Adyen now expects its 2026 net revenue to grow 21% to 23% year over year on a constant-currency basis, up from the 20% to 22% range it issued in May. The revision, disclosed during the company's August 13 earnings call, reflects the closing of two acquisitions that add an estimated one percentage point to growth.
The Dutch payments firm completed its purchases of Talon.One and Orb on July 1. Adyen first outlined the expected impact on June 11, saying the combined investments would lift 2026 net revenue growth by about one point while diluting margin by a similar amount, including one-time transaction costs.
How the guidance shifted
The new range is not a formal restatement of guidance. It's the implied outcome of the May forecast plus the acquisition uplift. The May 6 guidance was set before either deal was announced. The June 11 statement gave the expected contribution. With both transactions now closed, the full-year picture lands at 21% to 23%.
Adyen hasn't changed its organic growth assumptions. The entire boost comes from Talon.One and Orb being consolidated into results for the remainder of 2026.
The two deals
Talon.One, a Berlin-based loyalty and promotions platform, and Orb, a payments infrastructure provider, are now part of Adyen's operations. The company hasn't broken out individual revenue contributions, but the combined effect on 2026 growth is pegged at roughly one point.
That growth comes with a trade-off. Margin will be diluted by about one percentage point this year, including one-time transaction expenses. The company hasn't detailed how much of the dilution is one-off versus ongoing.
What investors are watching
The one-point margin hit is already baked into the full-year outlook. Adyen's guidance for the year stands, with the acquisitions now factored in. Investors will get more detail when the company reports full-year results, though no date has been set.
