Boku H1 2026 slides: 11% growth, Stripe partnership, 39% bundling surge

Boku Inc. reported its interim results for the first half of 2026, revealing a 11% underlying revenue growth alongside strategic progress in expanding its local payment methods network. The company's shares rose by 1.62% to $124.99 following the presentation, reflecting investor confidence despite some operational headwinds. Boku launched its first major channel partnership with Stripe and saw a 39% surge in bundling business on a year-over-year basis.

The mobile payments company's total payment volume (TPV) increased 16% to $8.6 billion, while the blended take rate declined to 77 basis points from 81 basis points, indicating a strategic shift towards higher-volume, lower-margin products. Management highlighted that no further take rate reduction is expected in the second half of 2026, with future revenue growth primarily driven by volume expansion.