35 annotations
That 8% is the highest we've seen since the end of the pandemic.
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2023 Q2
5 Aug 23
non-GAAP nontransaction-related expenses fell 11% year-over-year
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2023 Q2
5 Aug 23
e-commerce growth appears to have stabilized in the mid-single digits, substantially above our estimates when we entered 2023
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2023 Q2
5 Aug 23
I would highlight that July was a very strong start to the quarter with currency-neutral revenue growth of 9% and TPV growth accelerating into the low teens.
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2023 Q2
5 Aug 23
We expect branded checkout volumes will strengthen throughout the back half of the year, supported by traction from our key strategic initiatives.
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2023 Q2
5 Aug 23
Our branded checkout volumes grew roughly in line with the industry in Q2 and accelerated to nearly 6.5% growth in the month of June, and in July, our branded checkout volume growth accelerated again to over 8%, our highest monthly growth rate since the end of the pandemic.
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2023 Q2
5 Aug 23
It's obviously extremely high-margin business for us
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2023 Q2
5 Aug 23
It's consumers buying from merchants that they don't really know, but they trust PayPal
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2023 Q2
5 Aug 23
our value proposition is perfect for cross-border
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2023 Q2
5 Aug 23
We're also seeing improvements, as Gabi mentioned, in cross-border.
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2023 Q2
5 Aug 23
Now it's accelerating again
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2023 Q2
5 Aug 23
one of the headwinds we faced was e-commerce growth slowing
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2023 Q2
5 Aug 23
You've got a range out there from low of zero to high 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 and to fashion
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2023 Q2
5 Aug 23
We see e-commerce growth accelerating.
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2023 Q2
5 Aug 23
we're clearly seeing a lot of headwinds begin to shift towards tailwinds
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2023 Q2
5 Aug 23
the story of the quarter is really the sort of the shape of the results inside the quarter and then the strong exit as we went into July and seeing July results
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2023 Q2
5 Aug 23
Our Q1 operating margin performance was very, very strong with about 200 basis points operating margin expansion. In Q2, our expectation is actually that it would be ahead of that from an expansion standpoint.
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2023 Q1
9 May 23
we will primarily focus on enabling unbranded processing and our latest branded checkout experiences through Braintree and PayPal Complete Payments
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2023 Q1
9 May 23
transaction margin dollars grew 1% to $3.3 billion
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2023 Q1
9 May 23
Our Braintree and PayPal Complete Payments platforms are also expanding overseas where we can drive higher margins.
(No comment added)
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2023 Q1
9 May 23