Paysafe (PSFE) RBC Capital Markets Global Financial Technology Conference summary

Strategic transformation and growth focus

• Shifted from stabilization to growth, quality, and scalable foundations, investing in product and sales efficiency, and divested higher-risk segments to de-risk revenue streams.

• Migrating to a single cloud ERP system to support growth without proportional increases in headcount.

Financial outlook and growth drivers

• Organic growth rate is mid-single digits, with a 5–8% top-line growth target for the year and similar expectations for the next several years.

• Second-half EBITDA ramp driven by lower OpEx and continued execution on sales and product rollouts.

Data licensing and innovation

• Data licensing business is new, with a growing pipeline and multiple deal models, including upfront and recurring payments.

• Monetization of anonymized data supports fraud simulation and model training for third parties.