[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Investing visuals [@InvestingVisual](/creator/twitter/InvestingVisual) on x 77.4K followers Created: 2025-07-21 18:22:43 UTC My pleasure fellow Dutchy! 🤝 Yes, they are indeed all PsP’s with $ADYEY and $DLO having different a different scope. $ADYEY is more of a generalist vs $DLO a specialist. $DLO primarily serves enterprise giants like SHEIN, $SPOT & $AMZN, not SMBs. As to the sharp decline in revenue growth, that’s caused by a number of factors: • FX pressure (esp. Argentina) • Take-rate compression (onboarding clients with negotiated lower pricing) • Higher tech & ops costs (basically investing for future growth) • Early-stage scale effects As to $ADYEY or Stripe moving in: margins are likely to get a hit, but right now, $DLO still has a local-first moat, while continuous innovation helped them to stay ahead. Personally I’m not too worried as I believe $DLO has a defensible moat and the market is largely enough for multiple players. Does this answer your questions? XXX engagements  **Related Topics** [amzn](/topic/amzn) [argentina](/topic/argentina) [quarterly earnings](/topic/quarterly-earnings) [$6753t](/topic/$6753t) [shein](/topic/shein) [$adyey](/topic/$adyey) [investment](/topic/investment) [$dlo](/topic/$dlo) [Post Link](https://x.com/InvestingVisual/status/1947361611317993784)
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Investing visuals @InvestingVisual on x 77.4K followers
Created: 2025-07-21 18:22:43 UTC
My pleasure fellow Dutchy! 🤝
Yes, they are indeed all PsP’s with $ADYEY and $DLO having different a different scope. $ADYEY is more of a generalist vs $DLO a specialist.
$DLO primarily serves enterprise giants like SHEIN, $SPOT & $AMZN, not SMBs.
As to the sharp decline in revenue growth, that’s caused by a number of factors:
• FX pressure (esp. Argentina)
• Take-rate compression (onboarding clients with negotiated lower pricing)
• Higher tech & ops costs (basically investing for future growth)
• Early-stage scale effects
As to $ADYEY or Stripe moving in: margins are likely to get a hit, but right now, $DLO still has a local-first moat, while continuous innovation helped them to stay ahead.
Personally I’m not too worried as I believe $DLO has a defensible moat and the market is largely enough for multiple players.
Does this answer your questions?
XXX engagements
Related Topics amzn argentina quarterly earnings $6753t shein $adyey investment $dlo