PayPal Holdings, Inc. (NASDAQ:PYPL) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 4:45 PM EDT
Company Participants
James Chriss – President, CEO & Director
Presentation
Unknown Analyst
All right. So all right. Up next, we’re very excited to have Alex Chriss, President and CEO of PayPal. Alex stepped into the CEO role in 2023 following nearly 20 years at Intuit. So Alex, thanks for joining us here for the second year in a row. I’m disappointed there’s no Will Ferrell commercial this year, but we will do.
James Chriss
President, CEO & Director
Well, it’s good to be here. Will, he will be coming soon. So stay tuned.
Question-and-Answer Session
Unknown Analyst
Okay. So I wanted to kick it off here on everyone’s favorite topic of PayPal’s flagship, branded checkout. You have been clear that much of what you’re doing is with the goal of furthering the branded checkout surface area and accelerating the growth of that business. And coming into this year and at the Investor Day, you laid out a path for accelerated growth exiting this year, the trade environment has made that a little bit harder to see from the outside. You called out some impacts on the de minimis exemption in this past quarter.
So if you peel back all of the different layers, what are you looking at on the surface that gives you confidence that the plan is going according to plan?
James Chriss
President, CEO & Director
Yes. So branded checkout remains a core focus for the organization. It’s where we’re putting a lot of our energy and a lot of our investment. There’s 3 things that I would call out that we’re really focused on. The first is just the core branded checkout button. Second is Pay with Venmo and the third is Buy
