PAYPAL WKN: A14R7U ISIN: US70450Y1038 Kürzel: PYPL Forum: Aktien Thema: Hauptdiskussion
85,83 USD
+0,05 %+0,04
16. Nov, 02:00:00 Uhr,
Nasdaq
Kommentare 135.386
b
bossmen,
9. Sep 21:56 Uhr
0
intel verhält sich genauso
NACONNI66,
9. Sep 21:54 Uhr
0
Hier stimmt doch was ned...unfassbar....die greifen wieder die 68.21 an....3...mal wird gefährlich
NACONNI66,
9. Sep 21:54 Uhr
1
Du schaffst mich bossmen, du machst uns pleite🙈 gibt es doch ned (liburna slang)😎
b
bossmen,
9. Sep 21:52 Uhr
0
Was soll ich noch dazu sagen, ihr seht wer für die fallenden Kurse verantwortlich ist , sorry.
NACONNI66,
9. Sep 21:51 Uhr
0
Gott sieht das übel aus. Sehr bärisch das Muster....Gefahr gefahr🙄
b
bossmen,
9. Sep 19:13 Uhr
5
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.
b
bossmen,
9. Sep 19:10 Uhr
3
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!
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
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