The Ledger
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Uytdehaage: Adyen has over one billion unique shoppers on its platform
“The data set that we sit on, like we have, I think, over a billion unique shoppers in our platform, so it's a billion humans.”
Chamath: Adyen processed nearly €1T volume with 46% EBITDA margin in 2023
“In 2023, Adyen processed nearly a trillion euro in payment volume. They had net revenue of 1.6 billion euros and an EBITDA, Jesus Christ, EBITDA of seven hundred and forty three million euros, a 46% EBITDA margin.”
Adyen's AI U.S. debit routing yields 20%+ cost savings for merchants
“We just also launched a new way of U.S. Debit routing in the U.S. Where AI helps us to make the best trade-off for merchants to lower the cost, so you get a 20% plus lower cost if you route that well, and at the same time higher authorization rates.”
Chamath: Adyen and Stripe will process almost $2 trillion in volume
“Adyen and Stripe are gonna process two trillion dollars almost.”