PYPL
PayPal Holdings, Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for PayPal Holdings, Inc..
Coverage
We Covered PayPal Firing Its CEO, Then Covered a Quarter Under the New One Without Ever Naming Him
Enrique Lores has run PayPal since March 1. Our July piece covered his quarter in detail and never names him. Here is the handover in the numbers.
PayPal Q2 2026: Volume Beats, Guidance Raised, Margins Slip — Stock Shrugs
PayPal grew total payment volume 9% and raised full-year guidance, but non-GAAP operating income fell 8% and EPS slipped as the company reinvests into its commerce pivot. The stock barely moved. We unpack why Venmo and Braintree matter more than the headline miss.
PayPal Fired Its CEO, Missed Earnings, and a Senator Bought the Dip
PayPal stock is down 31% in 2026 after a brutal Q4 miss, a CEO firing, and weak guidance. A senator's suspiciously timed buy adds intrigue to the wreckage.
Earnings release dates
| Quarter | End date | Publication date | Release |
|---|---|---|---|
| 2026 Q2 | 2026-06-30 | 2026-07-28 | Details → |
| 2026 Q1 | 2026-03-31 | 2026-04-28 | Details → |
| 2025 Q4 | 2025-12-31 | 2026-02-03 | Details → |
| 2025 Q3 | 2025-09-30 | 2025-10-28 | Details → |
| 2025 Q2 | 2025-06-30 | 2025-07-29 | Details → |
| 2025 Q1 | 2025-03-31 | 2025-04-29 | Details → |
| 2024 Q4 | 2024-12-31 | 2025-02-04 | Details → |
| 2024 Q3 | 2024-09-30 | 2024-10-29 | Details → |
| 2024 Q2 | 2024-06-30 | 2024-07-30 | Details → |
| 2024 Q1 | 2024-03-31 | 2024-04-30 | Details → |
Company History
Max Levchin, Peter Thiel, and Luke Nosek launch Confinity in Palo Alto; focuses on secure digital payments via email.
Confinity merges with Elon Musk's X.com (online bank); combined entity renamed PayPal; adopts eBay as key growth platform.
PayPal goes public on NASDAQ; later acquired by eBay for $1.5B in stock; drives massive scale on eBay marketplace.
Acquires Venmo (P2P social payments) and Braintree (merchant gateway); builds ecosystem for mobile and small business.
PayPal becomes independent public company (NASDAQ: PYPL); launches new era of diversification beyond eBay.
Introduces U.S. dollar-backed stablecoin on blockchain; positions PayPal in digital assets and programmable money.
Revenue $33.2B for year but Q4 misses; branded checkout pressures; questions about execution under CEO Chriss.
Enrique Lores replaces Chriss as CEO (March 2026); acquires Cymbio for AI/agentic commerce; aggressive buybacks amid 20% stock crash.
