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Alex Chriss

@acce51,694 subscribers

Former CEO @PayPal. acce.eth

Shorts

PayPal is teaming up with Google to bring smarter shopping to billions—think agentic commerce and PayPal checkout everywhere. Global scale, redefined. Excited for this new chapter in our partnership Sundar Pichai 🚀

PayPal is teaming up with Google to bring smarter shopping to billions—think agentic commerce and PayPal checkout everywhere. Global scale, redefined. Excited for this new chapter in our partnership Sundar Pichai 🚀

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*PayPal has entered the chat* 🚪🛍️ 💳 From browsing multiple sites to searching, selecting, and securing your goods with PayPal or Venmo in Perplexity, we just made commerce a whole lot easier. Let’s go Aravind Srinivas!

*PayPal has entered the chat* 🚪🛍️ 💳 From browsing multiple sites to searching, selecting, and securing your goods with PayPal or Venmo in Perplexity, we just made commerce a whole lot easier. Let’s go Aravind Srinivas!

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We reported our third quarter results this morning. PayPal delivered another strong quarter with broad-based profitable growth across branded experiences, Venmo, and PSP. We also announced a new partnership with OpenAI to expand payments and commerce in ChatGPT. PayPal is a fundamentally stronger company today than we were two years ago. We returned the company to growth and are on pace for 6 to 7 percent transaction margin dollar growth, excluding interest on customer balances, in 2025. Here are some highlights 👇 🔵U.S. branded experiences (online and offline) volume accelerated to 10%, more than double our growth a year ago 🔵Venmo revenue was up more than 20% and TPV grew 14% 🔵Added 2 million first-time PayPal and Venmo debit card users in the U.S. 🔵Buy Now, Pay Later volume grew more than 20% 🔵Payment Service Provider (PSP) volume returned to healthy, profitable growth at 6% 🔵 We are also building for an agentic future, partnering with leaders such as Google, OpenAI, and Perplexity Given this strong momentum, we are raising our full year 2025 guidance for transaction margin dollars and earnings per share. We're also excited to announce that we are initiating a dividend, which demonstrates our ability to invest in growth and return capital to shareholders. Thank you to the hundreds of millions of merchants and consumers who trust PayPal every day, to our developers and partners, and to the PayPal team for your hard work and dedication. We are exceptionally well-positioned to win into the future. 💪

Alex Chriss

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