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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for PayPal (PYPL) is 5/10.
PayPal reported Q1 revenue growth of 7% with TPV accelerating to 11%, as the new CEO launched a $1.5 billion cost savings program. Non-GAAP EPS grew just 1% to $1.34, with operating margin pressured by investment pull-forward. Venmo maintained double-digit growth momentum, but branded checkout recovery remained sluggish and European softness created competitive headwinds. Management reiterated full-year 2026 guidance unchanged.
Scored from PayPal’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $8.37B | +4.2% | $1.11 | -14.0% | 17.2% | 13.4% |
| FY2025 Q1 | $7.79B | +1.2% | $1.29 | +55.4% | 19.6% | 16.5% |
| FY2025 Q2 | $8.29B | +5.1% | $1.29 | +19.4% | 18.1% | 15.2% |
| FY2025 Q3 | $8.42B | +7.3% | $1.30 | +31.3% | 18.1% | 14.8% |
| FY2025 Q4 | $8.68B | +3.7% | $1.53 | +37.8% | 17.4% | 16.6% |
| FY2026 Q1 | $8.35B | +7.2% | $1.21 | -6.2% | 17.8% | 13.3% |
| FY2026 Q2 | $8.68B | +4.8% | $1.25 | -3.1% | 16.4% | 12.7% |