PAYPAL WKN: A14R7U ISIN: US70450Y1038 Kürzel: PYPL Forum: Aktien Thema: Hauptdiskussion

BRAINTREE - "Braintree has landed a very large number of beachhead customers." - "The quality of conversations that we're having with our Braintree merchants has become much stronger." - These conversations are strategic, holistic, and price-to-value is easier now that they're increasing OVAS value (Fastlane, FX, Risk-as-a-service, Ad business, etc). - Conversations are centered around value vs volume only (as per the past). Q3 / GROWTH POTENTIAL / OpEx - Pretty consistent. Nothing of note to call out. No big change in guide. - "This is a growth company." - "When we are ready to share farther out, we'll hold an Investor Day." - "Where we see opportunities for growth, we will invest in growth." - OpEx - "We're very early in that journey" to really implement AI and drive more automation vs manual work. FASTLANE / GUEST CHECKOUT - $FI and $ADYEY are distribution partners for PayPal. PayPal gets the monetization relationship / guest checkout on processors that PayPal is not even processing. Plus the network effect. - "We've got the lead because we're the only one who can bring a consumer ecosystem to bear..." - "We want this to be a platform that can be used for every merchant everywhere." - "We think this will ultimately be the default guest experience..." for those who want to grow guest conversion. - Even 40% of non-PayPal users opt in to Fastlane. Network effects! Per Chriss - we can remarket to these. "If you had checked out with PayPal, you could've saved X% on the purchase." 🔥Network effects! ADVERTISING - "There is a lot of advertising dollars spent in spray-and-pray style advertising." - We've seen customer actual purchases. - With their permission, we can leverage that profile info to have our merchants have incredibly targeted advertising, generating ROI. - "We're the only ones" who can leverage both sides of the ecosystem at this scale. - Merchants pay for it through conversion. FINAL THOUGHTS There's so much more he went over which I didn't capture here, including overall strategy with credit solutions, BNPL, customer experiences, rewards, advertising/data, divestment, buybacks, acquisitions, and vectors in the industry. And man, am I glad to be holding $PYPL as a long-term investment. Can't wait to see where Ace takes this company!

$PYPL PayPal's CEO @acce shared some insights at the Goldman Sachs Communacopia today. He absolutely killed it. This was his best (to date) presentation outside of earnings so far! VENMO - Reinvigorated Venmo getting a lot of traction online. - PayPal hasn't focused on Venmo monetization until now. - 30% MAU increase in Pay-with-Venmo and also in Venmo Debit in Q2. - Longer-term on Venmo, the community connection is key. Not just P2P, but interactions with SMBs (see item #7 from First Look announcement and the Seattle pilot program). PAYPAL EVERYWHERE CAMPAIGN / NFC - "We have an omni-channel commerce solution for both Venmo and PayPal." - Top 2 categories users are getting 5% cashback on are groceries and gas. - "They are things you never would have thought of using PayPal on in the past." - As NFC access becomes available in other geographies, PayPal will move there too. - "NFC is one how" of omni-channel, but "not the only how." CEO VISION / ONE YEAR IN "It's been an incredible year." He's proud of: - Team assembly. "A world-class team that is built for the future." - Organization. Now focused on profitable revenue growth and SMB vector. - Innovation (Velocity, rigor, partnerships to drive engagement across ecosystem). -"We're stronger today than we were a year ago, and very excited for year 2!" - "We have really honed in our energy on just a handful of things." They are seeing meaningful improvement due to this focus.

Europa hat mit 62 eur tief die 68,25 usd nicht gehandelt. Glück gehabt

aber die Aktion vorhin zeigt wieder, wie blöd ein SL ausgehen kann, aber ohne ist auch blöd.....

Geht mir genauso 😂 aber bei dreistelligen Kursen kommt’s auf 61/62/63 € EK nicht mehr an also machen wir uns keinen Kopf

so isses

sehe gerade Mischkurs 63,19 und 63,205

Zu verkopft😉

warum bekomme ich solche Abstauberorders zu 62 nicht hin.......

1500 und 1400 waren ja billiger:-) und bissel pluss aus SE mit rein.

Ok ich guck mal was du da gemacht hast, hoffentlich noch 4 stellige aktienanzahl🤣💪🍺🍺🍺

tradegate alles zwischen 18.44 und 18.50 bis auf die 590 zu 63,12....

2600 wieder?

Aber die 37 eur (63 bis100) holen wir doch faktor 2.5 raus😉

63€ leider .. bin zufrieden … 😎 wie sehen und nächstes Jahr bei 3 stelligen Kursen wieder Leute

https://x.com/Kross_Roads/status/1833180247954694333?t=8rhDdatm7OAMLTlIm4lhHQ&s=19 FINAL THOUGHTS There's so much more he went over which I didn't capture here, including overall strategy with credit solutions, BNPL, customer experiences, rewards, advertising/data, divestment, buybacks, acquisitions, and vectors in the industry. And man, am I glad to be holding $PYPL as a long-term investment. Can't wait to see where Ace takes this company! Alex wird beim präsentieren immer besser 💪😌