Overview

• PayPal reported adjusted Q1 earnings per share of $1.33, surpassing analyst expectations of $1.16, while revenue came in slightly below estimates at $7.79 billion.
• The company maintained its full-year 2025 guidance, projecting adjusted EPS between $4.95 and $5.10 and free cash flow of $6–7 billion, citing global economic uncertainty.
• Transaction margin dollars grew 7% year-over-year to $3.7 billion, marking the fifth consecutive quarter of profitable growth under CEO Alex Chriss.
• Venmo showed strong performance, with revenue increasing 20%, total payment volume rising 10% to $75.9 billion, and significant growth in user engagement metrics.
• PayPal continues to focus on high-margin business lines, branded checkout expansion, and strategic innovations like Fastlane and AI to drive long-term profitability.