PayPal delivered strong Q2 results, beating estimates and achieving its fourth consecutive quarter of customer base growth, addressing a key prior weakness. The Fintech remained free cash flow profitable in Q2, confirmed its FY 2025 free cash flow guidance and raised its EPS outlook. Slowing growth in PayPal's branded checkout, driven by tariff uncertainty, have led to an exaggerated 9% drop in the Fintech's share price on Tuesday.
PayPal topped Q2 earnings and revenue estimates but slid 8% as slowing transaction margins weighed on investor sentiment. ETFs like IPAY and FINX should be monitored closely.
PayPal Holdings Inc. just reported a triple beat for their Q2 FY 2025 earnings and the stock is down -9%. Revenue growth from Braintree is reaccelerating, active accounts are growing again, they're improving their profitability. At the same times, valuations remain incredibly depressed, not pricing in any type of success from all the projects PayPal has been announcing lately.
Fintech giants PayPal Holdings Inc (NASDAQ:PYPL) and SoFi Technologies Inc (NASDAQ:SOFI) are fresh off the earnings confessional.
PYPL shares slide 7% despite a Q2 earnings beat and raised EPS guidance, weighed down by falling transactions.
PayPal Holdings, Inc. (NASDAQ:PYPL ) Q2 2025 Earnings Conference Call July 29, 2025 8:00 AM ET Company Participants Alex Chriss - President, CEO & Director Jamie S. Miller - Executive VP and Chief Financial & Operating Officer Steven Eric Winoker - Chief Investor Relations Officer Conference Call Participants Colin Alan Sebastian - Robert W.
Although the revenue and EPS for Paypal (PYPL) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
PayPal Holdings Inc (NASDAQ:PYPL, ETR:2PP) topped Wall Street estimates for second-quarter earnings and revenue on Tuesday and raised its full-year profit forecast, as strong growth in branded checkout and Venmo helped boost payment volumes. Non-GAAP earnings per share rose 18% to $1.40, above analysts' average estimate of $1.30, while revenue climbed 5% year-over-year to $8.29 billion, exceeding expectations of $8.09 billion.
Paypal (PYPL) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.3 per share. This compares to earnings of $1.19 per share a year ago.
PayPal is improving monetization of Venmo with debit cards and increased usage of a checkout option.
PayPal targets Q2 EPS of up to $1.31, with higher TPV and active accounts fueling modest revenue and margin growth.
Earnings season continues to roll along, with results so far being positive. Like recent periods, the big banks helped kick off the period on a strong enough note, with many other companies following suit over the past week.