Paypal（PYPL）2018Q3決算 Venmo好調 - Invest Shift 株式投資ブログ

企業概要

Paypal（PYPL）はインターネットを利用した決済サービスを提供する会社です。

PayPalの口座間やクレジットカードでの送金を行います。

Venmoという個人間送金サービスが伸びています。

サマリー

・発表日 2018/10/18 アフターマーケット
・売上 $3.68B +13.6% コンセンサス予想より+$20M
・non-GAAP EPS $0.58 +26% コンセンサス予想より+$0.04
・GAAP EPS $0.36
・GAAP net income $436M
・Venmo TPV $17B +78%
・2018Q4の予想売上は$4.195〜4.175B
・2018Q4の予想non-GAAP EPSは$0.65〜0.67
・2018FYの予想売上は$15.42〜15.5B（$15.3〜15.5Bから上方修正）
・2018FYの予想non-GAAP EPSは$2.38〜2.40（$2.32〜2.35から上方修正）
・決算発表後の株価アフターマーケットで+7.62%
・2018FYコンセンサス予想PER 77.5/1.74=44.54
・2019FYコンセンサス予想PER 77.5/2.20=35.22
・https://investor.paypal-corp.com/releases.cfm?view=all

Venmo の取り組みが好調で、決済額も大きくなってきています。

For the third quarter in a row Venmo posted yet again another record for net new actives. This is driving accelerating network effects as volume groups 78% to $16.7 billion with an annualized run rate now approaching $70 billion. And while it is still early, our monetization efforts appear to be reaching a tipping point. 24% of Venmo users have now participated in a monetizable action; this is up from 17% one quarter ago and 13% in May of this year. Pay with Venmo monthly active users increased approximately 185% month-over-month in September versus August. And across the Uber and Uber Eats apps, we saw more than 300% month-over-month volume growth in September versus August.

Our Venmo cart is also off to a strong start with approximately 320% month-over-month growth in monthly active users from August to September. Notably, the two top purchase category since launch for our card are supermarkets and restaurants. These daily used cases demonstrate that we are rapidly gaining omnichannel ubiquity and becoming a part of our Venmo customers every day spend. Finally, last month alone we processed over $1 billion in instant transfer volume on the Venmo platform alone.

https://seekingalpha.com/article/4212642-paypal-holdings-inc-pypl-ceo-dan-schulman-q3-2018-results-earnings-call-transcript?part=single