PayPal Holdings

PYPLintermediary

PayPal is one of the world's largest digital payments platforms with 430M+ active accounts. It operates PayPal Checkout, Venmo, Braintree, and Xoom. The company is executing a turnaround strategy under CEO Alex Chriss focusing on profitable growth and new merchant tools.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($31.8B)

Статические данные (загрузка финансов…)

Transaction Revenue (88%)

Other Value Added Services (12%)

Структура сегментов и ключевые клиенты

Подробности продукта

PayPal Checkout (Merchant Services)55%

PayPal button on 30M+ merchant websites worldwide. Processes 50%+ of e-commerce checkout sessions on major platforms.

Venmo (P2P Payments)20%

Peer-to-peer payment app with 90M+ users in the US. Monetizing through Venmo debit card, Pay with Venmo, and in-app purchases.

Braintree (Developer Payments)15%

Payment gateway for large enterprises and tech companies. Processes payments for Uber, Airbnb, GitHub, etc.

PayPal Credit / Pay Later (BNPL)10%

Buy Now Pay Later products integrated into PayPal checkout. Growing fast but margin-dilutive.

Связи цепочки поставок

Партнёры

Visa Inc.

PayPal debit/credit card network processing

Влияние: Network partnership

Mastercard Incorporated

Mastercard network for PayPal cards

Влияние: Network partnership

Макро- и рыночный контекст

금융Новости сектора

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

3.50~3.75%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Предстоящие катализаторы

◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)◆Fed FOMC 회의 (2026.05, 06)◆Basel III Endgame 최종 규정 확정

AI-анализ

Нажмите "Получить AI-анализ" для анализа цепочки поставок PayPal Holdings.

Информация о компании

Штаб-квартира

San Jose, California, USA

Основана

1998

Сотрудники

27,200+

Веб-сайт

paypal.com

Обзор сектора — 금융

Новости сектора