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

Oder Buy und heute nochmal abfischen? Wir werden es sehen...

Hmm abwarten ob über Nacht die wundersame Erholung kommt

😂….. Morgen 1/2 raus … die will einfach auf die 66$ runter …ärgerlich 🙃

Goldman sell morgen, des wärs

Des a schmarrn

morgen eine Kauf oder Verkaufsempfehlung?

Ja bluatz des kanns a ned sein😂😂

intel verhält sich genauso

Hier stimmt doch was ned...unfassbar....die greifen wieder die 68.21 an....3...mal wird gefährlich

Du schaffst mich bossmen, du machst uns pleite🙈 gibt es doch ned (liburna slang)😎

Was soll ich noch dazu sagen, ihr seht wer für die fallenden Kurse verantwortlich ist , sorry.

Gott sieht das übel aus. Sehr bärisch das Muster....Gefahr gefahr🙄

hier sehe ich das höchste Potential! WERBUNG - „Es wird eine Menge Werbebudget für Werbung im Spray-and-Pray-Stil ausgegeben.“ – Wir haben die tatsächlichen Käufe der Kunden gesehen. - Mit ihrer Erlaubnis können wir diese Profilinformationen nutzen, um unseren Händlern unglaublich zielgerichtete Werbung bereitzustellen, die einen höheren ROI generiert. - „Wir sind die Einzigen“, die beide Seiten des Ökosystems in diesem Maßstab nutzen können. - Händler zahlen dafür durch Umrechnung.

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.

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