PayPal Holdings, Inc. (PYPL) Presents at Wolfe Analysis FinTech Discussion board Transcript


PayPal Holdings, Inc. (PYPL) Wolfe Analysis FinTech Discussion board March 10, 2026 9:30 AM EDT

Firm Individuals

Jamie Miller – Chief Monetary & Working Officer

Convention Name Individuals

Darrin Peller – Wolfe Analysis, LLC

Presentation

Darrin Peller
Wolfe Analysis, LLC

All proper. Everyone, thanks becoming a member of us this morning on day 1 of the Wolfe Fintech Discussion board. I am Darrin Peller, masking Funds Processors and IT providers at Wolfe Analysis. Actually blissful to have Jamie with us, who a lot of you in all probability know is the CFO of PayPal. I feel that is the second time we have been collectively on stage, proper, at the very least at this convention. And so thanks a lot for becoming a member of us. Actually admire you being right here right now.

Jamie Miller
Chief Monetary & Working Officer

Pleased to be right here. Thanks.

Query-and-Reply Session

Darrin Peller
Wolfe Analysis, LLC

So much happening, clearly, truly CEO — CFO and CEO, I ought to have mentioned, sorry about that. However lots happening. And so perhaps simply, Jamie, kick us off with what you noticed as a number of the fundamental takeaways from 2025, a number of the key modifications the corporate remodeled the previous yr, after which we’ll go into the way you have a look at the rest of ’26 and what are your key priorities? I feel can be a fantastic place to start out.

Jamie Miller
Chief Monetary & Working Officer

Certain. So first, thanks for having me. We admire that. So with respect to 2025, we had a very good yr in 2025. We had good outcomes. We additionally had some good learnings. However if you look throughout, I might say 2025 was a yr the place we actually leaned into engagement differently with our customers and our retailers.

And if you simply look throughout our outcomes, we’ve got actually good



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