Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. radar.cloudflare.com/traffic…

Today we’re announcing $1 billion in new funds to back the bold founders shaping the next era of finance and technology. I’ve been following the flow of assets my entire career and have never seen a more dynamic time. Financial infrastructure is being rebuilt from the ground up, new assets and markets are emerging, and an agentic economy is developing as AI agents begin to transact on behalf of humans. These areas, among others, are what will define the coming years as we deploy these new funds. We’re excited for what’s ahead, and wrote about our thesis in the post below.

No more bouncing between pages to buy something. Copilot Checkout with @Microsoft and @PayPal keeps it seamless. 🛍️

Balancing what works today with what's coming tomorrow is one of the hardest challenges at scale. The innovator's dilemma shouldn't slow you down, it’s a call to build. To rebuild payments for the next decade, we need new rails. Stablecoins are a key part of that future, and we're integrating $PYUSD across @PayPal to deliver more speed, flexibility and global reach.

Great to meet with UK Business Secretary @peterkyle. The UK has always been important to @PayPal. We power payments for millions of British businesses and consumers every day, and our £150M investment is about continuing that commitment: driving innovation, supporting small businesses, and strengthening the digital economy. Excited to keep building here! 🇬🇧

A big step for creator earnings and real-world crypto utility. Excited to see $PYUSD helping creators get paid faster and more flexibly. 🔥

Great conversation at the @dealbook Summit with @nytdavidbrooks on "The New Rules for Leadership". We discussed how leaders navigate competing demands - driving results while managing innovation and societal expectations. Watch the full discussion 📽️nytimes.com/events/dealbook/…

PayPal and @Venmo showed up for our consumers and merchants during Cyber Week - Thanksgiving to Cyber Monday - this year! Our team worked hard to help merchants win every sale and made it easy and rewarding for consumers to check out in-store and online. For the first time ever, consumers could check out directly inside of an agentic chat with @PayPal on @perplexity_ai. Here are some highlights from Cyber Week:

Excited to partner with @perplexity_ai to power seamless agentic shopping experiences. Starting next week, customers will be able to search, shop and pay for their holiday purchases with @PayPal in Perplexity. Let’s go! @AravSrinivas 🚀 cnbc.com/2025/11/19/perplexi…

AI is reshaping how people and businesses connect, and commerce is no exception. PayPal's agentic commerce services are helping businesses of all sizes take part in the future of AI-driven commerce. 🚀

We reported our third quarter results this morning. @PayPal delivered another strong quarter with broad-based profitable growth across branded experiences, @Venmo, and PSP. We also announced a new partnership with @OpenAI to expand payments and commerce in ChatGPT. PayPal is a fundamentally stronger company today than we were two years ago. We returned the company to growth and are on pace for 6 to 7 percent transaction margin dollar growth, excluding interest on customer balances, in 2025. Here are some highlights 👇 🔵U.S. branded experiences (online and offline) volume accelerated to 10%, more than double our growth a year ago 🔵Venmo revenue was up more than 20% and TPV grew 14% 🔵Added 2 million first-time PayPal and Venmo debit card users in the U.S. 🔵Buy Now, Pay Later volume grew more than 20% 🔵Payment Service Provider (PSP) volume returned to healthy, profitable growth at 6% 🔵 We are also building for an agentic future, partnering with leaders such as @Google, @OpenAI, and @perplexity_ai Given this strong momentum, we are raising our full year 2025 guidance for transaction margin dollars and earnings per share. We're also excited to announce that we are initiating a dividend, which demonstrates our ability to invest in growth and return capital to shareholders. Thank you to the hundreds of millions of merchants and consumers who trust PayPal every day, to our developers and partners, and to the PayPal team for your hard work and dedication. We are exceptionally well-positioned to win into the future. 💪 payp.al/3Q25

Introducing an agentic commerce solution for merchants from PayPal and Google Cloud @googlecloud cloud.google.com/blog/topics…