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12:00
Jul 28 ◎

PYPL FY2026 Q2 Watch

PayPal Holdings, Inc. (PYPL) FY2026 Q2 Earnings Call

HD AMZN ▾

Enrique Loris

Home Depot is expanding BNPL integration with PayPal in Canada, indicating a deepening partnership that could drive transaction volume for both companies.

"Home Depot Canada launched upstream presentment of our BNPL offerings."

HD WATCH

Enrique Loris

PayPal is expanding its BNPL and lending relationship with Amazon in key European markets, potentially increasing payment volume and consumer engagement.

"PayPal will be soon launching an integrated consumer lending partnership with Amazon for Germany and Austria."

AMZN WATCH

HIGH

12:00
May 05 ◎

PYPL FY2026 Q1 Watch

PayPal Holdings, Inc. (PYPL) FY2026 Q1 Earnings Call

PYPL ▾

Jamie Miller

Management maintained full-year guidance despite acknowledging near-term headwinds from investment ramp and macro softness; the tone is cautiously confident but not bullish.

"we are reiterating our guidance for the full year"

PYPL WATCH

HIGH

13:00
Feb 03 ◎

PYPL FY2025 Q4 Watch

PayPal Holdings, Inc. (PYPL) FY2025 Q4 Earnings Call

ANF W PERPLEXITY MSFT V ▾

Jamie

ANF is an early adopter of PayPal's agentic commerce offering, suggesting it is positioning itself in new sales channels.

"Through our StoreSync offering, we are already connecting early adopters like Abercrombie & Fitch, Fabletics, PacSun, and Wayfair with agentic chat platforms"

ANF WATCH

Jamie

Wayfair is an early adopter of PayPal's agentic commerce offering, potentially expanding its sales channels.

"Through our StoreSync offering, we are already connecting early adopters like Abercrombie & Fitch, Fabletics, PacSun, and Wayfair with agentic chat platforms"

W WATCH

Jamie

Perplexity's partnership with PayPal enables it to offer transactional capabilities, which is a new feature for the AI search platform.

"We went live with agentic purchasing through perplexity ahead of Thanksgiving, and we are now also live on Microsoft Copilot."

PERPLEXITY WATCH

Jamie

Microsoft's Copilot now supports PayPal for agentic purchasing, integrating PayPal into Microsoft's AI-driven commerce ecosystem.

"We went live with agentic purchasing through perplexity ahead of Thanksgiving, and we are now also live on Microsoft Copilot."

MSFT WATCH

Jamie

PayPal is integrating Visa's Verify service to help merchants reduce costs, deepening their partnership.

"Visa's pre-dispute resolution service through Verify, which will help to reduce merchant costs."

V WATCH

Steve Winokur

Management's outlook for 2026 is cautious, with a decline in transaction margin dollars and a muted branded checkout growth forecast amid strategic investments and weak execution.

"Our guidance reflects slightly positive to low single-digit branded checkout growth for the full year as we rebuild the momentum Jamie mentioned."

PYPL WATCH

HIGH

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