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Global-e: Merchant of Record Economics & Enterprise Sales Cycles

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GlobalE Online•IL•Mid CapAirwallexShopifySwitching CostsB2B Software
Oct 20, 2026

Shopify Payments: Take Rates, Stripe Negotiations & Processor Competition

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Shopify•CA•Mega CapBraintreeAirwallexStripeAdyenPayPalNetwork EffectsB2B Software
Sep 8, 2026

Shopify: Merchant Solutions Revenue Mix & Payments Strategy

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Shopify•CA•Mega CapAirwallexStripePayPalAdyenNetwork EffectsB2B Software
Sep 6, 2026
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Aug 4, 2026

Wise: Kristo Käärmann

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Management CheckWise•GB•Mid CapAirwallexCitigroupMastercardRemitly GlobalRevolutWestern UnionVisaNetwork EffectsLow Cost Operators

Square & Toast: SMB Restaurant Payments and Software Strategy

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Block•US•Large CapToastAirwallexDoorDashFiservNetwork EffectsB2B Software
Jun 3, 2026

Adyen vs Stripe: Agentic Commerce Strategy & Growth Positioning

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Adyen•NL•Large CapAirwallexVisaMastercardStripePayPalNetwork EffectsMarketplaces & Platforms
Mar 21, 2026

Flywire Corporation: UK University Customer Perspective

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Flywire•US•Mid CapWiseAirwallexPayoneer GlobalWestern UnionEburyCounter PositioningLow Cost Operators
Nov 13, 2025

Adyen: Merchant Switching Costs & Price War

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Adyen•NL•Large CapAirwallexChargebeeStripeWorldlineNuveiVisaMastercardNetwork EffectsMarketplaces & Platforms
Nov 27, 2024

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