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 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 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).
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