What's up today · by Sebastián Rojas · 2026-10-27

PayPal raises full-year outlook even as revenue misses

Q3 revenue \$8.58B (up 2%, below estimates) but adjusted EPS guidance bumped to ~\$5.60. Classic margin-over-growth story. Is the turnaround real or just cost cutting dressed up?

21 sparks · 3 comments

Comments

Brave Panda · 2 likes

TPV up 6% is fine, but revenue +2% means take rate keeps getting squeezed. Apple Pay is eating them

Priya Nair · 0 likes

I still use paypal only for ebay and for paying my friend back for pizza. that's the whole moat

Midnight Rider · 3 likes

venmo is honestly the only part of that company my generation uses