Alex Chris, CEO of PayPal Inc.

Courtesy: PayPal

Paypal On Tuesday, the fourth quarter reported better results and issued guidance, which also topped the expectations of analysts.

Based on a survey of LSEG analysts, the company has how to compare with Wall Street estimates:

  • Per Share Income: $ 1.19, adjusted vs. $ 1.12
  • Tackle: 7 8.37 billion vs. 8.26 billion dollars expected

For the first quarter, PayPal is expected to have an adjusted income from $ 1.15 to $ 1.17 per share, which is more than $ 1.13 than the average analyst’s estimates. According to the LSEG, the year’s revenue will be $ 4.95 to $ 5.10 per share, with an average of 90 4.90 at the top.

PayPal also announced a $ 15 billion share -byback program, and is expected to be re -purchased in 2025.

In the quarter a year ago, the revenue increased by about 4 %.

The total volume of payment, indicating how digital payment is in the broader economy, was estimated only, which is only $ 7437.8 billion in the fourth quarter, compared to $ 438.2 billion analysts. Compared to

Although the PayPal rate rose from 1.96 % to 1.91 % a year ago, the transaction margin, as the company estimates the profitability of its basic business, increased from 45.8 % to 47 %. In 2024, the transaction margin increased the $ 7 % to $ 14.7 billion, which is powered by the braintry, a service used for Meta Credit Card processing.

The company said it expects a transaction margin to increase by 4 % to 5 % in 2025 to $ 15.2 billion to $ 15.4 billion

After Monday, PayPal’s stock increased by 43 % last year. CEO Alex Chris, who joined the company in September 2023, is trying to restore growth in PayPal, which has suffered a deep error due to rising competitiveness and falling rates, or The percentage of paypal is maintained by every transaction.

Chris focuses on preferring profitable growth and better monetizing key acquisitions like braant and payments app Venmo.

The total volume of Vanmo’s payment increased by 10 % in the quarter a year ago. Business includes Dordash, Starbucks and Ticket Masters Now accept vanmo As a way that users can pay.

In the short term, Chris has said that the two basic manipulation levers are Venumo’s debit card, which allows users to spend with their balance both online and offline, and pays with Venumo, which Provides users with no obstacle to online payment. Monthly active accounts for debit cards increased by more than 30 % in 2024, and with Vanmo monthly activities, payment increased by more than 20 %.

The company added 8.8 million active accounts last year.

Chris’s strategy for dealing with the deteriorating margin was to increase the value -added services to traders, such as reducing the rate of abandoning the L cart cart to connect data points at checkout. They product, dubbed Fast laneFor, for, for,. Launched in AugustAnd have a click payment option for sale online that can proceed with apple Payments and purchases through shopkeepers.

In 2024, the branded checkout volume increased by more than 6 %, thanks to the part of power in major enterprise platforms.

The second largest product launch in 2024 was PayPal everywhere, which went straight At the beginning of September. The move has offered a 5 % cash back to use the PayPal Debit card in the mobile app.

Chris said in the revenue statement, “We have made branded checkouts, peer on Monday, and Vanmo, as well as the progress we have made on our price strategy, in our results. It’s appearing. “

The company will call the revenue at 8:00 am East time.

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