Highest-materiality recent filing
PayPal issues $2.0B senior notes in three tranches with maturities 2028-2036
Issued $650M of 4.550% notes due 2028, $850M of 4.950% notes due 2031, and $500M of 5.550% notes due 2036.
PayPal Q1 revenue up 7% to $8.4B; GAAP EPS down 6% to $1.21, non-GAAP EPS up 1% to $1.34
GAAP operating income fell 3% to $1.5B; operating margin contracted 182 bps to 17.8%.
PayPal reorganizes into three business units; two EVPs depart
Michelle Gill (EVP Small Business & Financial Services) and Diego Scotti (EVP Consumer Group) to depart effective June 2, 2026.
PayPal appoints former Block CEO Alyssa Henry to board; Gail McGovern to retire
Alyssa H. Henry, former CEO of Block Inc.'s Square, appointed to PayPal Board effective March 25, 2026, filling a new 12th seat.
PayPal CEO Alex Chriss resigns; Enrique Lores (ex-HP CEO) appointed effective March 1
Alex Chriss resigns as CEO and board member effective Feb 2; Enrique Lores appointed President/CEO effective March 1, 2026.
PayPal Q4 2025 revenue $8.7B (+4%), GAAP EPS $1.53 (+38%); appoints Enrique Lores as CEO
Q4 2025 net revenue $8.7B, up 4% YoY; TPV $475.1B, up 9%.
PayPal signs €65B BNPL receivables sale agreement with KKR through March 2028
Up to €65B of UK and European BNPL loan receivables to be sold to KKR over 28-month commitment period.
PayPal establishes $5B commercial paper program for general corporate purposes
Aggregate principal of notes outstanding at any time not to exceed $5.0 billion.
PayPal Q3 2025: Revenue $8.4B (+7%), GAAP EPS $1.30 (+32%), initiates dividend
Net revenues $8.4B (+7% YoY); TPV $458.1B (+8%); GAAP operating income $1.5B (+9%).
PayPal Q2 revenue $8.3B (+5% YoY); GAAP EPS $1.29 (+20%); raises full-year guidance
Net revenue $8.3B (+5% YoY); transaction margin dollars $3.8B (+7% YoY).
PayPal appoints former Estée Lauder GC Deirdre Stanley to board; splits audit/risk committee
Deirdre Stanley, former EVP and General Counsel of Estée Lauder, appointed to PayPal board effective June 24, 2025, expanding board to 12 members.
Shareholders approve 15M share increase to equity plan; all 11 directors elected
Amendment to 2015 Equity Plan approved by 66.1% vote; shares reserved enlarged by 15 million.
On June 24, 2025, the Board of Directors (the “Board”) of PayPal Holdings, Inc. (the “Company”) appointed Deirdre Stanley as a new member of the Company’s Board, effective June 24, 2025.
Max materiality 0.85 · Median 0.70 · Most common event earnings