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All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem CuriosityStream: AI Is Not Enough For An Investment Here Akamai Collapse: Did Anthropic Just Kill Its Prospects? I Think Not Potential $5,000 Monthly Income - 12 Investments To Buy And Hold For The Next 10 Years Citizens Financial Group: Q1 Results Should Validate Recent Strength Weekly Indicators: The Consumer Continues To Spend Like There's No Tomorrow Don't Overlook Arthur J. Gallagher & Co. When Investing Global Ship Lease: Embedded Upside From Charter Repricing And Trade Disruption Marvell: Rating Upgrade On Data Center Boom EMCOR Group: Solid Business That Is Fully Valued High-Yield REITs I Would Trust For Retirement Income Rubrik's Growth Engines Are Working, But 18% Dilution Risk Weighs On The Upside Coeur Mining: The Market Is Still Pricing The Old CDE Morgan Stanley Direct Lending Has Some Issues, But The Price Makes It Buyable Exploring Digital Equity With These 3 Stocks Twin Disc's Pop Means It's Time For A Downgrade Peloton: Great Improvements But With An Idea Lacking Evidence Tap The Brakes And Buy SPLV Clean Up Your Portfolio With Bath & Body Works Devon-Coterra Merger: Good And Bad Tyson Foods: Pivoting Beyond Cyclicality Into Structural Growth
PayPal Holdings, Inc. (PYPL) 于伯恩斯坦第42届年度战略决策会议发表演讲,会议记录
2026-05-28 · via All Articles on Seeking Alpha

贝宝控股公司(PayPal Holdings, Inc.)派柏利(PYPL)伯恩斯坦第四十二届战略决策会议 公元二零二六年五月廿七日 上午八时(美国东部夏令时)

公司参与者

恩里克·洛雷斯 - 总统,首席执行官&导者

会议通话参与者

哈希塔·拉瓦特(Harshita Rawat)- 伯恩斯坦机构服务有限责任公司(Bernstein Institutional Services LLC)研究部

演說

哈希塔·拉瓦特
伯恩斯坦機構服務有限公司,研究部門

諸君安好,誠邀諸君至伯恩斯坦46屆戰略決策大會。吾幸會於此,與PayPal之總裁兼CEO,恩里克·洛雷斯共聚一堂。恩里克,謝君光臨之至.

恩里克·洛雷斯
總裁兼CEO与之总监

谢君之邀。

哈希塔·拉瓦特
伯恩斯坦机构服务有限责任公司,研究部

恩里奎,吾知君有预备之言,方入问答之先。何不就此始乎?

恩里奎·洛雷斯
总裁、首席执行官& 总裁

善哉。甚善。复谢君之邀,复谢诸君之从。吾欲于初,略陈吾近九十日所学于公司,及吾辈所将行之方向。诸君皆知,吾为CEO,犹未满九十日,然此期实为剧时,吾辈既习公司之状,复已始决,以易位而速公司之长。

吾欲与众共述数事要义。首者,此亦吾入此司之由,司之资具实非常人所及,独树一帜。司之规模,吾等所持之技,乃至风险管控之能,皆非凡品。