PYPL · News · 20260806N

Market Demand Trends

PayPal Holdings, Inc. · 2026-08-06 · Importance 36 · Surprise 40

PayPal’s total payment volume (TPV) increased approximately 10% year over year to $486.45 billion in the second quarter. Branded checkout growth remained tepid, while Venmo, Braintree, and buy now, pay later channels posted double-digit TPV growth. The contrasting performance indicates stronger demand and momentum in PayPal’s peer-to-peer, enterprise-processing, and installment-payment channels than in its core branded checkout business.

Key facts