PayPal Holdings, Inc. (PYPL) Presents at UBS Global Technology and AI Conference 2025 Transcript

Core Insights - The presentation features key executives from PayPal, including CFO Jamie Miller and Ryan Wallace from the Investor Relations team, indicating a focus on investor engagement and transparency [1]. - The agenda includes a reflection on Jamie Miller's first two years at PayPal, highlighting the company's leadership stability and strategic direction [2]. - Topics to be discussed include branded checkout total payment volume (TPV) growth, Q4 performance, and considerations for 2026, suggesting a forward-looking approach to business strategy [2]. Group 1 - The discussion will cover branded checkout TPV growth, indicating a focus on enhancing payment processing capabilities and user experience [2]. - There will be an analysis of transaction margin dollar investments, which may reflect on the company's financial health and operational efficiency [2]. - Button placement will also be addressed, suggesting an emphasis on user interface design and its impact on transaction success [2].