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Paypal Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $1.27 |
| EPS actual | $1.34 |
| EPS Surprise | 5.51% |
| Revenue estimate | 8.05B |
| Revenue actual | 8.353B |
| Revenue Surprise | 3.77% |
| Release date | Feb 03, 2026 |
| EPS estimate | $1.29 |
| EPS actual | $1.23 |
| EPS Surprise | -4.65% |
| Revenue estimate | 8.788B |
| Revenue actual | 8.676B |
| Revenue Surprise | -1.28% |
| Release date | Oct 28, 2025 |
| EPS estimate | $1.20 |
| EPS actual | $1.34 |
| EPS Surprise | 11.67% |
| Revenue estimate | 8.236B |
| Revenue actual | 8.417B |
| Revenue Surprise | 2.20% |
| Release date | Jul 29, 2025 |
| EPS estimate | $1.30 |
| EPS actual | $1.40 |
| EPS Surprise | 7.69% |
| Revenue estimate | 8.084B |
| Revenue actual | 8.288B |
| Revenue Surprise | 2.52% |
Last 4 Quarters for Paypal
Below you can see how PYPL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $71.45 |
| EPS estimate | $1.30 |
| EPS actual | $1.40 |
| EPS surprise | 7.69% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $76.66 |
| Jul 24, 2025 | $77.82 |
| Jul 25, 2025 | $77.98 |
| Jul 28, 2025 | $78.22 |
| Jul 29, 2025 | $71.45 |
| Jul 30, 2025 | $69.71 |
| Jul 31, 2025 | $68.76 |
| Aug 01, 2025 | $67.11 |
| Aug 04, 2025 | $68.01 |
| 4 days before | -6.80% |
| 4 days after | -4.81% |
| On release day | -2.44% |
| Change in period | -11.28% |
| Release date | Oct 28, 2025 |
| Price on release | $73.02 |
| EPS estimate | $1.20 |
| EPS actual | $1.34 |
| EPS surprise | 11.67% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $68.07 |
| Oct 23, 2025 | $69.66 |
| Oct 24, 2025 | $69.77 |
| Oct 27, 2025 | $70.25 |
| Oct 28, 2025 | $73.02 |
| Oct 29, 2025 | $69.68 |
| Oct 30, 2025 | $67.93 |
| Oct 31, 2025 | $69.27 |
| Nov 03, 2025 | $68.34 |
| 4 days before | 7.27% |
| 4 days after | -6.41% |
| On release day | -4.57% |
| Change in period | 0.397% |
| Release date | Feb 03, 2026 |
| Price on release | $41.70 |
| EPS estimate | $1.29 |
| EPS actual | $1.23 |
| EPS surprise | -4.65% |
| Date | Price |
|---|---|
| Jan 28, 2026 | $54.07 |
| Jan 29, 2026 | $53.11 |
| Jan 30, 2026 | $52.69 |
| Feb 02, 2026 | $52.33 |
| Feb 03, 2026 | $41.70 |
| Feb 04, 2026 | $41.03 |
| Feb 05, 2026 | $39.90 |
| Feb 06, 2026 | $40.42 |
| Feb 09, 2026 | $41.15 |
| 4 days before | -22.88% |
| 4 days after | -1.32% |
| On release day | -1.61% |
| Change in period | -23.89% |
| Release date | May 05, 2026 |
| Price on release | $46.49 |
| EPS estimate | $1.27 |
| EPS actual | $1.34 |
| EPS surprise | 5.51% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $50.94 |
| Apr 30, 2026 | $50.14 |
| May 01, 2026 | $50.44 |
| May 04, 2026 | $50.39 |
| May 05, 2026 | $46.49 |
| May 06, 2026 | $46.27 |
| May 07, 2026 | $46.22 |
| May 08, 2026 | $45.37 |
| May 11, 2026 | $45.07 |
| 4 days before | -8.74% |
| 4 days after | -3.05% |
| On release day | -0.473% |
| Change in period | -11.52% |
Paypal Earnings Call Transcript Summary of Q1 2026
PayPal reported a solid Q1 2026 with $464B TPV (11% spot, 8% FX-neutral), modest improvements in branded checkout, mid-teens growth in Venmo and PSP, and 3% growth in transaction margin dollars (ex-CB). Management is implementing a major transformation under new CEO Enrique Lores to sharpen strategic focus, simplify the operating model, accelerate tech modernization (cloud-native + AI), and prioritize three core businesses: Checkout (branded checkout + merchant/consumer network), Consumer Financial Services (PayPal + Venmo financial products), and Payment Services (PSP/Braintree and value-added services). They announced a program to realize at least $1.5 billion gross run-rate savings over 2–3 years through organizational delayering and AI-driven automation, with savings to be partly reinvested in growth. Q2 is expected to be tougher year-over-year (low single-digit revenue growth, low-single-digit decline in TM dollars, and ~9% decline in non-GAAP EPS), but full-year 2026 guidance was reiterated: roughly flat to slightly down TM dollars (ex-CB), ~3% growth in non-transaction OpEx, ~$6B share repurchase target, and at least $6B adjusted free cash flow. Management emphasized a renewed consumer focus, prioritization discipline, and that modernization and AI adoption are critical to improve execution, reduce costs, and drive long-term growth.
