PAYPAL WKN: A14R7U ISIN: US70450Y1038 Kürzel: PYPL Forum: Aktien Thema: Hauptdiskussion
81,43 EUR
+0,01 %+0,01
16. Nov, 09:43:46 Uhr,
Lang & Schwarz
Kommentare 135.386
b
bossmen,
9. Sep 19:10 Uhr
3
$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.
NACONNI66,
9. Sep 19:10 Uhr
0
Europa hat mit 62 eur tief die 68,25 usd nicht gehandelt. Glück gehabt
b
bossmen,
9. Sep 19:06 Uhr
0
aber die Aktion vorhin zeigt wieder, wie blöd ein SL ausgehen kann, aber ohne ist auch blöd.....
b
bossmen,
9. Sep 19:03 Uhr
0
sehe gerade Mischkurs 63,19 und 63,205
b
Liburna92,
9. Sep 18:56 Uhr
1
63€ leider .. bin zufrieden … 😎 wie sehen und nächstes Jahr bei 3 stelligen Kursen wieder Leute
A
Aljosha100,
9. Sep 18:55 Uhr
0
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 💪😌
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