PYPL PayPal

FY2025 10-K
Filed: Feb 3, 2026
Information Technology
Services-Business Services, NECSEC EDGAR

PayPal (PYPL) filed its fiscal year 2025 10-K annual report with the SEC on Feb 3, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Core business: Global two-sided digital payments platform connecting 439 million active accounts in 200 markets, serving consumers and merchants for online and in-person commerce
  • New emphasis: Expanded Buy Now, Pay Later (BNPL) products in U.S., Germany, France, U.K., Australia, and Japan under Paidy brand; enhanced consumer credit card offerings
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Management Discussion & Analysis

  • No revenue or profitability figures disclosed in the provided text
  • No segment performance or profitability margins mentioned
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Risk Factors

  • Regulatory/legal risk: exposure to uncertain tax positions under U.S. tax laws including NCTI and base erosion anti-abuse tax with potential $63 million income tax expense impact
  • Macroeconomic threat: loan loss allowance sensitive to 1% increase in principal and interest coverage ratio, causing $73 million increase in allowances on loans receivable
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Financial Summary
XBRL

Revenue

$33.2B

Net Income

$5.2B

Operating Margin

18.3%

Net Margin

15.8%

ROE

25.8%

Total Assets

$80.2B

EPS (Diluted)

$5.41

Operating Cash Flow

$6.4B

Source: XBRL data from PayPal FY2025 10-K filing on SEC EDGAR. All figures in USD.

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