Group 1: PayPal - PayPal's second-quarter results met expectations, but a 49% drop in free cash flow caused a post-earnings dip, although the company did not change its free cash flow guidance for the fiscal year, suggesting a potential market overreaction [4][6] - The company ended the second quarter with 438 million active accounts, a 2% year-over-year increase, and reported a payment volume of $443.6 billion, a 5% increase compared to the same period last year [5] - PayPal's revenue grew 5% year over year to $8.3 billion, with non-GAAP EPS at $1.40, an 18% increase from the previous year [5] - The new CEO, Alex Chriss, is focused on improving profitability and has introduced new growth opportunities, including an advertising platform for businesses, leveraging PayPal's extensive user data [6][7] - The company is expected to benefit from the growing demand for digital payment methods, driven by the e-commerce industry's expansion and a strong network effect [7] Group 2: Fiverr - Fiverr's platform is facing challenges with a decline in active buyers, down 10.9% year over year to 3.4 million, but revenue increased by 14.8% year over year to $108.6 million [8][9] - Despite fewer buyers, the spend per buyer rose to $318, a 9.8% increase from the previous year, indicating that Fiverr is retaining high-spending customers [10] - Fiverr's non-GAAP EPS was $0.69, a 19% increase from the year-ago period, showcasing strong financial results [10] - The rise of AI poses a threat to some freelance specialties, but it also creates demand for AI-related services, which Fiverr is capitalizing on by connecting businesses with qualified freelancers [11] - The underlying business remains sound, and the growth of the gig economy presents promising opportunities for Fiverr despite its current market performance [11]

Group 1: Market Overview - The overall market may be overvalued, but some stocks are mispriced and undervalued due to underestimated future potential [1][2] Group 2: Carnival Corporation - Carnival Corporation (CCL) shares are trading below pre-pandemic levels due to significant debt taken on during COVID-19, amounting to nearly $26 billion in long-term obligations [4][5] - Despite the debt, Carnival reported $12.1 billion in revenue for the first half of the fiscal year, with operating income of nearly $1.5 billion and net income of almost $500 million, comparable to pre-pandemic performance [6][8] - Revenue for the quarter ending in May increased nearly 10% year over year, with customer deposits for future cruises reaching a record high of $8.5 billion [7][8] - The cruise industry is expected to see steady single-digit growth for at least the next four years, positioning Carnival well to capture market share [8] Group 3: Uber Technologies - Uber Technologies (UBER) shares have risen over 300% from 2022's lows but remain attractively priced at over 30 times this year's expected earnings of around $3 per share [10][11] - The global ride-hailing market is projected to grow at an average annualized rate of over 11% through 2033, indicating strong growth potential for Uber [11] - A cultural shift is occurring where younger generations are less interested in car ownership, favoring ride-hailing services like Uber [12][13] - Uber's delivery segment is growing even faster than its ride-hailing services, with the same-day delivery market expected to grow at an average annual rate of 21% through 2033 [14] Group 4: PayPal - PayPal (PYPL) has seen a significant decline, with shares dropping over 80% from its 2021 peak, but it remains a leader in the digital payments space [15][16] - The company plans to launch PayPal World, integrating various payment platforms to facilitate cross-border payments, and is adopting AI solutions for customer service [18] - PayPal shares are priced at less than 14 times this year's expected earnings of $5.21, suggesting that risks are already factored into the stock price [19]

Cryptocurrency exchange Gemini aims to raise up to $316.7 million when it goes public.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The company, headed by the billionaire Winklevoss twins, Cameron and Tyler, plan ...

The digital payments company updated its filings with the SEC on Aug. 15 to include its latest financial results, signaling its readiness to move ahead with a listing https://t.co/aR52BqhTxE ...

Core Viewpoint - NextGen Digital Platforms Inc. has entered into a letter of intent for a strategic investment in Centi Ltd., a leader in blockchain-powered digital payment solutions, which will enhance NextGen's capabilities in digital infrastructure and provide exclusive rights to operate Centi's technology in North America [1][4][5]. Group 1: Investment Details - NextGen will invest $300,000 into Centi at a pre-money valuation of $7,000,000, resulting in ownership of approximately 4.286% of Centi's issued shares upon closing [5]. - The investment grants NextGen a 60-month exclusive license to deploy Centi's platform in North America and a 24-month option to increase its interest in Centi by up to 50% based on Centi's future valuation [5]. Group 2: Centi's Technology and Market Position - Centi's platform includes consumer mobile applications, merchant processing infrastructure, stablecoin systems, and cross-border payment capabilities, all customizable with partner branding [2]. - The non-custodial wallet design of Centi ensures users maintain direct access to their assets, providing a secure alternative to traditional banking systems, particularly appealing in markets with skepticism towards central bank digital currencies [3]. Group 3: Strategic Importance - This investment aligns with NextGen's mission to bridge digital assets with traditional finance and real-world operations, positioning the company at the forefront of blockchain-driven loyalty, rewards, and digital commerce innovation [5]. - The acquisition is expected to provide NextGen with an immediate foothold in the stablecoin payments space, enhancing its competitive edge in the digital economy [5]. Group 4: NextGen's Business Overview - NextGen Digital Platforms Inc. focuses on bridging traditional finance with decentralized Web3 technologies and operates a hardware-as-a-service business supporting the artificial intelligence sector [7]. - The company aims to develop a diversified portfolio of digital assets and blockchain infrastructure, seeking to democratize access to the digital economy and deliver long-term shareholder value [7].

Ant’s quarterly profit fell 60%, after the Chinese digital payments giant made more inroads overseas and invested in AI to grow its revenue https://t.co/qdEOQOwKmT ...

证券研究报告·海外公司点评·其他金融(HS) 连连数字（02598.HK） 2025 年 08 月 26 日 证券分析师 孙婷 执业证书：S0600524120001 sunt@dwzq.com.cn 证券分析师 武欣姝 执业证书：S0600524060001 2025 年半年报点评：净利润大幅改善，加码 Web3.0 与稳定币构筑新壁垒 买入（维持） | Table_EPS] [盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 1028 | 1315 | 1705 | 2152 | 2624 | | 同比（%） | 38.4 | 27.9 | 29.7 | 26.2 | 21.9 | | 归母净利润（百万元） | -656 | -168 | 1399 | 15 | 123 | | 同比（%） | 28.4 | 74.4 | 931.8 | -98.9 | 692.3 | | EPS-最新摊薄（港元/股） | -0.65 | -0.17 | 1.38 | ...

Zip shares jumped as much as 24% on Friday after the Australian digital payments platform said it was considering a dual listing on the Nasdaq, as part of its push to expand in its key growth market https://t.co/ErjasyM2Vc ...

About Uphold Uphold, is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking and investments. Offering Consumer Services, Business Services and Institutional Trading, Uphold makes pioneering financial services which support millions of customers in more than 140 countries. Uphold integrates with more than 30 trading venues, including centralized and decentralized exchanges, to deliver superior liquidity and ...

Payoneer Global (PAYO 14.46%), a global digital payments platform serving small and medium-sized businesses (SMBs), released its second quarter fiscal 2025 earnings on August 6, 2025. Payoneer delivered GAAP revenue of $260.6 million in Q2 2025, ahead of the $253.2 million average analyst estimate, but missed on GAAP EPS at $0.05 versus expectations of $0.06. The quarter featured record revenue excluding interest income, ongoing gains for SMB products, but highlighted contracting profitability as costs grew ...