PayPal Holdings reported second-quarter 2025 revenue of $8.29 billion, a 5% increase year-on-year that exceeded analyst estimates. The company simultaneously raised its full-year non-GAAP earnings per share guidance to a range of $5.15 to $5.30.
Total payment volume for the quarter reached $443.5 billion, up 6% from the same period in 2024, while the number of active accounts grew 2% to 438 million. Non-GAAP EPS of $1.40 beat market expectations, but PayPal shares fell about 8% on Tuesday after the earnings release as investors focused on slower growth in transaction margin.
Chief Executive Alex Chriss, who took the helm in late 2023, has prioritised product innovation and merchant services as levers to lift transaction margin and revenue per account.
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PayPal lifted its full-year non-GAAP EPS guidance to $5.15–$5.30 from $4.95–$5.10.
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