PayPal Holdings Inc (NASDAQ:PYPL) 報告第四季度財政收入按年增長4%，達到83.7億美元，超出分析師預期的82.6億美元。
該公司報告調整後每股收益為1.19美元，超過分析師預期的1.12美元。儘管如此，公布後股價下跌。
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季度總支付量按年增長7%至4378億美元，支付交易量下降3%至66億，活躍賬戶的支付交易量在過去12個月內增加3%至60.6。
總活躍賬戶數增加2.1%至4.34億。按季度計算，活躍賬戶數增加0.6%，即260萬。
經營利潤率下降431個點子至17.2%，調整後經營利潤率下降34個點子至18.0%。
經營現金流為24億美元，自由現金流為22億美元。截至2024年12月31日，PayPal持有154億美元現金和等價物，負債為111億美元。
回購計劃： PayPal董事會批准了新的150億美元股票回購計劃。
首席執行官Alex Chriss強調了品牌結賬、點對點支付和Venmo的改進，以及季度成績背後的價格-價值策略進展。
前景展望： PayPal預計第一季度調整後每股收益在1.15美元至1.17美元之間，而去年同期為1.08美元，分析師預期為1.13美元。
PayPal預計2024年全年的調整後每股收益為4.95美元至5.10美元，而去年同期為4.65美元。當前分析師預期每股收益為4.90美元。
PayPal股票在過去12個月中飆升超過45%。包括Susquehanna、花旗集團、富國銀行和派珀·桑德勒在內的至少四家華爾街公司在2025年1月上調了股票目標價格。
價格動態：周二最新數據顯示，PYPL股票在開盤前市場下跌8.02%，至82.33美元。
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以上內容來自Benzinga Earnings專欄，原文如下：
PayPal Holdings Inc (NASDAQ:PYPL) reported fiscal fourth-quarter revenue growth of 4% year over year to $8.37 billion, topping the analyst consensus estimate of $8.26 billion.
The company reported an adjusted EPS of $1.19, beating the analyst consensus estimate of $1.12. The stock dipped after the print.
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Total payment volumes increased 7% year-over-year to $437.8 billion in the quarter. Payment transactions were down 3% to $6.6 billion, and the payment transactions per active account increased 3% on a trailing 12-month basis to $60.6.
Total active accounts increased by 2.1% to 434 million. On a sequential basis, active accounts increased by 0.6%, or 2.6 million.
The operating margin declined 431 basis points to 17.2%, and the adjusted operating margin decreased 34 bps to 18.0%.
Operating cash flow was $2.4 billion, and free cash flow was $2.2 billion. PayPal held $15.4 billion in cash and equivalents as of December 31, 2024, and had a debt of $11.1 billion on its balance sheet.
Buyback: PayPal’s Board approved a new $15 billion stock repurchase program.
CEO Alex Chriss flagged improvements to branded checkout, peer-to-peer, and Venmo, plus the progress to its price-to-value strategy behind the quarterly print.
Outlook: PayPal expects first-quarter adjusted EPS of $1.15-$1.17, compared to $1.08 for the previous year’s period and the consensus of $1.13.
PayPal expects full-year 2024 adjusted EPS of $4.95-$5.10, compared to $4.65 Y/Y. Current analyst estimates call for an EPS of $4.90.
PayPal stock surged over 45% in the last 12 months. At least four Wall Street firms, including Susquehanna, Citigroup, Wells Fargo, and Piper Sandler, raised their price targets on the stock in January 2025.
Price Action: At the last check on Tuesday, PYPL stock was down 8.02% at $82.33 premarket.
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