After Stripe and Advent now dropped their bid… The fate of this god forsaken fintech we know as PayPal has now become increasingly more uncertain.
On one hand PayPal has 200M active accounts, $6.5B in FCF, a complete ecosystem from merchants to consumers and a peer to peer payments service underneath.
But somehow they’ve lost the most critical part of their business: Being the payment button/option.
Ever since 2021, PayPal has struggled to extract value from this platform and the market is honestly bracing for impact when it comes to the new leadership.
But that’s not to say PayPal’s assets are ”worthless” so what is the strategy today and what might happen from here?
