EVENT REPLAY

# PAYPAL - APPLE PAY DEEP DIVE # w/ SVANTE WESTERBERG (NSR, FORMER PP)

Date and Time
July 9, 2024 — 3pm UK / 10am EST
Hosted by Soomit Datta

We are hosting a call to run through our latest thoughts on Apple Pay and implications for PayPal. This has been perhaps the key factor driving the stock (down) of late with Apple Pay's impending new functionality being seen by some as "Game Over" for PayPal Branded. We published our  initial thoughts HERE and extended thoughts HERE, which we will run through during the call.

We will host the call with Svante Westerberg - former PayPal / Braintree GM.

As a timely riposte, and with Alex Chriss' focus on product, we might also expect to hear more from PayPal on its Branded efforts at the Q2s (July 30). We'll highlight possible outcomes here drawing on recent merchant feedback.

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