Thread by @Roadmap2Retire, Adyen NV$ADYEN.AS $ADYYF https://www.bloomberg.com/news/articles/2018-06-05/it-took-a-1-billion-ipo-for-everyone-to-see-why-adyen-matters Adyen IPO profile presentation from a PE firm [...]

https://www.bloomberg.com/news/articles/2018-06-05/it-took-a-1-billion-ipo-for-everyone-to-see-why-adyen-matters

It Took a $1 Billion IPO for People to See Why Adyen Matters

For Pieter van der Does and Arnout Schuijff, co-founders of Adyen BV, replacing PayPal Holdings Inc. as EBay Inc.’s payment processor was a major coup. But the Dutch firm’s June 13 share offering on...

https://www.bloomberg.com/news/articles/2018-06-05/it-took-a-1-billion-ipo-for-everyone-to-see-why-adyen-matters

Adyen IPO profile presentation from a PE firm (from 2018)

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

The 2016 Tech 50: Pieter van der Does

The Adyen president and CEO debuts on the Tech 50 ranking at No. 50.

https://www.institutionalinvestor.com/article/b14z9nsm65z9m8/the-2016-tech-50-pieter-van-der-does

Value prop of Adyen

https://twitter.com/CdnHedge/status/1250108988798238721?s=20

https://twitter.com/CdnHedge/status/1250108988798238721?s=20

Good interview of Pieter van der Does $ADYEN

Part 1:

Part 2:

h/t @RWietsma

Another interview of Pieter van der Does $ADYEN

h/t @RWietsma

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

https://twitter.com/Roadmap2Retire/status/1259662561219432450?s=20

https://twitter.com/Roadmap2Retire/status/1259662561219432450?s=20

$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

Adyen Capital Markets Day presentation, April 2019

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

Payments: A brief history and 12 common payment terms

Learn about key players and big changes in this brief history, covering 40 years of the payments industry.

https://www.adyen.com/blog/how-the-payments-industry-evolved

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

In payments, M&A isn't always the answer $ADYEN https://www.paymentssource.com/opinion/in-payments-m-a-isnt-always-the-answer

In payments, M&A isn't always the answer

In the short term, there’s no doubt that acquiring is faster than building something yourself. But to maintain quality and value for your merchants, you have to go through the process of deeply...

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

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

Hoe Adyen zijn organisatie in de pas houdt met voortdurende groei - MT.nl

Voor het eerst in zijn bestaan zag Adyen als gevolg van de coronacrisis het aantal verwerkte transacties dalen. In de eerste zes maanden van 2020 handelde het platform voor zo’n […]

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