Revenue distribution by industry:

• Retail: approx. 30%
• Travel and hospitality: approx. 25%
• Digital goods and services: approx. 20%
• Other industries: approx. 25%

TOP 3 Markets:

• USA: approx. 35%
• Europe (without specific country indication): approx. 30%
• Asia-Pacific: approx. 20%

Adyen N.V. generates a significant portion of its revenue from the retail sector, followed by the travel and hospitality industry and digital goods and services. The USA represents the largest market, followed by Europe and the Asia-Pacific region. This distribution demonstrates Adyen's global reach and diversification across various industries and markets.

Production Sites: No specific production sites

Adyen N.V. is a Dutch company specializing in payment services. It offers a platform for payment processing, risk management, and financial services. Since Adyen does not manufacture physical products but offers digital services, there are no specific production sites in the traditional sense.

However, the company operates offices in various countries to offer and support its services globally. These offices are strategically located to ensure proximity to key markets and customers.

Current Growth Strategy of Adyen N.V.:

1. Expansion of Product Range: Adyen focuses on continuously expanding its payment platform to meet the changing market requirements. This includes introducing new features and improving existing services to enable merchants to have a seamless payment process.

2. Global Expansion: The company is aiming to enter new geographical markets, especially in regions with high growth potential such as Asia and Latin America. Adyen is investing in local partnerships and infrastructure to strengthen its presence.

3. Customer Segmentation and Retention: Adyen places great importance on deepening existing customer relationships and acquiring new customers in various industries. Through tailored solutions and a high level of customer service, the company aims to expand its market share.

4. Technological Innovation: Continuous investment in technology and innovation is a key component of the growth strategy. Adyen is focusing on developing AI-driven solutions and optimizing payment processes to increase efficiency and security.

These strategic initiatives are intended to help Adyen further expand its market leadership in the payment services sector and ensure sustainable growth.

Main materials: Electronic components, software technologies

Countries of origin: USA, China, Germany

Adyen N.V. is a global payment service provider that mainly imports electronic components and software technologies. These materials are crucial for the operation and further development of their payment solutions and platforms.

The USA and China are leading in the production of semiconductors and other electronic components that Adyen needs for its infrastructure. Germany is known for its high-quality technologies and software solutions, which are also integrated into Adyen's systems.

As Adyen is a technology-driven company, the focus of imports is on sourcing high-quality and reliable components to ensure the efficiency and security of their services.

Market share in payment transactions: Approx. 5% (2024, estimate)
EBITDA margin: 52% (2024)
Customer satisfaction: High, based on industry surveys (2024)

Adyen N.V. has established itself as a leading provider in the field of payment processing and has a significant competitive advantage. The market share of around 5% in the global payment transaction market demonstrates the company's strong position, especially in Europe and North America.

The high EBITDA margin of 52% highlights Adyen's efficiency and profitability compared to many competitors, who often have lower margins. This enables Adyen to invest in innovations and technology to continuously improve its services.

Additionally, Adyen is appreciated by customers for its reliability and seamless integration of payment solutions. This customer satisfaction contributes to customer loyalty and long-term success. Adyen's competitive advantage lies in its technological leadership, strong customer orientation, and ability to quickly adapt to market changes.

Institutional investor share: 70% (estimated for 2025)

Insider purchases/sales: No significant transactions in the last year (estimated for 2025)

The estimated institutional investor share in Adyen N.V. is about 70%. This reflects the confidence of large investors in the company's long-term growth strategy.

Regarding insider purchases and sales, there were no significant transactions in the last year, indicating a stable assessment of the company's value by the management and other insiders. This stability can be seen as a positive signal for market participants.

Market share of Adyen N.V.: 10% (2025, estimated)

Main competitors and their market shares:

1. PayPal Holdings, Inc.: 15%
2. Stripe, Inc.: 12%
3. Square, Inc. (Block, Inc.): 11%
4. Adyen N.V.: 10%
5. Worldpay, Inc.: 8%
6. Global Payments Inc.: 7%
7. Fiserv, Inc.: 6%
8. JPMorgan Chase & Co. (Merchant Services): 5%
9. Visa Inc. (Cybersource): 4%
10. Mastercard Inc. (Payment Gateway Services): 3%

Adyen N.V. has created a significant moat through its unified platform and global reach. The ability to seamlessly integrate a variety of payment methods and provide high reliability strengthens its position in the market.

Compared to its competitors, Adyen has the advantage of not having any legacy issues from outdated systems, making it more flexible and innovative. However, PayPal and Stripe have strong brand recognition and a broad user base, which also gives them a significant moat.

While Adyen excels in technical excellence and global presence, companies like PayPal and Square benefit from their strong brand presence and user loyalty. Stripe is known for its developer-friendly approach and adaptability, making it particularly popular among startups.

Overall, Adyen has a strong, but not insurmountable, moat compared to its main competitors. Continuous innovation and adaptability will be crucial to further expand its market share.

Revenue growth: 20% (2024)
EBITDA margin: 55% (2024)
Market share in payment transactions: 10% (2024, estimated)

Adyen N.V. has recorded strong revenue growth of 20% in 2024 in recent years. This demonstrates the company's ability to further expand its market position in global payment transactions.

The EBITDA margin of 55% in 2024 indicates high operational efficiency, enabling Adyen to remain profitable even in a competitive environment.

With an estimated market share of 10% in global payment transactions, Adyen is well positioned to benefit from the increasing digitization and growth of e-commerce. The continuous investment in technology and innovation strengthens the company's competitiveness.

Overall, these factors point to a positive long-term outlook for Adyen's stock, although potential investors should also consider the industry risks and general market conditions.

Dividend: None (2025)

Adyen N.V. has not distributed any dividends so far and pursues a policy of reinvesting profits in company growth. The company focuses on strengthening its market position and investing in new technologies.

This strategy is reflected in the decision not to make dividend payments, as Adyen wants to use the funds for expansion and innovation. Analysts believe that Adyen will not pay dividends in the near future as long as the growth potential remains high.