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PayPal Q2’25 Earnings Highlights

$PYPL (+1,56 %)


🔹 Non‑GAAP EPS: $1.40 (Est. $1.30) 🟢; UP +18% YoY

🔹 Net Revenue: $8.29 B (Est. $8.09 B) 🟢; UP +5% YoY

🔹 TPV: $443.55 B (Est. $435.7 B) 🟢; UP +6% YoY

🔹 Venmo TPV: $81.98 B (Est. $79.56 B) 🟢; UP +12% YoY


Guidance

🔹 Q3 ’25 Adj. EPS: $1.18–$1.22 (Est. $1.21) 😐

🔹 FY ’25 Adj. EPS: $5.15–$5.30 (Est. $5.10) 🟢

🔹 FY ’25 Transaction Margin $: $15.35–$15.50 B

🔹 FY ’25 Free Cash Flow: $6–$7 B


Q2 Other Metrics

🔹 Transaction Margin Dollars: $3.84 B; UP +7% YoY

🔹 Active Accounts: 438 M; UP +2% YoY


CEO Commentary

🔸 “PayPal had a strong second quarter. We delivered another quarter of profitable growth, driven by continued strength across many of our strategic initiatives ranging from PayPal and Venmo branded experiences to PSP and value‑added services.”


🔸 “I’m proud of our team for leading the industry forward in shaping the future of commerce with innovations like agentic commerce, ads, stablecoins, and PayPal World, which will broaden the reach of our branded experiences globally.”

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4 Commentaires

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I think the figures are really very good for Paypal being pronounced dead! I'm staying on board and will be adding more soon. (No investment recommendation)
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@Jan-Luca Why does it make sense? Guidance raised + more users + a lot in the pipeline with PayPalworld and the share is down -5%. Nothing else is expected
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Good figures rejected at resistance. Wait and see, buy more and wait and see 👌🏼
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what a shitty share for 2 years good figures and always the same
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