Financial PerformancePayPal is anticipated to generate over $6 billion in free cash flow in 2025, with a significant portion of its market cap held in cash, suggesting potential for meaningful buybacks.
Operational EfficiencyThe new CEO's early strategy to simplify the business and focus on initiatives is expected to drive gross profit growth acceleration over time on a leaner cost base.
Product ExpansionThe integration with Apple Pay is anticipated to boost PayPal's presence in the mobile payment market, potentially leading to higher consumer engagement.