Adyen Lifts 2026 Growth Outlook to 21%-23% After Acquisitions
Adyen published its H1 2026 shareholder letter and hosted its earnings call on 2026-08-13, updating investors on the year’s progress (company investor relations). Based on Adyen’s previously stated 2026 net revenue growth expectation of 20%–22% year over year in constant currency and management’s estimate that the Orb and Talon.One deals add about 1 percentage point, the company’s implied 2026 range now sits around 21%–23% (Q1 2026 update; Orb acquisition announcement).
Both transactions closed on 2026-07-01, and Adyen has said the combined investments are expected to dilute the 2026 margin by roughly 1 percentage point, including one-time transaction costs (press release).
What Adyen has confirmed for 2026
On 2026-05-06, Adyen guided to 2026 net revenue growth of 20%–22% year over year on a constant-currency basis (Q1 2026 Business Update).
On 2026-06-11, Adyen said the combined investments in Talon.One and Orb are expected to add approximately 1 percentage point to 2026 net revenue growth and dilute 2026 margin by about 1 percentage point, including one-time transaction costs. The company reiterated these points when confirming the deals closed on 2026-07-01 (acquisition update).
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