PayPal checkout
Branded checkout has stabilized after a period of decline, according to the Q2 2026 results.
The numbers
What it is
The PayPal button and wallet checkout that merchants offer online and in apps. Since April 2026 it has been run as one business with the merchant platform under Checkout Solutions & PayPal.
Why it matters to the stock. Checkout is the core consumer-facing product that drives PayPal's payment volume and the transaction margin it earns on each payment.
News
PayPal bought back $1.5B of stock in Q2 and declared a $0.14 dividend
In the second quarter PayPal repurchased about 33 million shares for $1.5 billion.
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 powers Microsoft's Copilot Checkout, letting shoppers buy inside Copilot
PayPal became the payment engine behind Copilot Checkout, the shopping flow in Microsoft's Copilot, which launched at Copilot.com.