core questions: (1) how is competitive intensity evolving within North America and Rest of World (ROW) (2) how much do merchants value functionality over price (and what does that mean for ST + LT margin outlook) (3) how much opportunity can be unlocked for Adyen w/ Point of Sale & Unified Commerce?
Just Released - October 10, 2023
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Sample Size
Feedback from 45 global merchants (Adyen customers) with online + brick & mortar exposure in North America and EMEA
Report Coverage:
Total Company Revenue Generated ($) in ‘22a & ‘23e
Feedback on Adyen’s Unified Commerce Platform – how would you rate the relative value?
Feedback on Adyen’s Point-of-Sale Product – how would you rate the relative value? What POS vendor did Adyen replace? Why?
Thoughts on Adyen’s Overall Point-of-Sale Opportunity - Do you believe Adyen will be successful in scaling POS volumes both in the US and globally? Why or why not?
Likelihood of Recommending Adyen to Another Merchant [Customer NPS] w/ rationale
Views on Adyen’s functionality / tech differentiation vs. Other payment processors
Outlook for Adyen’s take rate – estimates on where Adyen's 0.17% take rate proves to go in the next 12 months.
Feedback on Adyen’s Functionality vs. Pricing Power within the US – is their functionality “commoditized” or “superior” and to what extent does that mean they have to compete on price?
Braintree Competitive Threat – how much will they prove to inhibit Adyen’s growth within the US?
