CLAIM #50874 · PayPal Holdings Inc (PYPL) · 2024Q3 earnings call · Oct 29, 2024 · due Dec 31, 2025
“So we, at least as strong and grow from where we set the baseline in '24. So the team is focused. Our innovations will continue to roll out into the market, and I think we're in a healthy place.”
Alex Chriss · CEO
In context
“t, whether it's branded checkout, everything coming back to that, whether it's the conversations in getting healthier Braintree economics, rolling out new innovations like Fastlane and PayPal Everywhere. All of these are things we're in all of its innovation that is important to our customers and that we can monetize over the long term. We also, from the metrics that we're focused on really are thinking about transaction margin dollar excluding interest income because that's the metric we can really think about and be in control of. And again, as Jamie said, if you think about the last two years, that was a negative amount for us. We've now turned that positive in 2024. I believe we now have built a solid foundation and baseline for us to grow on. And I expect 2025 to grow on top of that. So we, at least as strong and grow from where we set the baseline in '24. So the team is focused. Our innovations will continue to roll out into the market, and I think we're in a healthy place. Steve Winoker: And that’s part of the good thing, Dan, also about the Investor Day that we announced, that Alex announced today in late February, where we’ll have the chance to also dive more deeply into all those elements. Operator: Your next question comes from the line of Timothy Chiodo with UBS. Your line is open. Timothy Chiodo: Great. Thank you for taking the question. I want to hit on Braintree, two aspects there. One around competitive positioning on pricing now with the new sort of rebased pricing strategy. And then, also the ability to bundle and get prominent positioning with the button. So first on the pricing piece, really stated its (ph) -- with this new strategy, would you still consider Braintree to be more of a price leader, meaning when the contract is reset, is Braintre”
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SEC filings for PYPL ↗ · Claim quote is verbatim from the 2024Q3 earnings call.