PayPal Holdings, Inc. (PYPL) Q1 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:03.776 in our best view of the world and our businesses as we see them today. 00:00:03.776 -- 00:00:09.084 As described in our earnings press release, SEC filings, and on our website, those elements 00:00:09.084 -- 00:00:14.148 may change as the world changes. Now over to you, Alex. 00:00:14.692 -- 00:00:19.739 Thanks, Steve. We had a strong first quarter as we began to execute on the 00:00:19.739 -- 00:00:23.664 strategy we laid out during our recent investor day. 00:00:23.664 -- 00:00:28.634 PayPal is transforming from a payments company to a commerce platform. 00:00:28.634 -- 00:00:34.201 This includes expanding to be available everywhere, whether it's online, in-store, 00:00:34.201 -- 00:00:39.848 or agentic. This means moving from a one-size-fits-all experience to personalized 00:00:39.848 -- 00:00:44.473 experiences that leverage the vast data at our fingertips. 00:00:44.473 -- 00:00:49.219 We are developing a dynamic smart wallet that will allow consumers to make the smartest 00:00:49.219 -- 00:00:52.583 choice in how to pay and get rewarded. 00:00:52.583 -- 00:00:57.634 With this transformation, we are shifting from being purely a payments processor to an 00:00:57.634 -- 00:01:02.159 end-to-end strategic commerce partner for our merchants. 00:01:02.159 -- 00:01:07.686 And underpinning this is our work to converge into a single PayPal platform 00:01:07.686 -- 00:01:12.731 that unlocks the full potential of PayPal's two-sided network in support of 00:01:12.731 -- 00:01:15.534 both consumers and merchants. 00:01:15.534 -- 00:01:21.241 This strategy is durable and positions us to win in the months and years ahead. 00:01:21.241 -- 00:01:25.465 Turning to Q1, we have so much to be proud of. 00:01:25.465 -- 00:01:28.102 Let me share just...