Notes from PayPal Investor Day 2025
Can they stay focused this time?
Five Fintech rivalries that have a "plot twist" coming up in 2025
PayPal spent $5.3 billion to acquire Zettle, Hyperwallet, and Paidy businesses, and now hardly mentions them on the earnings calls
If PayPal returns to double-digit growth, the stock will take off. This level of growth might come sooner than the market expects.
PayPal might not have shocked anyone with their Innovation Day, but everything they launched was aligned with their strategic priorities. These priorities lay out the path to growth.
