PayPal Introduces Outlook for Accelerating Growth at Investor Day

Core Insights - PayPal is positioning itself as a leading commerce platform with a focus on profitable growth, expecting high single-digit transaction margin dollar growth and low teens+ non-GAAP EPS growth by 2027 [2][3]. Financial Outlook - The company reaffirmed its 2025 financial guidance, projecting at least 5% growth in transaction margin dollars (TM $) excluding interest on customer balances, with a longer-term ambition of 10%+ growth by 2027 [3]. - Non-GAAP EPS is expected to grow by 6-10% in 2025, with a target of low teens+ growth by 2027 and a longer-term ambition of 20%+ growth [3]. New Offerings - PayPal introduced a new unified merchant offering called PayPal Open, which aims to provide a comprehensive platform for businesses to integrate various commerce tools [4]. - The company announced a strategic omnichannel partnership with Verifone to enhance payment acceptance solutions for enterprise merchants, combining Verifone's hardware with PayPal's processing capabilities [5]. - PayPal's Fastlane service, which accelerates guest checkout speeds by over 36%, is expanding to international markets through a partnership with J.P. Morgan Payments [6].