Enterprise Software

PayPal

Medium70% confidenceProfile verified Jul 17, 2026
OverviewIndicatorsSourcesDependency mapStory

PayPal is a leading digital payments platform repositioning itself as commerce infrastructure for the agentic AI era, building an Agent Toolkit and MCP server so AI shopping agents from OpenAI, Microsoft, Google Cloud, Anthropic and Perplexity can transact directly through its network. Q1 2026 revenue reached $8.35 billion (beating estimates), with transaction revenue up 7% and Venmo TPV up 14% for a sixth straight quarter of double-digit growth; PayPal is aggressively scaling its PYUSD stablecoin, now the largest federally regulated stablecoin, live in 70 markets.

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check
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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

4 sources · 1 government/SEC filing · 74% avg. source confidence

Insider Filing Activity

28Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026

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Dependency Map

What PayPal depends on below, and who depends on PayPal above — click any node to make it the new center, 3 levels deep.

2 levels3 levels5 levels

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

Feb 2026: PayPal Holdings, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC→Mar 2026: PayPal powers UK's first agentic commerce experience via Hey Savi partnership→Apr 2026: PayPal Q1 2026 slides: revenue beats forecasts, stock drops on cost concerns→May 2026: PayPal builds agentic commerce infrastructure across ~438 million active accounts

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.