Discussion

• @davidmarcus David Marcus on x

  A few thoughts about PayPal, nearly 12 years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe, who gave me

• @alifarhat79 @alifarhat79 on x

  This is not Bitcoin, Ethereum or even a shitcoin. It's Paypal [image]

• @scottew Scott Wessman on x

  Kinda wild that PayPal is now close to the market cap that Discover was when CapOne bought them. To Sheel's point, PayPal ought to be a juggernaut. One lesson: having a significant two-sided network is NOT a guarantee of massive value, though it protects a lot of downside.

• @didierblessing Didier Champion on x

  Whether you are a $PYPL investor or not, this is a wonderful read from an insider with little to no conflict of interest. I made my decision to exit this sinking ship in 2025 and I am at peace with my decision. Sadly, PayPal reminds me of Skype. Had all the competitive [image]

• @pelositracker Nancy Pelosi Stock Tracker on x

  BREAKING: Just when you thought it was over, she does it again. Nancy Pelosi disclosed a ~$500k sell of PayPal earlier this year Today PayPal reported disappointing earnings It's down 18% [image]

• @jeffjohnroberts Jeff Roberts on x

  Alex Chriss recently told Fortune how PayPal faced a “classic innovator's dilemma” vs Stripe, Apple Pay et al He couldn't solve the dilemma & now Chriss is out after only 2 years as PayPal turns to CEO of HP (??) instead https://fortune.com/...

• @stocksavvyshay Shay Boloor on x

  The funniest outcome might also be the most obvious one which is Elon Musk buying back $PYPL for ~$50B and turning it into the default payments rail across the Muskonomy. [image]

• @stocksavvyshay Shay Boloor on x

  $PYPL had a massive first-mover advantage with Venmo & never truly monetized it & also failed to be early in agentic commerce as others like $GOOGL pushed ahead That's why trading at 9x earnings doesn't matter & why today feels like a long-overdue capitulation for shareholders

• @economyapp @economyapp on x

  $PYPL PayPal Q4 FY25: • New CEO: Enrique Lores from $HPQ • TPV +9% Y/Y to $475B • Active accounts +1% Y/Y to 439M • Transactions per active -5% Y/Y to 58 • Revenue +4% Y/Y to $8.7B ($90M miss) • Non-GAAP EPS $1.23 ($0.06 miss) • FY26 EPS guide $5.31 ($0.42 miss) [image]

• @morningbrew @morningbrew on x

  What the heck has happened to PayPal? 1-day: -16% 6-month: -23% 1-year: -42% 5-years: -78% This was a $356 billion company just 4 years ago [image]

• @skasriel Stephane Kasriel on x

  @davidmarcus PayPal should acquire Lightspark and make you CEO (again). Though if they wait long enough, it might be Lightspark acquiring PayPal, with you as CEO - either way, the company appears to be deeply in trouble and really needs you back at the helm.

• @highyieldharry @highyieldharry on x

  PayPal's CEO in Jan'24: “We will shock the world.” 2 years later, the stock has been dead money and he's been canned [video]

• @nasdaily Nuseir Yassin on x

  @davidmarcus Such a great post. I used to be a PayPal employee and remember the golden days I wanna add my take as a customer of PayPal. We've been trying to use their payment infrastructure for the last 2 years. We've approached 5+ executives to help. Nothing. To this day, our s…

• @stocksavvyshay Shay Boloor on x

  Imagine spending the last five years buying $PYPL because it looked “cheap” only to ride it down over 80% while dismissing $PLTR as “expensive” using traditional metrics in an market that still has no idea what the ceiling on AI actually is. Don't be a PainPal investor. [image]

• @paypal @paypal on x

  Welcome to @EnriqueJLores, PayPal's next President and CEO. His appointment by our Board reflects a clear commitment to strengthening our execution, innovation, and performance. He previously served on our Board for nearly five years and as Board Chair since July 2024. We also

• @kross_roads @kross_roads on x

  $PYPL PayPal CEO @acce is out. Branded 1% growth. Guidance - terrible. Revenue - Terrible. FCF - Not great. Yeah, I'm looking for an exit. Adios, PainPal.

• @marcos_galperin Marcos Galperin on x

  @MorningBrew a lack of innovation and fear of change in a rapidly evolving industry.

• @pitdesi Sheel Mohnot on x

  PayPal is the biggest missed opportunity in all of tech- it should have been a trillion-dollar company. They have a two-sided bank-connected consumer + merchant network at global scale! They replaced the CEO today. I do not think a 35 year veteran of HP is the solution 🤮 [image]

• @trungtphan Trung Phan on x

  PayPal's implosion is wild. PYPL hit a peak market cap of $356B on July 23rd, 2021. Nearly on par with Mastercard and more valuable than Bank of America, Wells Fargo, Morgan Stanley, Amex or Goldman Sachs. Since then, fell 89% to $39B and is worth far less than all those firms. […

• @pitdesi Sheel Mohnot on x

  C'mon @elonmusk, you always wanted PayPal to be X, the financial super-app... Now's a GREAT opportunity

• @jimcramer Jim Cramer on x

  Paypal's numbers were disappointing. Understand Alex Chriss was disappointing..now Enrique Lores is CEO and Bruce Broussard, late of HUM is now ceo of HP. This one is very hard to process.. Big miss...

• @hhorsley Hunter Horsley on x

  In crypto, people fear institutions / incumbents: being crushed by them or not being accepted by them. In reality, this is backwards. The default path of every major corporate is demise — it's just a question of how soon and how fast. Indeed, the average tenure of a company in

• @mdudas Mike Dudas on x

  paypal trading like a crypto token this company needs to be taken private insane that they have a global payment network with hundreds of millions of users, millions of businesses *and* venmo yet trade at less than $40b market cap and hired a ceo from hp insanity [image]

• @scottew Scott Wessman on x

  I want to revise my statement. I think Stripe really should buy PayPal. Stripe gets a massive consumer footprint to level up its merchant network, has the product chops to generate lots more value, and gets complementary distribution. And AI makes refactoring PayPal tech easier.

• @scottjduffy Scott Duffy on x

  I thought he was going another way with this. A lot of vendors hate PayPal. Instead of being cool and innovative, they just raised their fees every few months. “PayPal Sucks” was a real website. I had no idea their CEO was from Intuit, another company that abused its customers.

• @herodividend @herodividend on x

  Be careful out there, everyone. I had 8 shares of $PYPL in my car and someone broke in and left 600 more [image]

• @nejatian Kaz Nejatian on x

  For years, PayPal prioritized growth of Braintree at the expense of PayPal. They did insane things to make the company *look* good and avoided doing any of things required to make the company actually *be* good. I watched as PayPal destroyed its product and handed roadmap over

• @regulatorynerd Matt Janiga on x

  Alex Chriss is out as CEO of PayPal. His launch video thing was weird, but he made the right bets on Agentic commerce — something that's going to take a few more years to play out. Hiring someone further away from payments (Chriss at least had SMB experience from Intuit) [image]

• @caro_milanesi Carolina Milanesi on x

  This move was not on my bingo card. There were speculations Enrique Lores might step down this year but PayPal??? HP has seen so much change over the past six months keeping the focus is gonna be hard

• @patrickmoorhead Patrick Moorhead on x

  Lots of changes at $HPQ the past 3 months. Enrique today, Alex Cho in November, and Dave Shull in December.

• @dylanonchips @dylanonchips on x

  HP Inc. CEO and President Enrique Lores said Tuesday that he has stepped down from his position and is leaving the company to lead PayPal as its next chief executive. https://www.crn.com/...

• @jerrycap @jerrycap on x

  $PYPL minus 15%

• @quinnypig Corey Quinn on x

  When you suck both at making printers and succession planning.

• @rogoswami Rohan Goswami on x

  Enrique Lores' decision to jump ship to PayPal blindsided, shocked HP board, sources say HP now in extremely early stages of search process, some internal candidates being considered More @semafor [image]