$Paypal(PYPL.US) (-15% pre-mkt) replaced CEO Alex Chriss after missing 4Q revs and earnings ests, and guiding to much weaker than expected 1Q and 3026 results. PYPL remains one of my least-liked online payments providers, despite strong megatrends favoring digital payment platforms.
4th Qtr results:- Adj EPS $1.23 vs. $1.28 est.- Net Rev $8.68B vs $8.79B est.- Total payment volume $475.1B vs $471.5B est- Adj operating income $1.55B vs $1.59B est1st Qtr forecast:- Mid single digit decline Adj EPS growth vs +4% YoY exp. - Flat transaction margin dollars vs +2% exp.FY2026 forecast:- Sees low-single digit decline to slightly positive Adj EPS growth vs +8% exp.- Flat transaction margin dollar growth +4% exp.The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments