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On the Clover 10% to 15% volume growth for the year, Paul, what drives the pace of back book conversion that could land you at the high end
You trimmed the full year guide 3 months ago when you were 1 month into the quarter. At the time, I think we heard that the team kind of underwrote -- re-underwrote everything
it would be very helpful if you can quantify some of the drivers and maybe also talk about cadence from here
Bob, can you talk about January trends? Are you seeing kind of
maybe talk about some of the other drivers within that Switch transaction growth and some deceleration versus history
help us frame the different pieces of the capabilities here. You have the identity trust layer, not the platform for custom AI agents
Can you expand upon the announcement? It looks like you're bringing together a lot of your assets across offers, loyalty, personalization
maybe expand upon how you're taking this business international and the momentum you may be seeing there
can you give us more color on the composition of a cross-border business
I want to ask about stable coins. It's likely that we get some regulatory clarity in the U.S. this year
can you maybe talk about the market dynamics in Europe, and also over time, what can we expect to see as execution improves
a question which is in investors' minds is whether the branded business can be turned around or is the shift has tailed
Going back to the Investor Day, you laid out the path to branded acceleration. I know it's not linear. How should we think about just the overall path from here?
what could be different this time as you try and scale this across PayPal and Venmo and also international payment systems
Are these numbers holding as you
how are those conversations going with large merchants especially because there is also some competitive dynamics there
share your updated perspective on payments nationalism outside the U.S. and how you're engaging with the government
how does this proliferation of tokens and the benefits it brings changes the conversation you have
what are the most tangible areas of opportunities as it relates to stablecoins in the coming years
Can you maybe help us kind of bridge the kind of deceleration from the third quarter
How do you think about navigating that risk in the current environment, being a US-based company operating globally
How should we think about the roadmap of use cases, monetization models and also the dynamics vis-a-vis debit
talk about the different components around self-onboard, field sales, partner channel
what do you think you need in terms of brand perception of product or otherwise to attract more inflows
I want to ask about Cash App user growth
second quarter guide implies a deceleration from the first quarter and we had kind of expected acceleration