Author argues PayPal's new ad-sales leadership team can build an advertising business potentially larger than payments, making PYPL attractive.
PYPL — LONG The author argues PayPal has quietly assembled an elite advertising team, with Greg Archibald (ex-Criteo, InMobi, NinthDecimal) joining as Head of Global Ad Sales alongside Mark Grether, forming a 'Super Bowl' ad team. The causal mechanism is that Archibald's track record scaling ad revenue businesses (over $2B in sales at Criteo, helping scale InMobi toward a $4-5B valuation) can translate into a PayPal advertising business that the author believes could eventually be bigger than payments. The stated catalyst is execution of this ad team, with the author even speculating Archibald could become PayPal's next CEO. No specific timeframe or risk is stated beyond the speculative nature of the claim.
I personally think it's possible for PayPal ads to be a bigger business than payments and soon Greg Archibald will be the new CEO at PayPal.
This Reddit post, published February 10, 2026, features u/Pristine_Arm8260 discussing PYPL. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Pristine_Arm8260 · Tickers: PYPL