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PayPal’s Third-Quarter Performance and BNPL Growth

2 reports2 sourcesupdated 2 hours ago

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AI-assisted source synthesis · not an independent investigation.

On October 27, 2026, PayPal announced its third-quarter results: revenue increased 2% year over year to $8.58 billion, and total payment volume (TPV) increased 6% year over year to $487.1 billion. Venmo transaction volume achieved mid-teens growth, driving overall payment volume growth; BNPL payment volume increased 25% year over year. The company is advancing its AI shopping initiative and is collaborating with Meta and other AI companies, planning to integrate PayPal into personal agents; its AI customer service has resolved more than 24 million contacts year to date in 190 countries and 6 languages. Venmo debit card monthly active accounts reached 6.7 million, with 1.6 million users using it for the first time this quarter. Earlier reports said that the number of such accounts had increased by more than 85% year over year, while later reports said the number of holders had increased by approximately 55%; the two reported growth rates are inconsistent.

AI-written from reports · updated 1 hour ago

LatestOct 27 23:18
The latest reports show that Venmo debit card monthly active accounts increased to 6.7 million, with 1.6 million first-time users added this quarter.

Timeline

Follow the reporting to see the different sides of the story.

Oct 27
  1. PYMNTS
    PayPal advances AI plans as BNPL payment volume grows 25%

    PayPal is advancing its AI shopping plans as BNPL payment volume grows 25%, and is working with Meta and other AI companies to integrate PayPal into personal agents. Its AI customer service has handled more than 24 million contacts year to date across 190 countries and 6 languages; Venmo debit card monthly active accounts reached 6.7 million, up more than 85% year over year. PayPal's third-quarter revenue rose 2% to $8.58 billion, while TPV increased 6% to $487.1 billion.

  2. Payments Dive
    Venmo growth boosts PayPal’s third-quarter performance

    Venmo’s transaction volume grew in the mid-teens in PayPal’s third quarter, helping the company’s overall payments volume grow 6% year over year. The number of Venmo debit card holders grew about 55% to 6.7 million monthly active accounts, with 1.6 million users using it for the first time this quarter.

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