PayPal Holdings, Inc. (NASDAQ:PYPL) UBS Global Technology and AI Conference December 4, 2024 12:15 PM ET
Company Participants
Jamie Miller – Chief Financial Officer
Conference Call Participants
Timothy Chiodo – UBS
Unidentified Analyst
We’re glad to be joined today by the team at PayPal. On stage here, we have Jamie Miller, who is the CFO, but also joining us, we have Steve Winoker and Ryan Wallace from the IR team. I want to thank Jamie, Steve and Ryan for making the trip to Arizona.
All right. We are going to get into we have lots of topics to get into. Just to give kind of a rundown on what we’re going to attempt to cover, we’re going to start with a little bit of a one year reflection on Jamie’s first year at the company. Then we’ll talk about sort of more recent or near-term trends, macro, what’s happening with PayPal in Q4 and what they’re seeing in consumer spend. Then we’ll get into in the spirit of making the most important thing the most important thing, we’ll hit on the branded checkout button. We’ll then move on to Braintree, Fastlane, PayPal everywhere, and we’ll talk a little bit about the initial gross profit guidance for next year.
So with that, Jamie, again, thank you to you and the team for making the trip. And if you could start by giving us an update on how things have gone in your first year, a little bit of reflection.
Jamie Miller
Thanks. Well, first, thanks, Tim, for having us. We’re happy to be here. It’s hard to believe it’s been a year. But when you look back, I think that the one big thing I think most folks at PayPal would say, it just feels very different. The energy inside the company, we’ve changed the entire team at this point and really changed
