Adyen’s Revenue Growth Can’t Save It from Tariff Woes

Adyen NV, the Dutch technology company, has managed to eke out a 21% revenue growth in the first half of 2025, but it’s a hollow victory. The company’s earnings were dragged down by macroeconomic headwinds and tariff effects, casting a dark cloud over its future prospects.

The numbers are stark: despite a strong performance in unified commerce and platforms, Adyen’s earnings were impacted by external factors. The company’s share price took a beating after the earnings release, but analysts remain resolute in their optimism about Adyen’s prospects. It’s a testament to their faith in the company’s ability to navigate treacherous waters.

But what’s behind Adyen’s struggles? The company’s partnership with Xsolla to enable global payments for games and provide developers with full control over payments, checkout, and revenue strategies is a step in the right direction. However, it’s not enough to offset the damage caused by tariffs.

Here are the key takeaways from Adyen’s earnings report:

• Revenue growth of 21% in the first half of 2025
• Earnings impacted by macroeconomic headwinds and tariff effects
• Share price crashed after earnings release, but recovered somewhat by the end of the trading day
• Partnership with Xsolla to enable global payments for games and provide developers with full control over payments, checkout, and revenue strategies
• Embedded finance solutions helping businesses deal with macro challenges

Despite the negative impact of tariffs, Adyen’s results were not as bad as feared. But the question remains: can the company sustain its growth in the face of these headwinds? Only time will tell.