Adyen IPO profile presentation from a PE firm (from 2018)
https://www.evolve-capital.com/wp-content/uploads/2018/07/Adyen-IPO-Profile.pdf
https://www.evolve-capital.com/wp-content/uploads/2018/07/Adyen-IPO-Profile.pdf
Pieter van der Does, founder & CEO profile from 2016 $ADYEN https://www.institutionalinvestor.com/article/b14z9nsm65z9m8/the-2016-tech-50-pieter-van-der-does
Good Q&A on competitive advantage:
- How does Adyen stay ahead since no barriers to entry - Adyen has kept control to build end-to-end system, instead of buy & integrate multiple systems
- Pace of innovation: new releases every week
- How does Adyen stay ahead since no barriers to entry - Adyen has kept control to build end-to-end system, instead of buy & integrate multiple systems
- Pace of innovation: new releases every week

$ADYEN CFO interview from 2016
Discussions on early mistakes & lessons learned, culture, growth, margins, profitability, unit economics etc
Also what ICONIQ saw in them when they invested early
Discussions on early mistakes & lessons learned, culture, growth, margins, profitability, unit economics etc
Also what ICONIQ saw in them when they invested early
Adyen Capital Markets Day presentation, April 2019
https://www.adyen.com/dam/jcr:1f73e9d2-98c4-42f6-85ab-7bfdc963efc8/CMD%20presentation%2020190412.pdf
https://www.adyen.com/dam/jcr:1f73e9d2-98c4-42f6-85ab-7bfdc963efc8/CMD%20presentation%2020190412.pdf
How the Payments Industry Evolved
https://www.adyen.com/blog/how-the-payments-industry-evolved
h/t @CompGrady
https://www.adyen.com/blog/how-the-payments-industry-evolved
h/t @CompGrady
ADYEN research report from Dutch firm FDA (from Feb 2020)
https://euroirp.worldflowconnect.net/directory/document/FDA/20200217%20-%20FDA%20Investment%20Rating%20-%20Adyen%20NV.pdf
https://euroirp.worldflowconnect.net/directory/document/FDA/20200217%20-%20FDA%20Investment%20Rating%20-%20Adyen%20NV.pdf
In payments, M&A isn't always the answer $ADYEN https://www.paymentssource.com/opinion/in-payments-m-a-isnt-always-the-answer
$ADYEN comps compared to $V $MA $PYPL $SQ https://twitter.com/buysidefolk/status/1304238551824060416?s=20
Interview with Adyen CCO Roelant Prins about post-covid opportunities for growth, work culture, and hiring
How Adyen keeps its organization in step with continuous growth $ADYEN https://www.mt.nl/management/hoe-adyen-zijn-organisatie-in-de-pas-houdt-met-voortdurende-groei/592453
How Adyen keeps its organization in step with continuous growth $ADYEN https://www.mt.nl/management/hoe-adyen-zijn-organisatie-in-de-pas-houdt-met-voortdurende-groei/592453
Note from GS. Some Stripe customers migrating to $ADYEN
churn @ Adyen <1% https://twitter.com/Read_cap/status/1298283360616407042?s=20
churn @ Adyen <1% https://twitter.com/Read_cap/status/1298283360616407042?s=20