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PayPal: the payments reset has to turn scale into cleaner transaction profit
PayPal reported FY2025 revenue of $33.2 billion and Q1 2026 revenue of $8.4 billion. The thesis depends on branded checkout, Venmo, Braintree quality, transaction margin, buybacks and cash conversion.
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PayPal: the payments reset has to turn scale into cleaner transaction profitPayPal reported FY2025 revenue of $33.2 billion and Q1 2026 revenue of $8.4 billion. The thesis depends on branded checkout, Venmo, Braintree quality, transaction margin, buybacks and cash conversion.NASDAQJul 22, 20265 minReadSlides