COMPANY
PayPal
PYPL:US
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Primary coverage by Soomit Datta
Research
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In-Payments: X Money and Musk: risks to PayPal (Venmo), Cash App and peers?February 7, 2025 — Svante Westerberg and Soomit Datta
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PayPal (BUY) - Solid beat at Q4; branded concerns appear overdone (again)February 4, 2025 — Soomit Datta
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In-Payments - a bi-weekly: Trump (and Musk..) bring regulatory spotlight for 2025January 24, 2025 — Svante Westerberg and Soomit Datta
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In-Payments: New bi-weekly blog! Paze to be Fastlane? Click to Pay and the battle for checkoutJanuary 10, 2025 — Svante Westerberg and Soomit Datta
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PYPL / SQ - CFPB oversight over nonbank firms; does it matter with an inbound Trump?November 25, 2024 — Soomit Datta