Paymentus Holdings, Inc.
PAY
Jodie read · what matters now
Revenue increased 30.2% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to PAY, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-05 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 30.2% versus the comparable filing period.
- Operating margin improved 1.7 percentage points.
- Net income increased 51.2% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“19 Free Cash Flow Three Months Ended March 31, 2026 2025 (in thousands) Net cash provided by operating activities $ 30,452 $ 50,441 Purchases of property and equipment (80 ) (60 ) Capitalized internal-use software development costs (9,461 ) (9,278 ) Free cash flow $ 20,911 $ 41,103 The decrease in free cash flow for the three months ended March 31, 2026, as compared to the same period in 2025, was primarily driven by lower cash generated from operations, driven mainly by investment in working capital.”
“Sales and Marketing Expenses The increase in sales and marketing expenses was primarily driven by higher reseller commissions and employee-related costs.”
“The increase was driven by growth in transaction count and volume driven from both new and existing billers and financial institutions.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind PAY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 14 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
PAY is currently a Participant in the organic co-movement group Financial Technology Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.