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Adyen N.V. (ADYEY) M&A Call Transcript

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⚡ Quantum Brief

Adyen announced its acquisition of Talon.One, a promotion and loyalty engine, in an April 2026 M&A call led by Co-CEO Ingo Uytdehaage and CFO Ethan Tandowsky. The deal aims to integrate Talon.One’s real-time promotion capabilities into Adyen’s unified payments platform, enhancing personalized customer engagement for merchants. Closing remains contingent on regulatory approvals and customary conditions, with no guaranteed timeline for completion, per standard M&A disclaimers. Financial details were not disclosed, but CFO Ethan Tandowsky provided a brief trading update, though quarterly results were not discussed in depth. Analysts from major firms like Goldman Sachs, UBS, and Bernstein participated, signaling strong industry interest in Adyen’s strategic expansion.

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SA Transcripts159.44K FollowersFollow5ShareSaveCommentsFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsPlay Earnings CallPlay Earnings Call Adyen N.V. (ADYEY) M&A Call April 23, 2026 1:00 PM EDT Company Participants Isaac Lima - Investor RelationsIngo Uytdehaage - CO-CEO & Member of Management BoardEthan Tandowsky - CFO & Member of the Management Board Conference Call Participants Andrew Schmidt - KeyBanc Capital Markets Inc., Research DivisionJustin Forsythe - UBS Investment Bank, Research DivisionCraig Maurer - Financial Technology Partners LPSanjay Sakhrani - Keefe, Bruyette, & Woods, Inc., Research DivisionHarshita Rawat - Bernstein Institutional Services LLC, Research DivisionAdam Frisch - Evercore ISI Institutional Equities, Research DivisionPaul Obrecht - Wolfe Research, LLCHannes Leitner - Jefferies LLC, Research DivisionMohammed Moawalla - Goldman Sachs Group, Inc., Research DivisionFrederic Boulan - BofA Securities, Research DivisionPavan Daswani - Citigroup Inc., Research DivisionNooshin Nejati - Deutsche Bank AG, Research DivisionSven Merkt - Barclays Bank PLC, Research Division Presentation Isaac LimaInvestor Relations Hello, everyone, and thank you for joining us. My name is Isaac Lima, and I'm on the Investor Relations team here at Adyen. Today, we will be discussing Adyen's acquisition of Talon.One. As this is an M&A-focused call, we will not be commenting on current trading or our quarterly results beyond the brief update that Ethan will provide later. With me on the call today are Ingo Uytdehaage, our Co-CEO; and Ethan Tandowsky, our CFO. Before we begin, let me remind you that some statements we make today will be forward-looking. These statements involve risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Furthermore, the transaction we are discussing is subject to customary closing conditions and regulatory approvals, and there is no guarantee as to if or when it will be completed. With that, I will now turn the call over to Ingo. Ingo UytdehaageCO-CEO & Member of Management Board Thanks, Isaac. Hello, everyone, and thank you for joining

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Adyen N.V. (ADYEY) M&A Call Transcript

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