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CLAIM #50855 · PayPal Holdings Inc (PYPL) · 2024Q2 earnings call · Jul 30, 2024 · due Dec 31, 2024

And I think as you look at the second half, what we saw play out in the second quarter, I expect to continue.

Jamie Miller · CFO

PENDING
graded after results covering Dec 31, 2024 are reported

In context

gin structure is, how we provide value-added services, just the overall value-to-value exchange that we have got. And honestly, they've been really positive conversations as we -- and just on a total relationship basis sort of thing. As we looked at that, there are certain situations where as we've gotten into the discussion, we are willing to accept a lower share of revenue in exchange for a higher margin contract. There is other situations where, as we work with our customers, we are able to sell in value-added services in ways that we just haven't done before. So it is lots of different levers in that process. But what we are excited about is we are really starting to see good traction on that. It is intentional. We've set out to do this. And it is a really good thing for the business. And I think as you look at the second half, what we saw play out in the second quarter, I expect to continue. We saw some of the volume growth normalize a bit, but we saw more positive transaction margin dollar growth. And it is really good to see that tangible progress play out. And I think it will continue to play out over time. It may be a little bit uneven and not linear, but that trend of a little bit more normalization into the business, but improving margin profiles is something we fully expect to continue. Steve Winoker: Alex, I think you have time for any final comments you might have? Jamie Miller: Yes. Thank you all today, and thanks Steve. Just to close the call, company is energized. We are proud of what we've accomplished, just to again, sort of step -- set the context of where we are. We are really six months in. We've got a new leadership team. We are getting stronger every day. W

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SEC filings for PYPL · Claim quote is verbatim from the 2024Q2 earnings call.