PayPal(PYPL) - 2025 Q2 - Earnings Call Presentation

Financial Performance - PayPal's total payment volume (TPV) reached $443547 million, a 6% increase year-over-year (5% FXN)[33] - Revenue increased to $8288 million, up 5% year-over-year (5% FXN)[33] - Transaction margin dollars (TM$) grew by 7% to $3844 million[33] - TM$ excluding interest on customer balances increased by 8% to $3526 million[33] - Non-GAAP EPS increased by 18% to $140[33] Strategic Growth Drivers - Branded experiences TPV grew by 8%[10, 39] - Venmo TPV experienced growth exceeding 45%[11] - Venmo revenue grew over 20%[10, 14] - Global branded checkout traffic on the new checkout experience reached mid-teens % [10, 11] Account Metrics - Active accounts increased by 2% to 438 million[35] - Monthly active accounts (MAA) also increased by 2% to 226 million[35]