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CLAIM #50994 · PayPal Holdings Inc (PYPL) · 2025Q2 earnings call · Jul 29, 2025 · due Dec 31, 2026

So our expectation is if you look at branded checkout overall, it's this new branded experiences, it's the momentum that we've got in buy now, pay later, which we're seeing over 20% year-over-year growth... All of those coming together, we continue to see momentum on. And so as we exit this year, I expect that we're going to start to see real improvement in branded checkout overall and then as we move into '26.

Alex Chriss · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Branded checkout volume growth rate (year-over-year), as reported by PayPal management commentary

It came true if: Branded checkout growth rate improves (accelerates) in Q4 2025 and into 2026 versus growth rates reported in prior quarters of 2025

Where: PayPal quarterly earnings call management commentary / shareholder letter on branded checkout and TPV growth

Verify independently

SEC filings for PYPL · Claim quote is verbatim from the 2025Q2 earnings call.