Braintree
Management cites momentum in Braintree; the company does not report a separate Braintree volume figure.
The numbers
What it is
PayPal's payment processing platform for online merchants and developers, sold to larger companies that want custom payment flows. From April 2026 it sits in Payment Services & Crypto with SMB processing and value-added services.
Why it matters to the stock. Braintree competes for enterprise and developer merchants and adds processing volume and revenue that does not depend on the PayPal wallet.
News
PayPal Q1 2026 EPS of $1.34 beats; Q2 non-GAAP EPS guided down about 9%
PayPal reported first-quarter 2026 revenue of $8.35 billion, up 7%, and non-GAAP EPS of $1.34, up 1%, with total payment volume up 11% to $464.0 billion.
PayPal reorganizes into three businesses, splitting out Venmo and naming new leaders
PayPal reorganized into three operating businesses: Checkout Solutions & PayPal, Consumer Financial Services & Venmo, and Payment Services & Crypto, which holds Braintree, SMB processing, value-added services and PYUSD.