Flywire Q4: 32% Revenue Growth, AI Investments

Flywires Q4 2025 results showcase a remarkable 32.6% increase in revenue, reaching $152.7 million, surpassing guidance by nearly 8 points. This growth is attributed to robust healthcare payments, travel strength, and stable education markets. Flywires full-year revenue compounded at 31% from 2022 to 2025, with gross profit nearly matching this pace. Flywires strategy revolves around deepening its presence in complex payments for education, travel, healthcare, and B2B sectors. Over 90% of education revenue and 70% from travel come from enterprise clients spending over $100,000 annually. With a churn rate under 1%, Flywire boasts over 100 ERP integrations and a global network spanning 240 countries, 140 currencies, and 1,200 local methods. Demand is surging across verticals, with 750 net new clients in 2025, strong U.S. student software deals tripling ARR, U.K. full-suite wins, and growth outside the big four markets up over 30%. Travel volumes doubled post-Sertifi, healthcare secured Jackson Health and Cleveland Clinic phases, and B2B pushes integrated software and payments from day one. Looking ahead, Flywire anticipates 15-21% FX-neutral revenue growth in 2026, mid-teens gross profit dollars, and EBITDA margins reaching 22.5% at the midpoint, up 150-350 basis points. Flywire is investing in AI for workflows, platform unification, and data automation, while buying back shares with $180 million authorized. This strategic positioning enables Flywire to scale efficiently, own critical data flows, and compound value as AI gains traction, transforming challenges into opportunities through execution. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/6c2c9fd50b68b168