PayPal continues to execute on its strategic shift under CEO Alex Chriss, who took over in September 2023. The company deliberately prioritizes profitable growth over raw volume expansion, particularly its branded checkout solutions, which carry significantly higher margins than unbranded offerings like Braintree. In my previous report on PayPal: A Strategic Shift (LINK), I wrote: “My focus for PayPal in 2025 will be to observe how they enhance their branded solutions, unify their ecosystem, and increase engagement with their branded offerings. I want to see ongoing growth in total payment vol...
The rest of this report is for members. Become a member to read it and the full archive since 2021, or log in below.