company PYPL - SteadyBase

steadybase-$ company PYPL

account_id none on file

legal_name PayPal Holdings, Inc.

ticker PYPL

cik 1633917

domain pypl.com

linkedin_company_url none on file

entry_point_account_id none on file

name PayPal Holdings Inc.

exchange Nasdaq

sector Consumer Discretionary

sector index/company/sector/consumer-discretionary/

calls 18 filings 43 executives 11 family 0

why_nownone on file

calls

Compared to the first quarter, we have seen slower growth in the travel vertical, as well as more muted growth in Europe.

May 5, 2026 / receipt, needs a key / Jamie Miller, CFO | earnings call 2026-05-05 | transcript 60bd9924-ef6e-4622-926e-50e6cc62fd31 | chars 19274-19395 | segment 20

You've got a range out there from low of zero to high of 10%. We think it's probably right in the middle of that. And we think it is being driven by a shift from travel and services into goods, into fashion, more coming into retail, pieces of that. And clearly, as inflation cools, we would expect to see more discretionary spend rebound, and that will help drive e-commerce.

Aug 2, 2023 / receipt, needs a key / Dan, CEO | earnings call 2023-08-02 | transcript 9328aa62-cc78-403c-9752-6de22e44eeab | chars 24019-24394 | segment 24

I want to do a lot of travel. And frankly, I want to spend a lot more time with the people that I love.

Feb 9, 2023 / receipt, needs a key / Dan, CEO | earnings call 2023-02-09 | transcript 14a14799-f2e2-43f7-859f-9e4fdce67d3d | chars 26322-26425 | segment 27

Rising threats from COVID variants cut travel and event bookings, and the elimination of government stimulus had an impact as well.

Feb 1, 2022 / receipt, needs a key / Dan Schulman, CEO | earnings call 2022-02-01 | transcript cd3459eb-4093-4b8c-8567-0f63eecb738a | chars 3910-4041 | segment 3

This was slightly below our expectations, as back-to-school sales and travel were weaker than we expected.

Nov 8, 2021 / receipt, needs a key / Dan Schulman, CEO | earnings call 2021-11-08 | transcript 46085e32-204b-4fa0-9e3c-70aa2340469c | chars 4062-4168 | segment 3

First, travel volumes strengthened in June and July. This trend then reversed in August and September due to concerns related to the Delta variant.

Nov 8, 2021 / receipt, needs a key / John Rainey, CFO | earnings call 2021-11-08 | transcript 46085e32-204b-4fa0-9e3c-70aa2340469c | chars 12370-12517 | segment 12

Relative to our expectations, which were for reopening spend to closely track vaccination rates, we've seen travel and events volumes return more rapidly.

Jul 28, 2021 / receipt, needs a key / John Raining, CFO | earnings call 2021-07-28 | transcript 44064a22-1913-4bdc-9d50-741bfe351afe | chars 11370-11524 | segment 11

In terms of overall kind of trends that we're seeing around reopening, certainly travel has picked back up.

May 5, 2021 / receipt, needs a key / Dan Schulman, CEO | earnings call 2021-05-05 | transcript ad7b257e-cee3-4076-96e0-18bfba74a87c | chars 38253-38360 | segment 39

Travel and events volumes, which represented slightly more than 10% of our TPV last year, were down 40% year-over-year.

Nov 2, 2020 / receipt, needs a key / John, CEO | earnings call 2020-11-02 | transcript 0ac18427-be4a-42f7-aef8-820f971e69ad | chars 13691-13810 | segment 14

With respect to The fourth quarter, you know, the only thing I'd call out in addition to eBay, which, you know, we talked about in our prepared remarks, the travel and event vertical, as I also mentioned, has been slower to recover than we anticipated. Again, we saw some green shoots back in June and July, and, you know, those haven't persisted to the extent that we mentioned. But, you know, again, I'll point out, both of those things are transitory.

Nov 2, 2020 / receipt, needs a key / Dan Schulman, CEO | earnings call 2020-11-02 | transcript 0ac18427-be4a-42f7-aef8-820f971e69ad | chars 31406-31860 | segment 32

Travel and event is going to be largely tied to the path of the virus. It's an overused term, I know, but that's largely outside of our control. And when the world regains mobility, I'm sure we will see a resurgence in that.

Nov 2, 2020 / receipt, needs a key / Dan Schulman, CEO | earnings call 2020-11-02 | transcript 0ac18427-be4a-42f7-aef8-820f971e69ad | chars 34748-34972 | segment 35

We did all of this while absorbing ongoing pressure from reduced travel and event spending and lower revenue from our credit products.

Jul 29, 2020 / receipt, needs a key / Dan Schulman, CEO | earnings call 2020-07-29 | transcript 8961a144-7f30-4e06-a8d3-16af861ebff0 | chars 13449-13583 | segment 13

filings

Analyst, Global Travel | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Bangalore-Karnataka-India/Analyst--Global-Travel_R0137993", "remote": false, "category": "travel_admin", "funct