Feb. 9 at 2:21 PM
$PYPL I liked Alex Chriss. He brought genuinely strong ideas to the table and laid out a forward path for PayPal that, on paper, looked brilliant. But clearly the people closest to the situation felt there were gaps in his execution that they believed someone else could improve upon. My hope is that the new CEO shares Chriss’s innovative vision but can accelerate the timeline and actually deliver on it — which is supposedly the entire rationale for making the change. It often felt like we were perpetually waiting for the big initiatives to finally go live and start producing results: Worldpay integration, advertising, Agentic Commerce, and more. If the new leadership can get these products launched in the first half of 2026 or sooner, it would be a major win for PayPal and for the stock.
