Thoughts from Money20/20 Europe 2026 in Amsterdam "Day 2 recap" Forsythe

研报英文原文证据摘录

Thoughts from Money20/20 Europe 2026 in Amsterdam "Day 2 recap" Forsythe

Global Research

4 June 2026ab

Thoughts from Money20/20 Europe 2026 Equities

Europe including UKin Amsterdam

Software

Day 2 recap

Justin Forsythe, CPA

Analyst

justin.forsythe@ubs.com

Money 20/20 Amsterdam 2026 Day 2 - continued conversations on agentic +44-20-7567 4191

commerce flow but a sense of pragmatism Timothy E. Chiodo, CFA

For our Day 1 recap, see our note here. Whilst the conversations on agentic commerce Analyst

remained rampant, the feeling was more of a sense of practicality rather than a sense of timothy.chiodo@ubs.com

urgency or desperation for merchants or payment providers to deliver solutions. Notably +1-415-352 4500

we heard from Adyen several times, including their head of Agentic, Karan Katyal - who Mahir Bidani, ACA

highlighted the majority of agentic transactions today are 'human in loop' but is Analyst

still quite small with high potential in B2B payments. The head of agentic payments mahir.bidani@ubs.com

at Global Payments highlighting the challenges SMEs have in agentic commerce (high +44-20-7568 3963

cost of failure, limited budget to invest in innovation spend to trial the technology) Michael Briest

relative to enterprises. Discussions today were relevant for Payment & fintech investors Analyst

with interest in payments networks (V/MA), global merchant acquirers and PSPs michael.briest@ubs.com

(ADYEN, NEXII, WLN, FISV, GPN, PYPL, etc.), bank technology providers (TEMN, FIS, FISV, +44-20-7568 8367

JKHY, etc.) and other industry participants (EDEN, WISE, PYPL, SQ, etc.) and a number of

not covered and private companies.

Important product launches or company updates on the day

Checkout.com & Fireblocks (link): outside of Money2020, launched stablecoin