Checkout.com Hits $750M Annualised Revenue

Checkout.com is showing that one of Europe's largest private fintech companies can combine renewed growth with stronger profitability after the sector's valuation reset.

What happened

Checkout.com said its annualised net revenue reached $750 million, up 28% year over year, and that it expects roughly $150 million of adjusted EBITDA for 2026.

The $750 million figure is an annualised August run rate rather than full-year realised revenue. The company also expects full-year payment volume of about $480 billion.

Checkout.com plans to increase investment in AI, including infrastructure for agentic commerce and payments.

Why it matters

The update matters because payment processors have spent the past few years under pressure to prove that growth can coexist with sustainable margins.

Checkout.com is presenting itself as a scaled payments platform that has moved beyond the growth-at-any-cost phase while still expanding transaction volume.

The bigger picture

The more forward-looking signal is the move toward agentic commerce. Payments systems may increasingly need to serve software agents that search, negotiate and transact on behalf of users.

That creates new requirements around identity, authorisation, fraud and delegated permission, potentially opening a new infrastructure layer for payment companies.