PayPal spent $5.3 billion to acquire Zettle, Hyperwallet, and Paidy businesses, and now hardly mentions them on the earnings calls
Square is lagging badly behind the competition in growth. Jack Dorsey’s return to the company might have something to do with it.
Can we draw any conclusions about the payments industry from Visa's financial results?
American Express stock trades at much higher multiples than Discover. Here is my attempt to understand why.
Through their short history of being public companies, Shift4 has always been more profitable, but Toast has always enjoyed a higher valuation. What is the reason for that?
When Coinbase went public, Brian Armstrong floated an idea that in 5-10 years half of the company's revenue would come from non-trading fees. The goal was to stay profitable in the next crypto winter.
Why did Square pick a fight with Chase and American Express?
If PayPal returns to double-digit growth, the stock will take off. This level of growth might come sooner than the market expects.
Bill (NYSE: BILL) spent over a decade building partnerships with large banks, but has very little to show for it.
JPMorgan’s credit card loan charge-offs surge to pre-pandemic highs, Visa finds growth in Europe, and Square lags competition
It's Cash App Pay, not lending, that will drive the next phase of Cash App's growth
Shopify might be making most of its revenue from payments, but it's the software component of its business, the Shopify commerce platform that gives it the right to win. Does Toast have the same moat?
