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Boku (BOKU) investor relations material
Boku Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary16 Oct, 2025
Strategic vision and market opportunity
Positioned to enable global merchants to access over 200 local payment methods (LPMs) across 60+ countries, targeting a $1 trillion+ serviceable market and supporting digital-first, mobile-native, and subscription-driven enterprises.
LPMs have overtaken cards for online payments, now accounting for over half of global e-commerce, with digital wallets and A2A methods expected to drive 51% of e-commerce by 2028 and LPMs projected to reach 60% share as the market exceeds $10 trillion.
Global e-commerce transaction value is forecast to grow at a 12% CAGR from 2023 to 2028, with cross-border e-commerce growing at 12.1% CAGR and LPMs representing a quarter of all global cross-border transactions by 2032.
Growth strategy focuses on expanding with existing tech giants, onboarding high-growth merchants, and broadening the product suite to address evolving merchant needs, including new verticals like digital subscriptions, advertising, and online travel.
Committed to organic revenue growth exceeding 20% CAGR and adjusted EBITDA margins above 30% from 2026.
Product innovation and technology platform
Unified platform integrates Direct Carrier Billing, digital wallets, and A2A payments, offering seamless access for merchants via a single API and supporting over 100 million monthly users.
Advanced features include tokenization, recurring payments, payment marketing, and bundling, driving customer retention, new acquisition channels, and 16 million new subscribers from 63 bundles launched in the past year.
Money movement platform provides direct, automated, and compliant cross-border settlement, FX, and liquidity solutions, with modular offerings for collections, refunds, and payouts.
Platform is built for scale, reliability (99.99% uptime), and security (ISO/IEC 27001:2022 certified), with 95% of payments automatic and 55% requiring zero user action.
Ongoing investment in automation, AI, and data analytics to optimize operations, reduce manual workflows, and deliver real-time insights to merchants.
Financial performance and guidance
Achieving 20%+ organic revenue growth and 30%+ adjusted EBITDA margins, with revenues expected to double from 2022 to 2025 and strong free cash flow generation.
H1 2025 delivered ahead of guidance: 95.5M MAUs, $7.4B TPV, 85bp take rate, $63.3M revenue, $21.8M adj. EBITDA, $87.3M own cash, and debt free.
Revenue mix is diversifying from DCB to include digital wallets, A2A, and new value-added products, supporting long-term margin expansion.
Take rates are expected to decline as volumes rise and A2A grows, but offset by higher-margin new products and services.
All growth is self-funded, with no debt and disciplined capital allocation, including share buybacks and potential acquisitions.
What drives Boku's LPM coverage expansion?
Details on 2026 direct sales approach for merchants
How will operational efficiency drive EBITDA accretion?
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H2 202517 Mar, 2026
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Frequently asked questions
Boku, Inc. specializes in providing a global mobile payments network that incorporates various digital payment solutions including mobile wallets, real-time payment schemes, and direct carrier billing aimed at global merchants. The company's offerings help merchants to attract new customers by facilitating online payments from a vast number of consumers who prefer not to use credit cards. Boku's services are widely utilized in sectors such as technology, ecommerce, fintech, and by mobile app providers. The company's mobile-first payment network is designed to standardize different payment types on a global scale through a single integration. Boku also offers Trident, a bundling platform particularly aimed at streaming services, enhancing subscription models for video on demand, music, and cloud gaming services. The company is headquartered in San Francisco, California, and its shares are listed on the London Stock Exchange under the ticker symbol BOKU.
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