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Tag: PYPL
Venmo - PayPal’s crown jewel - built its network on Facebook’s back. Facebook (tkr: FB) ought to move to acquire PayPal (tkr: PYPL). Venmo is perhaps the most user-friendly Peer-to-Peer ("P2P") payment service in large part due to its Facebook integration which makes it easy for users to connect and transact with each other. Connect … Continue reading Facebook + PayPal = Payments Powerhouse
It is going to be a tough road for Walmart (ticker: WMT), to catch Amazon (ticker: AMZN). The latter can use profits from PRIME and AWS to subsidize investments that provide a competitive advantage in retail operations and elsewhere (think cashierless checkout). One way for Walmart to begin to remedy this situation would be to … Continue reading Walmart + PayPal = True Commerce
PayPal (tkr: PYPL) plans to acquire e-commerce rewards company Honey Science Corporation for approximately $4 billion. The deal is expected to close in Q1 2020 and is but another Fintech deal in a year rich with Fintech transactions. PayPal plans to leverage Honey, legacy PayPal and Venmo as a payments triangle of sorts. Honey of … Continue reading Mobile Commerce – PayPal to Acquire Honey for $4 Billion
Consistent pursuit of a focused mission tends to pay dividends over time. We provide several examples of public FinTech companies that have successfully done so. We include growth opportunities and near-term risks for each company. Companies mentioned: FactSet Research Systems (tkr: FDS); PayPal (tkr: PYPL); SS&C Technologies (tkr: SSNC); Stripe (private) FactSet Research Systems (tkr: … Continue reading For These FinTech Names Staying the Course Paid Off.Premium
Investors that value growth AND profitability ought to consider a number of tried-and-true FinTech names. Several days ago we were critical of some of the recent IPO and IPO hopeful crop of companies that enjoyed (even if temporarily) nosebleed valuations while delivering little in the way of recurring revenue much less profitability. Contrast that with … Continue reading FinTech for Growth & Profitability
We ranked the top Fintech CEOs as measured by stock price performance. You may access the PDF version HERE and the Excel version HERE. We used IPO date as the beginning period for measurement purposes. In the event a CEO began his/her tenure after the IPO date, we used that start date as the beginning … Continue reading Top Fintech CEOs by Total Stock Return
Innovation is the Mother of Disruption Global Payments (tkr: GPN), and Total System Services/TSYS (tkr: TSS), agreed to combine in an all-stock transaction valued at approximately $21.5 billion. One could argue that Global Payments and TSYS needed to merge to better compete with recent payment mergers, in particular Fiserv and First Data. However, what's the … Continue reading More Payments M&A Is A Reaction to A Shifting Landscape
We've tested a number of the P2P apps over the past several weeks and believe Venmo has the best-in-class user experience. A software executive warned me many years ago: "Don't underestimate the power of the GUI" ("GUI": Graphical User Interface). Venmo's near frictionless user experience combined with Facebook's social features give the application a "leg … Continue reading Social Payments or P2P on Steroids
We sifted through TSYS' recent 2018 U.S. Consumer Payments Study and extracted the highlights. You may view the slides below in PDF form by clicking HERE. To read the full report click HERE. Reach us with any questions at jmaietta@tek2day.com
FIS to Acquire Worldpay for approximately $43 Billion (enterprise value). This deal comes on the heels of the recently announced Fiserv acquisition of First Data. The FinTech M&A spree is approximately two years old at this juncture. So what gives? We went through this exercise a couple of weeks ago with a buyside friend. While … Continue reading The FinTech Consolidation Wave Continues. Incumbents Fear the Mobile Wallet.
