CLAIM #51079 · PayPal Holdings Inc (PYPL) · 2026Q1 earnings call · May 5, 2026 · due Dec 31, 2026
“Compared to first quarter, as I mentioned, we are seeing some impacts on the travel vertical, but we are very focused on execution as we get into deeper into the second quarter, comps get easier and candidly, in the second half as well.”
Jamie Miller · CFO and COO
How to check this claim
Look at: Full-year branded checkout TPV growth rate
It came true if: Slightly positive to low single-digit growth (approximately 0% to 5%)
Where: Company earnings release / quarterly shareholder letter (branded checkout TPV metrics)
In context
“simplifying how we work and aligning the work and aligning the priorities to the segments that we have identified. And finally, is to complete the execution of the cost program that we have announced today. So it's a very aggressive transformation plan. We think that by executing that, we will be able to improve significantly the performance of the company, and we have started the process now as we have been mentioned in the call today. Jamie Miller: Great. And then, Sanjay, with respect to your question on what we're seeing with consumer and some of the impact on growth, I guess, first, what I would say is we are reiterating our full year guidance. And so we continue to expect slightly positive to low single-digit branded checkout TPV growth. And that's what we've seen so far this year. Compared to first quarter, as I mentioned, we are seeing some impacts on the travel vertical, but we are very focused on execution as we get into deeper into the second quarter, comps get easier and candidly, in the second half as well. But also, we're laser-focused on our initiatives and really driving improvement there. And we've been prudent, I think, in how we've set our branded checkout guide and our expectation for lower growth this year than last year, and we're confident with where we are today. Operator: Your next question comes from Jason Kupferberg with Wells Fargo. Jason Kupferberg: Enrique, I wanted to talk about just current product strategy in checkout. I mean you guys have the fully optimized button now. Wondering if you are planning on any big changes there? Do you just feel like there's room to improve the execution of the rollout of the current product? And if we can get an update on the progress of the rollout that would be great. And I would just love your take on how long it might take to actually f”
Verify independently
SEC filings for PYPL ↗ · Claim quote is verbatim from the 2026Q1 earnings call.