hennessy
Junior Member
- Dec 11, 2008
- 137
- 154
PayPal Holdings cash on hand for the quarter ending March 31, 2022 was $7.965B, a 39.13% decline year-over-year.
PayPal Holdings cash on hand for 2021 was $9.5B, a 27.39% decline from 2020.
PayPal Holdings cash on hand for 2020 was $13.083B, a 21.58% increase from 2019.
Their cash reserves have been dropping rapidly. The next year or two will take a larger toll than before.
They don't have the moat they used to, with no meaningful innovation (they don't need to currently). Still a household name, and not going anywhere soon.
Will they be around in 10 years? 100%
20 years? Likely. (just not with the model we see today)