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PayPal Reports Third Quarter 2024 Results
Prnewswire· 2024-10-29 19:01
文章核心观点 - 公司发布了2024年第三季度财报 [1][2] - 公司在过去25年中一直在全球范围内革新商业 [3] - 公司使消费者和企业能够加入并在全球经济中茁壮成长 [3] 公司概况 - 公司在约200个市场为消费者和企业提供创新的支付体验 [3] - 公司使移动支付、销售和购物变得简单、个性化和安全 [3] 财务数据 无相关内容
PayPal beats on earnings but misses on revenue
CNBC· 2024-10-29 19:00
文章核心观点 - 公司第三季度财报超预期,但收入略有不及预期 [1] - 新任CEO Alex Chriss上任一年来,公司股价大涨,重点关注盈利增长和提高关键收购公司的盈利能力 [2][3] - 公司总支付量增长9%,略超预期,运营利润率也超预期 [3][4] - 公司交易利润率有所提升,但交易费率有所下降 [5] 根据目录分类总结 财务表现 - 第三季度每股收益1.20美元,超预期1.07美元 [1] - 第三季度收入78.5亿美元,略低于预期78.9亿美元 [1] - 第三季度净利润10.1亿美元,去年同期为10.2亿美元 [1] - 第三季度总支付量达4226亿美元,同比增长9%,略超预期 [3] - 第三季度运营利润率为18.8%,超预期17.4% [4] - 第三季度活跃账户数为4.32亿,同比增长1%,超预期4.305亿 [4] 业务发展 - 新任CEO Alex Chriss上任一年来,公司股价大涨36%,重点关注盈利增长和提高关键收购公司的盈利能力 [2][3] - 公司交易利润率从去年同期的45.4%提升至46.6%,但交易费率从1.91%下降至1.86% [5]
PayPal(PYPL) - 2024 Q3 - Quarterly Results
2024-10-29 19:00
财务业绩 - 第三季度总交易额增长9%至4226.41亿美元,按固定汇率计算同比增长9%[5] - 第三季度净收入增长6%至78.47亿美元[4] - 第三季度交易利润金额增长8%至36.54亿美元[4] - 第三季度GAAP营业利润增长19%至13.91亿美元,非GAAP营业利润增长18%至14.77亿美元[4] - 第三季度GAAP营业利润率扩大198个基点至17.7%,非GAAP营业利润率扩大194个基点至18.8%[5] - 第三季度GAAP每股收益增长6%至0.99美元,非GAAP每股收益增长22%至1.20美元[5] - 全年GAAP每股收益预计为3.92-3.96美元,非GAAP每股收益预计增长高个位数[12] - 第四季度收入预计低个位数增长,GAAP每股收益预计为1.03-1.07美元,非GAAP每股收益预计低至中个位数下降[12] - 公司第三季度净收入为78.47亿美元,同比增长5.8%[22] - 第三季度净利润为10.10亿美元,同比下降1.0%[22] - 第三季度每股基本收益为1.00美元,每股摊薄收益为0.99美元[23] 收入构成 - 总体净收入为78.47亿美元,同比增长6%[27] - 交易收入占总收入的90%,同比增长6%[27] - 其他增值服务收入占总收入的10%,同比增长2%[27] - 美国市场净收入为45.18亿美元,同比增长6%[28] - 国际市场净收入为33.29亿美元,同比增长5%,按固定汇率计算同比增长6%[28] 现金流 - 第三季度经营活动产生的现金流入为16.14亿美元[24] - 第三季度投资活动产生的现金流入为27.99亿美元[24] - 第三季度融资活动产生的现金流出为25.29亿美元[24] - 截至2024年9月30日,公司现金及现金等价物余额为72.72亿美元[21] - 现金、现金等价物和受限现金期末余额为214.34亿美元[25] - 经营活动产生的现金流入为20.76亿美元,同比增长114%[25] - 汇率变动对现金、现金等价物和受限现金的影响为1.92亿美元[25] - 现金、现金等价物和受限现金期初余额为193.58亿美元[25] 运营指标 - 活跃账户数为432万,较上季度增长1%,较上年同期增长1%[1] - 支付交易笔数为6,631万笔,较上季度增长1%,较上年同期增长6%[1] - 每个活跃账户的支付交易笔数为61.4笔,较上季度增长1%,较上年同期增长9%[1] - 总支付量(TPV)为4,226.41亿美元,较上季度增长1%,较上年同期增长9%[1] - 交易费率为0.91%,较上季度下降0.04个百分点,较上年同期下降0.02个百分点[1] - 交易及信用损失率为0.08%,较上季度持平,较上年同期下降0.04个百分点[1] - 交易利润率为46.6%,较上季度提升0.8个百分点,较上年同期提升1.2个百分点[1] 非GAAP指标 - 公司使用非GAAP指标来补充GAAP财务指标,以更好地反映公司的经营业绩[2] - 公司剔除了与收购相关的无形资产摊销和减值、商誉减值、重组费用等项目,以及相关税收影响[2] - 公司还分析了汇率中性的收入和费用增长情况,以更好地反映业务的真实表现[2] - 公司GAAP税率从上一季度的18%上升至23%[32] - 非GAAP税率从上一季度的17%上升至22%[32] - 公司非GAAP净利润为12.28亿美元,同比增长14%[32] - 公司非GAAP每股收益为1.20美元,同比增长22%[32] 现金流分析 - 公司经营活动产生的现金流为16.14亿美元,同比增长28%[33] - 公司自由现金流为14.45亿美元,同比增长31%[33] - 公司调整后自由现金流为15.40亿美元,同比下降19%[33] - 公司欧洲BNPL应收款项的销售对现金流产生了9500万美元的正面影响[33] 利润表 - 第三季度交易费用为38.41亿美元,同比增长6.6%[22] - 第三季度交易及信用损失为3.52亿美元,同比下降21.1%[22] - 第三季度研发投入为7.46亿美元,占净收入的9.5%[22] - 公司GAAP净利润为10.10亿美元,同比下降1%[32] - 公司GAAP每股收益为0.99美元,同比增长6%[32]
PayPal Bulls Stand Firm: Will Q3 Earnings Trigger A Pullback?
Benzinga· 2024-10-29 03:11
PayPal Holdings Inc PYPL will be reporting its third-quarter earnings on Tuesday. Wall Street expects $1.07 in EPS as the company reports before market hours. The stock is up 63.13% over the past year, 35.50% YTD. Let's look at what the charts indicate for PayPal stock and how the stock currently maps against Wall Street estimates. PayPal Stock's Strong Bullish Trend Ahead Of Q3 Earnings PayPal's stock currently shows a strong bullish trend, trading above its five-day, 20-day and 50-day exponential moving a ...
Will Solid Total Payment Volume Aid PayPal's Q3 Earnings?
ZACKS· 2024-10-29 02:36
文章核心观点 - 预计PayPal第三季度的总支付量(TPV)将有所改善,主要得益于公司与商户和消费者之间的良好关系[1][2] - PayPal的双边平台有助于与客户和商户建立直接的金融关系[1] - 公司正受益于不断扩大的客户群,Venmo的强劲增长是其中一个重要推动因素[3] - PayPal的综合支付生态系统有助于增强其相对于Block、万事达卡和Visa等竞争对手的竞争地位[4] 关键要点总结 1. 总支付量(TPV)预计将同比增长8.7%至4213.17亿美元[2] 2. 公司的客户账户数预计将同比增长0.5%至4.3亿[6] 3. PayPal与Fiserv和Shopify等合作伙伴关系有助于推动公司的收入增长[7][8][9] 4. PayPal的支付生态系统和Complete Payments平台的扩张有助于增强公司的竞争优势[4][5]
Is PayPal Stock a Buy, Sell or Hold Before Q3 Earnings Report?
ZACKS· 2024-10-26 02:06
PayPal (PYPL) is set to report its third-quarter 2024 results on Oct. 29.PYPL expects mid-single-digit growth in revenues on a year-over-year basis for the to-be-reported quarter. Non-GAAP earnings are expected to exhibit high-single-digit growth year over year.The Zacks Consensus Estimate for third-quarter revenues is pegged at $7.86 billion, indicating an increase of 5.93% from the year-ago quarter’s reported figure.The consensus mark for earnings stands at $1.08 per share, up a couple of cents over the p ...
PayPal Q3 Earnings Preview: Innovations Fuel Growth Despite Competitive Pressures
Seeking Alpha· 2024-10-25 21:00
PayPal Holdings, Inc. (NASDAQ: PYPL ) stands as a top American fintech company, focusing on online payments and digital financial services. This article takes a closer look at PYPL, diving into some key issues along the way. We'll explore potential regulatory challenges from the Consumer The mission of Grassroots Trading rests on the following principles: providing objective, unbiased, and balanced research, backed by solid data and completely void of emotional influences or preference for companies; focusi ...
Could Buying PayPal Stock Today Set You Up for Life?
The Motley Fool· 2024-10-25 18:55
Should you invest in this out-of-favor fintech stock?PayPal's (PYPL 0.69%) stock hit an all-time high of $308.53 on July 23, 2021. At the time, investors were impressed by the digital payment leader's rapid growth rates. The buying frenzy in growth stocks also amplified its gains.But today, PayPal's stock trades at about $80. It lost nearly three-quarters of its value as the pandemic-related shop-from-home tailwinds dissipated, the macro and competitive headwinds intensified, and its growth in active accoun ...
What Analyst Projections for Key Metrics Reveal About Paypal (PYPL) Q3 Earnings
ZACKS· 2024-10-24 22:21
The upcoming report from Paypal (PYPL) is expected to reveal quarterly earnings of $1.08 per share, indicating a decline of 16.9% compared to the year-ago period. Analysts forecast revenues of $7.86 billion, representing an increase of 5.9% year over year.The consensus EPS estimate for the quarter has been revised 1.2% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Ahead of a com ...
Momentum Alert: PayPal Stock is Making a Comeback
ZACKS· 2024-10-24 01:01
After declining more than 80% from its 2021 high, PayPal ((PYPL) stock is rising from the dead. And though it took more than a year of sideways action near the lows, it’s not that surprising. While there is considerable competition in the payments industry, PayPal has remained a stalwart in the online payments space, steadily growing its sales and earnings over the years even though its stock has suffered.Today, PayPal is trading like a leading stock again, outperforming the broad market and forming a techn ...