$PYPL Q1 RESULTS & GUIDANCE: Q1 Results: 🔸 Adj. EPS: $1.33 (vs. est. $1.16; up from $1.08 y/y) 🔸 Payment volume: $417.2B (+3.3% y/y; est. $419.2B) 🔸 Venmo: $75.9B (+9.6% y/y) 🔸 Net revenue: $7.79B (+1.2% y/y; est. $7.85B) 🔸 Transaction margin dollars: $3.72B (+7.4%; est. $3.62B) 🔸 Payment transactions: 6.05B (–7.1%; est. 6.67B) 🔸 Active accounts: 436M (+2.1%; est. 434M) Q2 Guidance: 🔸 Adj. EPS: $1.29–$1.31 (est. $1.22) 🔸 Transaction margin dollars: $3.75B–$3.80B (est. $3.74B) Full-Year Guidance (Unchanged): 🔸 Adj. EPS: $4.95–$5.10 (est. $5.02) 🔸 Transaction margin dollars: $15.2B–$15.4B (est. $15.22B) 🔸 Free cash flow: $6B–$7B (est. $6.74B) 🔸 Capex: ~$1B (est. $919M)

Which company are you watching like hawk next week? 🦅 $DPZ $WM $SOFI $PYPL $V $SBUX $KO $MSFT $META $HOOD $QCOM $AMZN $AAPL $ABNB

Massive earnings week ahead! Notable names: • Monday: $DPZ, $NXP • Tuesday: $PYPL, $SOFI, $V, $SPOT • Wednesday: $MSFT, $META, $HOOD, $QCOM • Thursday: $AMZN, $AAPL, $M, $ABNB, $TEAM • Friday: $XOM Which are you most excited for?

$PYPL $COIN - PayPal and Coinbase Expand Partnership to Drive Innovation of Stablecoin-based Solutions

#PYPL: Triangle white would throw people off while scenario 2 has correction complete either way once resolved looking for much higher

I hope everybody had a nice week. Great to see the reactions we did as a lot of impulse signals triggered where we expected them to(when the least were expecting it once again)💪Lots to unpack and dive into this weekend Subscriber Agenda Video: Why did miners fade into the close? Charts: New Impulse- #BTC LTF potential paths, $MARA, $RIOT, $CLSK, $IREN, $WULF, $CIFR, $SMLR, $XRP, $LINK, $LTC, $HOOD, $QQQ, $IWM, $SPY, $MSTR, $ETH, $DOGE Ongoing Corrective- $TSLA, $PLTR, $SOFI, $MBLY, $MU, $PYPL, $CELH, $UPST(some of these names made big moves this week but I'm not sold corrections are over) Correction Nearing Completion?- $CGC, $SQ, $NIO, $JD, $AMC, $LMND Subscriber Requests- $XLM, $RUNE

All updates now posted to subs included a bonus video on why I believe we are setting up for an extended 5th to reach >300k #BTC

Gonna be a busy weekend for subs content Agenda(video/chart updates) 1. BTC measured against Gold/Nasdaq and implications HTF/ LTF 2. Bitcoin Miner updates 3. Alts showing strength for next move 4. $TSLA, $PYPL, $NIO, $BABA, $ARKK 5. Requests

#PYPL $PYPL: Looking for a consolidation of this move in this region…not a chaser here

#Upgrades - Dec 13, 2024 • $CAH: Wells Fargo Upgrades to Equal Weight from Underweight - PT $127 (from $101) • $CCS: JPMorgan Upgrades to Neutral from Underweight - PT $97 (from $110) • $CIEN: BofA Securities Upgrades to Buy from Neutral - PT $95 (from $70) • $CNC: UBS Upgrades to Buy from Neutral - PT $80 (from $79) • $CRM: KeyBanc Upgrades to Overweight from Sector Weight - PT $440 • $GIS: BofA Securities Upgrades to Buy from Neutral - PT $80 (from $78) • $GLPI: JPMorgan Upgrades to Overweight from Neutral - PT $54 (from $49) • $NCLH: Barclays Upgrades to Overweight from Equalweight - PT $32 (from $28) • $PENN: JPMorgan Upgrades to Overweight from Neutral - PT $27 (from $19) • $PTCT: Morgan Stanley Upgrades to Overweight from Equalweight - PT $67 • $PTEN: Goldman Sachs Upgrades to Buy from Neutral - PT $10 • $PYPL: Wolfe Research Upgrades to Outperform from Peerperform - PT $107 • $RHI: Truist Securities Upgrades to Buy from Hold - PT $90 • $SGMO: Truist Securities Upgrades to Buy from Hold - PT $7 • $SRE: Morgan Stanley Upgrades to Overweight from Equalweight - PT $98 (from $85) • $TASK: Morgan Stanley Upgrades to Overweight from Equalweight - PT $21 (from $18) • $UPBD: Stephens Upgrades to Overweight from Equal Weight - PT $38 • $UPST: Needham Upgrades to Buy from Hold - PT $100 • $VAC: Barclays Upgrades to Overweight from Equalweight - PT $116 (from $97) • $VNOM: KeyBanc Upgrades to Overweight from Sector Weight - PT $62

$PYPL - PAYPAL RAISES SOME FEES FOR US MERCHANTS, BARCLAYS SAYS

🔸 $RITM - RITHM CAPITAL SHARES UP 1.5% PREMARKET AFTER Q3 RESULTS 🔸 $MCD - MCDONALD'S SHARES FALL ABOUT 1% PREMARKET AFTER Q3 GLOBAL SALES FALL MORE THAN EXPECTED 🔸 $PYPL - PAYPAL SHARES DOWN 4.5% PREMARKET AFTER CO FORECASTS Q4 REVENUE BELOW ESTIMATES 🔸 $BOOT - BOOT BARN HOLDINGS SHARES DOWN 5.7% PREMARKET AFTER Q3 PROFIT FORECAST MISS, CEO CHANGE 🔸 $NARI - INARI SHARES UP 8.1% PREMARKET AFTER CO RAISES FY2024 REVENUE FORECAST 🔸 $JBLU - JETBLUE AIRWAYS SHARES DOWN 5% PREMARKET AFTER RESULTS 🔸 $CROX - CROCS SHARES DOWN 8.4% PREMARKET AFTER Q4 PROFIT FORECAST BELOW ESTIMATES 🔸 $AMT - AMERICAN TOWER SHARES DOWN 3.1% PREMARKET AFTER Q3 RESULTS 🔸 $MAS - SHARES OF MASCO DOWN ABOUT 2% PREMARKET AFTER Q3 REVENUE MISS

$PYPL RESULTS: Q3 🔸 ADJ EPS $1.20 vs. $0.98 y/y, EST $1.07 🔸 Total payment volume $422.64B, +9% y/y, EST $421.64B 🔸 Transaction margin dollars $3.65B 🔸 Payment transactions 6.63B, +5.7% y/y, EST 6.83B 🔸 Active customer accounts 432M, +0.9% y/y, EST 429.42M 🔸 Net revenue $7.85B, +5.8% y/y, EST $7.88B 🔸 Transaction revenue $7.07B, +6.2% y/y, EST $7.13B 🔸 Other value added services revenue $780M, +2.1% y/y, EST $746.9M 🔸 US net revenue $4.52B, +6.1% y/y, EST $4.43B 🔸 International net revenue $3.33B, +5.3% y/y, EST $3.44B 🔸 ADJ operating income $1.48B, EST $1.38B 🔸 ADJ operating margin 18.8% vs. 16.9% y/y, EST 18.6% 🔸 Total operating expenses $6.46B, +3.3% y/y, EST $6.6B 🔸 ADJ free cash flow $1.54B, F/Y GUIDANCE 🔸 Still sees share buyback $6B, - Still sees free cash flow about $6B

$PYPL - PAYPAL SHARES UP 1.7% PREMARKET AHEAD OF Q3 RESULTS

#Downgrades - Oct 10, 2024 $ALTM: HSBC Downgrades to Hold from Buy - PT $5.85 (from $4.25) $ALTM: Raymond James Downgrades to Market Perform from Outperform $AMT: Wells Fargo Downgrades to Equal Weight from Overweight - PT $230 (from $245) $AZUL: Seaport Global Securities Downgrades to Neutral from Buy $BP: Scotiabank Downgrades to Sector Perform from Sector Outperform - PT $36 (from $42) $CG: CFRA Downgrades to Sell from Hold - PT $45 $CRUS: Barclays Downgrades to Equalweight from Overweight - PT $120 (from $140) $FA: Wolfe Research Downgrades to Peerperform from Outperform $HII: Vertical Research Partners Downgrades to Hold from Buy - PT $275 $HII: Wolfe Research Downgrades to Peerperform from Outperform $HON: JPMorgan Downgrades to Neutral from Overweight - PT $235 (from $225) $HUBB: JPMorgan Downgrades to Neutral from Overweight - PT $454 (from $385) $HXL: Vertical Research Partners Downgrades to Hold from Buy - PT $65 $LEU: Roth/MKM Downgrades to Neutral from Buy - PT $62 (from $55) $LULU: CFRA Downgrades to Hold from Strong Buy - PT $280 $NTR: UBS Downgrades to Neutral from Buy - PT $51 (from $66) $OGN: CFRA Downgrades to Sell from Hold - PT $16 $PEP: TD Cowen Downgrades to Hold from Buy - PT $183 (from $190) $PYPL: Bernstein Downgrades to Market Perform from Outperform - PT $80 (from $75) $SAR: Ladenburg Thalmann Downgrades to Neutral from Buy $SWKS: Barclays Downgrades to Underweight from Equalweight - PT $87 (from $115)

$PYPL - PAYPAL COMPLETES ITS FIRST BUSINESS TRANSACTION USING STABLECOIN PayPal Holdings Inc. completed its first business payment using its proprietary stablecoin as a way to demonstrate how digital currencies can be used to improve often-clunky commercial transactions. https://t.co/iyvP4DcBDZ

$PYPL - PAYPAL - INTRODUCES PAYPAL COMPLETE PAYMENTS IN CHINA

$PYPL RESULTS: Q2 🔸Total payment volume $416.81B, +11% y/y, EST $417.27B 🔸Net revenue $7.89B, +8.2% y/y, EST $7.82B 🔸Transaction revenue $7.15B, +9.1% y/y, EST $7.08B 🔸Other value added services revenue $732M, +0.1% y/y, EST $726.3M 🔸US net revenue $4.55B, +8.1% y/y, EST $4.46B 🔸International net revenue $3.34B, +8.4% y/y, EST $3.36B 🔸Transaction margin dollars $3.61B, +7.8% y/y 🔸Total operating expenses $6.56B, +6.6% y/y, EST $6.71B 🔸ADJ operating income $1.46B, EST $1.31B 🔸ADJ EPS $1.19, EST $1.00 🔸Free cash flow $1.37B 🔸ADJ free cash flow $1.14B, EST $1.06B 🔸Active customer accounts 429M, -0.5% y/y, EST 427.47M 🔸Payment transactions 6.58B, +8.3% y/y, EST 6.76B F/Y GUIDANCE 🔸Sees share buyback $6B, saw at least $5B 🔸Sees free cash flow about $6B, saw about $5B