PAYPAL HOLDINGS, INC., 10-K filed on 2/3/2026
Annual Report
v3.25.4
Cover Page - USD ($)
$ in Billions
12 Months Ended
Dec. 31, 2025
Jan. 28, 2026
Jun. 30, 2025
Cover [Abstract]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Dec. 31, 2025    
Current Fiscal Year End Date --12-31    
Document Transition Report false    
Entity File Number 001-36859    
Entity Registrant Name PayPal Holdings, Inc.    
Entity Incorporation, State or Country Code DE    
Entity Tax Identification Number 47-2989869    
Entity Address, Address Line One 2211 North First Street    
Entity Address, City or Town San Jose,    
Entity Address, State or Province CA    
Entity Address, Postal Zip Code 95131    
City Area Code 408    
Local Phone Number 967-7000    
Title of 12(b) Security Common stock, $0.0001 par value per share    
Entity Trading Symbol PYPL    
Security Exchange Name NASDAQ    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction [Flag] false    
Entity Shell Company false    
Entity Public Float     $ 71.3
Entity Common Stock, Shares Outstanding (in shares)   920,664,542  
Documents Incorporated by Reference Portions of the registrant’s definitive proxy statement for its 2026 Annual Meeting of Stockholders are incorporated herein by reference in Part III of this Annual Report on Form 10-K to the extent stated herein. Such proxy statement will be filed with the Securities and Exchange Commission within 120 days of the registrant’s fiscal year ended December 31, 2025.    
Entity Central Index Key 0001633917    
Document Fiscal Year Focus 2025    
Document Fiscal Period Focus FY    
Amendment Flag false    
v3.25.4
Audit Information
12 Months Ended
Dec. 31, 2025
Audit Information [Abstract]  
Auditor Firm ID 238
Auditor Name PricewaterhouseCoopers LLP
Auditor Location San Jose, California
v3.25.4
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Current assets:    
Cash and cash equivalents $ 8,049 $ 6,662
Short-term investments 2,373 4,262
Accounts receivable, net 840 984
Loans and interest receivable, held for sale 1,726 541
Loans and interest receivable, net of allowances of $539 and $461 as of December 31, 2025 and 2024, respectively 6,746 6,422
Funds receivable and customer accounts 38,198 37,671
Prepaid expenses and other current assets 1,827 1,664
Total current assets 59,759 58,206
Long-term investments 4,330 4,583
Property and equipment, net 1,700 1,508
Goodwill 10,864 10,837
Intangible assets, net 208 326
Other assets 3,312 3,265
Total assets 80,173 78,725
Current liabilities:    
Accounts payable 240 227
Funds payable and amounts due to customers 40,198 39,671
Accrued expenses and other current liabilities 6,005 5,592
Total current liabilities 46,443 45,490
Other long-term liabilities 3,487 2,939
Long-term debt 9,987 9,879
Total liabilities 59,917 58,308
Commitments and contingencies (Note 13)
Equity:    
Common stock, $0.0001 par value; 4,000 shares authorized; 920 and 993 shares outstanding as of December 31, 2025 and 2024, respectively 0 0
Preferred stock, $0.0001 par value; 100 shares authorized, unissued 0 0
Treasury stock at cost, 423 and 337 shares as of December 31, 2025 and 2024, respectively (33,138) (27,085)
Additional paid-in-capital 21,582 20,705
Retained earnings 32,470 27,347
Accumulated other comprehensive income (loss) (658) (550)
Total equity 20,256 20,417
Total liabilities and equity $ 80,173 $ 78,725
v3.25.4
CONSOLIDATED BALANCE SHEETS (Parenthetical) - USD ($)
shares in Millions, $ in Millions
Dec. 31, 2025
Dec. 31, 2024
Statement of Financial Position [Abstract]    
Loans and interest receivable, allowances $ 539 $ 461
Common stock, par value (in dollars per share) $ 0.0001 $ 0.0001
Common stock, shares authorized (in shares) 4,000 4,000
Common stock, shares outstanding (in shares) 920 993
Preferred stock, par value (in dollars per share) $ 0.0001 $ 0.0001
Preferred stock, shares authorized (in shares) 100 100
Treasury stock, shares (in shares) 423 337
v3.25.4
CONSOLIDATED STATEMENTS OF INCOME (LOSS) - USD ($)
shares in Millions, $ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Statement [Abstract]      
Net revenues $ 33,172 $ 31,797 $ 29,771
Operating expenses:      
Transaction expense 15,987 15,697 14,385
Transaction and credit losses 1,720 1,442 1,682
Customer support and operations 1,704 1,768 1,919
Sales and marketing 2,283 2,001 1,809
Technology and development 3,103 2,979 2,973
General and administrative 1,979 2,147 2,059
Restructuring and other 331 438 (84)
Total operating expenses 27,107 26,472 24,743
Operating income 6,065 5,325 5,028
Other income (expense), net 227 4 383
Income before income taxes 6,292 5,329 5,411
Income tax expense 1,059 1,182 1,165
Net income (loss) $ 5,233 $ 4,147 $ 4,246
Net income (loss) per share:      
Basic (in dollars per share) $ 5.46 $ 4.03 $ 3.85
Diluted (in dollars per share) $ 5.41 $ 3.99 $ 3.84
Weighted average shares:      
Basic (in shares) 959 1,029 1,103
Diluted (in shares) 968 1,039 1,107
v3.25.4
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Statement of Comprehensive Income [Abstract]      
Net income (loss) $ 5,233 $ 4,147 $ 4,246
Other comprehensive income (loss), net of reclassification adjustments:      
Foreign currency translation adjustments (“CTA”) 117 (218) (156)
Tax (expense) benefit on foreign CTA, net (3) 14 0
Net investment hedges CTA gains, net 0 122 192
Tax expense on net investment hedges CTA gains, net 0 (29) (44)
Unrealized (losses) gains on cash flow hedges, net (257) 203 (167)
Tax benefit (expense) on unrealized (losses) gains on cash flow hedges, net 36 (10) 8
Unrealized (losses) gains on available-for-sale debt securities, net (1) 148 457
Tax (expense) benefit on unrealized gains (losses) on available-for-sale debt securities, net 0 (34) (108)
Other comprehensive income (loss), net of tax (108) 196 182
Comprehensive income (loss) $ 5,125 $ 4,343 $ 4,428
v3.25.4
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Millions, $ in Millions
Total
Adjustments
Common Stock Shares
Treasury Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Income (Loss)
Retained Earnings
Retained Earnings
Adjustments
Beginning balance (in shares) at Dec. 31, 2022     1,136          
Beginning balance at Dec. 31, 2022 $ 20,274     $ (16,079) $ 18,327 $ (928) $ 18,954  
Increase (Decrease) in Stockholders' Equity                
Net income 4,246           4,246  
Foreign CTA (156)         (156)    
Tax benefit (expense) on foreign CTA 0              
Net investment hedge CTA gains, net 192         192    
Tax expense on net investment hedges CTA gains, net (44)         (44)    
Unrealized (losses) gains on cash flow hedges, net (167)         (167)    
Tax benefit (expense) on unrealized (losses) gains on cash flow hedges, net 8         8    
Unrealized (losses) gains on available-for-sale debt securities, net 457         457    
Tax expense on unrealized gains on available-for-sale debt securities, net (108)         (108)    
Common stock and stock-based awards issued, net of shares withheld for employee taxes (in shares)     9          
Common stock and stock-based awards issued, net of shares withheld for employee taxes (130)       (130)      
Common stock repurchased (in shares)     (74)          
Common stock repurchased (5,046)     (5,046)        
Treasury stock reissuance (in shares)     1          
Treasury stock reissuance 80     80        
Stock-based compensation 1,445       1,445      
Ending balance (in shares) at Dec. 31, 2023     1,072          
Ending balance at Dec. 31, 2023 21,051     (21,045) 19,642 (746) 23,200  
Increase (Decrease) in Stockholders' Equity                
Net income 4,147           4,147  
Foreign CTA (218)         (218)    
Tax benefit (expense) on foreign CTA 14         14    
Net investment hedge CTA gains, net 122         122    
Tax expense on net investment hedges CTA gains, net (29)         (29)    
Unrealized (losses) gains on cash flow hedges, net 203         203    
Tax benefit (expense) on unrealized (losses) gains on cash flow hedges, net (10)         (10)    
Unrealized (losses) gains on available-for-sale debt securities, net 148         148    
Tax expense on unrealized gains on available-for-sale debt securities, net (34)         (34)    
Common stock and stock-based awards issued, net of shares withheld for employee taxes (in shares)     13          
Common stock and stock-based awards issued, net of shares withheld for employee taxes (263)       (263)      
Common stock repurchased (in shares)     (92)          
Common stock repurchased (6,053)     (6,053)        
Treasury stock reissuance 13     13        
Stock-based compensation $ 1,326       1,326      
Ending balance (in shares) at Dec. 31, 2024 993   993          
Ending balance at Dec. 31, 2024 $ 20,417 $ 20   (27,085) 20,705 (550) 27,347 $ 20
Increase (Decrease) in Stockholders' Equity                
Net income 5,233           5,233  
Foreign CTA 117         117    
Tax benefit (expense) on foreign CTA (3)         (3)    
Net investment hedge CTA gains, net 0              
Tax expense on net investment hedges CTA gains, net 0              
Unrealized (losses) gains on cash flow hedges, net (257)         (257)    
Tax benefit (expense) on unrealized (losses) gains on cash flow hedges, net 36         36    
Unrealized (losses) gains on available-for-sale debt securities, net (1)         (1)    
Tax expense on unrealized gains on available-for-sale debt securities, net 0              
Common stock and stock-based awards issued, net of shares withheld for employee taxes (in shares)     13          
Common stock and stock-based awards issued, net of shares withheld for employee taxes (258)       (258)      
Common stock repurchased (in shares)     (86)          
Common stock repurchased (6,053)     (6,053)        
Cash dividends declared ($0.14 per share) (130)           (130)  
Stock-based compensation $ 1,135       1,135      
Ending balance (in shares) at Dec. 31, 2025 920   920          
Ending balance at Dec. 31, 2025 $ 20,256     $ (33,138) $ 21,582 $ (658) $ 32,470  
v3.25.4
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY (Parenthetical)
12 Months Ended
Dec. 31, 2024
Statement of Stockholders' Equity [Abstract]  
Accounting Standards Update [Extensible Enumeration] Accounting Standards Update 2023-08 [Member]
v3.25.4
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Cash flows from operating activities:      
Net income (loss) $ 5,233 $ 4,147 $ 4,246
Adjustments to reconcile net income (loss) to net cash provided by operating activities:      
Transaction and credit losses 1,720 1,442 1,682
Depreciation and amortization 963 1,032 1,072
Stock-based compensation 1,002 1,230 1,475
Deferred income taxes 217 231 (668)
Net (gains) losses on strategic investments (162) 285 (201)
Gain on divestiture of business, excluding transaction costs 0 0 (356)
Accretion of discounts on investments, net of amortization of premiums (83) (335) (367)
Adjustments to loans and interest receivable, held for sale 193 125 53
Other (287) (3) (104)
Originations of loans receivable, held for sale (36,730) (24,498) (11,470)
Proceeds from repayments and sales of loans receivable, originally classified as held for sale 35,414 24,352 10,795
Changes in assets and liabilities:      
Accounts receivable 144 85 (114)
Transaction loss allowance for cash losses, net (1,318) (1,131) (1,188)
Other current assets and non-current assets (493) (393) (116)
Accounts payable 4 83 7
Other current liabilities and non-current liabilities 599 798 97
Net cash provided by operating activities 6,416 7,450 4,843
Cash flows from investing activities:      
Purchases of reverse repurchase agreements (201) (424) 0
Maturities of reverse repurchase agreements 288 337 0
Purchases of property and equipment (852) (683) (623)
Proceeds from sales of property and equipment 3 1 45
Purchases and originations of loans receivable (20,190) (21,807) (25,198)
Proceeds from repayments and sales of loans receivable, originally classified as held for investment 19,688 20,272 26,660
Purchases of investments (20,399) (26,209) (21,980)
Maturities and sales of investments 22,933 26,962 24,295
Proceeds from divestiture of business, net of cash divested 0 0 466
Funds receivable (303) 2,908 (2,943)
Collateral posted related to derivative instruments, net (149) 73 (56)
Other (21) 259 86
Net cash provided by investing activities 797 1,689 752
Cash flows from financing activities:      
Borrowings from repurchase agreements 2,949 656 0
Repayments of repurchase agreements (2,949) (656) 0
Proceeds from issuance of common stock 117 95 127
Purchases of treasury stock (6,052) (6,047) (5,002)
Tax withholdings related to net share settlements of equity awards (383) (351) (257)
Borrowings under financing arrangements 2,637 1,546 1,528
Repayments under financing arrangements (2,155) (1,661) (1,053)
Funds payable and amounts due to customers 174 (1,954) 1,861
Collateral received related to derivative instruments and reverse repurchase agreements, net (160) 156 (197)
Payments of dividends to stockholders (130) 0 0
Other (6) (60) 0
Net cash used in financing activities (5,958) (8,276) (2,993)
Effect of exchange rate changes on cash, cash equivalents, and restricted cash 273 (207) 76
Net change in cash, cash equivalents, and restricted cash 1,528 656 2,678
Cash, cash equivalents, and restricted cash at beginning of period 22,490 21,834 19,156
Cash, cash equivalents, and restricted cash at end of period 24,018 22,490 21,834
Supplemental cash flow disclosures:      
Cash paid for interest 406 366 331
Cash paid for income taxes, net 1,099 1,027 2,118
The table below reconciles cash, cash equivalents, and restricted cash as reported in the consolidated balance sheets to the total of the same amounts shown in the consolidated statements of cash flows:      
Cash and cash equivalents 8,049 6,662 9,081
Total cash, cash equivalents, and restricted cash shown in the consolidated statements of cash flows 24,018 22,490 21,834
Short-term and long-term investments      
The table below reconciles cash, cash equivalents, and restricted cash as reported in the consolidated balance sheets to the total of the same amounts shown in the consolidated statements of cash flows:      
Restricted cash and cash equivalents 0 1 3
Funds receivable and customer accounts      
The table below reconciles cash, cash equivalents, and restricted cash as reported in the consolidated balance sheets to the total of the same amounts shown in the consolidated statements of cash flows:      
Restricted cash and cash equivalents $ 15,969 $ 15,827 $ 12,750
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
12 Months Ended
Dec. 31, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
OVERVIEW AND ORGANIZATION

PayPal Holdings, Inc. (“PayPal,” the “Company,” “we,” “us,” or “our”) was incorporated in Delaware in January 2015. At PayPal, our mission is to revolutionize commerce globally. Our products are designed to enable digital payments and simplify commerce experiences for consumers and merchants to make selling, shopping, and sending and receiving money simple, personalized, and secure, whether online or in-person. Our two-sided platform serves millions of consumers and merchants worldwide.

SIGNIFICANT ACCOUNTING POLICIES

Basis of presentation and principles of consolidation
The accompanying consolidated financial statements include the financial statements of PayPal and our wholly- and majority-owned subsidiaries. All intercompany balances and transactions have been eliminated in consolidation.

Investments in entities where we have the ability to exercise significant influence, but not control, over the investee are accounted for using the equity method of accounting. For such investments, our share of the investee’s results of operations is included in other income (expense), net on our consolidated statements of income (loss). Investments in entities where we do not have the ability to exercise significant influence over the investee are accounted for at fair value or cost minus impairment, if any, adjusted for changes resulting from observable price changes, which are included in other income (expense), net on our consolidated statements of income (loss). Our investment balances are included in long-term investments on our consolidated balance sheets.

We determine at the inception of each investment, and re-evaluate if certain events occur, whether an entity in which we have made an investment is considered a variable interest entity (“VIE”). If we determine an investment is in a VIE, we then assess if we are the primary beneficiary, which would require consolidation. As of December 31, 2025 and December 31, 2024, no VIEs qualified for consolidation as the structures of these entities do not provide us with both the ability to direct activities that would significantly impact their economic performance and the obligation to absorb losses or the right to receive benefits of the VIE that could potentially be significant to the VIE.

As of December 31, 2025 and December 31, 2024, the carrying value of our investments in nonconsolidated VIEs that are primarily investments in funds that are limited partnerships or similar structures which are focused on increasing access to capital for underserved communities was $202 million and $187 million, respectively, and is included as non-marketable equity securities applying the equity method of accounting in long-term investments on our consolidated balance sheets. Our maximum exposure to loss related to these nonconsolidated VIEs, which represents funded commitments and any future funding commitments, was $246 million as of both December 31, 2025 and 2024.
Certain amounts for prior years have been reclassified to conform to the financial statement presentation as of and for the year ended December 31, 2025. 

Use of estimates

The preparation of consolidated financial statements in conformity with United States (“U.S.”) generally accepted accounting principles (“GAAP”) requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the consolidated financial statements and the reported amounts of revenues and expenses during the reporting period. On an ongoing basis, we evaluate our estimates, including those related to provisions for transaction and credit losses, income taxes, loss contingencies, revenue recognition, and the evaluation of strategic investments for impairment. We base our estimates on historical experience and various other assumptions which we believe to be reasonable under the circumstances. Actual results could materially differ from these estimates.
Cash and cash equivalents

Cash and cash equivalents are short-term, highly liquid investments and are primarily comprised of bank deposits, PayPal USD stablecoin (“PYUSD”), money market funds and debt securities with original maturities of three months or less when purchased. PYUSD is a stablecoin pegged to the U.S. dollar and fully backed by U.S. dollar deposits, U.S. Treasuries, and similar cash equivalents. Each token of PYUSD held by PayPal represents a contractual right to redeem with the third-party issuer of PYUSD for one U.S. dollar.

Investments

Short-term investments include time deposits and available-for-sale debt securities with original maturities of greater than three months but less than one year when purchased or maturities of one year or less on the reporting date. Long-term investments include time deposits and available-for-sale debt securities with maturities exceeding one year on the reporting date, as well as our strategic investments. Our available-for-sale debt securities are reported at fair value using the specific identification method. Unrealized gains and losses are reported as a component of other comprehensive income (loss), net of related estimated tax provisions or benefits.
 
We elect to account for available-for-sale debt securities denominated in currencies other than the functional currency of our subsidiaries, underlying funds receivable and customer accounts, short-term and long-term investments, under the fair value option as further discussed in “Note 9—Fair Value Measurement of Assets and Liabilities.” The changes in fair value related to initial measurement and subsequent changes in fair value are included as a component of other income (expense), net on our consolidated statements of income (loss).

Our strategic investments consist of marketable equity securities, which are publicly traded, and non-marketable equity securities, which are primarily investments in privately held companies. Marketable equity securities have readily determinable fair values with changes in fair value recorded in other income (expense), net. Non-marketable equity securities include investments that do not have a readily determinable fair value, as well as equity method investments. Our investments that do not have a readily determinable fair value are measured at cost minus impairment, if any, and are adjusted for changes resulting from observable price changes in orderly transactions for an identical or similar investment in the same issuer (the “Measurement Alternative”). Non-marketable equity securities also include our investments where we have the ability to exercise significant influence, but not control, over the investee and these securities are accounted for using the equity method of accounting. All gains and losses on these investments, realized and unrealized, and our share of earnings or losses from investments accounted for using the equity method are recognized in other income (expense), net on our consolidated statements of income (loss).

We assess whether an impairment loss on our non-marketable equity securities accounted for under the Measurement Alternative has occurred based on qualitative factors such as the companies’ financial condition and business outlook, industry performance, regulatory, economic or technological environment, and other relevant events and factors affecting the company. We assess whether an other-than-temporary impairment loss on our equity method investments has occurred due to declines in fair value or other market conditions. If any impairment is identified for non-marketable equity securities or impairment is considered other-than-temporary for our equity method investments, we write down the investment to its fair value and record the corresponding charge through other income (expense), net on our consolidated statements of income (loss).

Our available-for-sale debt securities in an unrealized loss position are written down to fair value through a charge to other income (expense), net on our consolidated statements of income (loss) if we intend to sell the security or it is more likely than not we will be required to sell the security before recovery of its amortized cost basis. For the remaining available-for-sale debt securities in an unrealized loss position, if we identify that the decline in fair value has resulted from credit losses, taking into consideration changes to the rating of the security by rating agencies, implied yields versus benchmark yields, and the extent to which fair value is less than amortized cost, among other factors, we estimate the present value of cash flows expected to be collected. If the present value of cash flows expected to be collected is less than the amortized cost basis, a credit loss exists and an allowance for credit losses is recorded, limited by the amount that the fair value is less than the amortized cost basis. Any portion of impairment not related to credit losses is recognized in other comprehensive income (loss).
Accounts receivable, net

Accounts receivable is primarily related to revenue earned from customers and is reduced by an allowance for credit losses. In estimating expected credit losses on accounts receivable, we assume that current conditions at the balance sheet date remain unchanged over the life of these short-term assets. For the years ended December 31, 2025 and 2024, the allowance for credit losses was not significant. Accounts receivable deemed uncollectible are charged against the allowance for credit losses when identified.

Loans and interest receivable, held for sale

When PayPal has the intent to sell loans to third-party investors they are classified as loans and interest receivable, held for sale on our consolidated balance sheets and reported at the lower of cost or fair value, determined on an aggregate basis, with valuation changes and any associated charge-offs recorded in restructuring and other on our consolidated statements of income (loss). Interest income on interest bearing held-for-sale loans is accrued and recognized based on the contractual rate of interest.

Once PayPal makes the decision to sell loans classified as held for investment, they are reclassified from loans and interest receivable, net to loans and interest receivable, held for sale. When loans are reclassified to held for sale, any previously recorded allowance for credit losses is reversed, resulting in a decrease in transaction and credit losses on our consolidated statements of income (loss). The loan is then recorded consistent with loans held for sale.

Sales of loan receivables to third-party investors are accounted for as a true sale based on our determination that these receivables met all the necessary criteria for such accounting including legal isolation for transferred assets, ability of the transferee to pledge or exchange the transferred assets without constraint, and the transfer of control, and thus, we no longer record these receivables on our consolidated financial statements. We also conclude that our continuing involvement in the arrangement does not invalidate this determination. We retain the servicing rights on loans that are sold to third-party investors and we receive a market-based servicing fee for servicing the sold loans.

Loans and interest receivable, net

When PayPal has the intent and ability to hold loans for the foreseeable future or until maturity or payoff they are classified as loans and interest receivable, net on our consolidated balance sheets and are reported at their outstanding balances, net of any participation interests sold, unamortized deferred origination fees and costs, and allowance for expected credit losses.

Loans and interest receivable, net represents consumer loans originated under our revolving credit products (PayPal Credit) and our installment credit products (which we also refer to as our buy now, pay later (“BNPL”) products), and merchant receivables originated under our PayPal Working Capital (“PPWC”) product and PayPal Business Loan (“PPBL”) product.

In the U.S., our consumer interest-bearing installment products, PPWC, and PPBL are provided under a program agreement we have with an independent chartered financial institution (“partner institution”). The partner institution extends credit to consumers for interest-bearing installment products and to merchants for the PPWC and PPBL products, and we purchase the related receivables originated by the partner institution. In the U.S., we extend certain short-term, interest-free, installment loans to consumers through a U.S. subsidiary. For our international consumer credit products, we extend credit in the U.K and the rest of Europe through our U.K. subsidiary and Luxembourg banking subsidiary, respectively, and in Australia and Japan, through local subsidiaries. For our merchant finance products outside the U.S., we extend working capital advances and loans in the U.K. and rest of Europe through our U.K. subsidiary and Luxembourg banking subsidiary, respectively, and working capital loans in Australia through an Australian subsidiary.

As part of our arrangement with the partner institution in the U.S., we sell back a participation interest in the pool of receivables for the consumer interest-bearing installment products, PPWC, and PPBL. The partner institution has no recourse against us related to their participation interests for failure of debtors to pay when due. The participation interests held by the partner institution have the same priority to the interests held by us and are subject to the same credit, prepayment, and interest rate risk associated with this pool of receivables. All risks of loss are shared pro rata based on participation interests held among all participating stakeholders. We account for the asset transfer as a sale and derecognize the portion of the participation interests for which control has been surrendered. For this arrangement, gains or losses on the sale of the participation interests are not material as the carrying amount of the participation interest sold approximates the fair value at time of transfer. We retain the servicing rights for the entire pool of consumer receivables outstanding and receive a market-based service fee for servicing the assets underlying the participation interest sold.
The terms of our consumer relationships require us to submit monthly bills to the consumer detailing loan repayment requirements. The terms also allow us to charge the consumer interest and fees in certain circumstances. Due to the relatively small dollar amount of individual loans and interest receivable, we do not require collateral on these balances.

In certain instances where a merchant is able to demonstrate that it is experiencing financial difficulty, there may be a modification of the loan or advance and the related fee receivable for which it is probable that, without modification, we would be unable to collect all amounts due.
Another partner institution is the exclusive issuer of the PayPal Credit consumer financing program in the U.S., which also includes PayPal and Venmo branded credit cards. We do not hold an ownership interest in the receivables generated through the program and therefore, do not record these receivables on our consolidated financial statements. PayPal earns a revenue share on the portfolio of consumer receivables owned by the partner institution, which is recorded in revenues from other value added services on our consolidated statements of income (loss).

If PayPal no longer intends to sell loans and interest receivable, held for sale, such loans would be reclassified to loans and interest receivable, net. When a loan is reclassified as held for investment, any amounts previously recorded in order to measure the loan at the lower of cost or fair value are reversed within restructuring and other on our consolidated statements of income (loss) and the loan is recorded consistent with loans held for investment.

Allowance for loans and interest receivable

The allowance for loans and interest receivable represents our estimate of current expected credit losses inherent in our portfolio of loans and interest receivables. Changes to the allowance for loans receivable are reflected as a component of transaction and credit losses on our consolidated statements of income (loss). Changes to the allowance for interest and fees receivable are reflected within revenues from other value added services in net revenues on our consolidated statements of income (loss), or within deferred revenue in accrued expenses and other current liabilities on our consolidated balance sheets, when interest and fees are billed at the inception of a loan or advance. The evaluation process to assess the adequacy of allowances is subject to numerous estimates and judgments.

The allowance for consumer loans and interest receivable is primarily based on expectations of credit losses using historical lifetime loss data and incorporates macroeconomic forecasts applied to the portfolio. The consumer loss models incorporate various portfolio attributes including geographic region, loan term, delinquency, credit rating, vintage, and for the revolving credit portfolio, macroeconomic factors such as forecasted trends in average weekly earnings starting in the second quarter of 2025 and utilizing household disposable income and retail e-commerce sales through the first quarter of 2025. The forecasted macroeconomic factors are sourced externally, using probability weighted multiple economic scenarios for most consumer loan portfolios starting in the second quarter of 2025 (and through the first quarter of 2025 a single scenario), that we believe are most appropriate to the economic conditions applicable to a particular period. The change to multiple macroeconomic scenarios did not have a material impact on the provision for the year ended December 31, 2025. For both 2025 and 2024, the reasonable and supportable forecast period for revolving products and installment products (not classified as held for sale) that we have included in our projected loss rates, which approximates the estimated life of the loans, was approximately 5 years and 7 months to 3.5 years, respectively. Projected loss rates (inclusive of historical loss data and for the revolving credit portfolio, macroeconomic factors) are applied to the principal amount of our consumer receivables. We also include qualitative adjustments that incorporate incremental information not captured in the quantitative estimates of our current expected credit losses, such as expectations of macroeconomic conditions not captured in the loss models for our installment products. The allowance for current expected credit losses on interest and fees receivable is determined primarily by applying loss curves to each portfolio by geography, delinquency, and period of origination, among other factors.

We charge off consumer receivable balances in the month in which a customer’s balance becomes 180 days past the billing date or contractual repayment date, except for the U.S. consumer interest-bearing installment receivables, which are charged off 120 days past the contractual repayment date. Charge-offs are recorded as a reduction to our allowance for loans and interest receivable and subsequent recoveries, if any, are recorded as an increase to the allowance for loans and interest receivable. Loans receivable continue to accrue interest until they are charged off.
The allowance for merchant loans, advances, and fees receivable is primarily based on expectations of credit losses using historical lifetime loss data as well as macroeconomic forecasts applied to the portfolio. The merchant loss models incorporate various portfolio attributes including geographic region, first borrowing versus repeat borrowing, delinquency, internally developed risk ratings, and vintage, as well as macroeconomic factors such as forecasted trends in unemployment rates and retail e-commerce sales. The forecasted macroeconomic factors are sourced externally, using probability weighted multiple economic scenarios starting in the second quarter of 2025 (and through the first quarter of 2025, a single scenario) that we believe are most appropriate to the economic conditions applicable to a particular period. The change to multiple macroeconomic scenarios did not have a material impact on the provision for the year ended December 31, 2025. The reasonable and supportable forecast period for merchant products that we have included in our projected loss rates for 2025 and 2024, which approximates the estimated life of the loans, was approximately 2.5 to 3.5 years. Projected loss rates, inclusive of historical loss data and macroeconomic factors, are applied to the principal amount of our merchant receivables. We also include qualitative adjustments that incorporate incremental information not captured in the quantitative estimates of our current expected credit losses. The allowance for current expected credit losses on fees receivable is determined primarily by applying loss curves to each portfolio by geography, delinquency, and period of origination, among other factors.

For merchant loans and advances, the determination of delinquency is based on the current expected or contractual repayment period of the loan or advance and fixed fee payment as compared to the original expected or contractual repayment period. We charge off the receivables outstanding under our PPBL product when the repayments are 180 days past the contractual repayment date. We charge off the receivables outstanding under our PPWC product when the repayments are 180 days past our expectation of repayments and the merchant has not made a payment in the last 60 days, or when the repayments are 360 days past due regardless of whether the merchant has made a payment in the last 60 days. Charge-offs are recorded as a reduction to our allowance for loans and interest receivable and subsequent recoveries, if any, are recorded as an increase to the allowance for loans and interest receivable.

Customer accounts

We hold all customer balances, both in the U.S. and internationally, as direct claims against us which are reflected on our consolidated balance sheets as a liability classified as amounts due to customers. Certain jurisdictions where PayPal operates require us to hold eligible liquid assets, as defined by applicable regulatory requirements and commercial law in these jurisdictions, equal to at least 100% of the aggregate amount of all customer balances. Therefore, we restrict the use of the assets underlying the customer balances to meet these regulatory requirements and separately classify the assets as customer accounts on our consolidated balance sheets. We classify the assets underlying the customer balances as current based on their purpose and availability to fulfill our direct obligation under amounts due to customers. Customer funds for which PayPal does not have a present right to obtain the related economic benefits or restrict others’ access to those benefits are not reflected on our consolidated balance sheets. These funds include U.S. dollar funds which are deposited at one or more third-party financial institutions insured by the Federal Deposit Insurance Corporation (“FDIC”) and are eligible for FDIC pass-through insurance (subject to applicable limits).

The Luxembourg Commission de Surveillance du Secteur Financier (the “CSSF”) has agreed that PayPal’s management may designate up to 50% of European customer balances held in our Luxembourg banking subsidiary to fund European and U.K. credit activities. As of December 31, 2025 and 2024, the cumulative amount approved by PayPal to be designated to fund credit activities was $2.0 billion as of those respective dates and represented approximately 26% of European customer balances made available for our corporate use as of those respective dates, as determined by applying financial regulations maintained by the CSSF. At the time PayPal’s management designates the European customer balances held in our Luxembourg banking subsidiary to be used to extend credit, the balances are classified as cash and cash equivalents and no longer classified as customer accounts on our consolidated balance sheets. The remaining assets underlying the customer balances remain separately classified as customer accounts on our consolidated balance sheets. We identify these customer accounts separately from corporate funds and maintain them in interest and non-interest bearing bank deposits, time deposits, and available-for-sale debt securities. Customer balances deposited with our partners on a short-term basis in advance of customer transactions and used to fulfill our direct obligation under amounts due to customers are classified as cash and cash equivalents within our customer accounts classification on our consolidated balance sheets. See “Note 8—Cash and Cash Equivalents, Funds Receivable and Customer Accounts, and Investments” for additional information related to customer accounts.

Customer-owned cryptocurrency assets are not recorded on our consolidated balance sheets because we do not have a present right to obtain the related economic benefits or restrict others' access to those benefits. Accordingly, the assets remain the property of our customers.
Funds receivable and funds payable

Funds receivable and funds payable arise due to the time required to initiate collection from and clear transactions through external payment networks. When customers fund their PayPal account using their bank account, credit card, or debit card, or withdraw funds from their PayPal account to their bank account or through a debit card transaction, there is a clearing period before the cash is received or settled, usually one to three business days for U.S. transactions and generally up to five business days for international transactions. In addition, a portion of our customers’ funds are settled directly to their bank account. These funds are also classified as funds receivable and funds payable and arise due to the time required to initiate collection from and clear transactions through external payment networks.

We present changes in funds receivable and funds payable and amounts due to customers as cash flows from investing activities and financing activities, respectively, on our consolidated statements of cash flows based on the nature of the activity underlying our customer accounts.

Property and equipment

Property and equipment consists primarily of computer equipment, software and website development costs, land and buildings, leasehold improvements, and furniture and fixtures. Property and equipment are stated at historical cost less accumulated depreciation and amortization. Depreciation and amortization are computed using the straight-line method over the estimated useful lives of the assets; generally, one to five years for computer equipment and software, including capitalized software and website development costs, three years for furniture and fixtures, up to 30 years for buildings and building improvements, and the shorter of five years or the non-cancelable term of the lease for leasehold improvements.

Direct costs incurred to develop software for internal use and website development costs, including those costs incurred in expanding and enhancing our payments platform, are capitalized and amortized generally over an estimated useful life of three years and are recorded as amortization within the financial statement captions aligned with the internal organizations that are the primary beneficiaries of such assets. We capitalized $642 million and $509 million of internally developed software and website development costs for the years ended December 31, 2025 and 2024, respectively. Amortization expense for these capitalized costs was $515 million, $498 million, and $482 million for the years ended December 31, 2025, 2024, and 2023, respectively. Costs related to the maintenance of internal use software and website development costs are expensed as incurred.

Leases

We determine whether an arrangement is a lease for accounting purposes at contract inception. Operating leases are recorded as right-of-use (“ROU”) assets which are included in other assets, and lease liabilities which are included in accrued expenses and other current liabilities and other long-term liabilities on our consolidated balance sheets. ROU assets for finance leases are included in property and equipment, and lease liabilities for finance leases are included in accrued expenses and other current liabilities and other long-term liabilities on our consolidated balance sheets. For sale-leaseback transactions, we evaluate the sale and the lease arrangement based on our conclusion as to whether control of the underlying asset has been transferred, and recognize the sale-leaseback as either a sale transaction or under the financing method. The financing method requires the asset to remain on our consolidated balance sheets throughout the term of the lease and the proceeds to be recognized as a financing obligation.

ROU assets represent our right to use an underlying asset for the lease term and lease liabilities represent our obligation to make lease payments arising from the lease. ROU assets and lease liabilities are recognized at the lease commencement date based on the present value of lease payments over the lease term. A majority of our leases do not provide an implicit rate and therefore we use an incremental borrowing rate for specific terms on a collateralized basis using information available on the commencement date in determining the present value of lease payments. The ROU asset calculation includes lease payments to be made and excludes lease incentives. The ROU asset and lease liability may include amounts attributed to options to extend or terminate the lease when it is reasonably certain we will exercise that option. When we reach a decision to exercise a lease renewal or termination option, we recognize the associated impact to the ROU asset and lease liability. Lease expense for operating leases is recognized on a straight-line basis over the lease term. Lease expense for finance leases is amortized on a straight-line basis over the lease term, and interest expense for finance lease liabilities is recognized based on the implicit rate or the incremental borrowing rate.
We have lease agreements with lease and non-lease components. We have elected to apply the practical expedient and account for the lease and non-lease components as a single lease component for all leases, where applicable. In addition, we have elected to apply the practical expedients related to lease classification, hindsight, and land easement. We apply a single portfolio approach to account for the ROU assets and lease liabilities.

We evaluate ROU assets related to leases for indicators of impairment whenever events or changes in circumstances indicate that the carrying amount of an ROU asset may not be recoverable. When a decision has been made to exit a lease prior to the contractual term or to sublease that space, we evaluate the asset for impairment and recognize the associated impact to the ROU asset and related expense, if applicable. The evaluation is performed at the asset group level initially and where appropriate, at the lowest level of identifiable cash flows, which is at the individual lease level. Undiscounted cash flows expected to be generated by the related ROU assets are estimated over the ROU assets’ useful lives. If the evaluation indicates that the carrying amount of the ROU assets may not be recoverable, any potential impairment is measured based upon the fair value of the related ROU asset or asset group as determined by appropriate valuation techniques.

Goodwill and intangible assets

Goodwill is tested for impairment, at a minimum, on an annual basis at the reporting unit level by first performing a qualitative assessment to determine whether it is more likely than not that the fair value of the reporting unit is less than its carrying value. If the reporting unit does not pass the qualitative assessment, then the reporting unit’s carrying value is compared to its fair value. Goodwill is considered impaired if the carrying value of the reporting unit exceeds its fair value. The fair value of the reporting unit may be estimated using income and market approaches. The discounted cash flow method, a form of the income approach, uses expected future operating results and a market participant discount rate. The market approach uses comparable company prices and other relevant information generated by market transactions (either publicly traded entities or mergers and acquisitions) to develop pricing metrics to be applied to historical and expected future operating results of the reporting unit. Failure to achieve these expected results, changes in the discount rate, or market pricing metrics may cause a future impairment of goodwill at the reporting unit level. We conducted our annual impairment test of goodwill as of August 31, 2025 and 2024. We determined that no adjustment to the carrying value of goodwill of our reporting unit was required. As of December 31, 2025, we determined that no events occurred, or circumstances changed from August 31, 2025 through December 31, 2025 that would more likely than not reduce the fair value of the reporting unit below its carrying amount.

Intangible assets consist of acquired customer list and user base intangible assets, marketing related intangibles, developed technology, and other intangible assets. Intangible assets are amortized over the period of estimated benefit using the straight-line method and estimated useful lives ranging from three to seven years. No significant residual value is estimated for intangible assets.

We evaluate long-lived assets (including intangible assets) for impairment whenever events or changes in circumstances indicate that the carrying amount of a long-lived asset may not be recoverable. An asset is considered impaired if its carrying amount exceeds the future undiscounted cash flow the asset is expected to generate.

Allowance for transaction losses

We are exposed to transaction losses due to credit card and other payment misuse as well as non-performance from sellers who accept payments through PayPal. We establish an allowance for estimated losses arising from completing customer transactions, such as chargebacks for unauthorized credit card use and merchant-related chargebacks due to non-delivery or unsatisfactory delivery of eligible purchased items, purchase protection program claims, and account takeovers. This allowance represents an accumulation of the estimated amounts of probable transaction losses as of the reporting date. The allowance is monitored regularly and is updated based on actual loss data. The allowance is based on known facts and circumstances, internal factors including experience with similar cases, historical trends involving loss payment patterns, and the mix of transaction and loss types, as appropriate. Additions to the allowance are reflected as a component of transaction and credit losses on our consolidated statements of income (loss). The allowance for transaction losses is included in accrued expenses and other current liabilities on our consolidated balance sheets.
Allowance for negative customer balances

Negative customer balances occur primarily when there are insufficient funds in a customer’s PayPal account to cover charges applied for bank returns and reversals, debit card transactions, and merchant-related chargebacks due to non-delivery or unsatisfactory delivery of eligible purchased items, which are generally within the scope of our protection programs. Negative customer balances can be cured by the customer by adding funds to their account, receiving payments, or through back-up funding sources. We also utilize third-party collection agencies. For negative customer balances that are not expected to be cured or otherwise collected, we provide an allowance for expected losses. The allowance represents expected losses based on historical trends involving collection and write-off patterns, internal factors including our experience with similar cases, other known facts and circumstances, and current conditions at the balance sheet date, which are assumed to remain unchanged over the life of these short-term assets. Loss rates are derived using historical loss data for each delinquency bucket using a roll rate model that captures the losses and the likelihood that a negative customer balance will be written off as the delinquency age of such balance increases. The loss rates are then applied to the outstanding negative customer balances. Once the quantitative calculation is performed, we review the adequacy of the allowance and determine if qualitative adjustments need to be considered. We write-off negative customer balances in the month in which the balance becomes outstanding for 120 days. Write-offs that are recovered are recorded as a reduction to our allowance for negative customer balances. Negative customer balances are included in other current assets, net of the allowance on our consolidated balance sheets. Adjustments to the allowance for negative customer balances are recorded as a component of transaction and credit losses on our consolidated statements of income (loss).

Derivative instruments

See “Note 10—Derivative Instruments” for information related to the derivative instruments.

Repurchase and reverse repurchase agreements

We enter into repurchase agreements as a form of secured borrowing and reverse repurchase agreements as a form of secured lending, primarily to provide additional liquidity and to deploy excess cash. These agreements are accounted for as collateralized financing transactions. Repurchase agreements and reverse repurchase agreements are reported in other current liabilities and other current assets, respectively, on our consolidated balance sheet and recorded at amortized cost.

Fair value measurements

We measure certain financial assets and liabilities at fair value on a recurring basis and certain financial and non-financial assets and liabilities at fair value on a non-recurring basis when a change in fair value or impairment is evidenced. Fair value is defined as the price received to sell an asset or paid to transfer a liability in the principal market for the asset or liability in an orderly transaction between market participants on the measurement date. Fair value is estimated by maximizing the use of observable inputs and minimizing the use of unobservable inputs. The categorization within the following three-level fair value hierarchy for our recurring and non-recurring fair value measurements is based upon the lowest level of input that is available and significant to the fair value measurement:
Level 1 - Observable inputs, such as unadjusted quoted prices in active markets for identical assets or liabilities.
Level 2 - Observable inputs other than Level 1 quoted prices, such as quoted prices for similar assets or liabilities, quoted prices in markets that are not active or other inputs that are observable or can be market-corroborated.
Level 3 - Unobservable inputs that cannot be directly corroborated by observable market data and that typically reflect management’s estimate of assumptions that market participants would use in pricing the asset or liability.
See “Note 9—Fair Value Measurement of Assets and Liabilities” for additional information related to our fair value measurements.
Concentrations of risk

Our cash, cash equivalents, short-term investments, accounts receivable, loans and interest receivable, net, funds receivable and customer accounts, long-term investments, and other assets are potentially subject to concentration of credit risk. Cash, cash equivalents, and customer accounts are placed with financial institutions that management believes are of high credit quality. In addition, funds receivable are generated primarily with financial institutions which management believes are of high credit quality. We invest our cash, cash equivalents, and customer accounts primarily in highly liquid, highly rated instruments which are uninsured. We have corporate deposit balances with financial services institutions which exceed the FDIC insurance limit of $250,000. As part of our cash management process, we perform periodic evaluations of the relative credit standing of these financial institutions. Our accounts receivable are derived from revenue earned from customers located in the U.S. and internationally. Our loans and interest receivable are derived from consumer and merchant financing activities for customers located in the U.S. and internationally. Our long-term notes receivable and contract asset within other assets are associated with the sale of our U.S. consumer credit receivables to a partner institution. Transaction expense is derived from fees paid to payment processors and other financial institutions, located in the U.S. and internationally, when we draw funds from a customer’s credit or debit card, bank account, or other funding source they have stored in their digital wallet.

As of December 31, 2025, one customer and one partner institution accounted for 12% and 23% of net accounts receivable, respectively. As of December 31, 2024, one partner institution accounted for 14% of net accounts receivable. The same partner institution accounted for our long-term notes receivable and contract asset balance, which represented 18% and 17% of other assets at December 31, 2025 and 2024, respectively. No customer accounted for more than 10% of net loans receivable as of December 31, 2025 and 2024. During the years ended December 31, 2025, 2024, and 2023, no customer accounted for more than 10% of net revenues. During the years ended December 31, 2025 and 2024, two payment processors accounted for 56% and 48% of transaction expense, respectively. During the year ended December 31, 2023, one payment processor accounted for 60% of transaction expense.

Revenue recognition

See “Note 2—Revenue” for information related to our revenue recognition.

Advertising expense

We expense the cost of producing advertisements at the time production occurs and expense the cost of communicating advertisements in the period during which the advertising space or airtime is used as sales and marketing expense. Online advertising expenses are recognized based on the terms of the individual agreements, which are generally based on the number of impressions delivered over the total number of contracted impressions, on a pay-per-click basis, or on a straight-line basis over the term of the contract. Advertising expense totaled $867 million, $574 million, and $364 million for the years ended December 31, 2025, 2024, and 2023, respectively.

Defined contribution savings plans

We have a defined contribution savings plan in the U.S. which qualifies under Section 401(k) of the Internal Revenue Code (“Code”). Our non-U.S. employees are covered by other savings plans. Expenses related to our defined contribution savings plans are recorded when services are rendered by our employees.

Stock-based compensation

We determine compensation expense associated with restricted stock units, performance based restricted stock units, and restricted stock awards based on the estimated fair value of our common stock on the date of grant. We generally recognize compensation expense using a straight-line amortization method over the respective vesting period for awards that are ultimately expected to vest. Accordingly, stock-based compensation expense for the years ended December 31, 2025, 2024, and 2023 has been reduced for estimated forfeitures. When estimating forfeitures, we consider voluntary termination behavior of our employees as well as trends of actual forfeitures.
Foreign currency

Many of our foreign subsidiaries have designated the local currency of their respective countries as their functional currency. Assets and liabilities of our non-U.S. dollar functional currency subsidiaries are translated into U.S. dollars at exchange rates prevailing at the balance sheet dates. Revenues and expenses of our non-U.S. dollar functional currency subsidiaries are translated into U.S. dollars using daily exchange rates. Gains and losses resulting from these translations are recorded as a component of accumulated other comprehensive income (loss) (“AOCI”). Gains and losses from the remeasurement of foreign currency transactions into the functional currency are recognized as other income (expense), net on our consolidated statements of income (loss).

Income taxes

We account for income taxes using an asset and liability approach, which requires the recognition of taxes payable or refundable for the current year and deferred tax liabilities and assets for the future tax consequences of events that have been recognized in the financial statements or tax returns. The measurement of current and deferred tax assets and liabilities is based on provisions of enacted tax laws; the effects of future changes in tax laws or rates are not anticipated. If necessary, the measurement of deferred tax assets is reduced by the amount of any tax benefits that are not expected to be realized based on available evidence. We report a liability for unrecognized tax benefits resulting from uncertain tax positions taken or expected to be taken in a tax return. We recognize interest and penalties, if any, related to unrecognized tax benefits in income tax expense. We account for Global Intangible Low-Taxed Income, renamed as the Net Controlled Foreign Corporation Tested Income under the One Big Beautiful Bill Act, as a current-period expense when incurred.

Other income (expense), net

Other income (expense), net includes:
interest income, which consists of interest earned on corporate cash and cash equivalents and short-term and long-term investments,
interest expense, which consists of interest expense, fees, and amortization of debt discount on our long-term debt (including current portion), credit facilities, and commercial paper,
realized and unrealized gains (losses) on strategic investments, and
other, which primarily includes foreign exchange gains and losses due to remeasurement of certain foreign currency denominated monetary assets and liabilities, forward points on derivative contracts designated as net investment hedges, fair value changes on the derivative contracts not designated as hedging instruments and realized and unrealized gains (losses) on crypto assets held for investment.

Recently issued accounting guidance

In November 2024, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2024-03, Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses. The amended guidance requires disaggregation of certain expense captions into specified natural expense categories in the disclosures within the notes to the financial statements. In addition, the guidance requires disclosure of selling expenses and its definition. The new guidance is effective for annual periods beginning after December 15, 2026, and interim reporting periods within annual reporting periods beginning after December 15, 2027, with early adoption permitted. The guidance can be applied either prospectively or retrospectively. We are evaluating the impact this amended guidance may have on the notes to our consolidated financial statements.

In September 2025, the FASB issued ASU 2025-06, Intangibles – Goodwill and Other – Internal-Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software. The amended guidance modernizes the accounting for costs related to internal-use software to more closely align with current software development methods. The guidance removes references to project stages and clarifies when we are required to start capitalizing eligible costs. The new guidance is effective for fiscal years beginning after December 15, 2027, and interim periods within those fiscal years, with early adoption permitted. The guidance can be applied on a prospective basis, a modified basis for in-process projects, or a retrospective basis. We are evaluating the impact this amended guidance may have on our consolidated financial statements.
Recently adopted accounting guidance

In December 2023, the FASB issued ASU 2023-08, Intangibles – Goodwill and Other – Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets. This amended guidance requires fair value measurement of certain crypto assets each reporting period, with the changes in fair value reflected in net income. The amendments also require disclosures of the name, fair value, units held, and cost basis for each significant crypto asset held and annual reconciliations of crypto asset holdings. The new guidance is effective for fiscal years, and interim periods within those fiscal years, beginning after December 15, 2024. We adopted this guidance effective as of January 1, 2025. We have applied the amendments of this guidance as a cumulative-effect adjustment to retained earnings. The adoption of this guidance did not have a significant impact on our consolidated financial statements.

In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. The amended guidance enhances income tax disclosures primarily related to the effective tax rate reconciliation and income taxes paid information. This guidance requires disclosure of specific categories in the effective tax rate reconciliation and additional information on reconciling items meeting a quantitative threshold. In addition, the amended guidance requires disaggregating income taxes paid (net of refunds received) by federal, state, and foreign taxes. It also requires disaggregating individual jurisdictions in which income taxes paid (net of refunds received) are equal to or greater than 5 percent of total income taxes paid (net of refunds received). The amended guidance is effective for annual periods beginning after December 15, 2024. We adopted this guidance prospectively for the annual period ending December 31, 2025. For additional information, see “Note 16 — Income Taxes.”

In January 2025, the SEC released Staff Accounting Bulletin (“SAB”) No. 122 rescinding SAB No. 121, which required an entity to record a liability to reflect its obligation to safeguard the crypto assets held for its platform users with a corresponding asset and required disclosures related to the entity’s safeguarding obligations. SAB No. 122 is effective for annual periods beginning after December 15, 2024 and is required to be applied on a fully retrospective basis, with early adoption permitted. We adopted this guidance as of March 31, 2025 and derecognized the crypto asset safeguarding liability and corresponding safeguarding asset on our consolidated balance sheet as of December 31, 2024. Additionally, we derecognized the associated deferred tax asset and liability as of December 31, 2024. The adoption of this guidance did not impact our consolidated statements of income (loss), comprehensive income (loss), stockholders’ equity, or cash flows.

The following table presents the effects of the changes on the presentation of our consolidated balance sheet:
December 31, 2024
(In millions)
As Previously Reported (1)
AdjustmentsAs Adjusted
Total assets(2)
$81,611 $(2,886)$78,725 
Total liabilities(2)
$61,194 $(2,886)$58,308 
(1) As reported in our 2024 Form 10-K filed with the SEC on February 4, 2025.
(2) Financial statement lines impacted within total assets and total liabilities were “prepaid expenses and other current assets” and “accrued expenses and other current liabilities”, respectively.

There are other new accounting pronouncements issued by the FASB that we have adopted or will adopt, as applicable. We do not believe any of these new accounting pronouncements have had, or will have, a material impact on our consolidated financial statements or disclosures.
v3.25.4
REVENUE
12 Months Ended
Dec. 31, 2025
Revenue from Contract with Customer [Abstract]  
REVENUE REVENUE
We enable our customers to send and receive payments. We earn revenue primarily by completing payment transactions for our customers on our payments platform and from other value added services. Our revenues are classified into two categories: transaction revenues and revenues from other value added services.
TRANSACTION REVENUES

We earn transaction revenues primarily from fees paid by our customers to receive payments on our platform. These fees may have a fixed and variable component. The variable component is generally a percentage of the value of the payment amount and is known at the time the transaction is processed. For a portion of our transactions, the variable component of the fee is eligible for reimbursement when the underlying transaction is approved for a refund. We estimate the amount of fee refunds that will be processed each quarter and record a provision against our transaction revenues. The volume of activity processed on our payments platform, which results in transaction revenue, is referred to as Total Payment Volume (“TPV”). We generate additional revenues from merchants and consumers: on transactions where we perform currency conversion, when we enable cross-border transactions (i.e., transactions where the merchant and consumer are in different countries), when we facilitate the instant transfer of funds for our customers from their PayPal or Venmo account to their bank account or debit card, when we facilitate the purchase and sale of cryptocurrencies, as contractual compensation from sellers that violate our contractual terms (for example, through fraud or counterfeiting), and other miscellaneous fees. Our transaction revenues are also reduced by certain incentives provided to our customers.

Our contracts with our customers are usually open-ended and can be terminated by either party without a termination penalty after the notice period has lapsed. Therefore, our contracts are defined at the transaction level and do not extend beyond the service already provided. Our contracts generally renew automatically without any significant material rights. Some of our contracts include tiered pricing, which are based primarily on volume. The fee charged per transaction is adjusted up or down if the volume processed for a specified period is different from prior period defined volumes. We have concluded that this volume-based pricing approach does not constitute a future material right since the discount is within a range typically offered to a class of customers with similar volume. We do not have any capitalized contract costs.

Our primary service comprises a single performance obligation to complete payments on our payments platform for our customers. Using our risk assessment tools, we perform a transaction risk assessment on individual transactions to determine whether a transaction should be authorized for completion on our payments platform. When we authorize a transaction, we become obligated to our customer to complete the payment transaction.

We recognize fees charged to our customers primarily on a gross basis as transaction revenue when we are the principal in respect of completing a payment transaction. As a principal to the transaction, we control the service of completing payments on our payments platform. We bear primary responsibility for the fulfillment of the payment service, contract directly with our customers, control the product specifications, and define the value proposal from our services. Further, we have full discretion in determining the fee charged to our customers, which is independent of the costs we incur in instances where we may utilize payment processors or other financial institutions to perform services on our behalf. We therefore bear full margin risk when completing a payment transaction. These fees paid to payment processors and other financial institutions are recognized as transaction expense. We are also responsible for providing customer support.

To promote engagement and acquire new users on our platform, we may provide incentives to merchants and consumers in various forms including discounts on fees, rebates, rewards, and coupons. Evaluating whether an incentive is a payment to a customer requires judgment. Incentives that are determined to be consideration payable to a customer or paid on behalf of a customer are recognized as a reduction of revenue. Incentives based on performance targets are recorded as a reduction to revenue when earned based on management’s estimate of each customer’s future performance, and incentives not based on performance targets are amortized as a reduction of revenue ratably over the contractual term. Certain incentives paid to users that are not our customers are classified as sales and marketing expense.

We provide merchants and consumers with protection programs for certain purchase transactions completed on our payments platform. These protection programs help protect both merchants and consumers from financial loss, resulting from, among other things, counterparty non-performance. These protection programs do not provide a separate service to our customers and we estimate and record associated costs in transaction and credit losses during the period the payment transaction is completed.
REVENUES FROM OTHER VALUE ADDED SERVICES

We earn revenues from other value added services, which are comprised of revenue earned through partnerships, referral fees, subscription fees, gateway fees, and other services that we provide to our consumers and merchants. These contracts typically have one performance obligation which is provided and recognized over the term of the contract. The transaction price is generally fixed and known at the end of each reporting period; however, for some agreements, it may be necessary to estimate the transaction price using the expected value method. Revenue earned from other value added services is recorded on a net basis when we are considered the agent with respect to processing transactions.

We also earn revenues from interest and fees earned on our portfolio of loans receivable, and interest earned on certain assets underlying customer balances. Interest and fees earned on the portfolio of loans receivable are computed and recognized based on the effective interest method and are presented net of any required reserves and amortization of deferred origination costs.

We record a contract asset when we have a conditional right to consideration for services we have already transferred to our customer. These contract assets are included in other assets in our consolidated balance sheets and were $238 million and $207 million as of December 31, 2025 and 2024, respectively.

DISAGGREGATION OF REVENUE

We believe that the nature, amount, timing, and uncertainty of our revenue and cash flows and how they are affected by economic factors are most appropriately depicted through our primary geographical markets and types of revenue categories (transaction revenues and revenues from other value added services). Revenues recorded within these categories are earned from similar products and services for which the nature of associated fees and the related revenue recognition models are substantially similar.

The following table presents our revenue disaggregated by primary geographical market and category:
 Year Ended December 31,
 2025  20242023
(In millions)
Primary geographical markets
U.S.
$18,868 $18,267 $17,253 
Other countries(1)
14,304 13,530 12,518 
Total net revenues(2)
$33,172 $31,797 $29,771 
Revenue category
Transaction revenues
$29,798 $28,842 $26,857 
Revenues from other value added services
3,374 2,955 2,914 
Total net revenues(2)
$33,172 $31,797 $29,771 
(1) No single country included in the other countries category generated more than 10% of total net revenues.
(2) Total net revenues include $2.1 billion for both the years ended December 31, 2025 and 2024 and $1.8 billion for the year ended December 31, 2023, which do not represent revenues recognized in the scope of Accounting Standards Codification Topic 606, Revenue from contracts with customers. Such revenues relate to interest and fees earned on loans and interest receivable, including loans and interest receivable held for sale, hedging gains or losses, and interest earned and gains or losses on certain assets underlying customer balances.

Net revenues are attributed to the country in which the party paying our fee is located.
v3.25.4
NET INCOME (LOSS) PER SHARE
12 Months Ended
Dec. 31, 2025
Earnings Per Share [Abstract]  
NET INCOME (LOSS) PER SHARE NET INCOME (LOSS) PER SHARE
Basic net income (loss) per share is computed by dividing net income (loss) for the period by the weighted average number of common shares outstanding during the period. Diluted net income (loss) per share is computed by dividing net income (loss) for the period by the weighted average number of shares of common stock and potentially dilutive common stock outstanding for the period. The dilutive effect of outstanding equity incentive awards is reflected in diluted net income (loss) per share by application of the treasury stock method. The calculation of diluted net income (loss) per share excludes all anti-dilutive common shares. During periods when we report net loss, diluted net loss per share is the same as basic net loss per share because the effects of potentially dilutive items would decrease the net loss per share.
The following table sets forth the computation of basic and diluted net income (loss) per share for the periods indicated:
 Year Ended December 31,
20252024  2023
(In millions, except per share amounts)
Numerator:
Net income (loss)$5,233 $4,147 $4,246 
Denominator:
Weighted average shares of common stock - basic
959 1,029 1,103 
Dilutive effect of equity incentive awards10 
Weighted average shares of common stock - diluted
968 1,039 1,107 
Net income (loss) per share:
Basic$5.46 $4.03 $3.85 
Diluted$5.41 $3.99 $3.84 
Common stock equivalents excluded from net income (loss) per diluted share because their effect would have been anti-dilutive or potentially dilutive11 21 
v3.25.4
BUSINESS COMBINATIONS AND DIVESTITURES
12 Months Ended
Dec. 31, 2025
Business Combination, Asset Acquisition, Transaction between Entities under Common Control, and Joint Venture Formation [Abstract]  
BUSINESS COMBINATIONS AND DIVESTITURES BUSINESS COMBINATIONS AND DIVESTITURES
In the second quarter of 2025, we completed an acquisition with a total purchase price of $19 million, consisting of cash consideration, which was accounted for as a business combination. There were no acquisitions accounted for as business combinations completed in 2024 or 2023.

On November 1, 2023, we completed the sale of Happy Returns to United Parcel Services, Inc. for approximately $466 million in cash, net of cash divested, and derecognized the assets held for sale, consisting primarily of $81 million of goodwill and $13 million of net intangible assets. The sale of Happy Returns enabled us to focus on our core business and priorities. A pre-tax gain of $339 million, net of transaction costs, was included in restructuring and other in the consolidated statements of income (loss) for the year ended December 31, 2023.

There were no divestitures completed in 2025 or 2024.
v3.25.4
GOODWILL AND INTANGIBLE ASSETS
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
GOODWILL AND INTANGIBLE ASSETS GOODWILL AND INTANGIBLE ASSETS
GOODWILL

The following table presents goodwill balances and adjustments to those balances during the years ended December 31, 2025 and 2024:
December 31, 2023Goodwill
Acquired
AdjustmentsDecember 31, 2024Goodwill
Acquired
AdjustmentsDecember 31, 2025
 (In millions)
Total goodwill$11,026 $— $(189)$10,837 $$20 $10,864 

The adjustments to goodwill during 2025 and 2024 pertained to foreign currency translation adjustments.
INTANGIBLE ASSETS

The components of identifiable intangible assets were as follows:

 December 31, 2025December 31, 2024
 Gross
Carrying
Amount
Accumulated
Amortization
Net
Carrying
Amount
Gross
Carrying
Amount
Accumulated
Amortization
Net
Carrying
Amount
 
(In millions)
Intangible assets(1):
Customer lists and user base$372 $(224)$148 $854 $(601)$253 
Marketing related60 (50)10 60 (38)22 
Developed technology(2)— — — 
All other208 (165)43 182 (131)51 
Intangible assets, net$649 $(441)$208 $1,096 $(770)$326 
(1) Excludes intangible assets which have been fully amortized, but are still in use.

Amortization expense for intangible assets was $175 million, $207 million, and $226 million for the years ended December 31, 2025, 2024, and 2023, respectively.
Expected future intangible asset amortization as of December 31, 2025 was as follows:
Fiscal years:(In millions)
2026$98 
202762 
202848 
Total$208 
v3.25.4
LEASES
12 Months Ended
Dec. 31, 2025
Leases [Abstract]  
LEASES LEASES
PayPal enters into various leases, which are primarily real estate operating leases. We use these properties for executive and administrative offices, customer services and operations centers, product development offices, and data centers. PayPal also enters into computer equipment finance leases.

While a majority of our lease agreements do not contain an explicit interest rate, certain of our lease agreements are subject to changes based on the Consumer Price Index or another referenced index. In the event of changes to the relevant index, lease liabilities are not remeasured and instead are treated as variable lease payments and recognized in the period in which the obligation for those payments is incurred.

The short-term lease exemption has been adopted for all leases with a duration of less than 12 months.

PayPal’s lease portfolio includes a small number of subleases. A sublease situation can arise when currently leased real estate space is available and is surplus to operational requirements.

The components of lease expense were as follows:
Year Ended December 31,
202520242023
(In millions)
Operating lease expense$162 $159 $156 
Finance lease expense - amortization of ROU lease assets
16 — 
Sublease income(8)(12)(9)
Total lease expense, net
$170 $155 $147 
Supplemental cash flow information related to leases was as follows:
Year Ended December 31,
202520242023
(In millions)
Cash paid for amounts included in the measurement of lease liabilities:
Operating cash flows from operating leases$178 $169 $174 
Financing cash flows from finance leases
$$60 $— 
ROU lease assets obtained in exchange for new operating lease liabilities
$68 $343 $(1)
ROU lease assets obtained in exchange for new finance lease liabilities
$— $82 $— 
Other non-cash ROU lease asset activity(1)
$(5)$— $(40)
(1) ROU lease asset impairment

Supplemental balance sheet information related to leases was as follows:
As of December 31,
20252024
(In millions, except weighted-average figures)
Operating leases
Finance leases
Operating leases
Finance leases
ROU lease assets$539 $56 $599 $73 
Current lease liabilities148 135 
Long-term lease liabilities548 10 629 18 
Total lease liabilities$696 $17 $764 $23 
Weighted-average remaining lease term5.4 years3.4 years5.9 years4.4 years
Weighted-average discount rate%%%%

Future minimum lease payments for our leases as of December 31, 2025 were as follows:
Operating Leases
Finance Leases
Fiscal years:(In millions)
2026$174 $
2027170 
2028116 
202998 — 
203083 — 
Thereafter151— 
Total$792 $18 
Less: present value discount(96)(1)
Lease liability$696 $17 

Operating lease amounts include minimum lease payments under our non-cancelable operating leases primarily for office and data center facilities. Finance lease amounts include minimum lease payments under our non-cancelable finance leases primarily for computer equipment. The amounts presented are consistent with contractual terms and are not expected to differ significantly from actual results under our existing leases. We recognize rent expense under such agreements on a straight-line basis.

As of December 31, 2025, we have an additional operating lease for an office, which will commence in the first quarter of 2026 or later with minimum lease payments aggregating to $284 million and a lease term of twelve years. As of December 31, 2025, we did not have any additional finance leases which have not yet commenced.
LEASES LEASES
PayPal enters into various leases, which are primarily real estate operating leases. We use these properties for executive and administrative offices, customer services and operations centers, product development offices, and data centers. PayPal also enters into computer equipment finance leases.

While a majority of our lease agreements do not contain an explicit interest rate, certain of our lease agreements are subject to changes based on the Consumer Price Index or another referenced index. In the event of changes to the relevant index, lease liabilities are not remeasured and instead are treated as variable lease payments and recognized in the period in which the obligation for those payments is incurred.

The short-term lease exemption has been adopted for all leases with a duration of less than 12 months.

PayPal’s lease portfolio includes a small number of subleases. A sublease situation can arise when currently leased real estate space is available and is surplus to operational requirements.

The components of lease expense were as follows:
Year Ended December 31,
202520242023
(In millions)
Operating lease expense$162 $159 $156 
Finance lease expense - amortization of ROU lease assets
16 — 
Sublease income(8)(12)(9)
Total lease expense, net
$170 $155 $147 
Supplemental cash flow information related to leases was as follows:
Year Ended December 31,
202520242023
(In millions)
Cash paid for amounts included in the measurement of lease liabilities:
Operating cash flows from operating leases$178 $169 $174 
Financing cash flows from finance leases
$$60 $— 
ROU lease assets obtained in exchange for new operating lease liabilities
$68 $343 $(1)
ROU lease assets obtained in exchange for new finance lease liabilities
$— $82 $— 
Other non-cash ROU lease asset activity(1)
$(5)$— $(40)
(1) ROU lease asset impairment

Supplemental balance sheet information related to leases was as follows:
As of December 31,
20252024
(In millions, except weighted-average figures)
Operating leases
Finance leases
Operating leases
Finance leases
ROU lease assets$539 $56 $599 $73 
Current lease liabilities148 135 
Long-term lease liabilities548 10 629 18 
Total lease liabilities$696 $17 $764 $23 
Weighted-average remaining lease term5.4 years3.4 years5.9 years4.4 years
Weighted-average discount rate%%%%

Future minimum lease payments for our leases as of December 31, 2025 were as follows:
Operating Leases
Finance Leases
Fiscal years:(In millions)
2026$174 $
2027170 
2028116 
202998 — 
203083 — 
Thereafter151— 
Total$792 $18 
Less: present value discount(96)(1)
Lease liability$696 $17 

Operating lease amounts include minimum lease payments under our non-cancelable operating leases primarily for office and data center facilities. Finance lease amounts include minimum lease payments under our non-cancelable finance leases primarily for computer equipment. The amounts presented are consistent with contractual terms and are not expected to differ significantly from actual results under our existing leases. We recognize rent expense under such agreements on a straight-line basis.

As of December 31, 2025, we have an additional operating lease for an office, which will commence in the first quarter of 2026 or later with minimum lease payments aggregating to $284 million and a lease term of twelve years. As of December 31, 2025, we did not have any additional finance leases which have not yet commenced.
v3.25.4
OTHER FINANCIAL STATEMENT DETAILS
12 Months Ended
Dec. 31, 2025
Other Income and Expenses [Abstract]  
OTHER FINANCIAL STATEMENT DETAILS OTHER FINANCIAL STATEMENT DETAILS
PROPERTY AND EQUIPMENT, NET
 As of December 31,
20252024
(In millions)
Property and equipment, net:
Computer equipment and software$3,581 $3,360 
Internal use software and website development costs5,364 4,714 
Land and buildings340 337 
Leasehold improvements357 343 
Furniture and fixtures138 133 
Development in progress and other34 104 
Total property and equipment, gross9,814 8,991 
Accumulated depreciation and amortization(8,114)(7,483)
Total property and equipment, net$1,700 $1,508 
Depreciation and amortization expense was $788 million, $825 million and $846 million in 2025, 2024 and 2023, respectively.
Supplemental cash flow information related to property and equipment
Non-cash investing transactions that are not reflected in the consolidated statements of cash flows for the years ended December 31, 2025, 2024, and 2023 include property and equipment acquired through increases in accounts payable of $9 million, $14 million and $7 million, respectively.

Geographical information

The following table summarizes long-lived assets based on geography, which consist of property and equipment, net and operating lease ROU assets:
 As of December 31,
 20252024
 (In millions)
Long-lived assets:
U.S.$2,009 $1,885 
Other countries230 222 
Total long-lived assets$2,239 $2,107 

Long-lived assets attributed to the U.S. and other countries are based upon the country in which the asset is located or owned.
ACCUMULATED OTHER COMPREHENSIVE INCOME (LOSS)
The following table summarizes the changes in accumulated balances of other comprehensive income (loss) for the year ended December 31, 2025:
Unrealized Gains (Losses) on Cash Flow HedgesUnrealized Gains (Losses) on Available-for-sale Debt Securities
Foreign CTA
Net Investment
Hedges CTA Gains (Losses)
Estimated Tax
(Expense) Benefit
Total
 (In millions)
Beginning balance$147 $14 $(949)$313 $(75)$(550)
Other comprehensive income (loss) before reclassifications(429)— 117 — 33 (279)
Less: Amount of net gains (losses) reclassified from AOCI
(172)— — — (171)
Net current period other comprehensive income (loss)(257)(1)117 — 33 (108)
Ending balance$(110)$13 $(832)$313 $(42)$(658)

The following table summarizes the changes in accumulated balances of other comprehensive income (loss) for the year ended December 31, 2024:
Unrealized Gains (Losses) on Cash Flow Hedges
Unrealized Gains (Losses) on Available-for-sale Debt Securities
Foreign
CTA
Net Investment
Hedges CTA Gains (Losses)
Estimated Tax
(Expense) Benefit
Total
(In millions)
Beginning balance $(56)$(134)$(731)$191 $(16)$(746)
Other comprehensive income (loss) before reclassifications251 108 (218)122 (59)204 
Less: Amount of net gains (losses) reclassified from AOCI
48 (40)— — — 
Net current period other comprehensive income (loss)203 148 (218)122 (59)196 
Ending balance $147 $14 $(949)$313 $(75)$(550)
The following table summarizes the changes in accumulated balances of other comprehensive income (loss) for the year ended December 31, 2023:
Unrealized Gains (Losses) on Cash Flow Hedges
Unrealized Gains (Losses) on Available-for-sale Debt Securities
Foreign
CTA
Net Investment
Hedges CTA Gains (Losses)
Estimated Tax (Expense)
Benefit
Total
(In millions)
Beginning balance $111 $(591)$(575)$(1)$128 $(928)
Other comprehensive income (loss) before reclassifications(56)434 (156)192 (144)270 
Less: Amount of net gains (losses) reclassified from AOCI
111 (23)— — — 88 
Net current period other comprehensive income (loss)(167)457 (156)192 (144)182 
Ending balance $(56)$(134)$(731)$191 $(16)$(746)
The following table provides details about reclassifications out of AOCI for the periods presented below:
Details about AOCI Components 
Amount of Gains (Losses) Reclassified from AOCI
Affected Line Item in the Statements of Income (Loss)
Year Ended December 31,
202520242023
(In millions)
Net gains (losses) on cash flow hedgesforeign exchange contracts
$(166)$48 $111 Net revenues
Net gains (losses) on cash flow hedgesforeign exchange contracts
(2)— — Customer support and operations
Net gains (losses) on cash flow hedgesforeign exchange contracts
(3)— — Technology and development
Net gains (losses) on cash flow hedgesforeign exchange contracts
(1)— — General and administrative
Net gains (losses) on investments
— (40)(21)Net revenues
Net gains (losses) on investments
— (2)Other income (expense), net
(171)88 Income before income taxes
— — — 
Income tax expense
Total reclassifications for the period$(171)$$88 Net income (loss)

OTHER INCOME (EXPENSE), NET

The following table reconciles the components of other income (expense), net for the periods presented below:
 Year Ended December 31,
 202520242023
(In millions)
Interest income$517 $662 $480 
Interest expense(441)(382)(347)
Net gains (losses) on strategic investments162 (285)201 
Other(11)49 
Other income (expense), net$227 $$383 

Refer to “Note 1Overview and Summary of Significant Accounting Policies” for details on the composition of these balances.
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS
12 Months Ended
Dec. 31, 2025
Investments, Debt and Equity Securities [Abstract]  
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS
The following table summarizes the assets underlying our cash and cash equivalents, funds receivable and customer accounts, short-term investments, and long-term investments as of December 31, 2025 and 2024:
 December 31,
2025
December 31,
2024
(In millions)
Cash and cash equivalents
$8,049 $6,662 
Funds receivable and customer accounts:
Cash and cash equivalents(1)
$15,969 $15,827 
Time deposits94 15 
Available-for-sale debt securities14,457 14,551 
Funds receivable7,678 7,278 
Total funds receivable and customer accounts$38,198 $37,671 
Short-term investments:
Time deposits$88 $107 
Available-for-sale debt securities2,285 4,154 
Restricted cash— 
Total short-term investments$2,373 $4,262 
Long-term investments:
Time deposits$$22 
Available-for-sale debt securities2,421 3,002 
Strategic investments1,904 1,559 
Total long-term investments$4,330 $4,583 
(1) Includes $374 million and $149 million of available-for-sale debt securities with original maturities of three months or less as of December 31, 2025 and 2024, respectively.
As of December 31, 2025 and 2024, the estimated fair value of our available-for-sale debt securities included within cash and cash equivalents, funds receivable and customer accounts, short-term investments, and long-term investments was as follows:
 
December 31, 2025(1)
 Gross
Amortized
Cost
  Gross
Unrealized
Gains
  Gross
Unrealized
Losses
 
Estimated
Fair Value
(In millions)
Funds receivable and customer accounts:
U.S. government and agency securities$3,529 $$— $3,530 
Foreign government and agency securities81 — — 81 
Corporate debt securities2,438 (1)2,441 
Mortgage-backed and asset-backed securities
3,825 (1)3,831 
Municipal securities98 — — 98 
Commercial paper4,229 — 4,230 
Short-term investments:
U.S. government and agency securities443 — — 443 
Foreign government and agency securities60 — — 60 
Corporate debt securities985 (2)984 
Mortgage-backed and asset-backed securities
448 — — 448 
Commercial paper350 — — 350 
Long-term investments:
U.S. government and agency securities400 — — 400 
Foreign government and agency securities50 — — 50 
Corporate debt securities648 — 650 
Mortgage-backed and asset-backed securities
1,320 (1)1,321 
Total available-for-sale debt securities(2)
$18,904 $18 $(5)$18,917 
(1) “—” Denotes gross unrealized gain or unrealized loss of less than $1 million in a given position.
(2) Excludes foreign currency denominated available-for-sale debt securities accounted for under the fair value option. Refer to “Note 9Fair Value Measurement of Assets and Liabilities.”
 
December 31, 2024(1)
 Gross
Amortized
Cost
  Gross
Unrealized
Gains
  Gross
Unrealized
Losses
 
Estimated
Fair Value
(In millions)
Funds receivable and customer accounts:
U.S. government and agency securities$5,709 $$(2)$5,711 
Foreign government and agency securities77 — — 77 
Corporate debt securities405 — — 405 
Mortgage-backed and asset-backed securities
4,039 13 (5)4,047 
Municipal securities503 — 504 
Commercial paper3,391 — 3,392 
Short-term investments:
U.S. government and agency securities188 — (2)186 
Foreign government and agency securities84 — — 84 
Corporate debt securities1,751 — (2)1,749 
Mortgage-backed and asset-backed securities
848 — 853 
Commercial paper1,281 — 1,282 
Long-term investments:
U.S. government and agency securities235 — — 235 
Foreign government and agency securities124 — (1)123 
Corporate debt securities1,601 (2)1,602 
Mortgage-backed and asset-backed securities
1,042 (1)1,042 
Total available-for-sale debt securities(2)
$21,278 $29 $(15)$21,292 
(1) “—” Denotes gross unrealized gain or unrealized loss of less than $1 million in a given position.
(2) Excludes foreign currency denominated available-for-sale debt securities accounted for under the fair value option. Refer to “Note 9Fair Value Measurement of Assets and Liabilities.”

Gross amortized cost and estimated fair value balances exclude accrued interest receivable on available-for-sale debt securities, which totaled $101 million and $140 million at December 31, 2025 and 2024, respectively, and were included in other current assets on our consolidated balance sheets.
As of December 31, 2025 and 2024, the gross unrealized losses and estimated fair value of our available-for-sale debt securities included within cash and cash equivalents, funds receivable and customer accounts, short-term investments, and long-term investments for which an allowance for credit losses was not deemed necessary in the current period, aggregated by the length of time those individual securities have been in a continuous loss position, was as follows:
 
December 31, 2025(1)
Less than 12 months12 months or longerTotal
 Fair Value  Gross
Unrealized
Losses
  Fair Value  Gross
Unrealized
Losses
Fair Value  Gross
Unrealized
Losses
(In millions)
Funds receivable and customer accounts:
U.S. government and agency securities$1,261 $— $50 $— $1,311 $— 
Foreign government and agency securities56 — — — 56 — 
Corporate debt securities309 (1)— — 309 (1)
Mortgage-backed and asset-backed securities
1,000 (1)206 — 1,206 (1)
Commercial paper1,375 — — — 1,375 — 
Short-term investments:
U.S. government and agency securities443 — — — 443 — 
Foreign government and agency securities— — 20 — 20 — 
Corporate debt securities94 (1)109 (1)203 (2)
Mortgage-backed and asset-backed securities
354 — — 360 — 
Commercial paper200 — — — 200 — 
Long-term investments:
Foreign government and agency securities25 — — — 25 — 
Corporate debt securities20 — — — 20 — 
Mortgage-backed and asset-backed securities
368 (1)35 — 403 (1)
Total available-for-sale debt securities$5,505 $(4)$426 $(1)$5,931 $(5)
(1) “—” Denotes gross unrealized loss or fair value of less than $1 million in a given position.
 
December 31, 2024(1)
Less than 12 months12 months or longerTotal
 Fair Value  Gross
Unrealized
Losses
  Fair Value  Gross
Unrealized
Losses
Fair Value  Gross
Unrealized
Losses
(In millions)
Funds receivable and customer accounts:
U.S. government and agency securities$1,314 $(1)$517 $(1)$1,831 $(2)
Foreign government and agency securities57 — — — 57 — 
Corporate debt securities105 — 50 — 155 — 
Mortgage-backed and asset-backed securities
1,673 (5)— 1,675 (5)
Municipal securities29 — 36 — 65 — 
Commercial paper275 — — — 275 — 
Short-term investments:
U.S. government and agency securities— — 186 (2)186 (2)
Corporate debt securities618 (2)90 — 708 (2)
Mortgage-backed and asset-backed securities
250 — 18 — 268 — 
Commercial paper218 — — — 218 — 
Long-term investments:
U.S. government and agency securities50 — — — 50 — 
Foreign government and agency securities90 — 34 (1)124 (1)
Corporate debt securities347 (1)(1)356 (2)
Mortgage-backed and asset-backed securities
610 (1)— — 610 (1)
Total available-for-sale debt securities$5,636 $(10)$942 $(5)$6,578 $(15)
(1) “—” Denotes gross unrealized loss or fair value of less than $1 million in a given position.

Unrealized losses have not been recognized into income as we neither intend to sell, nor anticipate that it is more likely than not that we will be required to sell, the securities before recovery of their amortized cost basis. The decline in fair value was due primarily to changes in market interest rates rather than credit losses. We will continue to monitor the performance of the investment portfolio and assess whether impairment due to expected credit losses has occurred.

The table below presents cash inflows related to available-for-sale debt securities:
 Year Ended December 31,
202520242023
(In millions)
Proceeds from sales and maturities of available-for-sale debt securities
$27,173 $33,455 $30,320 

During the year ended December 31, 2025, we incurred gross realized gains and losses which were de minimis. During the years ended December 31, 2024 and 2023, we incurred gross realized losses of $44 million and $26 million, respectively, and de minimis gross realized gains. Gross realized gains and losses were determined using the specific identification method.
Our available-for-sale debt securities included within cash and cash equivalents, funds receivable and customer accounts, short-term investments, and long-term investments classified by date of contractual maturity were as follows:
 December 31, 2025
Amortized CostFair Value
(In millions)
One year or less $9,885 $9,886 
After one year through five years3,783 3,791 
After five years through ten years1,954 1,952 
After ten years3,282 3,288 
Total$18,904 $18,917 

Actual maturities may differ from contractual maturities as certain securities may be prepaid.

STRATEGIC INVESTMENTS

Our strategic investments include marketable equity securities, which are publicly traded, and non-marketable equity securities, which are primarily investments in privately held companies. Our marketable equity securities have readily determinable fair values and are recorded as long-term investments on our consolidated balance sheets at fair value with changes in fair value recorded in other income (expense), net on our consolidated statements of income (loss). Marketable equity securities totaled $180 million and $23 million as of December 31, 2025 and 2024, respectively. As of December 31, 2025, we held marketable equity securities with a fair value of $164 million with a time-based contractual sale restriction, which is set to expire in May 2026.

Our non-marketable equity securities are recorded in long-term investments on our consolidated balance sheets. The carrying value of our non-marketable equity securities totaled $1.7 billion and $1.5 billion as of December 31, 2025 and 2024, respectively. As of December 31, 2025 and 2024, we had non-marketable equity securities of $215 million and $200 million, respectively, for which we have the ability to exercise significant influence, but not control, over the investee. We account for these equity securities using the equity method of accounting. The remaining non-marketable equity securities do not have a readily determinable fair value and we measure these equity investments at cost minus impairment, if any, and adjust for changes resulting from observable price changes in orderly transactions for an identical or similar investment in the same issuer. All gains and losses on these investments, realized and unrealized, and our share of earnings or losses from investments accounted for using the equity method are recognized in other income (expense), net on our consolidated statements of income (loss).

Measurement Alternative adjustments

The adjustments to the carrying value of our non-marketable equity securities accounted for under the Measurement Alternative in the years ended December 31, 2025 and 2024 were as follows:
Year Ended December 31,
 20252024
(In millions)
Carrying amount, beginning of period$1,336 $1,631 
Adjustments related to non-marketable equity securities:
Net additions (reductions)(1)
15 (2)
Gross unrealized gains212 20 
Gross unrealized losses and impairments(54)(313)
Carrying amount, end of period$1,509 $1,336 
(1) Net additions (reductions) include purchases, reductions due to sales of securities, and reclassifications when the Measurement Alternative is subsequently elected or no longer applies.

The following table summarizes the cumulative gross unrealized gains and cumulative gross unrealized losses and impairment related to non-marketable equity securities accounted for under the Measurement Alternative, held at December 31, 2025 and 2024, respectively:
December 31,
2025
December 31,
2024
(In millions)
Cumulative gross unrealized gains $872 $1,187 
Cumulative gross unrealized losses and impairments$(353)$(562)

Unrealized gains (losses) on strategic investments, excluding those accounted for using the equity method

The following table summarizes the net unrealized gains (losses) on marketable and non-marketable equity securities, excluding those accounted for using the equity method, held at December 31, 2025 and 2024, respectively:
 Year Ended December 31,
 20252024
(In millions)
Net unrealized gains (losses)$168 $(270)

Supplemental cash flow information related to investments

Non-cash investing transactions that are not reflected in the consolidated statement of cash flows for the year ended December 31, 2025, 2024, and 2023 include the purchase of investments of $189 million, $150 million and $22 million, respectively, that have not yet settled.
v3.25.4
FAIR VALUE MEASUREMENT OF ASSETS AND LIABILITIES
12 Months Ended
Dec. 31, 2025
Fair Value Disclosures [Abstract]  
FAIR VALUE MEASUREMENT OF ASSETS AND LIABILITIES FAIR VALUE MEASUREMENT OF ASSETS AND LIABILITIES
FINANCIAL ASSETS AND LIABILITIES MEASURED AND RECORDED AT FAIR VALUE ON A RECURRING BASIS

The following tables summarize our financial assets and liabilities measured at fair value on a recurring basis as of December 31, 2025 and 2024:     
December 31, 2025
Quoted Prices in
Active Markets for
Identical Assets
(Level 1)
Significant Other Observable Inputs (Level 2)
(In millions)
Assets:   
Cash and cash equivalents(1):
Money market fund
$$$— 
Short-term investments(2),(5):
U.S. government and agency securities443 — 443 
Foreign government and agency securities60 — 60 
Corporate debt securities984 — 984 
Mortgage-backed and asset-backed securities
448 — 448 
Commercial paper350 — 350 
Total short-term investments2,285 — 2,285 
Funds receivable and customer accounts(3):
U.S. government and agency securities3,530 — 3,530 
Foreign government and agency securities371 — 371 
        Corporate debt securities2,736 — 2,736 
Mortgage-backed and asset-backed securities
3,831 — 3,831 
Municipal securities98 — 98 
Commercial paper4,265 — 4,265 
Total funds receivable and customer accounts14,831 — 14,831 
Derivatives(4)
20 — 20 
Long-term investments(2),(5):
U.S. government and agency securities400 — 400 
Foreign government and agency securities50 — 50 
Corporate debt securities650 — 650 
Mortgage-backed and asset-backed securities
1,321 — 1,321 
Marketable equity securities180 180 — 
Total long-term investments2,601 180 2,421 
Total financial assets$19,741 $184 $19,557 
Liabilities:
Derivatives(4)
$158 $— $158 
Total financial liabilities$158 $— $158 
(1) Excludes cash and cash equivalents of $8.0 billion not measured and recorded at fair value.
(2) Excludes time deposits of $93 million not measured and recorded at fair value.
(3) Excludes cash, time deposits, and funds receivable of $23.4 billion underlying funds receivable and customer accounts not measured and recorded at fair value.
(4) Derivative assets and liabilities are included within “prepaid expenses and other current assets” and “other assets” and “accrued expenses and other current liabilities” and “other long-term liabilities,” respectively, on our consolidated balance sheets.
(5) Excludes non-marketable equity securities of $1.7 billion measured using the Measurement Alternative or equity method accounting.
December 31, 2024
Quoted Prices in
Active Markets for
Identical Assets
(Level 1)
Significant Other Observable Inputs (Level 2)
(In millions)
Assets:   
Cash and cash equivalents(1):
Money market fund
$14 $14 $— 
Short-term investments(2):
U.S. government and agency securities186 — 186 
Foreign government and agency securities84 — 84 
Corporate debt securities1,749 — 1,749 
Mortgage-backed and asset-backed securities
853 — 853 
Commercial paper1,282 — 1,282 
Total short-term investments4,154 — 4,154 
Funds receivable and customer accounts(3):
U.S. government and agency securities5,711 — 5,711 
Foreign government and agency securities379 — 379 
Corporate debt securities667 — 667 
Mortgage-backed and asset-backed securities
4,047 — 4,047 
Municipal securities504 — 504 
Commercial paper3,392 — 3,392 
Total funds receivable and customer accounts14,700 — 14,700 
Derivatives(4)
243 — 243 
Long-term investments(2), (5):
U.S. government and agency securities235 — 235 
Foreign government and agency securities123 — 123 
Corporate debt securities1,602 — 1,602 
Mortgage-backed and asset-backed securities
1,042 — 1,042 
Marketable equity securities23 23 — 
Total long-term investments3,025 23 3,002 
Total financial assets$22,136 $37 $22,099 
Liabilities:
Derivatives(4)
$37 $— $37 
Total financial liabilities$37 $— $37 
(1) Excludes cash and cash equivalents of $6.6 billion not measured and recorded at fair value.
(2) Excludes restricted cash of $1 million and time deposits of $129 million not measured and recorded at fair value.
(3) Excludes cash, time deposits, and funds receivable of $23.0 billion underlying funds receivable and customer accounts not measured and recorded at fair value.
(4) Derivative assets and liabilities are included within “prepaid expenses and other current assets” and “other assets” and “accrued expenses and other current liabilities” and “other long-term liabilities,” respectively, on our consolidated balance sheets.
(5) Excludes non-marketable equity securities of $1.5 billion measured using the Measurement Alternative or equity method accounting.

Our financial assets classified within Level 1 are valued using quoted prices for identical assets in active markets. All other financial assets and liabilities are valued using quoted prices for identical instruments in less active markets, readily available pricing sources for comparable instruments, or models using market observable inputs (Level 2).

A majority of our derivative instruments are valued using pricing models that take into account the contractual terms as well as multiple observable inputs where applicable, such as currency rates, interest rate yield curves, option volatility, and equity prices (Level 2).
As of December 31, 2025 and 2024, we did not have any assets or liabilities requiring measurement at fair value on a recurring basis with significant unobservable inputs that would require a high level of judgment to determine fair value (Level 3).

We elect to account for available-for-sale debt securities denominated in currencies other than the functional currency of our subsidiaries under the fair value option. Election of the fair value option allows us to recognize any gains and losses from fair value changes on such investments in other income (expense), net on the consolidated statements of income (loss) to significantly reduce the accounting asymmetry that would otherwise arise when recognizing the corresponding foreign exchange gains and losses relating to customer liabilities. The following table summarizes the estimated fair value and amortized cost of our available-for-sale debt securities under the fair value option as of December 31, 2025 and 2024:
December 31, 2025December 31, 2024
Amortized CostFair ValueAmortized CostFair Value
(In millions)
Funds receivable and customer accounts$621 $620 $566 $564 
The following table summarizes the gains (losses) from fair value changes recognized in other income (expense), net related to the available-for-sale debt securities under the fair value option for the years ended December 31, 2025 and 2024:
Year Ended December 31,
 20252024
(In millions)
Funds receivable and customer accounts$86 $(29)
ASSETS MEASURED AND RECORDED AT FAIR VALUE ON A NON-RECURRING BASIS

The following tables summarize our assets held as of December 31, 2025 and 2024 for which a non-recurring fair value measurement was recorded during the years ended December 31, 2025 and 2024, respectively:

December 31, 2025Significant Other Observable Inputs (Level 2)Significant Other Unobservable Inputs (Level 3)
(In millions)
Loans and interest receivable, held for sale
$1,223 $1,182 $41 
Non-marketable equity securities measured using the Measurement Alternative(1)
690 679 11 
Total$1,913 $1,861 $52 
(1) Excludes non-marketable equity securities of $819 million accounted for under the Measurement Alternative for which no observable price changes occurred during the year ended December 31, 2025.


December 31, 2024Significant Other Observable Inputs (Level 2)Significant Other Unobservable Inputs (Level 3)
(In millions)
Loans and interest receivable, held for sale
$541 $541 $— 
Non-marketable equity securities measured using the Measurement Alternative(1)
476 131 345 
Total$1,017 $672 $345 
(1) Excludes non-marketable equity securities of $860 million accounted for under the Measurement Alternative for which no observable price changes occurred during the year ended December 31, 2024.
We measure loans and interest receivable, held for sale that are comparable to loans receivable sold to third-party investors using observable inputs, such as the most recent executed prices. These loans and interest receivable, held for sale are classified within Level 2 in the fair value hierarchy. Certain loans and interest receivable, held for sale are valued using significant unobservable inputs, such as adjustments to recently executed prices. These loans and interest receivable, held for sale are classified within Level 3 in the fair value hierarchy. Refer to “Note 11—Loans and Interest Receivable” for additional information on loans and interest receivable, held for sale.

We measure the non-marketable equity securities accounted for under the Measurement Alternative at cost minus impairment, if any, adjusted for observable price changes in orderly transactions for an identical or similar investment in the same issuer. Non-marketable equity securities that have been remeasured during the period based on observable price changes are classified within Level 2 in the fair value hierarchy because we estimate the fair value based on valuation methods which only include significant inputs that are observable, such as the observable transaction price at the transaction date. The fair value of non-marketable equity securities are classified within Level 3 when we estimate fair value using significant unobservable inputs such as when we remeasure due to impairment and use discount rates, forecasted cash flows, and market data of comparable companies, among others.
FINANCIAL ASSETS AND LIABILITIES NOT MEASURED AND RECORDED AT FAIR VALUE

Our financial instruments, including cash and certain cash equivalents, restricted cash, time deposits, reverse repurchase agreements, certain loans and interest receivable, held for sale, loans and interest receivable, net, certain customer accounts, notes receivable, commercial paper, and long-term debt related to borrowings on our credit facilities are carried at amortized cost, which approximates their fair value. Our term debt (including current portion) had a carrying value of approximately $10.8 billion and fair value of approximately $10.3 billion as of December 31, 2025. Our term debt (including current portion) had a carrying value of approximately $10.5 billion and fair value of approximately $9.8 billion as of December 31, 2024. If these financial instruments were measured at fair value in the financial statements, cash and certain cash equivalents would be classified as Level 1; restricted cash, time deposits, reverse repurchase agreements, certain loans and interest receivable, held for sale, certain customer accounts, commercial paper, and term debt (including current portion) would be classified as Level 2; and the remaining financial instruments would be classified as Level 3 in the fair value hierarchy.
v3.25.4
DERIVATIVE INSTRUMENTS
12 Months Ended
Dec. 31, 2025
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
DERIVATIVE INSTRUMENTS DERIVATIVE INSTRUMENTS
SUMMARY OF DERIVATIVE INSTRUMENTS

Our primary objective in holding derivatives is to reduce the volatility of earnings and cash flows associated with changes in foreign exchange rates. Our derivatives expose us to credit risk to the extent that our counterparties may be unable to meet the terms of the arrangement. We seek to mitigate such risk by limiting our counterparties to, and by spreading the risk across, major financial institutions and by entering into collateral security arrangements. In addition, the potential risk of loss with any one counterparty resulting from this type of credit risk is monitored on an ongoing basis. We do not use any derivative instruments for trading or speculative purposes.

Cash flow hedges

We have significant international revenues and expenses denominated in foreign currencies, which subjects us to foreign exchange risk. We have a foreign currency exposure management program in which we designate certain foreign exchange contracts, generally with maturities of 12 months or less, to reduce the volatility of cash flows primarily related to forecasted revenues and expenses denominated in certain foreign currencies. The objective of these foreign exchange contracts is to help mitigate the risk that the U.S. dollar-equivalent cash flows are adversely affected by changes in the applicable U.S. dollar/foreign currency exchange rate. These derivative instruments are designated as cash flow hedges and accordingly, the derivative’s gain or loss is initially reported as a component of AOCI and subsequently reclassified into revenue or the applicable expense line item in the consolidated statements of income (loss) in the same period the forecasted transaction affects earnings. We evaluate the effectiveness of our foreign exchange contracts on a quarterly basis by comparing the critical terms of the derivative instruments with the critical terms of the forecasted cash flows of the hedged item; if the critical terms are the same, we conclude the hedge will be perfectly effective. We do not exclude any component of the changes in fair value of the derivative instruments from the assessment of hedge effectiveness. We report cash flows arising from derivative instruments consistent with the classification of cash flows from the underlying items that these derivatives are hedging. Accordingly, the cash flows associated with derivatives designated as cash flow hedges are classified in cash flows from operating activities on our consolidated statements of cash flows.
As of December 31, 2025, we estimated that $111 million of net derivative losses related to our cash flow hedges included in AOCI are expected to be reclassified into earnings within the next 12 months. During the years ended December 31, 2025, 2024, and 2023, we did not discontinue any cash flow hedges because it was probable that the original forecasted transaction would not occur and as such, did not reclassify any gains or losses to earnings prior to the occurrence of the hedged transaction. If we elect to discontinue our cash flow hedges and it is probable that the original forecasted transaction will occur, we continue to report the derivative’s gain or loss in AOCI until the forecasted transaction affects earnings, at which point we also reclassify it into earnings. Gains and losses on derivatives held after we discontinue our cash flow hedges and on derivative instruments that are not designated as cash flow hedges are recorded in the same financial statement line to which the derivative relates.

Net investment hedges

Prior to 2025, we used foreign exchange contracts to reduce the foreign exchange risk related to our investment in certain foreign subsidiaries. These derivatives were designated as net investment hedges and accordingly, the gains and losses on the portion of the derivatives included in the assessment of hedge effectiveness were recorded in AOCI as part of foreign currency translation. We excluded forward points from the assessment of hedge effectiveness and recognized them in other income (expense), net on a straight-line basis over the life of the hedge. The accumulated gains and losses associated with these instruments will remain in AOCI until the foreign subsidiaries are sold or substantially liquidated, at which point they will be reclassified into earnings. The cash flows associated with derivatives designated as a net investment hedge are classified in cash flows from investing activities on our consolidated statements of cash flows.

We have not reclassified any gains or losses related to net investment hedges from AOCI into earnings for any of the periods presented.

Foreign exchange contracts not designated as hedging instruments

We have a foreign currency exposure management program in which we use foreign exchange contracts to offset the foreign exchange risk of our assets and liabilities denominated in currencies other than the functional currency of our subsidiaries. These contracts are not designated as hedging instruments and reduce, but do not entirely eliminate, the impact of foreign exchange rate movements on our assets and liabilities. The gains and losses due to remeasurement of certain foreign currency denominated monetary assets and liabilities are recorded in other income (expense), net, which are offset by the gains and losses on these foreign exchange contracts. The cash flows associated with our non-designated derivatives used to hedge foreign currency denominated monetary assets and liabilities are classified in cash flows from operating activities on our consolidated statements of cash flows.

FAIR VALUE OF DERIVATIVE CONTRACTS

The fair value of our outstanding derivative instruments as of December 31, 2025 and 2024 was as follows:
 Balance Sheet LocationAs of December 31,
20252024
Derivative Assets:(In millions)
Foreign exchange contracts designated as hedging instruments
Other current assets$$157 
Foreign exchange contracts not designated as hedging instruments
Other current assets13 86 
Total derivative assets$20 $243 
Derivative Liabilities:
Foreign exchange contracts designated as hedging instruments
Other current liabilities$118 $10 
Foreign exchange contracts not designated as hedging instruments
Other current liabilities40 27 
Total derivative liabilities$158 $37 
EFFECT OF DERIVATIVE CONTRACTS ON CONSOLIDATED FINANCIAL STATEMENTS

The following table provides the location in the consolidated statements of income (loss) and amount of recognized gains or losses related to our derivative instruments:
Year Ended December 31,
 2025
(In millions)
Net revenuesCustomer support and operationsTechnology and developmentGeneral and administrativeOther income (expense), net
Total amounts presented in the consolidated statements of income (loss) in which the effects of cash flow hedges and net investment hedges are recorded
$33,172 $1,704 $3,103 $1,979 $227 
Gains (losses) on derivatives in cash flow hedging relationship:
Amount of net gains (losses) on foreign exchange contracts reclassified from AOCI(166)(2)(3)(1)— 
Gains (losses) on derivatives not designated as hedging instruments:
Amount of net gains (losses) on foreign exchange contracts — — — — (216)
Total gains (losses)$(166)$(2)$(3)$(1)$(216)

Year Ended December 31,
 20242023
(In millions)
Net revenuesOther income (expense), netNet revenuesOther income (expense), net
Total amounts presented in the consolidated statements of income (loss) in which the effects of cash flow hedges and net investment hedges are recorded
$31,797 $$29,771 $383 
Gains (losses) on derivatives in cash flow hedging relationship:
Amount of net gains (losses) on foreign exchange contracts reclassified from AOCI
48 — 111 — 
Gains (losses) on derivatives in net investment hedging relationship:
Amount of net gains (losses) on foreign exchange contracts excluded from the assessment of effectiveness
— 67 — 100 
Gains (losses) on derivatives not designated as hedging instruments:
Amount of net gains (losses) on foreign exchange contracts
— 111 — (263)
Amount of gains (losses) on equity derivative contracts (1)
— — — 44 
Total net gains (losses)
$48 $178 $111 $(119)
(1) During the year ended December 31, 2023, equity derivative contracts were entered into and matured in association with the sale of marketable equity securities related to strategic investments. The cash flows associated with the equity derivative contracts were classified in cash flows from investing activities on our consolidated statements of cash flows.
The following table provides the amount of pre-tax unrealized gains or losses included in the assessment of hedge effectiveness related to our derivative instruments designated as hedging instruments that are recognized in other comprehensive income (loss):
Year Ended December 31,
 202520242023
(In millions)
Unrealized net gains (losses) on foreign exchange contracts designated as cash flow hedges
$(429)$251 $(56)
Unrealized net gains (losses) on foreign exchange contracts designated as net investment hedges
— 122 192 
Total unrealized net gains (losses) recognized from derivative contracts designated as hedging instruments in the consolidated statements of comprehensive income (loss)
$(429)$373 $136 

NOTIONAL AMOUNTS OF DERIVATIVE CONTRACTS

Derivative transactions are measured in terms of the notional amount; however, this amount is not recorded on the balance sheet and is not, when viewed in isolation, a meaningful measure of the risk profile of the derivative instruments. The notional amount is generally not exchanged, but is used only as the underlying basis on which the value of foreign currency exchange payments under these contracts is determined. The following table provides the notional amounts of our outstanding derivative instruments:
Year Ended December 31,
20252024
(In millions)
Foreign exchange contracts designated as hedging instruments$5,878 $3,942 
Foreign exchange contracts not designated as hedging instruments11,932 13,317 
Total$17,810 $17,259 

MASTER NETTING AGREEMENTS - RIGHTS OF SET-OFF

Under master netting agreements with certain counterparties to our derivative contracts, repurchase agreements, and reverse repurchase agreements, subject to applicable requirements, we are allowed to net settle transactions of the same type with a single net amount payable by one party to the other. PayPal has not elected to offset for balance sheet presentation and we present the derivative assets, derivative liabilities, repurchase agreements and reverse repurchase agreements on a gross basis on our consolidated balance sheets.

We have entered into collateral security arrangements with certain counterparties that provide for collateral to be received or posted when the net fair value of certain financial instruments fluctuates from contractually established thresholds. Receivables related to cash collateral posted and payables related to cash collateral received are recognized in other current assets and other current liabilities, respectively, on our consolidated balance sheets.
The following tables present the derivative assets, derivative liabilities, and reverse repurchase agreements not offset on the consolidated balance sheets but available for offset in the event of default. The tables also present the cash and non-cash collateral received or pledged relating to these positions. The amount of collateral presented is limited to the amount presented on our consolidated balance sheets; therefore, instances of over-collateralization are excluded from the table below.

Amounts Not Offset on the Consolidated Balance Sheets
Amounts Presented on the Consolidated Balance Sheet
Financial Instruments(1)
Collateral Received(2)
Net Amounts
(In millions)
As of December 31, 2025
Derivative assets(3)
$20 $13 $$
Reverse repurchase agreements(4)
— — — — 
Total assets
$20 $13 $$
As of December 31, 2024
Derivative assets(3)
$243 $23 $169 $51 
Reverse repurchase agreements(4)
87 — 87 — 
Total assets
$330 $23 $256 $51 

Amounts Not Offset on the Consolidated Balance Sheets
Amounts Presented on the Consolidated Balance Sheet
Financial Instruments(1)
Collateral Pledged(2)
Net Amounts
(In millions)
As of December 31, 2025
Derivative liabilities(3)
$158 $13 $122 $23 
As of December 31, 2024
Derivative liabilities(3)
$37 $23 $$
(1) For derivative positions, this includes any derivative fair value that could be offset in the event of counterparty default. For reverse repurchase positions this includes any receivable that could be offset in the event of counterparty default.
(2) Includes cash and the fair value of securities exchanged with the counterparty. For reverse repurchase agreements, these securities are not included in the consolidated balance sheet unless the counterparty defaults.
(3) We received cash collateral from derivative counterparties totaling $2 million and $162 million as of December 31, 2025 and 2024, respectively, and securities from derivative counterparties with a fair value of $90 million and $30 million as of December 31, 2025 and 2024, respectively. We posted $156 million and $7 million of cash collateral as of December 31, 2025 and 2024, respectively, and securities to derivative counterparties with a fair value of $91 million and nil as of December 31, 2025 and 2024, respectively.
(4) PayPal is permitted by contract to sell or repledge collateral relating to its reverse repurchase agreements. The fair value of this collateral was nil and $96 million as of December 31, 2025 and 2024, respectively. As of both December 31, 2025 and 2024, we have not sold or repledged collateral relating to reverse repurchase agreements.
v3.25.4
LOANS AND INTEREST RECEIVABLE
12 Months Ended
Dec. 31, 2025
Receivables [Abstract]  
LOANS AND INTEREST RECEIVABLE LOANS AND INTEREST RECEIVABLE
LOANS AND INTEREST RECEIVABLE, HELD FOR SALE

As of December 31, 2025 and 2024, loans and interest receivable, held for sale was $1.7 billion and $541 million, respectively, and included both loans reclassified to held for sale and loans originated as held for sale. During the years ended December 31, 2025 and 2024, we reclassified $574 million and nil, respectively, of loans and interest receivable, net to loans and interest receivable, held for sale. During the year ended December 31, 2025, we derecognized loans with an unpaid balance of $26.9 billion and had net proceeds of $26.7 billion from loans and interest receivable sold. During the year ended December 31, 2024, we derecognized loans with an unpaid balance of $20.9 billion and had net proceeds of $20.8 billion from loans and interest receivable sold.
LOANS AND INTEREST RECEIVABLE, NET

Consumer receivables

We offer revolving and installment credit products as a funding option for consumers in certain checkout transactions on our payments platform. Our revolving credit product consists of PayPal Credit in the U.K., which is made available to consumers as a funding source in their PayPal wallet once they are approved for credit. Additionally, we offer installment credit products at the time of checkout in various markets, including the U.S., several markets across Europe, Australia, and Japan. We offer non interest-bearing installment credit products in these markets as well as interest-bearing installment credit products in the U.S. and Germany, among other markets. We purchase receivables related to interest-bearing installment loans extended to U.S. consumers by an independent chartered financial institution (“partner institution”) and are responsible for the servicing functions related to that portfolio. During the years ended December 31, 2025 and 2024, we purchased approximately $1.3 billion and $690 million in consumer receivables, respectively. As of December 31, 2025 and 2024, the outstanding balance of consumer receivables, which consisted of revolving and installment loans and interest receivable, was $5.5 billion and $5.4 billion, respectively, net of the participation interest sold to the partner institution of $33 million and $23 million, respectively.

Consumer receivables delinquency and allowance

We closely monitor the credit quality of our revolving and installment loans to evaluate and manage our related exposure to credit risk. Credit risk management begins with initial underwriting and continues through the full repayment of a loan. To assess a consumer who requests a loan, we use, among other indicators, internally developed risk models using detailed information from external sources, such as credit bureaus where available, and internal data, including the consumer’s prior repayment history with our credit products where available. We use delinquency status and trends to assist in making (or, for interest-bearing installment loans in the U.S., to assist the partner institution in making) new and ongoing credit decisions, to adjust our models, to plan our collection practices and strategies, and in determining our allowance for consumer loans and interest receivable.

The following tables present the delinquency status and gross charge-offs of revolving and installment loans and interest receivable by year of origination, as applicable. The amounts are based on the number of days past the billing date for revolving loans or contractual repayment date for installment loans. The “current” category represents balances that are within 29 days of the billing date or contractual repayment date, as applicable.

December 31, 2025
(In millions, except percentages)
Revolving Loans
Amortized Cost Basis
Installment Loans Amortized Cost Basis
20252024202320222021TotalPercent
Consumer loans and interest receivable:
Current$2,767 $2,043 $360 $114 $— $— $5,284 96.4%
30 - 59 Days29 34 — — 70 1.3%
60 - 89 Days 19 22 — — 47 0.9%
90 - 179 Days 39 31 — — 78 1.4%
Total
$2,854 $2,130 $375 $120 $— $— $5,479 100%
Gross charge-offs for the year ended December 31, 2025
$136 $36 $107 $20 $$— $300 
December 31, 2024
(In millions, except percentages)
Revolving Loans
Amortized Cost Basis
Installment Loans Amortized Cost Basis
20242023202220212020TotalPercent
Consumer loans and interest receivable:
Current$2,404 $2,427 $353 $43 $— $— $5,227 96.6%
30 - 59 Days25 28 — — — 57 1.1%
60 - 89 Days 16 19 — — 40 0.7%
90 - 179 Days 38 40 — — 89 1.6%
Total
$2,483 $2,514 $370 $46 $— $— $5,413 100%
Gross charge-offs for the year ended December 31, 2024
$138 $39 $133 $14 $— $— $324 


The following table summarizes the activity in the allowance for consumer loans and interest receivable for the years ended December 31, 2025 and 2024:
December 31, 2025December 31, 2024
Consumer Loans ReceivableInterest Receivable
Total Allowance(1)
  Consumer Loans ReceivableInterest Receivable
Total Allowance
(In millions)
Beginning balance$341 $$348 $357 $23 $380 
Changes in allowance due to reclassification of loans and interest receivable to or from held for sale
(23)— (23)— — — 
Provisions255 13 268 249 256 
Charge-offs(283)(17)(300)(301)(23)(324)
Recoveries62 — 62 48 — 48 
Other(2)
14 — 14 (12)— (12)
Ending balance$366 $$369 $341 $$348 
(1) Beginning balances, provisions and charge-offs include amounts related to loans and interest receivable prior to their reclassification to loan and interest receivable, held for sale during the period.
(2) Includes amounts related to foreign currency remeasurement.

The allowance for credit losses at December 31, 2025 for our consumer receivable portfolio was $369 million, an increase from $348 million at December 31, 2024. The increase in allowance for credit losses was related to the growth of revolving loans in the U.K. and interest-bearing installment loans in the U.S. partially offset by the release of reserves as a result of the reclassification of certain non interest-bearing installment loans in the U.S. to held for sale.

Merchant receivables

We offer access to merchant finance products for certain small and medium-sized businesses through our PPWC and PPBL products, which we collectively refer to as our merchant finance offerings. We purchase receivables related to credit extended to U.S. merchants by a partner institution and are responsible for the servicing functions related to that portfolio. During the years ended December 31, 2025 and 2024, we purchased approximately $2.2 billion and $1.8 billion in merchant receivables, respectively. As of December 31, 2025 and 2024, the total outstanding balance in our pool of merchant loans, advances, and fees receivable was $1.8 billion and $1.5 billion, respectively, net of the participation interest sold to the partner institution of $65 million and $53 million, respectively.
Through our PPWC product, merchants can borrow a certain percentage of their annual payment volume processed by PayPal and are charged a fixed fee for the loan or advance based on the overall credit assessment of the merchant. Loans and advances are repaid through a fixed percentage of the merchant’s future payment volume that PayPal processes. Through our PPBL product, we provide merchants access to short-term business financing for a fixed fee based on an evaluation of the applying business as well as the business owner. PPBL repayments are collected through periodic payments until the balance has been satisfied.

The fee is fixed at the time the loan or advance is extended and is recognized as deferred revenue in accrued expenses and other current liabilities on our consolidated balance sheets. The fixed fee is amortized into revenues from other value added services based on the amount repaid over the repayment period. We estimate the repayment period for PPWC based on the merchant’s payment processing history with PayPal. For PPWC, there is a general requirement that at least 10% of the original amount of the loan or advance plus the fixed fee must be repaid every 90 days. We calculate the repayment rate of the merchant’s future payment volume so that repayment of the loan or advance and fixed fee is expected to generally occur within 9 to 12 months from the date of the loan or advance. On a monthly basis, we recalculate the repayment period based on the repayment activity on the receivable. As such, actual repayment periods are dependent on actual merchant payment processing volumes. For PPBL, we receive fixed periodic payments over the contractual term of the loan, which generally ranges from 3 to 12 months.

Merchant receivables delinquency and allowance

We actively monitor receivables with repayment periods greater than the original expected or contractual repayment period, as well as the credit quality of our merchant loans and advances that we extend or purchase, so that we can evaluate, quantify, and manage our credit risk exposure. To assess a merchant seeking a loan or advance, we use, among other indicators, risk models developed internally which utilize information obtained from multiple internal and external data sources to predict the likelihood of timely and satisfactory repayment by the merchant of the loan or advance amount and the related fee. Primary drivers of the models include the merchant’s annual payment volume, payment processing history with PayPal, prior repayment history with PayPal’s credit products where available, information sourced from consumer and business credit bureau reports, and other information obtained during the application process. We use delinquency status and trends to assist in making (or, in the U.S., to assist the partner institution in making) ongoing credit decisions, to adjust our internal models, to plan our collection strategies, and in determining our allowance for these loans, advances, and fees receivable.

The following tables present the delinquency status and gross charge-offs of merchant loans, advances, and fees receivable by year of origination. The amounts are based on the number of days past the expected or contractual repayment date for amounts outstanding. The “current” category represents balances that are within 29 days of the expected repayment date or contractual repayment date, as applicable.

December 31, 2025
(In millions, except percentages)
20252024202320222021
Prior
TotalPercent
Merchant loans, advances, and fees receivable:
Current$1,558 $53 $$$— $$1,621 89.8%
30 - 59 Days63 17 — — 82 4.5%
60 - 89 Days 27 10 — — 39 2.2%
90 - 179 Days 34 18 — — 55 3.0%
180+ Days— — — 0.5%
Total
$1,684 $103 $11 $$— $$1,806 100%
Gross charge-offs for the year ended December 31, 2025
$25 $87 $19 $$— $$137 
December 31, 2024
(In millions, except percentages)
20242023202220212020
Prior
TotalPercent
Merchant loans, advances, and fees receivable:
Current$1,274 $28 $13 $$$$1,328 90.4%
30 - 59 Days55 10 — — 69 4.7%
60 - 89 Days 23 — — — 31 2.1%
90 - 179 Days 21 11 — — — 36 2.4%
180+ Days— — — 0.4%
Total
$1,374 $59 $23 $$$$1,470 100%
Gross charge-offs for the year ended December 31, 2024
$10 $96 $42 $— $$— $156 

The following table summarizes the activity in the allowance for merchant loans, advances, and fees receivable, for the years ended December 31, 2025 and 2024:
December 31, 2025December 31, 2024
Merchant Loans and Advances
Fees Receivable
Total Allowance  Merchant Loans and Advances
Fees Receivable
Total Allowance
(In millions)
Beginning balance$107 $$113 $148 $12 $160 
Provisions151 18 169 79 81 
Charge-offs(127)(10)(137)(148)(8)(156)
Recoveries21 — 21 28 — 28 
Other(1)
— — — — 
Ending balance$156 $14 $170 $107 $$113 
(1) Includes amounts related to foreign currency remeasurement.
The allowance for credit losses at December 31, 2025 for our merchant receivable portfolio was $170 million, an increase from $113 million at December 31, 2024. The increase in allowance for credit losses was related to the growth of the merchant receivables portfolio as well as a decline in credit quality of merchant loans outstanding primarily from modifications in acceptable risk parameters in 2024, which included broadened eligibility.
v3.25.4
DEBT
12 Months Ended
Dec. 31, 2025
Debt Disclosure [Abstract]  
DEBT DEBT
NOTES

In March 2025, we issued fixed and floating rate notes with varying maturity dates for an aggregate principal amount of $1.5 billion, consisting of $450 million aggregate principal amount of floating rate notes due 2028 (the “2028 Floating Rate Notes”), $450 million aggregate principal amount of 4.450% notes due 2028 (the “2028 Notes”) and $600 million aggregate principal amount of 5.100% notes due 2035 (the “2035 Notes”). Interest on the 2028 Floating Rate Notes is payable on March 6, June 6, September 6 and December 6 of each year, beginning on June 6, 2025. The 2028 Floating Rate Notes bear interest at a floating rate equal to the compounded secured overnight financing rate, reset quarterly, plus 0.670% per annum. Interest on the 2028 Notes is payable on March 6 and September 6 of each year, beginning on September 6, 2025. Interest on the 2035 Notes is payable on April 1 and October 1 of each year, beginning on October 1, 2025.

In May 2024, we issued fixed rate notes with varying maturity dates for an aggregate principal amount of $1.3 billion. Interest on these notes is payable on June 1 and December 1 of each year, beginning on December 1, 2024.

In June 2023, we issued fixed rate notes with varying maturity dates for an aggregate principal amount of ¥90 billion (approximately $575 million as of December 31, 2025). Interest on these notes is payable on June 9 and December 9 of each year, beginning on December 9, 2023.

In May 2022, we issued fixed rate notes with varying maturity dates for an aggregate principal amount of $3.0 billion. Interest on these notes is payable on June 1 and December 1 of each year, beginning on December 1, 2022.

In May 2020, we issued fixed rate notes with varying maturity dates for an aggregate principal amount of $4.0 billion. Interest on these notes is payable on June 1 and December 1 of each year, beginning on December 1, 2020.

In September 2019, we issued fixed rate notes with varying maturity dates for an aggregate principal amount of $5.0 billion. Interest on these notes is payable on April 1 and October 1.

The notes issued from the March 2025, May 2024, June 2023, May 2022, May 2020, and September 2019 debt issuances are senior unsecured obligations and are collectively referred to as the “Notes.” Interest on the Notes is payable in arrears. Except for the June 2023 debt issuance and 2028 Floating Rate Notes, we may redeem the Notes in whole at any time or in part from time to time, prior to maturity, at their redemption prices. Upon the occurrence of both a change of control of the Company and a downgrade of the Notes below an investment grade rating, we will be required to offer to repurchase each series of Notes at a price equal to 101% of the then outstanding principal amounts, plus accrued and unpaid interest. The Notes are subject to covenants, including limitations on our ability to create liens on our assets, enter into sale and leaseback transactions, and merge or consolidate with another entity, in each case subject to certain exceptions, limitations, and qualifications. Proceeds from the issuance of these Notes may be used for general corporate purposes, which may include funding the repayment or redemption of outstanding debt, share repurchases, ongoing operations, capital expenditures, and possible acquisitions of businesses, assets, or strategic investments.
As of December 31, 2025 and 2024, we had an outstanding aggregate principal amount of $10.9 billion and $10.6 billion related to the Notes. The following table summarizes the Notes outstanding:
As of December 31,
MaturitiesEffective Interest Rate20252024
(in millions)
September 2019 debt issuance:
Fixed-rate 2.650% notes
10/1/20262.78%$1,250 $1,250 
Fixed-rate 2.850% notes
10/1/20292.96%1,500 1,500 
May 2020 debt issuance:
Fixed-rate 1.650% notes
6/1/20251.78%— 1,000 
Fixed-rate 2.300% notes
6/1/20302.39%1,000 1,000 
Fixed-rate 3.250% notes
6/1/20503.33%1,000 1,000 
May 2022 debt issuance:
Fixed-rate 3.900% notes
6/1/20274.06%500 500 
Fixed-rate 4.400% notes
6/1/20324.53%1,000 1,000 
Fixed-rate 5.050% notes
6/1/20525.14%1,000 1,000 
Fixed-rate 5.250% notes
6/1/20625.34%500 500 
June 2023 debt issuance(1):
¥30 billion fixed-rate 0.813% notes
6/9/20250.89%— 191 
¥23 billion fixed-rate 0.972% notes
6/9/20261.06%147 147 
¥37 billion fixed-rate 1.240% notes
6/9/20281.31%237 236 
May 2024 debt issuance:
Fixed-rate 5.150% notes
6/1/20345.35%850 850 
Fixed-rate 5.500% notes
6/1/20545.66%400 400 
March 2025 debt issuance:
Floating-rate notes3/6/20285.06%450 — 
Fixed-rate 4.450% notes
3/6/20284.66%450 — 
Fixed-rate 5.100% notes
4/1/20355.20%600 — 
Total term debt
$10,884 $10,574 
Unamortized premium (discount) and issuance costs, net(76)(78)
Less: current portion of term debt(2)
(1,396)(1,191)
Total carrying amount of term debt$9,412 $9,305 
(1) Principal amounts represent the U.S. dollar equivalent as of December 31, 2025 and 2024, respectively.
(2) The current portion of term debt is included within “accrued expenses and other current liabilities” on our consolidated balance sheets.

The effective interest rates for the Notes include interest on the Notes, amortization of debt issuance costs, and amortization of the debt discount. The interest expense recorded for the Notes, including amortization of the debt discount and debt issuance costs was $421 million, $366 million, and $334 million for the years ended December 31, 2025, 2024, and 2023, respectively.
CREDIT FACILITIES

Revolving credit facility

In June 2023, we entered into a credit agreement (the “Credit Agreement”) that provides for an unsecured $5.0 billion, five-year revolving credit facility. The Credit Agreement includes a $150 million letter of credit sub-facility and a $600 million swingline sub-facility, with available borrowings under the revolving credit facility reduced by the amount of any letters of credit and swingline borrowings outstanding from time to time. Loans borrowed under the Credit Agreement are available in U.S. dollar, Euro, British pound, and Australian dollar, and in each case subject to the sub-limits and other limitations provided in the Credit Agreement. We may also, subject to the agreement of the applicable lenders and satisfaction of specified conditions, increase the commitments under the revolving credit facility by up to $2.0 billion. Subject to specific conditions, we may designate one or more of our subsidiaries as additional borrowers under the Credit Agreement, provided that PayPal Holdings, Inc. guarantees the portion of borrowings made available and other obligations of any such subsidiaries under the Credit Agreement. As of December 31, 2025, certain subsidiaries were designated as additional borrowers. Funds borrowed under the Credit Agreement may be used for working capital, capital expenditures, acquisitions, and other purposes not in contravention of the Credit Agreement.

We are obligated to pay interest on loans under the Credit Agreement and other customary fees for a credit facility of this size and type, including an upfront fee and an unused commitment fee based on our debt rating. Loans under the Credit Agreement will bear interest at either (i) the applicable term benchmark rate plus a margin (based on the Company’s public debt ratings) ranging from 0.750% to 1.250%, (ii) the applicable Risk-Free Rate (Sterling Overnight Index Average for loans denominated in pounds sterling and Euro Short-Term Rate for loans denominated in euros) plus a margin (based on the Company’s public debt ratings) ranging from 0.750% to 1.250%, (iii) the applicable overnight rate plus a margin (based on the Company’s public debt ratings) ranging from 0.750% to 1.250%, or (iv) a formula based on the prime rate, the federal funds effective rate or the adjusted term Secured Overnight Financing Rate plus a margin (based on the Company’s public debt ratings) ranging from zero to 0.250%. Subject to certain conditions stated in the Credit Agreement, the Company and any subsidiaries designated as additional borrowers may borrow, prepay and reborrow amounts under the revolving credit facility at any time during the term of the Credit Agreement. The Credit Agreement will terminate and all amounts owing thereunder will be due and payable on June 7, 2028, unless (a) the commitments are terminated earlier, either at the request of the Company or, if an event of default occurs, by the lenders (or automatically in the case of certain bankruptcy-related events), or (b) the maturity date is extended upon the request of the Company, subject to the agreement of the lenders. The Credit Agreement contains customary representations, warranties, affirmative and negative covenants, including a financial covenant, events of default, and indemnification provisions in favor of the lenders. The negative covenants include restrictions regarding the incurrence of liens and the incurrence of subsidiary indebtedness, in each case subject to certain exceptions. The financial covenant requires the Company to meet a quarterly financial test with respect to a maximum consolidated leverage ratio.

As of December 31, 2025 and 2024, no borrowings or letters of credit were outstanding under the Credit Agreement. Accordingly, at December 31, 2025, $5.0 billion of borrowing capacity was available for the purposes permitted by the Credit Agreement, subject to customary conditions to borrowing.

Paidy credit agreement

In February 2022, we entered into a credit agreement (the “Paidy Credit Agreement”) with Paidy as co-borrower, which provided for an unsecured revolving credit facility of ¥60.0 billion, which was modified in September 2022, to increase the borrowing capacity by ¥30.0 billion for a total borrowing capacity of ¥90.0 billion (approximately $575 million as of December 31, 2025). Borrowings under the Paidy Credit Agreement are for use by Paidy for working capital, capital expenditures, and other permitted purposes. Loans under the Paidy Credit Agreement bear interest at the Tokyo Interbank Offered Rate plus a margin (based on our public debt rating) ranging from 0.40% to 0.60%. The Paidy Credit Agreement will terminate and all amounts owed thereunder will be due and payable in February 2027, unless the commitments are terminated earlier. The Paidy Credit Agreement contains customary representations, warranties, affirmative and negative covenants, including a financial covenant, events of default, and indemnification provisions in favor of the lenders. The negative covenants include restrictions regarding the incurrence of liens and subsidiary indebtedness, in each case subject to certain exceptions. The financial covenant requires us to meet a quarterly financial test with respect to a maximum consolidated leverage ratio.
As of December 31, 2025 and 2024, ¥90.0 billion (approximately $575 million) and ¥90.0 billion (approximately $574 million) was drawn down under the Paidy Credit Agreement, respectively, which was recorded in long-term debt on our consolidated balance sheets. At December 31, 2025, no borrowing capacity was available for the purposes permitted by the Paidy Credit Agreement. During the years ended December 31, 2025, 2024, and 2023, the total interest expense and fees we recorded related to the Paidy Credit Agreement were de minimis.

Other available facilities

We also maintain uncommitted credit facilities in various regions throughout the world, which had a borrowing capacity of approximately $80 million in the aggregate, as of December 31, 2025 and 2024. This available credit includes facilities where we can withdraw and utilize the funds at our discretion for general corporate purposes. Interest rate terms for these facilities vary by region and reflect prevailing market rates for companies with strong credit ratings. As of December 31, 2025, substantially all of the borrowing capacity under these credit facilities was available, subject to customary conditions to borrowing.

COMMERCIAL PAPER

In November 2025, we established a commercial paper program that allows us to issue up to $5.0 billion of unsecured commercial paper notes (“Commercial Paper Notes”) through private placement using third-party broker-dealers (the “Commercial Paper Program”). Borrowings under the Commercial Paper Program are supported by the Credit Agreement. The Company intends to maintain availability under the Credit Agreement in an amount at least equal to the aggregate outstanding borrowings under the Commercial Paper Program. Net proceeds from the issuance of the Commercial Paper Notes may be used for general corporate purposes. The maturities of the Commercial Paper Notes may vary but may not exceed 397 days from the date of issuance. There were $200 million outstanding in Commercial Paper Notes as of December 31, 2025, which was recorded in accrued expenses and other current liabilities on our consolidated balance sheet.

FUTURE PRINCIPAL PAYMENTS

As of December 31, 2025, the future principal payments associated with our long-term debt were as follows (in millions):
2026$1,397 
20271,075 
20281,137 
20291,500 
20301,000 
Thereafter5,350 
Total$11,459 
v3.25.4
COMMITMENTS AND CONTINGENCIES
12 Months Ended
Dec. 31, 2025
Commitments and Contingencies Disclosure [Abstract]  
COMMITMENTS AND CONTINGENCIES COMMITMENTS AND CONTINGENCIES
LITIGATION AND REGULATORY MATTERS

Overview

We are involved in legal and regulatory proceedings on an ongoing basis. Certain of these proceedings are in early stages and may seek an indeterminate amount of damages or penalties or may require us to change or adopt certain business practices. If we believe that a loss arising from such matters is probable and can be reasonably estimated, we accrue the estimated liability in our financial statements at that time. If only a range of estimated losses can be determined, we accrue an amount within the range that, in our judgment, reflects the most likely outcome; if none of the estimates within that range is a better estimate than any other amount, we accrue the low end of the range. For those proceedings in which an unfavorable outcome is reasonably possible but not probable, (i) we have disclosed an estimate of the reasonably possible loss or range of losses or (ii) we have concluded that our estimate of the reasonably possible loss or range of losses arising directly from the proceeding (i.e., monetary damages or amounts paid in judgment or settlement) is not material. If we cannot estimate the probable or reasonably possible loss or range of losses arising from a legal proceeding, we have disclosed that fact. In assessing the materiality of a legal proceeding, we evaluate, among other factors, the amount of monetary damages claimed, as well as the potential impact of non-monetary remedies sought by plaintiffs (e.g., injunctive relief) that may require us to change our business practices in a manner that could have a material adverse impact on our business. With respect to the matters disclosed in this Note 13, we are unable to estimate the possible loss or range of losses that could potentially result from the application of such non-monetary remedies.

Amounts accrued for legal and regulatory proceedings for which we believe a loss is probable and reasonably estimable were not material as of December 31, 2025. Except as otherwise noted for the proceedings described in this Note 13, we have concluded, based on currently available information, that reasonably possible losses arising directly from the proceedings (i.e., monetary damages or amounts paid in judgment or settlement) in excess of our recorded accruals are also not material. Determining legal reserves or possible losses from such matters involves judgment and may not reflect the full range of uncertainties and unpredictable outcomes. We may be exposed to losses in excess of the amount recorded, and such amounts could be material. If any of our estimates and assumptions change or prove to have been incorrect, it could have a material adverse effect on our business, financial position, results of operations, or cash flows.

Regulatory proceedings

In February 2022, we received a Civil Investigative Demand (“CID”) from the Federal Trade Commission (“FTC”) related to PayPal’s practices relating to commercial customers that submit charges on behalf of other merchants or sellers, and related activities. In August 2025, we received an additional CID investigating whether deceptive schemes and other unlawful activities by merchants using PayPal’s platform were facilitated or furthered by the Company’s onboarding, due diligence, and other practices. The CIDs request the production of documents and answers to written questions, as well as other information. We are cooperating with the FTC in connection with these CIDs.

In January 2023, we received notice of an administrative proceeding and a related request for information from the German Federal Cartel Office (“FCO”) related to terms in PayPal (Europe) S.à.r.l. et Cie, S.C.A.’s contractual terms with merchants in Germany prohibiting surcharging and requiring parity presentation of PayPal relative to other payment methods. We are cooperating with the FCO in connection with this proceeding.

We have received CIDs from the Consumer Financial Protection Bureau (“CFPB”) related to investigation and error-resolution obligations under Regulation E, the presentment of transactions to linked bank accounts, and related matters. The CIDs request the production of documents and answers to written questions. We are cooperating with the CFPB in connection with these CIDs.

In August 2024, we received a CID from the CFPB related to PayPal Credit. The CID also relates to backup payment options in a digital wallet to pay for goods or services. The CID requests the production of documents and answers to written questions. We are cooperating with the CFPB in connection with this CID.
Legal proceedings

On October 4, 2022, a putative securities class action captioned Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund v. PayPal Holdings, Inc., et al., Case No. 22-cv-5864, was filed in the U.S. District Court for the District of New Jersey. On January 11, 2023, the Court appointed Caisse de dépôt et placement du Québec as lead plaintiff and renamed the action In re PayPal Holdings, Inc. Securities Litigation (“PPH Securities Action”). On March 13, 2023, the lead plaintiff filed an amended and consolidated complaint. The PPH Securities Action asserts claims relating to our public statements with respect to net new active accounts (“NNA”) results and guidance, and the detection of illegitimately created accounts. The PPH Securities Action purports to be brought on behalf of purchasers of the Company’s stock between February 3, 2021 and February 1, 2022 (the “Class Period”), and asserts claims for alleged violations of Section 10(b) of the Exchange Act against the Company, as well as its former Chief Executive Officer, former Chief Strategy, Growth and Data Officer, and former Chief Financial Officer (collectively, the “Individual Defendants,” and together with the Company, “Defendants”), and for alleged violations of Sections 20(a) and 20A of the Exchange Act against the Individual Defendants. The complaint alleges that certain public statements made by Defendants during the Class Period were rendered materially false and misleading (which, allegedly, caused the Company’s stock to trade at artificially inflated prices) by the Defendants’ failure to disclose that, among other things, the Company’s incentive campaigns were susceptible to fraud and led to the creation of illegitimate accounts, which allegedly affected the Company’s NNA results and guidance. The PPH Securities Action seeks unspecified compensatory damages on behalf of the putative class members. Defendants filed a motion to dismiss the PPH Securities Action. On January 29, 2025, the Court dismissed all of the claims without prejudice. On March 17, 2025, the lead plaintiff filed an amended complaint. Defendants have filed a motion to dismiss the amended complaint.

On November 2, 2022, a putative shareholder derivative action captioned Shah v. Daniel Schulman, et al., Case No. 22-cv-1445, was filed in the U.S. District Court for the District of Delaware (the “Shah Action”), purportedly on behalf of the Company. On April 4, 2023, a putative shareholder derivative action captioned Nelson v. Daniel Schulman, et. al., Case No. 23-cv-01913, was filed in the U.S. District Court for the District of New Jersey (the “Nelson Action”) purportedly on behalf of the Company. On January 31, 2025, a putative shareholder derivative action captioned Spathias v. Daniel Schulman, et al., Case No. 25-cv-1007, was filed in the U.S. District Court for the Northern District of California (the “Spathias Action,” and collectively, the “Derivative Actions”). The Derivative Actions are based on the same alleged facts and circumstances as the PPH Securities Action, and name certain of our officers, including our former Chief Executive Officer and former Chief Financial Officer, and members of our Board of Directors, as defendants. The Derivative Actions allege claims for breach of fiduciary duty, aiding and abetting breach of fiduciary duty, unjust enrichment, waste of corporate assets, gross mismanagement and violations of the Exchange Act, and seek to recover damages on behalf of the Company. The Derivative Actions have been stayed pending further developments in the PPH Securities Action.

On December 20, 2022, a civil lawsuit captioned State of Hawai‘i, by its Office of Consumer Protection, v. PayPal, Inc., and PayPal Holdings, Inc., Case No. 1CCV-22-0001610, was filed in the Circuit Court of the First Circuit of the State of Hawai‘i (the “Hawai‘i Action”). The Hawai‘i Action asserts claims for unfair and deceptive acts and practices under Hawai‘i Revised Statutes Sections 480-2(a) and 481A-3(a). Plaintiff seeks injunctive relief as well as unspecified penalties and other monetary relief. On July 14, 2023, the court denied Defendants’ motion to dismiss the complaint. We executed a final settlement in this matter on December 17, 2025.

General matters

Other third parties have from time to time claimed, and others may claim in the future, that we have infringed their intellectual property rights. We are subject to patent disputes and expect that we will increasingly be subject to additional patent infringement claims involving various aspects of our business as our products and services continue to expand in scope and complexity. Such claims may be brought directly or indirectly against our companies and/or against our customers (who may be entitled to contractual indemnification under their contracts with us), and we are subject to increased exposure to such claims as a result of our acquisitions, particularly in cases where we are introducing new products or services in connection with such acquisitions. We have in the past been forced to litigate such claims, and we believe that additional lawsuits alleging such claims will be filed against us. Intellectual property claims, whether meritorious or not, are time-consuming and costly to defend and resolve, could require expensive changes in our methods of doing business, or could require us to enter into costly royalty or licensing agreements on unfavorable terms or make substantial payments to settle claims or to satisfy damages awarded by courts.
From time to time, we are involved in other disputes or regulatory inquiries that arise in the ordinary course of business, including suits by our consumers (individually or as class actions), merchants or regulators alleging, among other things, improper disclosure of our prices, rules, or policies, that our practices, prices, rules, policies, or user, product, business or merchant agreements violate applicable law, or that we have acted unfairly or not acted in conformity with such prices, rules, policies, or agreements. In addition to these types of disputes and regulatory inquiries, our operations are also subject to regulatory and legal review and challenges that may reflect the increasing global regulatory focus and scrutiny to which the payments industry is subject and, when taken together with other regulatory and legislative action, such actions could result in the imposition of costly new compliance burdens on our business and customers and may lead to increased costs and decreased transaction volume and revenue. Further, the number and significance of these disputes and inquiries are increasing as our business has grown and expanded in scale and scope, including the number of active accounts and payments transactions on our platform, the range and increasing complexity of the products and services that we offer, and our geographical operations. Any claims or regulatory actions against us, whether meritorious or not, could be time consuming, result in costly litigation, settlement payments, damage awards (including statutory damages for certain causes of action in certain jurisdictions), fines, penalties, injunctive relief, or increased costs of doing business through adverse judgment or settlement, require us to change our products, services, or business practices in expensive ways, require significant amounts of management time, result in the diversion of significant operational resources, or otherwise harm our business.

INDEMNIFICATION PROVISIONS

Our agreements with eBay governing our separation from eBay provide for specific indemnity and liability obligations for both eBay and us. Disputes between eBay and us have arisen and others may arise in the future, and an adverse outcome in such matters could materially and adversely impact our business, results of operations, and financial condition. In addition, the indemnity rights we have against eBay under the agreements may not be sufficient to protect us, and our indemnity obligations to eBay may be significant.

In the ordinary course of business, we include indemnification provisions in certain of our agreements with parties with whom we have commercial relationships. Under these contracts, we generally indemnify, hold harmless, and agree to reimburse the indemnified party for losses suffered or incurred by the indemnified party in connection with claims by any third party with respect to our domain names, trademarks, logos, and other branding elements to the extent that such marks are related to the subject agreement. These indemnification provisions generally include indemnity for other types of third-party claims, which may be related to intellectual property rights, confidentiality, willful misconduct, data privacy obligations, and certain breach of contract claims, among others. These indemnification provisions generally also include indemnity to our payments processors arising out of conduct by us or our customers, including in the event of card association fines or other damages incurred by the processor. It is not possible to determine the maximum potential loss under these indemnification provisions due to our limited history of prior indemnification claims and the unique facts and circumstances involved in each particular situation.

PayPal has participated in the U.S. Government’s Paycheck Protection Program administered by the U.S. Small Business Administration. Loans made under this program were funded by an independent chartered financial institution that we partnered with. We received a fee for providing services in connection with these loans and retained operational and audit risk related to those activities. We have agreed, under certain circumstances, to indemnify the chartered financial institution and its assignee of a portion of these loans in connection with the services provided for loans made under this program.

As part of the agreements to sell certain loans receivable portfolios, in certain circumstances such as breaches in loan warranties, we may be required to indemnify the third-party investors that purchased the loans or repurchase the loans. The estimate of the maximum potential amount of future payments we may be required to make is equal to the current outstanding balances of the loans sold; however, the maximum potential amount of the indemnification is not, in our view, representative of the expected future exposure. As of December 31, 2025 and 2024, the current outstanding balances of the loans sold was $3.8 billion and $2.9 billion, respectively. The term of the indemnification obligations align to the maturities of the loans sold.
 
To date, no significant costs have been incurred, either individually or collectively, in connection with our indemnification provisions.
OFF-BALANCE SHEET ARRANGEMENTS

As of December 31, 2025 and 2024, we had no off-balance sheet arrangements that have, or are reasonably likely to have, a current or future material effect on our consolidated financial condition, results of operations, liquidity, capital expenditures, or capital resources.

PROTECTION PROGRAMS

In addition to the protections afforded by applicable law, we provide consumers and merchants with protection programs for certain purchase transactions completed on our payments platform. Our protection programs help protect both consumers and merchants from financial loss resulting from, among other things, counterparty non-performance. These programs are designed to promote confidence on the part of both consumers, who will be reimbursed in certain circumstances, such as not receiving their purchased eligible item in the condition significantly as described, as well as merchants, who will receive payment in certain circumstances, such as establishing proof of shipment or delivery of an eligible item to the customer. These protection programs are considered assurance-type warranties under applicable accounting standards for which we estimate associated costs within the allowance for transaction losses. Our protection programs may result in negative customer balances when there are insufficient funds in a customer’s PayPal account to cover charges applied for merchant-related chargebacks within the scope of our protection programs. Negative customer balances can also occur from bank returns and reversals due to insufficient funding sources. The allowance for negative customer balances represents our estimate of current expected credit losses on negative customer balances.

At December 31, 2025 and 2024, the allowance for transaction losses was $73 million and $86 million, respectively. The allowance for negative customer balances was $271 million and $256 million at December 31, 2025 and 2024, respectively. The following table shows changes in the allowance for transaction losses and negative customer balances related to our protection programs for the years ended December 31, 2025 and 2024:

As of December 31,
20252024
(In millions)
Beginning balance$342 $282 
Provision(1)
1,337 1,114 
Realized losses and charge-offs
(1,487)(1,218)
Recoveries(2)
152 164 
Ending balance$344 $342 
(1) Changes in estimates for the prior period provision related to the allowance for transaction losses are not material and are aggregated with current period provision.
(2) Recoveries are only relevant for the allowance for negative customer balances.
v3.25.4
STOCKHOLDERS’ EQUITY
12 Months Ended
Dec. 31, 2025
Equity [Abstract]  
STOCKHOLDERS’ EQUITY STOCKHOLDERS’ EQUITY
STOCK REPURCHASE PROGRAMS

In July 2018, our Board of Directors authorized a stock repurchase program that provided for the repurchase of up to $10.0 billion of our common stock, with no expiration from the date of authorization. In June 2022, our Board of Directors authorized an additional stock repurchase program that provides for the repurchase of up to $15.0 billion of our common stock, with no expiration from the date of authorization. This program became effective in the first quarter of 2023 upon completion of the July 2018 stock repurchase program. In February 2025, our Board of Directors authorized an additional stock repurchase program that provides for the repurchase of up to $15.0 billion of our common stock, with no expiration from the date of authorization. This program became effective in the fourth quarter of 2025 upon completion of the June 2022 stock repurchase program. Our stock repurchase programs are intended to offset the impact of dilution from our equity compensation programs and, subject to market conditions and other factors, may also be used to make opportunistic repurchases of our common stock to reduce outstanding share count. Any share repurchases under our stock repurchase programs may be made through open market transactions, block trades, privately negotiated transactions, including accelerated share repurchase agreements, or other means at times and in such amounts as management deems appropriate and will be funded from our working capital or other financing alternatives. Moreover, any stock repurchases are subject to market conditions and other uncertainties, and we cannot predict if or when any stock repurchases will be made. We may terminate our stock repurchase programs at any time without prior notice.

During the year ended December 31, 2025, we repurchased approximately 86 million shares of our common stock for approximately $6.0 billion at an average cost of $69.94, excluding excise tax. These shares were purchased in the open market under our stock repurchase programs authorized in June 2022 and February 2025. As of December 31, 2025, a total of approximately $13.9 billion remained available for future repurchases of our common stock under our February 2025 stock repurchase program.

During the year ended December 31, 2024, we repurchased approximately 92 million shares of our common stock for approximately $6.0 billion at an average cost of $65.55, excluding excise tax. These shares were purchased in the open market under our stock repurchase program authorized in June 2022. As of December 31, 2024, a total of approximately $4.9 billion remained available for future repurchases of our common stock under our June 2022 stock repurchase program.
During the year ended December 31, 2023, we repurchased approximately 74 million shares of our common stock for approximately $5.0 billion at an average cost of $67.72, excluding excise tax. These shares were purchased in the open market under our stock repurchase programs authorized in July 2018 and June 2022. As of December 31, 2023, a total of approximately $10.9 billion remained available for future repurchases of our common stock under our June 2022 stock repurchase program.
During the years ended December 31, 2025 and 2024, we recorded $51 million and $50 million in excise tax within treasury stock on our consolidated balance sheets, respectively. The payable associated with the excise tax is a non-cash financing activity which is not reflected on the consolidated statement of cash flows until settlement.
Shares of common stock repurchased for the periods presented were recorded as treasury stock for the purposes of calculating net income (loss) per share and were accounted for under the cost method. No repurchased shares of common stock have been retired.

DIVIDEND PROGRAM

In October 2025, the Company’s Board of Directors declared a cash dividend of $0.14 per share on our common stock, totaling approximately $130 million. The dividend was payable on December 10, 2025, to stockholders of record of our common stock as of the close of business on November 19, 2025.
v3.25.4
STOCK-BASED AND EMPLOYEE SAVINGS PLANS
12 Months Ended
Dec. 31, 2025
Share-Based Payment Arrangement [Abstract]  
STOCK-BASED AND EMPLOYEE SAVINGS PLANS STOCK-BASED AND EMPLOYEE SAVINGS PLANS
EQUITY INCENTIVE PLAN

Under the terms of the Amended and Restated PayPal Holdings, Inc. 2015 Equity Incentive Award Plan (the “Plan”), equity awards, including restricted stock units (“RSUs”), restricted stock awards, performance-based restricted stock units (“PBRSUs”), stock options, deferred stock units, and stock payments, may be granted to our directors, officers, and employees. In June 2025, our stockholders approved the authorization of an additional 15 million shares to the Plan. At December 31, 2025, approximately 75 million shares were authorized under the Plan and approximately 45 million shares were available for future grant. Shares issued as a result of stock option exercises and the release of stock awards were funded primarily with the issuance of new shares of common stock.

RSUs are granted to eligible employees under the Plan. RSUs issued on or after January 1, 2022 generally vest over three years at a rate of 33% after one year, then in equal quarterly installments thereafter. RSUs are subject to an employee’s continuing service to us, and do not have an expiration date. The cost of RSUs granted is determined using the fair market value of PayPal’s common stock on the date of grant.

Certain of our executives and non-executives are eligible to receive PBRSUs, which are equity awards that may be earned based upon the Company’s performance relative to pre-established market or performance targets over performance periods of one to three years. We estimate the fair value of market-based PBRSU awards at the date of grant using a Monte Carlo valuation methodology that incorporates into the valuation the possibility that the market condition might not be satisfied. The total estimated fair value is amortized over each award’s performance period regardless of whether the condition is satisfied. The number of shares that vest at the end of each performance period will vary based on the performance against specified market conditions. PBRSUs that are subject to a performance condition may vest and settle depending on the Company’s performance against pre-established performance metrics over a predefined performance period. PBRSUs with only a performance condition generally are cliff vested following the completion of the performance period, subject to the Compensation Committee’s approval of the level of achievement against the pre-established performance targets. Over the performance period, the number of PBRSUs with only a performance condition that may be issued, and related stock-based compensation expense that is recognized, is adjusted upward or downward based upon the probability of achieving the approved performance targets. Depending on the probability of achieving the pre-established performance targets, the number of PBRSUs with only a performance condition issued could range from 0% to 200% of the target amount.

EMPLOYEE STOCK PURCHASE PLAN

Under the terms of the Employee Stock Purchase Plan (“ESPP”), shares of our common stock may be purchased over an offering period with a maximum duration of two years at 85% of the lower of the fair market value on the first day of the applicable offering period or on the last business day of each six-month purchase period within the offering period. Employees may contribute between 2% and 10% of their gross compensation during an offering period to purchase shares, but not more than the statutory limitation of $25,000 per year. All company stock purchased through the ESPP is considered outstanding and is included in the weighted-average outstanding shares for purposes of computing basic and diluted net income (loss) per share. For the years ended December 31, 2025, 2024, and 2023, our employees purchased 2.6 million, 2.1 million, and 2.3 million shares under the ESPP at an average per share price of $45.85, $44.16, and $55.34, respectively. As of December 31, 2025, approximately 39 million shares were reserved for future issuance under the ESPP.
RSU, PBRSU, AND RESTRICTED STOCK ACTIVITY

The following table summarizes RSU, PBRSU, and restricted stock activity under the Plan as of December 31, 2025 and changes during the year ended December 31, 2025:
UnitsWeighted Average Grant-Date
Fair Value
(per share)
 (In thousands, except per share amounts)
Outstanding at January 1, 202531,288 $67.35 
Awarded
22,329 $70.92 
Vested
(15,923)$67.55 
Forfeited
(5,937)$72.39 
Outstanding at December 31, 202531,757 $68.84 
Expected to vest27,499 
The aggregate intrinsic value of RSUs and PBRSUs vested under the Plan was $1.1 billion for both December 31, 2025 and 2024 and $752 million for December 31, 2023.

In the year ended December 31, 2025, the Company granted 1.6 million PBRSUs with a three-year performance period. In the year ended December 31, 2024, the Company granted 1.9 million PBRSUs with a three-year performance period. In the year ended December 31, 2023, the Company granted 2.3 million PBRSUs with a one-year performance period (fiscal 2023), which became fully vested following the completion of the performance period in February 2024 (one year from the annual incentive award cycle grant date), and 1.8 million PBRSUs with a three-year performance period.

STOCK-BASED COMPENSATION EXPENSE
Stock-based compensation expense for the Plan is measured based on the estimated fair value of shares at the time of grant and recognized over the award’s vesting period.

The following table summarizes the impact of stock-based compensation expense under the Plan on our results of operations for the years ended December 31, 2025, 2024, and 2023:
 Year Ended December 31,
 202520242023
 (In millions)
Customer support and operations$204 $233 $305 
Sales and marketing125 143 179 
Technology and development489 478 612 
General and administrative266 339 434 
Restructuring and other
— 100 — 
Total stock-based compensation expense$1,084 $1,293 $1,530 
Capitalized as part of internal use software and website development costs$134 $109 $52 
Income tax benefit on total stock-based compensation expense$227 $238 $260 
Income tax benefit realized related to awards vested or exercised$237 $205 $136 

As of December 31, 2025, there was approximately $1.4 billion of unearned stock-based compensation that is expected to be recognized over a weighted average period of 1.87 years. If there are any modifications or cancellations of the underlying unvested awards, we may be required to accelerate, increase, or cancel all or a portion of the remaining unearned stock-based compensation expense. Future unearned stock-based compensation will increase to the extent we grant additional equity awards, change the mix of equity awards we grant, or assume unvested equity awards in connection with acquisitions.
EMPLOYEE SAVINGS PLANS

Under the terms of the PayPal Holdings, Inc. Deferred Compensation Plan, which also qualifies under Section 401(k) of the Code, participating U.S. employees may contribute up to 50% of their eligible compensation, but not more than statutory limits. Under the PayPal plan, eligible employees received one dollar for each dollar contributed, up to 4% of each employee’s eligible salary, subject to a maximum employer contribution per employee of $14,000 in 2025, $13,800 in 2024, and $13,200 in 2023. Our non-U.S. employees are covered by other savings plans. For the years ended December 31, 2025, 2024, and 2023, the matching contribution expense for our U.S. and international savings plans was approximately $83 million, $74 million, and $80 million, respectively.
v3.25.4
INCOME TAXES
12 Months Ended
Dec. 31, 2025
Income Tax Disclosure [Abstract]  
INCOME TAXES INCOME TAXES
The components of income before income taxes were as follows:
 Year Ended December 31,
 202520242023
(In millions)
United States$1,453 $946 $993 
International4,839 4,383 4,418 
Income before income taxes$6,292 $5,329 $5,411 
The income tax expense was composed of the following:
 Year Ended December 31,
 202520242023
(In millions)
Current:
Federal$(116)$342 $1,031 
State and local65 107 145 
Foreign893 502 657 
Total current portion of income tax expense
$842 $951 $1,833 
Deferred:
Federal$295 $278 $(490)
State and local(15)(29)(79)
Foreign(63)(18)(99)
Total deferred portion of income tax expense (benefit)217 231 (668)
Income tax expense
$1,059 $1,182 $1,165 
The following is a reconciliation of the difference between the effective income tax rate and the federal statutory tax rate:
Year Ended December 31, 2025
$ Amount
(in millions)
%
Tax provision at the U.S. federal statutory rate
$1,321 21.0 %
State and local income tax, net of federal income tax effect(1)
(22)(0.3)%
Foreign tax effects:
Singapore
Statutory tax rate difference between Singapore and the U.S.
(155)(2.5)%
Incentive agreement
(466)(7.4)%
Qualified domestic minimum top-up tax
370 5.9 %
Other
— %
Other foreign jurisdictions
14 0.2 %
Effect of cross-border tax laws
21 0.3 %
Tax credits:
Research and development
(99)(1.6)%
Changes in valuation allowances(2)
312 5.0 %
Nontaxable or nondeductible items
47 0.7 %
Changes in unrecognized tax benefits(3)
225 3.6 %
Other:
Internal legal entity restructuring(2)
(518)(8.2)%
Other rate drivers0.1 %
Income tax expense and effective income tax rate
$1,059 16.8 %
(1) The state that contributed to the majority (greater than 50%) of the tax effect in this category was California.
(2) “Internal legal entity restructuring” includes $299 million of U.S. tax attributes generated, which are not more-likely-than-not to be realized, and is offset in “Changes in valuation allowances.”
(3) PayPal made a policy election to aggregate changes in unrecognized tax benefits for all jurisdictions in this line item.

As previously disclosed for the years ended December 31, 2024 and 2023, prior to the adoption of ASU 2023-09, the following is a reconciliation of the difference between the effective income tax rate and the federal statutory tax rate:
 Year Ended December 31,
 20242023
Federal statutory rate21.0 %21.0 %
Domestic income taxed at different rates0.1 %(1.5)%
State taxes, net of federal benefit1.1 %1.1 %
Foreign income taxed at different rates(4.3)%(5.1)%
Stock-based compensation expense2.6 %3.5 %
Tax credits0.6 %(0.7)%
Change in valuation allowances0.6 %— %
Other0.5 %3.2 %
Effective income tax rate22.2 %21.5 %
The following table presents supplemental cash flow information related to income taxes paid (net of refunds received):
Year Ended December 31, 2025
(In millions)
US federal
$535 
US state and local:
Other
19 
Foreign:
Singapore
254 
Luxembourg96 
Other
195 
Total cash taxes paid, net of refunds received
$1,099 

Deferred tax assets and liabilities are recognized for the future tax consequences of differences between the carrying amounts of assets and liabilities and their respective tax basis using enacted tax rates in effect for the year in which the differences are expected to reverse. Significant deferred tax assets and liabilities consist of the following:
 As of December 31,
 20252024
(In millions)
Deferred tax assets:
Tax attribute carryforwards$911 $265 
Accruals and allowances
603 546 
Lease liabilities168 194 
Stock-based compensation83 93 
Capitalized research and development
715 1,077 
Other items
54 63 
Total deferred tax assets2,534 2,238 
Valuation allowance(1)
(736)(240)
Total deferred tax assets, net of valuation allowance
$1,798 $1,998 
Deferred tax liabilities:
ROU lease assets$(131)$(153)
Capitalized software development costs
(184)(176)
Net unrealized gains(119)(97)
Other items
(111)(74)
Total deferred tax liabilities(545)(500)
Net deferred tax assets $1,253 $1,498 
(1) For the year ended December 31, 2025, we had an increase in our valuation allowance of $496 million, primarily driven by an increase in our U.S. federal tax attributes generated as part of an internal legal entity restructuring, as well as an increase in our U.S. state tax attributes due to a change in our state apportionment rates, which are not more-likely-than-not to be realized.

As of December 31, 2025, our net foreign net operating loss carryforwards for income tax purposes were approximately $184 million, and certain of these amounts are subject to an annual limitation. If not utilized, a portion of these losses will begin to expire in 2026. As of December 31, 2025, our net U.S. Federal capital loss carryforward was approximately $299 million, which will expire in 2030. As of December 31, 2025, our net California research and development tax credit carryforwards for income tax purposes were approximately $141 million, which may be carried forward indefinitely. As of December 31, 2025, our Federal corporate alternative minimum tax credit carryforward was approximately $144 million, which may be carried forward indefinitely. It is more likely than not that most of these net operating loss, capital loss, and research and development tax credit carryforward deferred tax assets will not be realized and a valuation allowance has been recorded against these assets.

Repatriation of our foreign earnings for use in the U.S. is generally not expected to result in a significant amount of income taxes; as a result, the corresponding deferred tax liability we have accrued is not material.
We benefit from agreements concluded in certain jurisdictions, most significantly Singapore. The Singapore agreement is effective through 2030, results in significantly lower rates of taxation on certain classes of income and requires various thresholds of investment and employment in that jurisdiction. We review our compliance on an annual basis to ensure we continue to meet our obligations under this agreement. This agreement, after factoring in any qualified domestic minimum top-up tax in 2025 onward, resulted in tax savings of approximately $96 million, $473 million, and $441 million in 2025, 2024, and 2023, respectively. Excluding the effect of U.S. and foreign tax legislation, the benefit of this agreement on our diluted net income (loss) per share was approximately $0.10, $0.46, and $0.40 in 2025, 2024, and 2023, respectively. These results may further vary based on our overall tax profile.

On July 4, 2025, the One Big Beautiful Bill Act (the “Act”) was enacted into law in the U.S., with certain provisions of the Act effective in 2025 and other provisions becoming effective in 2026 and beyond. The provisions of the Act effective in 2025 were not material and have been reflected in our results, as applicable.

The following table reflects changes in unrecognized tax benefits for the periods presented below:
 Year Ended December 31,
 202520242023
 (In millions)
Gross amounts of unrecognized tax benefits as of the beginning of the period$2,320 $2,236 $1,877 
Increases related to prior period tax positions240 44 178 
Decreases related to prior period tax positions(155)(201)(30)
Increases related to current period tax positions276 280 235 
Settlements(90)— — 
Statute of limitation expirations(46)(39)(24)
Gross amounts of unrecognized tax benefits as of the end of the period$2,545 $2,320 $2,236 
If the remaining balance of unrecognized tax benefits were realized in a future period, it would result in a tax benefit of $1.7 billion.
 
For the years ended December 31, 2025, 2024, and 2023, we recognized net interest and penalties of $73 million, $50 million, and $151 million, respectively, related to uncertain tax positions in income tax expense. This expense is reflected in the “Changes in unrecognized tax benefits” line of our effective income tax rate schedule for 2025 and “Other” line of our effective income tax rate schedule for 2024 and 2023. The amount of interest and penalties accrued as of December 31, 2025 and 2024 was approximately $637 million and $556 million, respectively.

We are subject to taxation in the U.S. and various state and foreign jurisdictions. We are currently under examination by certain tax authorities for the 2013 to 2024 tax years. The material jurisdictions in which we are subject to examination by tax authorities for tax years after 2012 primarily include the U.S. (Federal and California), India, Singapore, and Israel. We believe that adequate amounts have been reserved for any adjustments that may ultimately result from our open examinations.

Due to various factors, including uncertainties of the judicial, administrative, and regulatory processes in certain jurisdictions, the timing of the resolution of these unrecognized tax benefits is highly uncertain. It is reasonably possible that within the next twelve months, we may receive additional tax adjustments by various tax authorities or possibly reach resolution of audits in one or more jurisdictions. These adjustments or settlements could result in changes to our unrecognized tax benefits related to positions on prior year tax filings.

In connection with our separation from eBay in 2015, we entered into various agreements that govern the relationship between the parties going forward, including a tax matters agreement. Under the tax matters agreement, eBay is generally responsible for all additional taxes (and will be entitled to all related refunds of taxes) imposed on eBay and its subsidiaries (including subsidiaries that were transferred to PayPal pursuant to the separation) arising after the separation date with respect to the taxable periods (or portions thereof) ended on or prior to July 17, 2015, except for those taxes for which PayPal reflected an unrecognized tax benefit on the separation date.
v3.25.4
RESTRUCTURING AND OTHER
12 Months Ended
Dec. 31, 2025
Restructuring and Related Activities [Abstract]  
RESTRUCTURING AND OTHER RESTRUCTURING AND OTHER
RESTRUCTURING

The restructuring charges associated with the following plans were recorded in “restructuring and other” on our consolidated statements of income. Accrued restructuring liabilities were included in “accrued expenses and other current liabilities” on our consolidated balance sheets.

2Q 2025 Plan

During the second quarter of 2025, management undertook a large-scale initiative (the “2Q 2025 Plan”) to reengineer our existing technology infrastructure to improve scalability, reduce network latency, decrease operational costs, and optimize our workforce. The 2Q 2025 Plan is a transformative unified program designed to streamline operations and includes exiting certain data centers to migrate to more efficient cloud based solutions. The 2Q 2025 Plan is expected to be executed over a period of 18 to 42 months with the workforce component to be substantially completed in 2027 and the technology infrastructure component to be substantially completed in 2028. The associated restructuring charges during the year ended December 31, 2025 were $102 million, consisting of $96 million in employee severance and benefits costs and $6 million in other restructuring costs.

In connection with this restructuring, we expect to incur employee severance and benefits costs of approximately $90 million to $100 million, asset impairment and accelerated depreciation charges of approximately $40 million to $60 million, and other restructuring costs of approximately $110 million to $140 million over the term of the 2Q 2025 Plan. Other restructuring costs relate to process re-engineering and one-time migration to cloud solutions and consist of contractor costs, consulting fees, and prepaid software and maintenance costs without future economic benefit. The timing of activities and cost estimates continue to be developed and are subject to change.

The following table summarizes the restructuring reserve activity during the year ended December 31, 2025:

Employee Severance and Benefits Costs
Other Restructuring Costs
Total
(In millions)
Accrued liability as of January 1, 2025
$— $— $— 
Charges
96 102 
Payments(44)— (44)
Accrued liability as of December 31, 2025
$52 $$58 

1Q 2025 Plan

During the first quarter of 2025, management initiated a workforce reduction to ensure compliance with a new regulation impacting operations in an international market. The associated restructuring charges during the year ended December 31, 2025 were $36 million and included employee severance and benefits costs, which was completed in the third quarter of 2025.

The following table summarizes the restructuring reserve activity during the year ended December 31, 2025:

Employee Severance and Benefits Costs
(In millions)
Accrued liability as of January 1, 2025
$— 
Charges
36 
Payments(36)
Accrued liability as of December 31, 2025
$— 
1Q 2024 Plan

During the first quarter of 2024, management initiated a global workforce reduction intended to streamline operations, focus resources on core strategic priorities, and improve our cost structure. The associated restructuring charges during the year ended December 31, 2024 were $307 million, and included employee severance and benefits costs and stock-based compensation expense, which were substantially completed in the fourth quarter of 2024.

1Q 2023 Plan

During the first quarter of 2023, management initiated a global workforce reduction intended to focus resources on core strategic priorities and improve our cost structure and operating efficiency. The associated restructuring charges in 2023 were $122 million. We primarily incurred employee severance and benefits costs, which were substantially completed by the fourth quarter of 2023.

We continue to review our real estate and facility capacity requirements due to our new and evolving work models. We incurred asset impairment charges of nil in 2025 and 2024, and $61 million in 2023 due to exiting certain leased properties, which resulted in a reduction of ROU lease assets and related leasehold improvements. Additionally, we recognized a gain of $17 million due to the sale of an owned property and incurred a loss of $14 million related to another owned property held for sale in the year ended December 31, 2023.

OTHER

During the years ended December 31, 2025, 2024 and 2023, approximately $193 million, $129 million and $74 million, respectively, of losses were recorded in restructuring and other, which included net loss on sale of loans and interest receivable previously held for sale (inclusive of transaction costs) and fair value adjustments to measure loans and interest receivable, held for sale, at the lower of cost or fair value.

In the fourth quarter of 2023, we completed the sale of Happy Returns and recorded a pre-tax gain of $339 million, net of transaction costs, in restructuring and other. For additional information on the divestiture, see “Note 4—Business Combinations and Divestitures”.
v3.25.4
SEGMENT INFORMATION
12 Months Ended
Dec. 31, 2025
Segment Reporting [Abstract]  
SEGMENT INFORMATION SEGMENT INFORMATION
Our chief operating decision maker (“CODM”), our Chief Executive Officer, manages the business and evaluates operating performance based on consolidated net income. Our CODM uses consolidated net income to monitor budget versus actual results. We operate as one segment and have one reportable segment that constitutes consolidated results.

The following table sets forth our segment information for revenue, segment profit (loss), and significant expenses:
Year Ended December 31,
202520242023
(In millions)
Net revenues$33,172 $31,797 $29,771 
Less (add):
Transaction expense15,987 15,697 14,385 
Transaction losses
1,337 1,114 1,192 
Credit losses
383 328 490 
Customer support and operations(1)
1,704 1,768 1,919 
Sales and marketing(1)
2,283 2,001 1,809 
Technology and development(1)
3,103 2,979 2,973 
General and administrative(1)
1,979 2,147 2,059 
Restructuring and other331 438 (84)
Other income (expense), net(227)(4)(383)
Income tax expense1,059 1,182 1,165 
Segment net income (loss)
$5,233 $4,147 $4,246 
(1) Includes depreciation and amortization expense. Total depreciation and amortization expense was $1.0 billion for both years ended December 31, 2025 and 2024 and $1.1 billion for the year ended December 31, 2023.

There are no reconciling items or adjustments between segment net revenues, net income, total assets and consolidated net revenues, net income, and total assets.

For disclosure of geographical information, please refer to “Note 2—Revenue” and “Note 7—Other Financial Statement Details”.
v3.25.4
Schedule II—VALUATION AND QUALIFYING ACCOUNTS
12 Months Ended
Dec. 31, 2025
SEC Schedule, 12-09, Valuation and Qualifying Accounts [Abstract]  
Schedule II—VALUATION AND QUALIFYING ACCOUNTS FINANCIAL STATEMENT SCHEDULE
The Financial Statement Schedule II—VALUATION AND QUALIFYING ACCOUNTS is filed as part of this Annual Report on Form 10-K.
Balance at
Beginning of
Period
Charged/
(Credited) to
Net Income
Charges
Utilized/
(Write-offs)
Balance at
End of Period
 (In millions)
Allowance for Transaction Losses and Negative Customer Balances
Year Ended December 31, 2023$278 $1,192 $(1,188)$282 
Year Ended December 31, 2024$282 $1,114 $(1,054)$342 
Year Ended December 31, 2025$342 $1,337 $(1,335)$344 
Allowance for Loans and Interest Receivable
Year Ended December 31, 2023$598 $539 $(597)$540 
Year Ended December 31, 2024$540 $337 $(416)$461 
Year Ended December 31, 2025$461 $414 $(336)$539 
v3.25.4
Insider Trading Arrangements
3 Months Ended 12 Months Ended
Dec. 31, 2025
shares
Dec. 31, 2025
shares
Trading Arrangements, by Individual    
Non-Rule 10b5-1 Arrangement Adopted false  
Rule 10b5-1 Arrangement Terminated false  
Non-Rule 10b5-1 Arrangement Terminated false  
Frank Keller [Member]    
Trading Arrangements, by Individual    
Material Terms of Trading Arrangement Frank Keller, Executive Vice President, General Manager – Large Enterprise and Merchant Platform Group, adopted a trading plan on October 30, 2025. The trading plan is scheduled to expire no later than December 15, 2026 with approximately 62,100 shares (vested and net shares expected to vest over the duration of the trading plan) subject to sale under the plan.
Name Frank Keller  
Title Executive Vice President, General Manager – Large Enterprise and Merchant Platform Group  
Rule 10b5-1 Arrangement Adopted true  
Adoption Date October 30, 2025  
Expiration Date December 15, 2026  
Arrangement Duration 411 days  
Aggregate Available 62,100 62,100
Suzan Kereere [Member]    
Trading Arrangements, by Individual    
Material Terms of Trading Arrangement Suzan Kereere, President, Global Markets, adopted a trading plan on November 14, 2025. The trading plan is scheduled to expire no later than March 10, 2027 with approximately 82,100 shares (vested and net shares expected to vest over the duration of the trading plan) subject to sale under the plan.  
Name Suzan Kereere  
Title President, Global Markets  
Rule 10b5-1 Arrangement Adopted true  
Adoption Date November 14, 2025  
Expiration Date March 10, 2027  
Arrangement Duration 481 days  
Aggregate Available 82,100 82,100
Christopher Natali [Member]    
Trading Arrangements, by Individual    
Material Terms of Trading Arrangement Christopher Natali, Senior Vice President, Chief Accounting Officer, adopted a trading plan on November 18, 2025. The trading plan is scheduled to expire no later than December 5, 2026 with approximately 8,000 shares (vested and net shares expected to vest over the duration of the trading plan) subject to sale under the plan.  
Name Christopher Natali  
Title Senior Vice President, Chief Accounting Officer  
Rule 10b5-1 Arrangement Adopted true  
Adoption Date November 18, 2025  
Expiration Date December 5, 2026  
Arrangement Duration 382 days  
Aggregate Available 8,000 8,000
v3.25.4
Insider Trading Policies and Procedures
12 Months Ended
Dec. 31, 2025
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.4
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Dec. 31, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]
Our Information Security Program (“Program”) is designed to support the Company in identifying, protecting, detecting, responding to, and recovering from cybersecurity threats and incidents (collectively, “cybersecurity risks”) with the intention to protect the confidentiality, integrity, and availability of our critical systems and information.

We design and regularly assess our Program guided by National Institute of Standards and Technology Cybersecurity Framework (NIST CSF) and ISO standards (including ISO 27001), proprietary controls and industry best practices.

Our Program is built on a three lines of defense model integrated into our overall Enterprise Risk and Compliance Management Program (“ERCM Program”). It shares common methodologies, reporting channels, and governance processes that apply across the ERCM Program to other legal, compliance, strategic, operational, and financial risk areas. The Program is governed by the Technology, Information Security, and Privacy Risk Management Committee and overseen by our Board of Directors (“Board”) and its Risk and Compliance Committee (“R&C Committee”).

The three lines of defense model is designed to provide a structure for risk management in the first line of defense (“FLOD”), monitoring and guidance by the second line of defense (“SLOD”), and independent audit by the third line of defense (“TLOD”). Our Office of the Chief Information Security Officer oversees the Company’s information, cyber, and technology security. The Enterprise Risk Management Organization provides second line monitoring and guidance. The Technology and Information Security team serves as SLOD and provides independent oversight of our technology and cybersecurity risk mitigation practices and capabilities. As TLOD, Internal Audit independently assesses the effectiveness of our cybersecurity risk management and independently reports the results of audits to our R&C Committee to assist it in its oversight duties.

Our Program includes:

Risk assessments designed to help identify material cybersecurity risks to our critical systems, information, products, services, and our broader enterprise Information Technology (“IT”) environment;
Regular testing of our systems to identify and address potential vulnerabilities;
Integrated planning and preparedness activities supporting business continuity and operational resiliency;
Security teams principally responsible for managing our (1) annual cybersecurity risk assessment processes, (2) security controls, and (3) response to cybersecurity incidents;
A cybersecurity incident response plan that includes procedures for responding to cybersecurity incidents;
24/7 monitoring and measurement of cybersecurity threats through our PayPal Cyber Defense Center (“CDC”);
The use of external service providers, where appropriate, to assess, test or otherwise assist with aspects of our security controls;
An information training and awareness program for our employees, contractors, incident response personnel, and senior management; and
A third-party risk management framework designed to monitor and address risks from cybersecurity incidents of service providers, suppliers, and vendors that includes due diligence over the information security and technology control environment of third parties at onboarding and periodically throughout the lifecycle of the relationship. In addition, our standard contractual terms require notification and communication from third parties in the event of a cybersecurity incident. We maintain procedures to respond to, manage and mitigate third-party cybersecurity events and vulnerabilities when identified.

For a description of risks from known cybersecurity threats, including as a result of any prior cybersecurity incidents, that have materially affected or are reasonably likely to materially affect us, including our operations, business strategy, results of operations, or financial condition, see “Item 1A. Risk Factors” under the captions “Cyberattacks and security vulnerabilities could result in serious harm to our reputation, business, and financial condition” and “Business interruptions or systems failures may impair the availability of our websites, applications, products or services, or otherwise harm our business.
Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]
Our Program is built on a three lines of defense model integrated into our overall Enterprise Risk and Compliance Management Program (“ERCM Program”). It shares common methodologies, reporting channels, and governance processes that apply across the ERCM Program to other legal, compliance, strategic, operational, and financial risk areas. The Program is governed by the Technology, Information Security, and Privacy Risk Management Committee and overseen by our Board of Directors (“Board”) and its Risk and Compliance Committee (“R&C Committee”).
Cybersecurity Risk Management Third Party Engaged [Flag] false
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]
Our Board considers cybersecurity risk as part of its risk oversight function and has delegated to our R&C Committee oversight of cybersecurity and other information technology risks. The R&C Committee oversees PayPal’s overall risk framework, including management’s implementation of our cybersecurity risk management program, and reports to the full Board of Directors on a regular basis on cybersecurity and information technology risk management. The R&C Committee receives quarterly reports from the Chief Information Security Officer (“CISO”) on our cybersecurity risks. Management also updates the R&C Committee, as necessary, regarding cybersecurity incidents.
Our CISO is responsible for implementing the information security strategy, security engineering, enabling business partners, and securing customer data, digital assets, and payments. His organization also monitors cyber regulation requirements and reviews impacts of new products and initiatives. Our CISO has over two decades of experience as a cybersecurity professional, including as a CISO at PayPal and four other organizations that include leading global financial services institutions and large-scale U.S. government agencies (including within the Department of Defense). He has an extensive record of success shepherding digital transformation aligned with business goals, launching cybersecurity frameworks, building security engineering teams, and ensuring protection of assets, data, privacy, and company reputation.

The R&C Committee reports to the Board regarding its activities, including those related to cybersecurity risk oversight. The Board also receives briefings at least annually from management on our Program. Board members receive presentations on cybersecurity topics from our CISO and external experts from time to time as part of our continuing education to the Board on topics relevant to their service on our Board.

Our cybersecurity teams, overseen by our CISO, are responsible for assessing and managing our risks from cybersecurity threats, including defining security policy and Board reporting of security risk. The CISO approves all security policies and oversees the identification, assessment, and management of cybersecurity risks, which is designed to provide a proactive and comprehensive approach to safeguarding our information assets. The teams have primary responsibility for our overall Program and supervise both our internal cybersecurity personnel and our external cybersecurity consultants. Our cybersecurity teams’ expertise includes cybersecurity incident response, in-depth security assessments, security emulation exercises to evaluate security profiles, security research, education and outreach, and security tool development.

Our cybersecurity teams supervise efforts to prevent, detect, mitigate, and remediate cybersecurity threats and incidents through the operation of our incident response plan and various other means, which may include briefings from internal security personnel, threat intelligence and other information obtained from governmental, public or private sources, including external consultants engaged by us, as well as alerts and reports produced by security tools deployed in the IT environment. They also oversee, identify, and address security threats aimed at PayPal customers, employees, and partners.
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] Our Board considers cybersecurity risk as part of its risk oversight function and has delegated to our R&C Committee oversight of cybersecurity and other information technology risks. The R&C Committee oversees PayPal’s overall risk framework, including management’s implementation of our cybersecurity risk management program, and reports to the full Board of Directors on a regular basis on cybersecurity and information technology risk management.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] The R&C Committee oversees PayPal’s overall risk framework, including management’s implementation of our cybersecurity risk management program, and reports to the full Board of Directors on a regular basis on cybersecurity and information technology risk management. The R&C Committee receives quarterly reports from the Chief Information Security Officer (“CISO”) on our cybersecurity risks. Management also updates the R&C Committee, as necessary, regarding cybersecurity incidents.
Cybersecurity Risk Role of Management [Text Block]
Our CISO is responsible for implementing the information security strategy, security engineering, enabling business partners, and securing customer data, digital assets, and payments. His organization also monitors cyber regulation requirements and reviews impacts of new products and initiatives. Our CISO has over two decades of experience as a cybersecurity professional, including as a CISO at PayPal and four other organizations that include leading global financial services institutions and large-scale U.S. government agencies (including within the Department of Defense). He has an extensive record of success shepherding digital transformation aligned with business goals, launching cybersecurity frameworks, building security engineering teams, and ensuring protection of assets, data, privacy, and company reputation.

The R&C Committee reports to the Board regarding its activities, including those related to cybersecurity risk oversight. The Board also receives briefings at least annually from management on our Program. Board members receive presentations on cybersecurity topics from our CISO and external experts from time to time as part of our continuing education to the Board on topics relevant to their service on our Board.
Our cybersecurity teams, overseen by our CISO, are responsible for assessing and managing our risks from cybersecurity threats, including defining security policy and Board reporting of security risk. The CISO approves all security policies and oversees the identification, assessment, and management of cybersecurity risks, which is designed to provide a proactive and comprehensive approach to safeguarding our information assets. The teams have primary responsibility for our overall Program and supervise both our internal cybersecurity personnel and our external cybersecurity consultants. Our cybersecurity teams’ expertise includes cybersecurity incident response, in-depth security assessments, security emulation exercises to evaluate security profiles, security research, education and outreach, and security tool development.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block]
Our Board considers cybersecurity risk as part of its risk oversight function and has delegated to our R&C Committee oversight of cybersecurity and other information technology risks. The R&C Committee oversees PayPal’s overall risk framework, including management’s implementation of our cybersecurity risk management program, and reports to the full Board of Directors on a regular basis on cybersecurity and information technology risk management. The R&C Committee receives quarterly reports from the Chief Information Security Officer (“CISO”) on our cybersecurity risks. Management also updates the R&C Committee, as necessary, regarding cybersecurity incidents.
Our CISO is responsible for implementing the information security strategy, security engineering, enabling business partners, and securing customer data, digital assets, and payments. His organization also monitors cyber regulation requirements and reviews impacts of new products and initiatives. Our CISO has over two decades of experience as a cybersecurity professional, including as a CISO at PayPal and four other organizations that include leading global financial services institutions and large-scale U.S. government agencies (including within the Department of Defense). He has an extensive record of success shepherding digital transformation aligned with business goals, launching cybersecurity frameworks, building security engineering teams, and ensuring protection of assets, data, privacy, and company reputation.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our CISO has over two decades of experience as a cybersecurity professional, including as a CISO at PayPal and four other organizations that include leading global financial services institutions and large-scale U.S. government agencies (including within the Department of Defense). He has an extensive record of success shepherding digital transformation aligned with business goals, launching cybersecurity frameworks, building security engineering teams, and ensuring protection of assets, data, privacy, and company reputation.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] The R&C Committee receives quarterly reports from the Chief Information Security Officer (“CISO”) on our cybersecurity risks. Management also updates the R&C Committee, as necessary, regarding cybersecurity incidents.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Policies)
12 Months Ended
Dec. 31, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Basis of presentation
Basis of presentation and principles of consolidation
The accompanying consolidated financial statements include the financial statements of PayPal and our wholly- and majority-owned subsidiaries. All intercompany balances and transactions have been eliminated in consolidation.

Investments in entities where we have the ability to exercise significant influence, but not control, over the investee are accounted for using the equity method of accounting. For such investments, our share of the investee’s results of operations is included in other income (expense), net on our consolidated statements of income (loss). Investments in entities where we do not have the ability to exercise significant influence over the investee are accounted for at fair value or cost minus impairment, if any, adjusted for changes resulting from observable price changes, which are included in other income (expense), net on our consolidated statements of income (loss). Our investment balances are included in long-term investments on our consolidated balance sheets.

We determine at the inception of each investment, and re-evaluate if certain events occur, whether an entity in which we have made an investment is considered a variable interest entity (“VIE”). If we determine an investment is in a VIE, we then assess if we are the primary beneficiary, which would require consolidation. As of December 31, 2025 and December 31, 2024, no VIEs qualified for consolidation as the structures of these entities do not provide us with both the ability to direct activities that would significantly impact their economic performance and the obligation to absorb losses or the right to receive benefits of the VIE that could potentially be significant to the VIE.

As of December 31, 2025 and December 31, 2024, the carrying value of our investments in nonconsolidated VIEs that are primarily investments in funds that are limited partnerships or similar structures which are focused on increasing access to capital for underserved communities was $202 million and $187 million, respectively, and is included as non-marketable equity securities applying the equity method of accounting in long-term investments on our consolidated balance sheets. Our maximum exposure to loss related to these nonconsolidated VIEs, which represents funded commitments and any future funding commitments, was $246 million as of both December 31, 2025 and 2024.
Certain amounts for prior years have been reclassified to conform to the financial statement presentation as of and for the year ended December 31, 2025.
Principles of consolidation
Basis of presentation and principles of consolidation
The accompanying consolidated financial statements include the financial statements of PayPal and our wholly- and majority-owned subsidiaries. All intercompany balances and transactions have been eliminated in consolidation.

Investments in entities where we have the ability to exercise significant influence, but not control, over the investee are accounted for using the equity method of accounting. For such investments, our share of the investee’s results of operations is included in other income (expense), net on our consolidated statements of income (loss). Investments in entities where we do not have the ability to exercise significant influence over the investee are accounted for at fair value or cost minus impairment, if any, adjusted for changes resulting from observable price changes, which are included in other income (expense), net on our consolidated statements of income (loss). Our investment balances are included in long-term investments on our consolidated balance sheets.

We determine at the inception of each investment, and re-evaluate if certain events occur, whether an entity in which we have made an investment is considered a variable interest entity (“VIE”). If we determine an investment is in a VIE, we then assess if we are the primary beneficiary, which would require consolidation. As of December 31, 2025 and December 31, 2024, no VIEs qualified for consolidation as the structures of these entities do not provide us with both the ability to direct activities that would significantly impact their economic performance and the obligation to absorb losses or the right to receive benefits of the VIE that could potentially be significant to the VIE.

As of December 31, 2025 and December 31, 2024, the carrying value of our investments in nonconsolidated VIEs that are primarily investments in funds that are limited partnerships or similar structures which are focused on increasing access to capital for underserved communities was $202 million and $187 million, respectively, and is included as non-marketable equity securities applying the equity method of accounting in long-term investments on our consolidated balance sheets. Our maximum exposure to loss related to these nonconsolidated VIEs, which represents funded commitments and any future funding commitments, was $246 million as of both December 31, 2025 and 2024.
Certain amounts for prior years have been reclassified to conform to the financial statement presentation as of and for the year ended December 31, 2025.
Use of estimates
Use of estimates

The preparation of consolidated financial statements in conformity with United States (“U.S.”) generally accepted accounting principles (“GAAP”) requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the consolidated financial statements and the reported amounts of revenues and expenses during the reporting period. On an ongoing basis, we evaluate our estimates, including those related to provisions for transaction and credit losses, income taxes, loss contingencies, revenue recognition, and the evaluation of strategic investments for impairment. We base our estimates on historical experience and various other assumptions which we believe to be reasonable under the circumstances. Actual results could materially differ from these estimates.
Cash and cash equivalents
Cash and cash equivalents
Cash and cash equivalents are short-term, highly liquid investments and are primarily comprised of bank deposits, PayPal USD stablecoin (“PYUSD”), money market funds and debt securities with original maturities of three months or less when purchased. PYUSD is a stablecoin pegged to the U.S. dollar and fully backed by U.S. dollar deposits, U.S. Treasuries, and similar cash equivalents. Each token of PYUSD held by PayPal represents a contractual right to redeem with the third-party issuer of PYUSD for one U.S. dollar.
Investments
Investments

Short-term investments include time deposits and available-for-sale debt securities with original maturities of greater than three months but less than one year when purchased or maturities of one year or less on the reporting date. Long-term investments include time deposits and available-for-sale debt securities with maturities exceeding one year on the reporting date, as well as our strategic investments. Our available-for-sale debt securities are reported at fair value using the specific identification method. Unrealized gains and losses are reported as a component of other comprehensive income (loss), net of related estimated tax provisions or benefits.
 
We elect to account for available-for-sale debt securities denominated in currencies other than the functional currency of our subsidiaries, underlying funds receivable and customer accounts, short-term and long-term investments, under the fair value option as further discussed in “Note 9—Fair Value Measurement of Assets and Liabilities.” The changes in fair value related to initial measurement and subsequent changes in fair value are included as a component of other income (expense), net on our consolidated statements of income (loss).

Our strategic investments consist of marketable equity securities, which are publicly traded, and non-marketable equity securities, which are primarily investments in privately held companies. Marketable equity securities have readily determinable fair values with changes in fair value recorded in other income (expense), net. Non-marketable equity securities include investments that do not have a readily determinable fair value, as well as equity method investments. Our investments that do not have a readily determinable fair value are measured at cost minus impairment, if any, and are adjusted for changes resulting from observable price changes in orderly transactions for an identical or similar investment in the same issuer (the “Measurement Alternative”). Non-marketable equity securities also include our investments where we have the ability to exercise significant influence, but not control, over the investee and these securities are accounted for using the equity method of accounting. All gains and losses on these investments, realized and unrealized, and our share of earnings or losses from investments accounted for using the equity method are recognized in other income (expense), net on our consolidated statements of income (loss).

We assess whether an impairment loss on our non-marketable equity securities accounted for under the Measurement Alternative has occurred based on qualitative factors such as the companies’ financial condition and business outlook, industry performance, regulatory, economic or technological environment, and other relevant events and factors affecting the company. We assess whether an other-than-temporary impairment loss on our equity method investments has occurred due to declines in fair value or other market conditions. If any impairment is identified for non-marketable equity securities or impairment is considered other-than-temporary for our equity method investments, we write down the investment to its fair value and record the corresponding charge through other income (expense), net on our consolidated statements of income (loss).
Our available-for-sale debt securities in an unrealized loss position are written down to fair value through a charge to other income (expense), net on our consolidated statements of income (loss) if we intend to sell the security or it is more likely than not we will be required to sell the security before recovery of its amortized cost basis. For the remaining available-for-sale debt securities in an unrealized loss position, if we identify that the decline in fair value has resulted from credit losses, taking into consideration changes to the rating of the security by rating agencies, implied yields versus benchmark yields, and the extent to which fair value is less than amortized cost, among other factors, we estimate the present value of cash flows expected to be collected. If the present value of cash flows expected to be collected is less than the amortized cost basis, a credit loss exists and an allowance for credit losses is recorded, limited by the amount that the fair value is less than the amortized cost basis. Any portion of impairment not related to credit losses is recognized in other comprehensive income (loss).
Accounts receivable, net
Accounts receivable, net

Accounts receivable is primarily related to revenue earned from customers and is reduced by an allowance for credit losses. In estimating expected credit losses on accounts receivable, we assume that current conditions at the balance sheet date remain unchanged over the life of these short-term assets. For the years ended December 31, 2025 and 2024, the allowance for credit losses was not significant. Accounts receivable deemed uncollectible are charged against the allowance for credit losses when identified.
Loans and interest receivable, held for sale and Changes in loans receivable classification
Loans and interest receivable, held for sale

When PayPal has the intent to sell loans to third-party investors they are classified as loans and interest receivable, held for sale on our consolidated balance sheets and reported at the lower of cost or fair value, determined on an aggregate basis, with valuation changes and any associated charge-offs recorded in restructuring and other on our consolidated statements of income (loss). Interest income on interest bearing held-for-sale loans is accrued and recognized based on the contractual rate of interest.

Once PayPal makes the decision to sell loans classified as held for investment, they are reclassified from loans and interest receivable, net to loans and interest receivable, held for sale. When loans are reclassified to held for sale, any previously recorded allowance for credit losses is reversed, resulting in a decrease in transaction and credit losses on our consolidated statements of income (loss). The loan is then recorded consistent with loans held for sale.
Sales of loan receivables to third-party investors are accounted for as a true sale based on our determination that these receivables met all the necessary criteria for such accounting including legal isolation for transferred assets, ability of the transferee to pledge or exchange the transferred assets without constraint, and the transfer of control, and thus, we no longer record these receivables on our consolidated financial statements. We also conclude that our continuing involvement in the arrangement does not invalidate this determination. We retain the servicing rights on loans that are sold to third-party investors and we receive a market-based servicing fee for servicing the sold loans.
Loans and interest receivable, net
Loans and interest receivable, net

When PayPal has the intent and ability to hold loans for the foreseeable future or until maturity or payoff they are classified as loans and interest receivable, net on our consolidated balance sheets and are reported at their outstanding balances, net of any participation interests sold, unamortized deferred origination fees and costs, and allowance for expected credit losses.

Loans and interest receivable, net represents consumer loans originated under our revolving credit products (PayPal Credit) and our installment credit products (which we also refer to as our buy now, pay later (“BNPL”) products), and merchant receivables originated under our PayPal Working Capital (“PPWC”) product and PayPal Business Loan (“PPBL”) product.

In the U.S., our consumer interest-bearing installment products, PPWC, and PPBL are provided under a program agreement we have with an independent chartered financial institution (“partner institution”). The partner institution extends credit to consumers for interest-bearing installment products and to merchants for the PPWC and PPBL products, and we purchase the related receivables originated by the partner institution. In the U.S., we extend certain short-term, interest-free, installment loans to consumers through a U.S. subsidiary. For our international consumer credit products, we extend credit in the U.K and the rest of Europe through our U.K. subsidiary and Luxembourg banking subsidiary, respectively, and in Australia and Japan, through local subsidiaries. For our merchant finance products outside the U.S., we extend working capital advances and loans in the U.K. and rest of Europe through our U.K. subsidiary and Luxembourg banking subsidiary, respectively, and working capital loans in Australia through an Australian subsidiary.

As part of our arrangement with the partner institution in the U.S., we sell back a participation interest in the pool of receivables for the consumer interest-bearing installment products, PPWC, and PPBL. The partner institution has no recourse against us related to their participation interests for failure of debtors to pay when due. The participation interests held by the partner institution have the same priority to the interests held by us and are subject to the same credit, prepayment, and interest rate risk associated with this pool of receivables. All risks of loss are shared pro rata based on participation interests held among all participating stakeholders. We account for the asset transfer as a sale and derecognize the portion of the participation interests for which control has been surrendered. For this arrangement, gains or losses on the sale of the participation interests are not material as the carrying amount of the participation interest sold approximates the fair value at time of transfer. We retain the servicing rights for the entire pool of consumer receivables outstanding and receive a market-based service fee for servicing the assets underlying the participation interest sold.
The terms of our consumer relationships require us to submit monthly bills to the consumer detailing loan repayment requirements. The terms also allow us to charge the consumer interest and fees in certain circumstances. Due to the relatively small dollar amount of individual loans and interest receivable, we do not require collateral on these balances.

In certain instances where a merchant is able to demonstrate that it is experiencing financial difficulty, there may be a modification of the loan or advance and the related fee receivable for which it is probable that, without modification, we would be unable to collect all amounts due.
Another partner institution is the exclusive issuer of the PayPal Credit consumer financing program in the U.S., which also includes PayPal and Venmo branded credit cards. We do not hold an ownership interest in the receivables generated through the program and therefore, do not record these receivables on our consolidated financial statements. PayPal earns a revenue share on the portfolio of consumer receivables owned by the partner institution, which is recorded in revenues from other value added services on our consolidated statements of income (loss).

If PayPal no longer intends to sell loans and interest receivable, held for sale, such loans would be reclassified to loans and interest receivable, net. When a loan is reclassified as held for investment, any amounts previously recorded in order to measure the loan at the lower of cost or fair value are reversed within restructuring and other on our consolidated statements of income (loss) and the loan is recorded consistent with loans held for investment.
Allowance for loans and interest receivable
Allowance for loans and interest receivable

The allowance for loans and interest receivable represents our estimate of current expected credit losses inherent in our portfolio of loans and interest receivables. Changes to the allowance for loans receivable are reflected as a component of transaction and credit losses on our consolidated statements of income (loss). Changes to the allowance for interest and fees receivable are reflected within revenues from other value added services in net revenues on our consolidated statements of income (loss), or within deferred revenue in accrued expenses and other current liabilities on our consolidated balance sheets, when interest and fees are billed at the inception of a loan or advance. The evaluation process to assess the adequacy of allowances is subject to numerous estimates and judgments.

The allowance for consumer loans and interest receivable is primarily based on expectations of credit losses using historical lifetime loss data and incorporates macroeconomic forecasts applied to the portfolio. The consumer loss models incorporate various portfolio attributes including geographic region, loan term, delinquency, credit rating, vintage, and for the revolving credit portfolio, macroeconomic factors such as forecasted trends in average weekly earnings starting in the second quarter of 2025 and utilizing household disposable income and retail e-commerce sales through the first quarter of 2025. The forecasted macroeconomic factors are sourced externally, using probability weighted multiple economic scenarios for most consumer loan portfolios starting in the second quarter of 2025 (and through the first quarter of 2025 a single scenario), that we believe are most appropriate to the economic conditions applicable to a particular period. The change to multiple macroeconomic scenarios did not have a material impact on the provision for the year ended December 31, 2025. For both 2025 and 2024, the reasonable and supportable forecast period for revolving products and installment products (not classified as held for sale) that we have included in our projected loss rates, which approximates the estimated life of the loans, was approximately 5 years and 7 months to 3.5 years, respectively. Projected loss rates (inclusive of historical loss data and for the revolving credit portfolio, macroeconomic factors) are applied to the principal amount of our consumer receivables. We also include qualitative adjustments that incorporate incremental information not captured in the quantitative estimates of our current expected credit losses, such as expectations of macroeconomic conditions not captured in the loss models for our installment products. The allowance for current expected credit losses on interest and fees receivable is determined primarily by applying loss curves to each portfolio by geography, delinquency, and period of origination, among other factors.

We charge off consumer receivable balances in the month in which a customer’s balance becomes 180 days past the billing date or contractual repayment date, except for the U.S. consumer interest-bearing installment receivables, which are charged off 120 days past the contractual repayment date. Charge-offs are recorded as a reduction to our allowance for loans and interest receivable and subsequent recoveries, if any, are recorded as an increase to the allowance for loans and interest receivable. Loans receivable continue to accrue interest until they are charged off.
The allowance for merchant loans, advances, and fees receivable is primarily based on expectations of credit losses using historical lifetime loss data as well as macroeconomic forecasts applied to the portfolio. The merchant loss models incorporate various portfolio attributes including geographic region, first borrowing versus repeat borrowing, delinquency, internally developed risk ratings, and vintage, as well as macroeconomic factors such as forecasted trends in unemployment rates and retail e-commerce sales. The forecasted macroeconomic factors are sourced externally, using probability weighted multiple economic scenarios starting in the second quarter of 2025 (and through the first quarter of 2025, a single scenario) that we believe are most appropriate to the economic conditions applicable to a particular period. The change to multiple macroeconomic scenarios did not have a material impact on the provision for the year ended December 31, 2025. The reasonable and supportable forecast period for merchant products that we have included in our projected loss rates for 2025 and 2024, which approximates the estimated life of the loans, was approximately 2.5 to 3.5 years. Projected loss rates, inclusive of historical loss data and macroeconomic factors, are applied to the principal amount of our merchant receivables. We also include qualitative adjustments that incorporate incremental information not captured in the quantitative estimates of our current expected credit losses. The allowance for current expected credit losses on fees receivable is determined primarily by applying loss curves to each portfolio by geography, delinquency, and period of origination, among other factors.

For merchant loans and advances, the determination of delinquency is based on the current expected or contractual repayment period of the loan or advance and fixed fee payment as compared to the original expected or contractual repayment period. We charge off the receivables outstanding under our PPBL product when the repayments are 180 days past the contractual repayment date. We charge off the receivables outstanding under our PPWC product when the repayments are 180 days past our expectation of repayments and the merchant has not made a payment in the last 60 days, or when the repayments are 360 days past due regardless of whether the merchant has made a payment in the last 60 days. Charge-offs are recorded as a reduction to our allowance for loans and interest receivable and subsequent recoveries, if any, are recorded as an increase to the allowance for loans and interest receivable.
Customer accounts
Customer accounts

We hold all customer balances, both in the U.S. and internationally, as direct claims against us which are reflected on our consolidated balance sheets as a liability classified as amounts due to customers. Certain jurisdictions where PayPal operates require us to hold eligible liquid assets, as defined by applicable regulatory requirements and commercial law in these jurisdictions, equal to at least 100% of the aggregate amount of all customer balances. Therefore, we restrict the use of the assets underlying the customer balances to meet these regulatory requirements and separately classify the assets as customer accounts on our consolidated balance sheets. We classify the assets underlying the customer balances as current based on their purpose and availability to fulfill our direct obligation under amounts due to customers. Customer funds for which PayPal does not have a present right to obtain the related economic benefits or restrict others’ access to those benefits are not reflected on our consolidated balance sheets. These funds include U.S. dollar funds which are deposited at one or more third-party financial institutions insured by the Federal Deposit Insurance Corporation (“FDIC”) and are eligible for FDIC pass-through insurance (subject to applicable limits).

The Luxembourg Commission de Surveillance du Secteur Financier (the “CSSF”) has agreed that PayPal’s management may designate up to 50% of European customer balances held in our Luxembourg banking subsidiary to fund European and U.K. credit activities. As of December 31, 2025 and 2024, the cumulative amount approved by PayPal to be designated to fund credit activities was $2.0 billion as of those respective dates and represented approximately 26% of European customer balances made available for our corporate use as of those respective dates, as determined by applying financial regulations maintained by the CSSF. At the time PayPal’s management designates the European customer balances held in our Luxembourg banking subsidiary to be used to extend credit, the balances are classified as cash and cash equivalents and no longer classified as customer accounts on our consolidated balance sheets. The remaining assets underlying the customer balances remain separately classified as customer accounts on our consolidated balance sheets. We identify these customer accounts separately from corporate funds and maintain them in interest and non-interest bearing bank deposits, time deposits, and available-for-sale debt securities. Customer balances deposited with our partners on a short-term basis in advance of customer transactions and used to fulfill our direct obligation under amounts due to customers are classified as cash and cash equivalents within our customer accounts classification on our consolidated balance sheets. See “Note 8—Cash and Cash Equivalents, Funds Receivable and Customer Accounts, and Investments” for additional information related to customer accounts.

Customer-owned cryptocurrency assets are not recorded on our consolidated balance sheets because we do not have a present right to obtain the related economic benefits or restrict others' access to those benefits. Accordingly, the assets remain the property of our customers.
Funds receivable and funds payable
Funds receivable and funds payable

Funds receivable and funds payable arise due to the time required to initiate collection from and clear transactions through external payment networks. When customers fund their PayPal account using their bank account, credit card, or debit card, or withdraw funds from their PayPal account to their bank account or through a debit card transaction, there is a clearing period before the cash is received or settled, usually one to three business days for U.S. transactions and generally up to five business days for international transactions. In addition, a portion of our customers’ funds are settled directly to their bank account. These funds are also classified as funds receivable and funds payable and arise due to the time required to initiate collection from and clear transactions through external payment networks.
We present changes in funds receivable and funds payable and amounts due to customers as cash flows from investing activities and financing activities, respectively, on our consolidated statements of cash flows based on the nature of the activity underlying our customer accounts.
Property and equipment
Property and equipment

Property and equipment consists primarily of computer equipment, software and website development costs, land and buildings, leasehold improvements, and furniture and fixtures. Property and equipment are stated at historical cost less accumulated depreciation and amortization. Depreciation and amortization are computed using the straight-line method over the estimated useful lives of the assets; generally, one to five years for computer equipment and software, including capitalized software and website development costs, three years for furniture and fixtures, up to 30 years for buildings and building improvements, and the shorter of five years or the non-cancelable term of the lease for leasehold improvements.

Direct costs incurred to develop software for internal use and website development costs, including those costs incurred in expanding and enhancing our payments platform, are capitalized and amortized generally over an estimated useful life of three years and are recorded as amortization within the financial statement captions aligned with the internal organizations that are the primary beneficiaries of such assets. We capitalized $642 million and $509 million of internally developed software and website development costs for the years ended December 31, 2025 and 2024, respectively. Amortization expense for these capitalized costs was $515 million, $498 million, and $482 million for the years ended December 31, 2025, 2024, and 2023, respectively. Costs related to the maintenance of internal use software and website development costs are expensed as incurred.
Leases
Leases

We determine whether an arrangement is a lease for accounting purposes at contract inception. Operating leases are recorded as right-of-use (“ROU”) assets which are included in other assets, and lease liabilities which are included in accrued expenses and other current liabilities and other long-term liabilities on our consolidated balance sheets. ROU assets for finance leases are included in property and equipment, and lease liabilities for finance leases are included in accrued expenses and other current liabilities and other long-term liabilities on our consolidated balance sheets. For sale-leaseback transactions, we evaluate the sale and the lease arrangement based on our conclusion as to whether control of the underlying asset has been transferred, and recognize the sale-leaseback as either a sale transaction or under the financing method. The financing method requires the asset to remain on our consolidated balance sheets throughout the term of the lease and the proceeds to be recognized as a financing obligation.

ROU assets represent our right to use an underlying asset for the lease term and lease liabilities represent our obligation to make lease payments arising from the lease. ROU assets and lease liabilities are recognized at the lease commencement date based on the present value of lease payments over the lease term. A majority of our leases do not provide an implicit rate and therefore we use an incremental borrowing rate for specific terms on a collateralized basis using information available on the commencement date in determining the present value of lease payments. The ROU asset calculation includes lease payments to be made and excludes lease incentives. The ROU asset and lease liability may include amounts attributed to options to extend or terminate the lease when it is reasonably certain we will exercise that option. When we reach a decision to exercise a lease renewal or termination option, we recognize the associated impact to the ROU asset and lease liability. Lease expense for operating leases is recognized on a straight-line basis over the lease term. Lease expense for finance leases is amortized on a straight-line basis over the lease term, and interest expense for finance lease liabilities is recognized based on the implicit rate or the incremental borrowing rate.
We have lease agreements with lease and non-lease components. We have elected to apply the practical expedient and account for the lease and non-lease components as a single lease component for all leases, where applicable. In addition, we have elected to apply the practical expedients related to lease classification, hindsight, and land easement. We apply a single portfolio approach to account for the ROU assets and lease liabilities.
We evaluate ROU assets related to leases for indicators of impairment whenever events or changes in circumstances indicate that the carrying amount of an ROU asset may not be recoverable. When a decision has been made to exit a lease prior to the contractual term or to sublease that space, we evaluate the asset for impairment and recognize the associated impact to the ROU asset and related expense, if applicable. The evaluation is performed at the asset group level initially and where appropriate, at the lowest level of identifiable cash flows, which is at the individual lease level. Undiscounted cash flows expected to be generated by the related ROU assets are estimated over the ROU assets’ useful lives. If the evaluation indicates that the carrying amount of the ROU assets may not be recoverable, any potential impairment is measured based upon the fair value of the related ROU asset or asset group as determined by appropriate valuation techniques.
Goodwill and intangible assets
Goodwill and intangible assets

Goodwill is tested for impairment, at a minimum, on an annual basis at the reporting unit level by first performing a qualitative assessment to determine whether it is more likely than not that the fair value of the reporting unit is less than its carrying value. If the reporting unit does not pass the qualitative assessment, then the reporting unit’s carrying value is compared to its fair value. Goodwill is considered impaired if the carrying value of the reporting unit exceeds its fair value. The fair value of the reporting unit may be estimated using income and market approaches. The discounted cash flow method, a form of the income approach, uses expected future operating results and a market participant discount rate. The market approach uses comparable company prices and other relevant information generated by market transactions (either publicly traded entities or mergers and acquisitions) to develop pricing metrics to be applied to historical and expected future operating results of the reporting unit. Failure to achieve these expected results, changes in the discount rate, or market pricing metrics may cause a future impairment of goodwill at the reporting unit level. We conducted our annual impairment test of goodwill as of August 31, 2025 and 2024. We determined that no adjustment to the carrying value of goodwill of our reporting unit was required. As of December 31, 2025, we determined that no events occurred, or circumstances changed from August 31, 2025 through December 31, 2025 that would more likely than not reduce the fair value of the reporting unit below its carrying amount.

Intangible assets consist of acquired customer list and user base intangible assets, marketing related intangibles, developed technology, and other intangible assets. Intangible assets are amortized over the period of estimated benefit using the straight-line method and estimated useful lives ranging from three to seven years. No significant residual value is estimated for intangible assets.

We evaluate long-lived assets (including intangible assets) for impairment whenever events or changes in circumstances indicate that the carrying amount of a long-lived asset may not be recoverable. An asset is considered impaired if its carrying amount exceeds the future undiscounted cash flow the asset is expected to generate.
Allowance for transaction losses and negative customer balances
Allowance for transaction losses

We are exposed to transaction losses due to credit card and other payment misuse as well as non-performance from sellers who accept payments through PayPal. We establish an allowance for estimated losses arising from completing customer transactions, such as chargebacks for unauthorized credit card use and merchant-related chargebacks due to non-delivery or unsatisfactory delivery of eligible purchased items, purchase protection program claims, and account takeovers. This allowance represents an accumulation of the estimated amounts of probable transaction losses as of the reporting date. The allowance is monitored regularly and is updated based on actual loss data. The allowance is based on known facts and circumstances, internal factors including experience with similar cases, historical trends involving loss payment patterns, and the mix of transaction and loss types, as appropriate. Additions to the allowance are reflected as a component of transaction and credit losses on our consolidated statements of income (loss). The allowance for transaction losses is included in accrued expenses and other current liabilities on our consolidated balance sheets.
Allowance for negative customer balances
Negative customer balances occur primarily when there are insufficient funds in a customer’s PayPal account to cover charges applied for bank returns and reversals, debit card transactions, and merchant-related chargebacks due to non-delivery or unsatisfactory delivery of eligible purchased items, which are generally within the scope of our protection programs. Negative customer balances can be cured by the customer by adding funds to their account, receiving payments, or through back-up funding sources. We also utilize third-party collection agencies. For negative customer balances that are not expected to be cured or otherwise collected, we provide an allowance for expected losses. The allowance represents expected losses based on historical trends involving collection and write-off patterns, internal factors including our experience with similar cases, other known facts and circumstances, and current conditions at the balance sheet date, which are assumed to remain unchanged over the life of these short-term assets. Loss rates are derived using historical loss data for each delinquency bucket using a roll rate model that captures the losses and the likelihood that a negative customer balance will be written off as the delinquency age of such balance increases. The loss rates are then applied to the outstanding negative customer balances. Once the quantitative calculation is performed, we review the adequacy of the allowance and determine if qualitative adjustments need to be considered. We write-off negative customer balances in the month in which the balance becomes outstanding for 120 days. Write-offs that are recovered are recorded as a reduction to our allowance for negative customer balances. Negative customer balances are included in other current assets, net of the allowance on our consolidated balance sheets. Adjustments to the allowance for negative customer balances are recorded as a component of transaction and credit losses on our consolidated statements of income (loss).
Derivative instruments
Derivative instruments
SUMMARY OF DERIVATIVE INSTRUMENTS

Our primary objective in holding derivatives is to reduce the volatility of earnings and cash flows associated with changes in foreign exchange rates. Our derivatives expose us to credit risk to the extent that our counterparties may be unable to meet the terms of the arrangement. We seek to mitigate such risk by limiting our counterparties to, and by spreading the risk across, major financial institutions and by entering into collateral security arrangements. In addition, the potential risk of loss with any one counterparty resulting from this type of credit risk is monitored on an ongoing basis. We do not use any derivative instruments for trading or speculative purposes.

Cash flow hedges

We have significant international revenues and expenses denominated in foreign currencies, which subjects us to foreign exchange risk. We have a foreign currency exposure management program in which we designate certain foreign exchange contracts, generally with maturities of 12 months or less, to reduce the volatility of cash flows primarily related to forecasted revenues and expenses denominated in certain foreign currencies. The objective of these foreign exchange contracts is to help mitigate the risk that the U.S. dollar-equivalent cash flows are adversely affected by changes in the applicable U.S. dollar/foreign currency exchange rate. These derivative instruments are designated as cash flow hedges and accordingly, the derivative’s gain or loss is initially reported as a component of AOCI and subsequently reclassified into revenue or the applicable expense line item in the consolidated statements of income (loss) in the same period the forecasted transaction affects earnings. We evaluate the effectiveness of our foreign exchange contracts on a quarterly basis by comparing the critical terms of the derivative instruments with the critical terms of the forecasted cash flows of the hedged item; if the critical terms are the same, we conclude the hedge will be perfectly effective. We do not exclude any component of the changes in fair value of the derivative instruments from the assessment of hedge effectiveness. We report cash flows arising from derivative instruments consistent with the classification of cash flows from the underlying items that these derivatives are hedging. Accordingly, the cash flows associated with derivatives designated as cash flow hedges are classified in cash flows from operating activities on our consolidated statements of cash flows.
As of December 31, 2025, we estimated that $111 million of net derivative losses related to our cash flow hedges included in AOCI are expected to be reclassified into earnings within the next 12 months. During the years ended December 31, 2025, 2024, and 2023, we did not discontinue any cash flow hedges because it was probable that the original forecasted transaction would not occur and as such, did not reclassify any gains or losses to earnings prior to the occurrence of the hedged transaction. If we elect to discontinue our cash flow hedges and it is probable that the original forecasted transaction will occur, we continue to report the derivative’s gain or loss in AOCI until the forecasted transaction affects earnings, at which point we also reclassify it into earnings. Gains and losses on derivatives held after we discontinue our cash flow hedges and on derivative instruments that are not designated as cash flow hedges are recorded in the same financial statement line to which the derivative relates.

Net investment hedges

Prior to 2025, we used foreign exchange contracts to reduce the foreign exchange risk related to our investment in certain foreign subsidiaries. These derivatives were designated as net investment hedges and accordingly, the gains and losses on the portion of the derivatives included in the assessment of hedge effectiveness were recorded in AOCI as part of foreign currency translation. We excluded forward points from the assessment of hedge effectiveness and recognized them in other income (expense), net on a straight-line basis over the life of the hedge. The accumulated gains and losses associated with these instruments will remain in AOCI until the foreign subsidiaries are sold or substantially liquidated, at which point they will be reclassified into earnings. The cash flows associated with derivatives designated as a net investment hedge are classified in cash flows from investing activities on our consolidated statements of cash flows.

We have not reclassified any gains or losses related to net investment hedges from AOCI into earnings for any of the periods presented.

Foreign exchange contracts not designated as hedging instruments

We have a foreign currency exposure management program in which we use foreign exchange contracts to offset the foreign exchange risk of our assets and liabilities denominated in currencies other than the functional currency of our subsidiaries. These contracts are not designated as hedging instruments and reduce, but do not entirely eliminate, the impact of foreign exchange rate movements on our assets and liabilities. The gains and losses due to remeasurement of certain foreign currency denominated monetary assets and liabilities are recorded in other income (expense), net, which are offset by the gains and losses on these foreign exchange contracts. The cash flows associated with our non-designated derivatives used to hedge foreign currency denominated monetary assets and liabilities are classified in cash flows from operating activities on our consolidated statements of cash flows.
NOTIONAL AMOUNTS OF DERIVATIVE CONTRACTS
Derivative transactions are measured in terms of the notional amount; however, this amount is not recorded on the balance sheet and is not, when viewed in isolation, a meaningful measure of the risk profile of the derivative instruments. The notional amount is generally not exchanged, but is used only as the underlying basis on which the value of foreign currency exchange payments under these contracts is determined.
MASTER NETTING AGREEMENTS - RIGHTS OF SET-OFF

Under master netting agreements with certain counterparties to our derivative contracts, repurchase agreements, and reverse repurchase agreements, subject to applicable requirements, we are allowed to net settle transactions of the same type with a single net amount payable by one party to the other. PayPal has not elected to offset for balance sheet presentation and we present the derivative assets, derivative liabilities, repurchase agreements and reverse repurchase agreements on a gross basis on our consolidated balance sheets.
We have entered into collateral security arrangements with certain counterparties that provide for collateral to be received or posted when the net fair value of certain financial instruments fluctuates from contractually established thresholds. Receivables related to cash collateral posted and payables related to cash collateral received are recognized in other current assets and other current liabilities, respectively, on our consolidated balance sheets.
Repurchase and reverse repurchase agreements
Repurchase and reverse repurchase agreements
We enter into repurchase agreements as a form of secured borrowing and reverse repurchase agreements as a form of secured lending, primarily to provide additional liquidity and to deploy excess cash. These agreements are accounted for as collateralized financing transactions. Repurchase agreements and reverse repurchase agreements are reported in other current liabilities and other current assets, respectively, on our consolidated balance sheet and recorded at amortized cost.
Fair value measurements
Fair value measurements

We measure certain financial assets and liabilities at fair value on a recurring basis and certain financial and non-financial assets and liabilities at fair value on a non-recurring basis when a change in fair value or impairment is evidenced. Fair value is defined as the price received to sell an asset or paid to transfer a liability in the principal market for the asset or liability in an orderly transaction between market participants on the measurement date. Fair value is estimated by maximizing the use of observable inputs and minimizing the use of unobservable inputs. The categorization within the following three-level fair value hierarchy for our recurring and non-recurring fair value measurements is based upon the lowest level of input that is available and significant to the fair value measurement:
Level 1 - Observable inputs, such as unadjusted quoted prices in active markets for identical assets or liabilities.
Level 2 - Observable inputs other than Level 1 quoted prices, such as quoted prices for similar assets or liabilities, quoted prices in markets that are not active or other inputs that are observable or can be market-corroborated.
Level 3 - Unobservable inputs that cannot be directly corroborated by observable market data and that typically reflect management’s estimate of assumptions that market participants would use in pricing the asset or liability.
Our financial assets classified within Level 1 are valued using quoted prices for identical assets in active markets. All other financial assets and liabilities are valued using quoted prices for identical instruments in less active markets, readily available pricing sources for comparable instruments, or models using market observable inputs (Level 2).

A majority of our derivative instruments are valued using pricing models that take into account the contractual terms as well as multiple observable inputs where applicable, such as currency rates, interest rate yield curves, option volatility, and equity prices (Level 2).
We elect to account for available-for-sale debt securities denominated in currencies other than the functional currency of our subsidiaries under the fair value option. Election of the fair value option allows us to recognize any gains and losses from fair value changes on such investments in other income (expense), net on the consolidated statements of income (loss) to significantly reduce the accounting asymmetry that would otherwise arise when recognizing the corresponding foreign exchange gains and losses relating to customer liabilities.
We measure loans and interest receivable, held for sale that are comparable to loans receivable sold to third-party investors using observable inputs, such as the most recent executed prices. These loans and interest receivable, held for sale are classified within Level 2 in the fair value hierarchy. Certain loans and interest receivable, held for sale are valued using significant unobservable inputs, such as adjustments to recently executed prices. These loans and interest receivable, held for sale are classified within Level 3 in the fair value hierarchy. Refer to “Note 11—Loans and Interest Receivable” for additional information on loans and interest receivable, held for sale.

We measure the non-marketable equity securities accounted for under the Measurement Alternative at cost minus impairment, if any, adjusted for observable price changes in orderly transactions for an identical or similar investment in the same issuer. Non-marketable equity securities that have been remeasured during the period based on observable price changes are classified within Level 2 in the fair value hierarchy because we estimate the fair value based on valuation methods which only include significant inputs that are observable, such as the observable transaction price at the transaction date. The fair value of non-marketable equity securities are classified within Level 3 when we estimate fair value using significant unobservable inputs such as when we remeasure due to impairment and use discount rates, forecasted cash flows, and market data of comparable companies, among others.
Concentrations of risk
Concentrations of risk
Our cash, cash equivalents, short-term investments, accounts receivable, loans and interest receivable, net, funds receivable and customer accounts, long-term investments, and other assets are potentially subject to concentration of credit risk. Cash, cash equivalents, and customer accounts are placed with financial institutions that management believes are of high credit quality. In addition, funds receivable are generated primarily with financial institutions which management believes are of high credit quality. We invest our cash, cash equivalents, and customer accounts primarily in highly liquid, highly rated instruments which are uninsured. We have corporate deposit balances with financial services institutions which exceed the FDIC insurance limit of $250,000. As part of our cash management process, we perform periodic evaluations of the relative credit standing of these financial institutions. Our accounts receivable are derived from revenue earned from customers located in the U.S. and internationally. Our loans and interest receivable are derived from consumer and merchant financing activities for customers located in the U.S. and internationally. Our long-term notes receivable and contract asset within other assets are associated with the sale of our U.S. consumer credit receivables to a partner institution. Transaction expense is derived from fees paid to payment processors and other financial institutions, located in the U.S. and internationally, when we draw funds from a customer’s credit or debit card, bank account, or other funding source they have stored in their digital wallet.
Revenue recognition
Revenue recognition
We enable our customers to send and receive payments. We earn revenue primarily by completing payment transactions for our customers on our payments platform and from other value added services. Our revenues are classified into two categories: transaction revenues and revenues from other value added services.
TRANSACTION REVENUES

We earn transaction revenues primarily from fees paid by our customers to receive payments on our platform. These fees may have a fixed and variable component. The variable component is generally a percentage of the value of the payment amount and is known at the time the transaction is processed. For a portion of our transactions, the variable component of the fee is eligible for reimbursement when the underlying transaction is approved for a refund. We estimate the amount of fee refunds that will be processed each quarter and record a provision against our transaction revenues. The volume of activity processed on our payments platform, which results in transaction revenue, is referred to as Total Payment Volume (“TPV”). We generate additional revenues from merchants and consumers: on transactions where we perform currency conversion, when we enable cross-border transactions (i.e., transactions where the merchant and consumer are in different countries), when we facilitate the instant transfer of funds for our customers from their PayPal or Venmo account to their bank account or debit card, when we facilitate the purchase and sale of cryptocurrencies, as contractual compensation from sellers that violate our contractual terms (for example, through fraud or counterfeiting), and other miscellaneous fees. Our transaction revenues are also reduced by certain incentives provided to our customers.

Our contracts with our customers are usually open-ended and can be terminated by either party without a termination penalty after the notice period has lapsed. Therefore, our contracts are defined at the transaction level and do not extend beyond the service already provided. Our contracts generally renew automatically without any significant material rights. Some of our contracts include tiered pricing, which are based primarily on volume. The fee charged per transaction is adjusted up or down if the volume processed for a specified period is different from prior period defined volumes. We have concluded that this volume-based pricing approach does not constitute a future material right since the discount is within a range typically offered to a class of customers with similar volume. We do not have any capitalized contract costs.

Our primary service comprises a single performance obligation to complete payments on our payments platform for our customers. Using our risk assessment tools, we perform a transaction risk assessment on individual transactions to determine whether a transaction should be authorized for completion on our payments platform. When we authorize a transaction, we become obligated to our customer to complete the payment transaction.

We recognize fees charged to our customers primarily on a gross basis as transaction revenue when we are the principal in respect of completing a payment transaction. As a principal to the transaction, we control the service of completing payments on our payments platform. We bear primary responsibility for the fulfillment of the payment service, contract directly with our customers, control the product specifications, and define the value proposal from our services. Further, we have full discretion in determining the fee charged to our customers, which is independent of the costs we incur in instances where we may utilize payment processors or other financial institutions to perform services on our behalf. We therefore bear full margin risk when completing a payment transaction. These fees paid to payment processors and other financial institutions are recognized as transaction expense. We are also responsible for providing customer support.

To promote engagement and acquire new users on our platform, we may provide incentives to merchants and consumers in various forms including discounts on fees, rebates, rewards, and coupons. Evaluating whether an incentive is a payment to a customer requires judgment. Incentives that are determined to be consideration payable to a customer or paid on behalf of a customer are recognized as a reduction of revenue. Incentives based on performance targets are recorded as a reduction to revenue when earned based on management’s estimate of each customer’s future performance, and incentives not based on performance targets are amortized as a reduction of revenue ratably over the contractual term. Certain incentives paid to users that are not our customers are classified as sales and marketing expense.

We provide merchants and consumers with protection programs for certain purchase transactions completed on our payments platform. These protection programs help protect both merchants and consumers from financial loss, resulting from, among other things, counterparty non-performance. These protection programs do not provide a separate service to our customers and we estimate and record associated costs in transaction and credit losses during the period the payment transaction is completed.
REVENUES FROM OTHER VALUE ADDED SERVICES

We earn revenues from other value added services, which are comprised of revenue earned through partnerships, referral fees, subscription fees, gateway fees, and other services that we provide to our consumers and merchants. These contracts typically have one performance obligation which is provided and recognized over the term of the contract. The transaction price is generally fixed and known at the end of each reporting period; however, for some agreements, it may be necessary to estimate the transaction price using the expected value method. Revenue earned from other value added services is recorded on a net basis when we are considered the agent with respect to processing transactions.

We also earn revenues from interest and fees earned on our portfolio of loans receivable, and interest earned on certain assets underlying customer balances. Interest and fees earned on the portfolio of loans receivable are computed and recognized based on the effective interest method and are presented net of any required reserves and amortization of deferred origination costs.
We record a contract asset when we have a conditional right to consideration for services we have already transferred to our customer.
DISAGGREGATION OF REVENUE

We believe that the nature, amount, timing, and uncertainty of our revenue and cash flows and how they are affected by economic factors are most appropriately depicted through our primary geographical markets and types of revenue categories (transaction revenues and revenues from other value added services). Revenues recorded within these categories are earned from similar products and services for which the nature of associated fees and the related revenue recognition models are substantially similar.
Net revenues are attributed to the country in which the party paying our fee is located.
Advertising expense
Advertising expense
We expense the cost of producing advertisements at the time production occurs and expense the cost of communicating advertisements in the period during which the advertising space or airtime is used as sales and marketing expense. Online advertising expenses are recognized based on the terms of the individual agreements, which are generally based on the number of impressions delivered over the total number of contracted impressions, on a pay-per-click basis, or on a straight-line basis over the term of the contract.
Defined contribution savings plans
Defined contribution savings plans

We have a defined contribution savings plan in the U.S. which qualifies under Section 401(k) of the Internal Revenue Code (“Code”). Our non-U.S. employees are covered by other savings plans. Expenses related to our defined contribution savings plans are recorded when services are rendered by our employees.
Stock-based compensation
Stock-based compensation

We determine compensation expense associated with restricted stock units, performance based restricted stock units, and restricted stock awards based on the estimated fair value of our common stock on the date of grant. We generally recognize compensation expense using a straight-line amortization method over the respective vesting period for awards that are ultimately expected to vest. Accordingly, stock-based compensation expense for the years ended December 31, 2025, 2024, and 2023 has been reduced for estimated forfeitures. When estimating forfeitures, we consider voluntary termination behavior of our employees as well as trends of actual forfeitures.
Foreign currency
Foreign currency

Many of our foreign subsidiaries have designated the local currency of their respective countries as their functional currency. Assets and liabilities of our non-U.S. dollar functional currency subsidiaries are translated into U.S. dollars at exchange rates prevailing at the balance sheet dates. Revenues and expenses of our non-U.S. dollar functional currency subsidiaries are translated into U.S. dollars using daily exchange rates. Gains and losses resulting from these translations are recorded as a component of accumulated other comprehensive income (loss) (“AOCI”). Gains and losses from the remeasurement of foreign currency transactions into the functional currency are recognized as other income (expense), net on our consolidated statements of income (loss).
Income taxes
Income taxes

We account for income taxes using an asset and liability approach, which requires the recognition of taxes payable or refundable for the current year and deferred tax liabilities and assets for the future tax consequences of events that have been recognized in the financial statements or tax returns. The measurement of current and deferred tax assets and liabilities is based on provisions of enacted tax laws; the effects of future changes in tax laws or rates are not anticipated. If necessary, the measurement of deferred tax assets is reduced by the amount of any tax benefits that are not expected to be realized based on available evidence. We report a liability for unrecognized tax benefits resulting from uncertain tax positions taken or expected to be taken in a tax return. We recognize interest and penalties, if any, related to unrecognized tax benefits in income tax expense. We account for Global Intangible Low-Taxed Income, renamed as the Net Controlled Foreign Corporation Tested Income under the One Big Beautiful Bill Act, as a current-period expense when incurred.
Other income (expense), net
Other income (expense), net

Other income (expense), net includes:
interest income, which consists of interest earned on corporate cash and cash equivalents and short-term and long-term investments,
interest expense, which consists of interest expense, fees, and amortization of debt discount on our long-term debt (including current portion), credit facilities, and commercial paper,
realized and unrealized gains (losses) on strategic investments, and
other, which primarily includes foreign exchange gains and losses due to remeasurement of certain foreign currency denominated monetary assets and liabilities, forward points on derivative contracts designated as net investment hedges, fair value changes on the derivative contracts not designated as hedging instruments and realized and unrealized gains (losses) on crypto assets held for investment.
Recently issued accounting guidance and Recently adopted accounting guidance
Recently issued accounting guidance

In November 2024, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2024-03, Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses. The amended guidance requires disaggregation of certain expense captions into specified natural expense categories in the disclosures within the notes to the financial statements. In addition, the guidance requires disclosure of selling expenses and its definition. The new guidance is effective for annual periods beginning after December 15, 2026, and interim reporting periods within annual reporting periods beginning after December 15, 2027, with early adoption permitted. The guidance can be applied either prospectively or retrospectively. We are evaluating the impact this amended guidance may have on the notes to our consolidated financial statements.

In September 2025, the FASB issued ASU 2025-06, Intangibles – Goodwill and Other – Internal-Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software. The amended guidance modernizes the accounting for costs related to internal-use software to more closely align with current software development methods. The guidance removes references to project stages and clarifies when we are required to start capitalizing eligible costs. The new guidance is effective for fiscal years beginning after December 15, 2027, and interim periods within those fiscal years, with early adoption permitted. The guidance can be applied on a prospective basis, a modified basis for in-process projects, or a retrospective basis. We are evaluating the impact this amended guidance may have on our consolidated financial statements.
Recently adopted accounting guidance

In December 2023, the FASB issued ASU 2023-08, Intangibles – Goodwill and Other – Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets. This amended guidance requires fair value measurement of certain crypto assets each reporting period, with the changes in fair value reflected in net income. The amendments also require disclosures of the name, fair value, units held, and cost basis for each significant crypto asset held and annual reconciliations of crypto asset holdings. The new guidance is effective for fiscal years, and interim periods within those fiscal years, beginning after December 15, 2024. We adopted this guidance effective as of January 1, 2025. We have applied the amendments of this guidance as a cumulative-effect adjustment to retained earnings. The adoption of this guidance did not have a significant impact on our consolidated financial statements.

In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. The amended guidance enhances income tax disclosures primarily related to the effective tax rate reconciliation and income taxes paid information. This guidance requires disclosure of specific categories in the effective tax rate reconciliation and additional information on reconciling items meeting a quantitative threshold. In addition, the amended guidance requires disaggregating income taxes paid (net of refunds received) by federal, state, and foreign taxes. It also requires disaggregating individual jurisdictions in which income taxes paid (net of refunds received) are equal to or greater than 5 percent of total income taxes paid (net of refunds received). The amended guidance is effective for annual periods beginning after December 15, 2024. We adopted this guidance prospectively for the annual period ending December 31, 2025. For additional information, see “Note 16 — Income Taxes.”

In January 2025, the SEC released Staff Accounting Bulletin (“SAB”) No. 122 rescinding SAB No. 121, which required an entity to record a liability to reflect its obligation to safeguard the crypto assets held for its platform users with a corresponding asset and required disclosures related to the entity’s safeguarding obligations. SAB No. 122 is effective for annual periods beginning after December 15, 2024 and is required to be applied on a fully retrospective basis, with early adoption permitted. We adopted this guidance as of March 31, 2025 and derecognized the crypto asset safeguarding liability and corresponding safeguarding asset on our consolidated balance sheet as of December 31, 2024. Additionally, we derecognized the associated deferred tax asset and liability as of December 31, 2024. The adoption of this guidance did not impact our consolidated statements of income (loss), comprehensive income (loss), stockholders’ equity, or cash flows.

The following table presents the effects of the changes on the presentation of our consolidated balance sheet:
December 31, 2024
(In millions)
As Previously Reported (1)
AdjustmentsAs Adjusted
Total assets(2)
$81,611 $(2,886)$78,725 
Total liabilities(2)
$61,194 $(2,886)$58,308 
(1) As reported in our 2024 Form 10-K filed with the SEC on February 4, 2025.
(2) Financial statement lines impacted within total assets and total liabilities were “prepaid expenses and other current assets” and “accrued expenses and other current liabilities”, respectively.

There are other new accounting pronouncements issued by the FASB that we have adopted or will adopt, as applicable. We do not believe any of these new accounting pronouncements have had, or will have, a material impact on our consolidated financial statements or disclosures.
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Tables)
12 Months Ended
Dec. 31, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Schedule of Changes on the Presentation of the Balance Sheet
The following table presents the effects of the changes on the presentation of our consolidated balance sheet:
December 31, 2024
(In millions)
As Previously Reported (1)
AdjustmentsAs Adjusted
Total assets(2)
$81,611 $(2,886)$78,725 
Total liabilities(2)
$61,194 $(2,886)$58,308 
(1) As reported in our 2024 Form 10-K filed with the SEC on February 4, 2025.
(2) Financial statement lines impacted within total assets and total liabilities were “prepaid expenses and other current assets” and “accrued expenses and other current liabilities”, respectively.
v3.25.4
REVENUE (Tables)
12 Months Ended
Dec. 31, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
The following table presents our revenue disaggregated by primary geographical market and category:
 Year Ended December 31,
 2025  20242023
(In millions)
Primary geographical markets
U.S.
$18,868 $18,267 $17,253 
Other countries(1)
14,304 13,530 12,518 
Total net revenues(2)
$33,172 $31,797 $29,771 
Revenue category
Transaction revenues
$29,798 $28,842 $26,857 
Revenues from other value added services
3,374 2,955 2,914 
Total net revenues(2)
$33,172 $31,797 $29,771 
(1) No single country included in the other countries category generated more than 10% of total net revenues.
(2) Total net revenues include $2.1 billion for both the years ended December 31, 2025 and 2024 and $1.8 billion for the year ended December 31, 2023, which do not represent revenues recognized in the scope of Accounting Standards Codification Topic 606, Revenue from contracts with customers. Such revenues relate to interest and fees earned on loans and interest receivable, including loans and interest receivable held for sale, hedging gains or losses, and interest earned and gains or losses on certain assets underlying customer balances.
v3.25.4
NET INCOME (LOSS) PER SHARE (Tables)
12 Months Ended
Dec. 31, 2025
Earnings Per Share [Abstract]  
Schedule of Computation of Basic and Diluted Net Income (Loss) Per Share
The following table sets forth the computation of basic and diluted net income (loss) per share for the periods indicated:
 Year Ended December 31,
20252024  2023
(In millions, except per share amounts)
Numerator:
Net income (loss)$5,233 $4,147 $4,246 
Denominator:
Weighted average shares of common stock - basic
959 1,029 1,103 
Dilutive effect of equity incentive awards10 
Weighted average shares of common stock - diluted
968 1,039 1,107 
Net income (loss) per share:
Basic$5.46 $4.03 $3.85 
Diluted$5.41 $3.99 $3.84 
Common stock equivalents excluded from net income (loss) per diluted share because their effect would have been anti-dilutive or potentially dilutive11 21 
v3.25.4
GOODWILL AND INTANGIBLE ASSETS (Tables)
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Goodwill Balances and Adjustments
The following table presents goodwill balances and adjustments to those balances during the years ended December 31, 2025 and 2024:
December 31, 2023Goodwill
Acquired
AdjustmentsDecember 31, 2024Goodwill
Acquired
AdjustmentsDecember 31, 2025
 (In millions)
Total goodwill$11,026 $— $(189)$10,837 $$20 $10,864 
Schedule of Components of Identifiable Intangible Assets
The components of identifiable intangible assets were as follows:

 December 31, 2025December 31, 2024
 Gross
Carrying
Amount
Accumulated
Amortization
Net
Carrying
Amount
Gross
Carrying
Amount
Accumulated
Amortization
Net
Carrying
Amount
 
(In millions)
Intangible assets(1):
Customer lists and user base$372 $(224)$148 $854 $(601)$253 
Marketing related60 (50)10 60 (38)22 
Developed technology(2)— — — 
All other208 (165)43 182 (131)51 
Intangible assets, net$649 $(441)$208 $1,096 $(770)$326 
(1) Excludes intangible assets which have been fully amortized, but are still in use.
Schedule of Expected Future Intangible Asset Amortization
Expected future intangible asset amortization as of December 31, 2025 was as follows:
Fiscal years:(In millions)
2026$98 
202762 
202848 
Total$208 
v3.25.4
LEASES (Tables)
12 Months Ended
Dec. 31, 2025
Leases [Abstract]  
Schedule of Components of Lease Expense, Supplemental Cash Flow Information
The components of lease expense were as follows:
Year Ended December 31,
202520242023
(In millions)
Operating lease expense$162 $159 $156 
Finance lease expense - amortization of ROU lease assets
16 — 
Sublease income(8)(12)(9)
Total lease expense, net
$170 $155 $147 
Supplemental cash flow information related to leases was as follows:
Year Ended December 31,
202520242023
(In millions)
Cash paid for amounts included in the measurement of lease liabilities:
Operating cash flows from operating leases$178 $169 $174 
Financing cash flows from finance leases
$$60 $— 
ROU lease assets obtained in exchange for new operating lease liabilities
$68 $343 $(1)
ROU lease assets obtained in exchange for new finance lease liabilities
$— $82 $— 
Other non-cash ROU lease asset activity(1)
$(5)$— $(40)
(1) ROU lease asset impairment
Schedule of Supplemental Balance Sheet Information Related to Leases
Supplemental balance sheet information related to leases was as follows:
As of December 31,
20252024
(In millions, except weighted-average figures)
Operating leases
Finance leases
Operating leases
Finance leases
ROU lease assets$539 $56 $599 $73 
Current lease liabilities148 135 
Long-term lease liabilities548 10 629 18 
Total lease liabilities$696 $17 $764 $23 
Weighted-average remaining lease term5.4 years3.4 years5.9 years4.4 years
Weighted-average discount rate%%%%
Schedule of Future Minimum Operating Lease Payments
Future minimum lease payments for our leases as of December 31, 2025 were as follows:
Operating Leases
Finance Leases
Fiscal years:(In millions)
2026$174 $
2027170 
2028116 
202998 — 
203083 — 
Thereafter151— 
Total$792 $18 
Less: present value discount(96)(1)
Lease liability$696 $17 
Schedule of Future Minimum Finance Lease Payments
Future minimum lease payments for our leases as of December 31, 2025 were as follows:
Operating Leases
Finance Leases
Fiscal years:(In millions)
2026$174 $
2027170 
2028116 
202998 — 
203083 — 
Thereafter151— 
Total$792 $18 
Less: present value discount(96)(1)
Lease liability$696 $17 
v3.25.4
OTHER FINANCIAL STATEMENT DETAILS (Tables)
12 Months Ended
Dec. 31, 2025
Other Income and Expenses [Abstract]  
Schedule of Property and Equipment, Net
PROPERTY AND EQUIPMENT, NET
 As of December 31,
20252024
(In millions)
Property and equipment, net:
Computer equipment and software$3,581 $3,360 
Internal use software and website development costs5,364 4,714 
Land and buildings340 337 
Leasehold improvements357 343 
Furniture and fixtures138 133 
Development in progress and other34 104 
Total property and equipment, gross9,814 8,991 
Accumulated depreciation and amortization(8,114)(7,483)
Total property and equipment, net$1,700 $1,508 
Schedule of Long-Lived Assets, by Geographical Areas
The following table summarizes long-lived assets based on geography, which consist of property and equipment, net and operating lease ROU assets:
 As of December 31,
 20252024
 (In millions)
Long-lived assets:
U.S.$2,009 $1,885 
Other countries230 222 
Total long-lived assets$2,239 $2,107 
Schedule of Changes in Accumulated Other Comprehensive Income (Loss)
The following table summarizes the changes in accumulated balances of other comprehensive income (loss) for the year ended December 31, 2025:
Unrealized Gains (Losses) on Cash Flow HedgesUnrealized Gains (Losses) on Available-for-sale Debt Securities
Foreign CTA
Net Investment
Hedges CTA Gains (Losses)
Estimated Tax
(Expense) Benefit
Total
 (In millions)
Beginning balance$147 $14 $(949)$313 $(75)$(550)
Other comprehensive income (loss) before reclassifications(429)— 117 — 33 (279)
Less: Amount of net gains (losses) reclassified from AOCI
(172)— — — (171)
Net current period other comprehensive income (loss)(257)(1)117 — 33 (108)
Ending balance$(110)$13 $(832)$313 $(42)$(658)

The following table summarizes the changes in accumulated balances of other comprehensive income (loss) for the year ended December 31, 2024:
Unrealized Gains (Losses) on Cash Flow Hedges
Unrealized Gains (Losses) on Available-for-sale Debt Securities
Foreign
CTA
Net Investment
Hedges CTA Gains (Losses)
Estimated Tax
(Expense) Benefit
Total
(In millions)
Beginning balance $(56)$(134)$(731)$191 $(16)$(746)
Other comprehensive income (loss) before reclassifications251 108 (218)122 (59)204 
Less: Amount of net gains (losses) reclassified from AOCI
48 (40)— — — 
Net current period other comprehensive income (loss)203 148 (218)122 (59)196 
Ending balance $147 $14 $(949)$313 $(75)$(550)
The following table summarizes the changes in accumulated balances of other comprehensive income (loss) for the year ended December 31, 2023:
Unrealized Gains (Losses) on Cash Flow Hedges
Unrealized Gains (Losses) on Available-for-sale Debt Securities
Foreign
CTA
Net Investment
Hedges CTA Gains (Losses)
Estimated Tax (Expense)
Benefit
Total
(In millions)
Beginning balance $111 $(591)$(575)$(1)$128 $(928)
Other comprehensive income (loss) before reclassifications(56)434 (156)192 (144)270 
Less: Amount of net gains (losses) reclassified from AOCI
111 (23)— — — 88 
Net current period other comprehensive income (loss)(167)457 (156)192 (144)182 
Ending balance $(56)$(134)$(731)$191 $(16)$(746)
Schedule of Reclassifications Out of Accumulated Other Comprehensive Income
The following table provides details about reclassifications out of AOCI for the periods presented below:
Details about AOCI Components 
Amount of Gains (Losses) Reclassified from AOCI
Affected Line Item in the Statements of Income (Loss)
Year Ended December 31,
202520242023
(In millions)
Net gains (losses) on cash flow hedgesforeign exchange contracts
$(166)$48 $111 Net revenues
Net gains (losses) on cash flow hedgesforeign exchange contracts
(2)— — Customer support and operations
Net gains (losses) on cash flow hedgesforeign exchange contracts
(3)— — Technology and development
Net gains (losses) on cash flow hedgesforeign exchange contracts
(1)— — General and administrative
Net gains (losses) on investments
— (40)(21)Net revenues
Net gains (losses) on investments
— (2)Other income (expense), net
(171)88 Income before income taxes
— — — 
Income tax expense
Total reclassifications for the period$(171)$$88 Net income (loss)
Schedule of Other Income (Expense), Net
The following table reconciles the components of other income (expense), net for the periods presented below:
 Year Ended December 31,
 202520242023
(In millions)
Interest income$517 $662 $480 
Interest expense(441)(382)(347)
Net gains (losses) on strategic investments162 (285)201 
Other(11)49 
Other income (expense), net$227 $$383 
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS (Tables)
12 Months Ended
Dec. 31, 2025
Investments, Debt and Equity Securities [Abstract]  
Schedule of Assets Underlying Cash and Cash Equivalents, Funds Receivable and Customer Accounts, Short-term Investments, and Long-term Investments
The following table summarizes the assets underlying our cash and cash equivalents, funds receivable and customer accounts, short-term investments, and long-term investments as of December 31, 2025 and 2024:
 December 31,
2025
December 31,
2024
(In millions)
Cash and cash equivalents
$8,049 $6,662 
Funds receivable and customer accounts:
Cash and cash equivalents(1)
$15,969 $15,827 
Time deposits94 15 
Available-for-sale debt securities14,457 14,551 
Funds receivable7,678 7,278 
Total funds receivable and customer accounts$38,198 $37,671 
Short-term investments:
Time deposits$88 $107 
Available-for-sale debt securities2,285 4,154 
Restricted cash— 
Total short-term investments$2,373 $4,262 
Long-term investments:
Time deposits$$22 
Available-for-sale debt securities2,421 3,002 
Strategic investments1,904 1,559 
Total long-term investments$4,330 $4,583 
(1) Includes $374 million and $149 million of available-for-sale debt securities with original maturities of three months or less as of December 31, 2025 and 2024, respectively.
Schedule of Estimated Fair Value of Investments Classified as Available for Sale
As of December 31, 2025 and 2024, the estimated fair value of our available-for-sale debt securities included within cash and cash equivalents, funds receivable and customer accounts, short-term investments, and long-term investments was as follows:
 
December 31, 2025(1)
 Gross
Amortized
Cost
  Gross
Unrealized
Gains
  Gross
Unrealized
Losses
 
Estimated
Fair Value
(In millions)
Funds receivable and customer accounts:
U.S. government and agency securities$3,529 $$— $3,530 
Foreign government and agency securities81 — — 81 
Corporate debt securities2,438 (1)2,441 
Mortgage-backed and asset-backed securities
3,825 (1)3,831 
Municipal securities98 — — 98 
Commercial paper4,229 — 4,230 
Short-term investments:
U.S. government and agency securities443 — — 443 
Foreign government and agency securities60 — — 60 
Corporate debt securities985 (2)984 
Mortgage-backed and asset-backed securities
448 — — 448 
Commercial paper350 — — 350 
Long-term investments:
U.S. government and agency securities400 — — 400 
Foreign government and agency securities50 — — 50 
Corporate debt securities648 — 650 
Mortgage-backed and asset-backed securities
1,320 (1)1,321 
Total available-for-sale debt securities(2)
$18,904 $18 $(5)$18,917 
(1) “—” Denotes gross unrealized gain or unrealized loss of less than $1 million in a given position.
(2) Excludes foreign currency denominated available-for-sale debt securities accounted for under the fair value option. Refer to “Note 9Fair Value Measurement of Assets and Liabilities.”
 
December 31, 2024(1)
 Gross
Amortized
Cost
  Gross
Unrealized
Gains
  Gross
Unrealized
Losses
 
Estimated
Fair Value
(In millions)
Funds receivable and customer accounts:
U.S. government and agency securities$5,709 $$(2)$5,711 
Foreign government and agency securities77 — — 77 
Corporate debt securities405 — — 405 
Mortgage-backed and asset-backed securities
4,039 13 (5)4,047 
Municipal securities503 — 504 
Commercial paper3,391 — 3,392 
Short-term investments:
U.S. government and agency securities188 — (2)186 
Foreign government and agency securities84 — — 84 
Corporate debt securities1,751 — (2)1,749 
Mortgage-backed and asset-backed securities
848 — 853 
Commercial paper1,281 — 1,282 
Long-term investments:
U.S. government and agency securities235 — — 235 
Foreign government and agency securities124 — (1)123 
Corporate debt securities1,601 (2)1,602 
Mortgage-backed and asset-backed securities
1,042 (1)1,042 
Total available-for-sale debt securities(2)
$21,278 $29 $(15)$21,292 
(1) “—” Denotes gross unrealized gain or unrealized loss of less than $1 million in a given position.
(2) Excludes foreign currency denominated available-for-sale debt securities accounted for under the fair value option. Refer to “Note 9Fair Value Measurement of Assets and Liabilities.”
Schedule of Debt Securities, Available-for-Sale, Unrealized Loss Position, Fair Value
As of December 31, 2025 and 2024, the gross unrealized losses and estimated fair value of our available-for-sale debt securities included within cash and cash equivalents, funds receivable and customer accounts, short-term investments, and long-term investments for which an allowance for credit losses was not deemed necessary in the current period, aggregated by the length of time those individual securities have been in a continuous loss position, was as follows:
 
December 31, 2025(1)
Less than 12 months12 months or longerTotal
 Fair Value  Gross
Unrealized
Losses
  Fair Value  Gross
Unrealized
Losses
Fair Value  Gross
Unrealized
Losses
(In millions)
Funds receivable and customer accounts:
U.S. government and agency securities$1,261 $— $50 $— $1,311 $— 
Foreign government and agency securities56 — — — 56 — 
Corporate debt securities309 (1)— — 309 (1)
Mortgage-backed and asset-backed securities
1,000 (1)206 — 1,206 (1)
Commercial paper1,375 — — — 1,375 — 
Short-term investments:
U.S. government and agency securities443 — — — 443 — 
Foreign government and agency securities— — 20 — 20 — 
Corporate debt securities94 (1)109 (1)203 (2)
Mortgage-backed and asset-backed securities
354 — — 360 — 
Commercial paper200 — — — 200 — 
Long-term investments:
Foreign government and agency securities25 — — — 25 — 
Corporate debt securities20 — — — 20 — 
Mortgage-backed and asset-backed securities
368 (1)35 — 403 (1)
Total available-for-sale debt securities$5,505 $(4)$426 $(1)$5,931 $(5)
(1) “—” Denotes gross unrealized loss or fair value of less than $1 million in a given position.
 
December 31, 2024(1)
Less than 12 months12 months or longerTotal
 Fair Value  Gross
Unrealized
Losses
  Fair Value  Gross
Unrealized
Losses
Fair Value  Gross
Unrealized
Losses
(In millions)
Funds receivable and customer accounts:
U.S. government and agency securities$1,314 $(1)$517 $(1)$1,831 $(2)
Foreign government and agency securities57 — — — 57 — 
Corporate debt securities105 — 50 — 155 — 
Mortgage-backed and asset-backed securities
1,673 (5)— 1,675 (5)
Municipal securities29 — 36 — 65 — 
Commercial paper275 — — — 275 — 
Short-term investments:
U.S. government and agency securities— — 186 (2)186 (2)
Corporate debt securities618 (2)90 — 708 (2)
Mortgage-backed and asset-backed securities
250 — 18 — 268 — 
Commercial paper218 — — — 218 — 
Long-term investments:
U.S. government and agency securities50 — — — 50 — 
Foreign government and agency securities90 — 34 (1)124 (1)
Corporate debt securities347 (1)(1)356 (2)
Mortgage-backed and asset-backed securities
610 (1)— — 610 (1)
Total available-for-sale debt securities$5,636 $(10)$942 $(5)$6,578 $(15)
(1) “—” Denotes gross unrealized loss or fair value of less than $1 million in a given position.
Schedule of Cash Inflows Related to Available-for-Sale Debt Securities
The table below presents cash inflows related to available-for-sale debt securities:
 Year Ended December 31,
202520242023
(In millions)
Proceeds from sales and maturities of available-for-sale debt securities
$27,173 $33,455 $30,320 
Schedule of Estimated Fair Values of Investments Classified as Available for Sale by Contractual Maturity
Our available-for-sale debt securities included within cash and cash equivalents, funds receivable and customer accounts, short-term investments, and long-term investments classified by date of contractual maturity were as follows:
 December 31, 2025
Amortized CostFair Value
(In millions)
One year or less $9,885 $9,886 
After one year through five years3,783 3,791 
After five years through ten years1,954 1,952 
After ten years3,282 3,288 
Total$18,904 $18,917 
Schedule of Carrying Value of our Non-Marketable Equity Securities
The adjustments to the carrying value of our non-marketable equity securities accounted for under the Measurement Alternative in the years ended December 31, 2025 and 2024 were as follows:
Year Ended December 31,
 20252024
(In millions)
Carrying amount, beginning of period$1,336 $1,631 
Adjustments related to non-marketable equity securities:
Net additions (reductions)(1)
15 (2)
Gross unrealized gains212 20 
Gross unrealized losses and impairments(54)(313)
Carrying amount, end of period$1,509 $1,336 
(1) Net additions (reductions) include purchases, reductions due to sales of securities, and reclassifications when the Measurement Alternative is subsequently elected or no longer applies.

The following table summarizes the cumulative gross unrealized gains and cumulative gross unrealized losses and impairment related to non-marketable equity securities accounted for under the Measurement Alternative, held at December 31, 2025 and 2024, respectively:
December 31,
2025
December 31,
2024
(In millions)
Cumulative gross unrealized gains $872 $1,187 
Cumulative gross unrealized losses and impairments$(353)$(562)
Schedule of Unrealized Gains (Losses) on Strategic Investments
The following table summarizes the net unrealized gains (losses) on marketable and non-marketable equity securities, excluding those accounted for using the equity method, held at December 31, 2025 and 2024, respectively:
 Year Ended December 31,
 20252024
(In millions)
Net unrealized gains (losses)$168 $(270)
v3.25.4
FAIR VALUE MEASUREMENT OF ASSETS AND LIABILITIES (Tables)
12 Months Ended
Dec. 31, 2025
Fair Value Disclosures [Abstract]  
Schedule of Financial Assets and Liabilities Measured at Fair Value on a Recurring Basis
The following tables summarize our financial assets and liabilities measured at fair value on a recurring basis as of December 31, 2025 and 2024:     
December 31, 2025
Quoted Prices in
Active Markets for
Identical Assets
(Level 1)
Significant Other Observable Inputs (Level 2)
(In millions)
Assets:   
Cash and cash equivalents(1):
Money market fund
$$$— 
Short-term investments(2),(5):
U.S. government and agency securities443 — 443 
Foreign government and agency securities60 — 60 
Corporate debt securities984 — 984 
Mortgage-backed and asset-backed securities
448 — 448 
Commercial paper350 — 350 
Total short-term investments2,285 — 2,285 
Funds receivable and customer accounts(3):
U.S. government and agency securities3,530 — 3,530 
Foreign government and agency securities371 — 371 
        Corporate debt securities2,736 — 2,736 
Mortgage-backed and asset-backed securities
3,831 — 3,831 
Municipal securities98 — 98 
Commercial paper4,265 — 4,265 
Total funds receivable and customer accounts14,831 — 14,831 
Derivatives(4)
20 — 20 
Long-term investments(2),(5):
U.S. government and agency securities400 — 400 
Foreign government and agency securities50 — 50 
Corporate debt securities650 — 650 
Mortgage-backed and asset-backed securities
1,321 — 1,321 
Marketable equity securities180 180 — 
Total long-term investments2,601 180 2,421 
Total financial assets$19,741 $184 $19,557 
Liabilities:
Derivatives(4)
$158 $— $158 
Total financial liabilities$158 $— $158 
(1) Excludes cash and cash equivalents of $8.0 billion not measured and recorded at fair value.
(2) Excludes time deposits of $93 million not measured and recorded at fair value.
(3) Excludes cash, time deposits, and funds receivable of $23.4 billion underlying funds receivable and customer accounts not measured and recorded at fair value.
(4) Derivative assets and liabilities are included within “prepaid expenses and other current assets” and “other assets” and “accrued expenses and other current liabilities” and “other long-term liabilities,” respectively, on our consolidated balance sheets.
(5) Excludes non-marketable equity securities of $1.7 billion measured using the Measurement Alternative or equity method accounting.
December 31, 2024
Quoted Prices in
Active Markets for
Identical Assets
(Level 1)
Significant Other Observable Inputs (Level 2)
(In millions)
Assets:   
Cash and cash equivalents(1):
Money market fund
$14 $14 $— 
Short-term investments(2):
U.S. government and agency securities186 — 186 
Foreign government and agency securities84 — 84 
Corporate debt securities1,749 — 1,749 
Mortgage-backed and asset-backed securities
853 — 853 
Commercial paper1,282 — 1,282 
Total short-term investments4,154 — 4,154 
Funds receivable and customer accounts(3):
U.S. government and agency securities5,711 — 5,711 
Foreign government and agency securities379 — 379 
Corporate debt securities667 — 667 
Mortgage-backed and asset-backed securities
4,047 — 4,047 
Municipal securities504 — 504 
Commercial paper3,392 — 3,392 
Total funds receivable and customer accounts14,700 — 14,700 
Derivatives(4)
243 — 243 
Long-term investments(2), (5):
U.S. government and agency securities235 — 235 
Foreign government and agency securities123 — 123 
Corporate debt securities1,602 — 1,602 
Mortgage-backed and asset-backed securities
1,042 — 1,042 
Marketable equity securities23 23 — 
Total long-term investments3,025 23 3,002 
Total financial assets$22,136 $37 $22,099 
Liabilities:
Derivatives(4)
$37 $— $37 
Total financial liabilities$37 $— $37 
(1) Excludes cash and cash equivalents of $6.6 billion not measured and recorded at fair value.
(2) Excludes restricted cash of $1 million and time deposits of $129 million not measured and recorded at fair value.
(3) Excludes cash, time deposits, and funds receivable of $23.0 billion underlying funds receivable and customer accounts not measured and recorded at fair value.
(4) Derivative assets and liabilities are included within “prepaid expenses and other current assets” and “other assets” and “accrued expenses and other current liabilities” and “other long-term liabilities,” respectively, on our consolidated balance sheets.
(5) Excludes non-marketable equity securities of $1.5 billion measured using the Measurement Alternative or equity method accounting.
Schedule of Investments under the Fair Value Option The following table summarizes the estimated fair value and amortized cost of our available-for-sale debt securities under the fair value option as of December 31, 2025 and 2024:
December 31, 2025December 31, 2024
Amortized CostFair ValueAmortized CostFair Value
(In millions)
Funds receivable and customer accounts$621 $620 $566 $564 
The following table summarizes the gains (losses) from fair value changes recognized in other income (expense), net related to the available-for-sale debt securities under the fair value option for the years ended December 31, 2025 and 2024:
Year Ended December 31,
 20252024
(In millions)
Funds receivable and customer accounts$86 $(29)
Schedule of Assets and Liabilities Measured at Fair Value on a Non-Recurring Basis
The following tables summarize our assets held as of December 31, 2025 and 2024 for which a non-recurring fair value measurement was recorded during the years ended December 31, 2025 and 2024, respectively:

December 31, 2025Significant Other Observable Inputs (Level 2)Significant Other Unobservable Inputs (Level 3)
(In millions)
Loans and interest receivable, held for sale
$1,223 $1,182 $41 
Non-marketable equity securities measured using the Measurement Alternative(1)
690 679 11 
Total$1,913 $1,861 $52 
(1) Excludes non-marketable equity securities of $819 million accounted for under the Measurement Alternative for which no observable price changes occurred during the year ended December 31, 2025.


December 31, 2024Significant Other Observable Inputs (Level 2)Significant Other Unobservable Inputs (Level 3)
(In millions)
Loans and interest receivable, held for sale
$541 $541 $— 
Non-marketable equity securities measured using the Measurement Alternative(1)
476 131 345 
Total$1,017 $672 $345 
(1) Excludes non-marketable equity securities of $860 million accounted for under the Measurement Alternative for which no observable price changes occurred during the year ended December 31, 2024.
v3.25.4
DERIVATIVE INSTRUMENTS (Tables)
12 Months Ended
Dec. 31, 2025
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Schedule of Fair Value of Derivative Instruments
The fair value of our outstanding derivative instruments as of December 31, 2025 and 2024 was as follows:
 Balance Sheet LocationAs of December 31,
20252024
Derivative Assets:(In millions)
Foreign exchange contracts designated as hedging instruments
Other current assets$$157 
Foreign exchange contracts not designated as hedging instruments
Other current assets13 86 
Total derivative assets$20 $243 
Derivative Liabilities:
Foreign exchange contracts designated as hedging instruments
Other current liabilities$118 $10 
Foreign exchange contracts not designated as hedging instruments
Other current liabilities40 27 
Total derivative liabilities$158 $37 
Schedule of Gains or Losses Related to Derivative Instruments Designated as Hedging Instruments
The following table provides the location in the consolidated statements of income (loss) and amount of recognized gains or losses related to our derivative instruments:
Year Ended December 31,
 2025
(In millions)
Net revenuesCustomer support and operationsTechnology and developmentGeneral and administrativeOther income (expense), net
Total amounts presented in the consolidated statements of income (loss) in which the effects of cash flow hedges and net investment hedges are recorded
$33,172 $1,704 $3,103 $1,979 $227 
Gains (losses) on derivatives in cash flow hedging relationship:
Amount of net gains (losses) on foreign exchange contracts reclassified from AOCI(166)(2)(3)(1)— 
Gains (losses) on derivatives not designated as hedging instruments:
Amount of net gains (losses) on foreign exchange contracts — — — — (216)
Total gains (losses)$(166)$(2)$(3)$(1)$(216)

Year Ended December 31,
 20242023
(In millions)
Net revenuesOther income (expense), netNet revenuesOther income (expense), net
Total amounts presented in the consolidated statements of income (loss) in which the effects of cash flow hedges and net investment hedges are recorded
$31,797 $$29,771 $383 
Gains (losses) on derivatives in cash flow hedging relationship:
Amount of net gains (losses) on foreign exchange contracts reclassified from AOCI
48 — 111 — 
Gains (losses) on derivatives in net investment hedging relationship:
Amount of net gains (losses) on foreign exchange contracts excluded from the assessment of effectiveness
— 67 — 100 
Gains (losses) on derivatives not designated as hedging instruments:
Amount of net gains (losses) on foreign exchange contracts
— 111 — (263)
Amount of gains (losses) on equity derivative contracts (1)
— — — 44 
Total net gains (losses)
$48 $178 $111 $(119)
(1) During the year ended December 31, 2023, equity derivative contracts were entered into and matured in association with the sale of marketable equity securities related to strategic investments. The cash flows associated with the equity derivative contracts were classified in cash flows from investing activities on our consolidated statements of cash flows.
The following table provides the amount of pre-tax unrealized gains or losses included in the assessment of hedge effectiveness related to our derivative instruments designated as hedging instruments that are recognized in other comprehensive income (loss):
Year Ended December 31,
 202520242023
(In millions)
Unrealized net gains (losses) on foreign exchange contracts designated as cash flow hedges
$(429)$251 $(56)
Unrealized net gains (losses) on foreign exchange contracts designated as net investment hedges
— 122 192 
Total unrealized net gains (losses) recognized from derivative contracts designated as hedging instruments in the consolidated statements of comprehensive income (loss)
$(429)$373 $136 
Schedule of Recognized Gains or Losses related to Derivative Instruments not Designated as Hedging Instruments
The following table provides the location in the consolidated statements of income (loss) and amount of recognized gains or losses related to our derivative instruments:
Year Ended December 31,
 2025
(In millions)
Net revenuesCustomer support and operationsTechnology and developmentGeneral and administrativeOther income (expense), net
Total amounts presented in the consolidated statements of income (loss) in which the effects of cash flow hedges and net investment hedges are recorded
$33,172 $1,704 $3,103 $1,979 $227 
Gains (losses) on derivatives in cash flow hedging relationship:
Amount of net gains (losses) on foreign exchange contracts reclassified from AOCI(166)(2)(3)(1)— 
Gains (losses) on derivatives not designated as hedging instruments:
Amount of net gains (losses) on foreign exchange contracts — — — — (216)
Total gains (losses)$(166)$(2)$(3)$(1)$(216)

Year Ended December 31,
 20242023
(In millions)
Net revenuesOther income (expense), netNet revenuesOther income (expense), net
Total amounts presented in the consolidated statements of income (loss) in which the effects of cash flow hedges and net investment hedges are recorded
$31,797 $$29,771 $383 
Gains (losses) on derivatives in cash flow hedging relationship:
Amount of net gains (losses) on foreign exchange contracts reclassified from AOCI
48 — 111 — 
Gains (losses) on derivatives in net investment hedging relationship:
Amount of net gains (losses) on foreign exchange contracts excluded from the assessment of effectiveness
— 67 — 100 
Gains (losses) on derivatives not designated as hedging instruments:
Amount of net gains (losses) on foreign exchange contracts
— 111 — (263)
Amount of gains (losses) on equity derivative contracts (1)
— — — 44 
Total net gains (losses)
$48 $178 $111 $(119)
(1) During the year ended December 31, 2023, equity derivative contracts were entered into and matured in association with the sale of marketable equity securities related to strategic investments. The cash flows associated with the equity derivative contracts were classified in cash flows from investing activities on our consolidated statements of cash flows.
The following table provides the amount of pre-tax unrealized gains or losses included in the assessment of hedge effectiveness related to our derivative instruments designated as hedging instruments that are recognized in other comprehensive income (loss):
Year Ended December 31,
 202520242023
(In millions)
Unrealized net gains (losses) on foreign exchange contracts designated as cash flow hedges
$(429)$251 $(56)
Unrealized net gains (losses) on foreign exchange contracts designated as net investment hedges
— 122 192 
Total unrealized net gains (losses) recognized from derivative contracts designated as hedging instruments in the consolidated statements of comprehensive income (loss)
$(429)$373 $136 
Schedule of Notional Amounts of Outstanding Derivatives The following table provides the notional amounts of our outstanding derivative instruments:
Year Ended December 31,
20252024
(In millions)
Foreign exchange contracts designated as hedging instruments$5,878 $3,942 
Foreign exchange contracts not designated as hedging instruments11,932 13,317 
Total$17,810 $17,259 
Schedule of Offsetting Assets
The following tables present the derivative assets, derivative liabilities, and reverse repurchase agreements not offset on the consolidated balance sheets but available for offset in the event of default. The tables also present the cash and non-cash collateral received or pledged relating to these positions. The amount of collateral presented is limited to the amount presented on our consolidated balance sheets; therefore, instances of over-collateralization are excluded from the table below.

Amounts Not Offset on the Consolidated Balance Sheets
Amounts Presented on the Consolidated Balance Sheet
Financial Instruments(1)
Collateral Received(2)
Net Amounts
(In millions)
As of December 31, 2025
Derivative assets(3)
$20 $13 $$
Reverse repurchase agreements(4)
— — — — 
Total assets
$20 $13 $$
As of December 31, 2024
Derivative assets(3)
$243 $23 $169 $51 
Reverse repurchase agreements(4)
87 — 87 — 
Total assets
$330 $23 $256 $51 

Amounts Not Offset on the Consolidated Balance Sheets
Amounts Presented on the Consolidated Balance Sheet
Financial Instruments(1)
Collateral Pledged(2)
Net Amounts
(In millions)
As of December 31, 2025
Derivative liabilities(3)
$158 $13 $122 $23 
As of December 31, 2024
Derivative liabilities(3)
$37 $23 $$
(1) For derivative positions, this includes any derivative fair value that could be offset in the event of counterparty default. For reverse repurchase positions this includes any receivable that could be offset in the event of counterparty default.
(2) Includes cash and the fair value of securities exchanged with the counterparty. For reverse repurchase agreements, these securities are not included in the consolidated balance sheet unless the counterparty defaults.
(3) We received cash collateral from derivative counterparties totaling $2 million and $162 million as of December 31, 2025 and 2024, respectively, and securities from derivative counterparties with a fair value of $90 million and $30 million as of December 31, 2025 and 2024, respectively. We posted $156 million and $7 million of cash collateral as of December 31, 2025 and 2024, respectively, and securities to derivative counterparties with a fair value of $91 million and nil as of December 31, 2025 and 2024, respectively.
(4) PayPal is permitted by contract to sell or repledge collateral relating to its reverse repurchase agreements. The fair value of this collateral was nil and $96 million as of December 31, 2025 and 2024, respectively. As of both December 31, 2025 and 2024, we have not sold or repledged collateral relating to reverse repurchase agreements.
Schedule of Offsetting Liabilities
The following tables present the derivative assets, derivative liabilities, and reverse repurchase agreements not offset on the consolidated balance sheets but available for offset in the event of default. The tables also present the cash and non-cash collateral received or pledged relating to these positions. The amount of collateral presented is limited to the amount presented on our consolidated balance sheets; therefore, instances of over-collateralization are excluded from the table below.

Amounts Not Offset on the Consolidated Balance Sheets
Amounts Presented on the Consolidated Balance Sheet
Financial Instruments(1)
Collateral Received(2)
Net Amounts
(In millions)
As of December 31, 2025
Derivative assets(3)
$20 $13 $$
Reverse repurchase agreements(4)
— — — — 
Total assets
$20 $13 $$
As of December 31, 2024
Derivative assets(3)
$243 $23 $169 $51 
Reverse repurchase agreements(4)
87 — 87 — 
Total assets
$330 $23 $256 $51 

Amounts Not Offset on the Consolidated Balance Sheets
Amounts Presented on the Consolidated Balance Sheet
Financial Instruments(1)
Collateral Pledged(2)
Net Amounts
(In millions)
As of December 31, 2025
Derivative liabilities(3)
$158 $13 $122 $23 
As of December 31, 2024
Derivative liabilities(3)
$37 $23 $$
(1) For derivative positions, this includes any derivative fair value that could be offset in the event of counterparty default. For reverse repurchase positions this includes any receivable that could be offset in the event of counterparty default.
(2) Includes cash and the fair value of securities exchanged with the counterparty. For reverse repurchase agreements, these securities are not included in the consolidated balance sheet unless the counterparty defaults.
(3) We received cash collateral from derivative counterparties totaling $2 million and $162 million as of December 31, 2025 and 2024, respectively, and securities from derivative counterparties with a fair value of $90 million and $30 million as of December 31, 2025 and 2024, respectively. We posted $156 million and $7 million of cash collateral as of December 31, 2025 and 2024, respectively, and securities to derivative counterparties with a fair value of $91 million and nil as of December 31, 2025 and 2024, respectively.
(4) PayPal is permitted by contract to sell or repledge collateral relating to its reverse repurchase agreements. The fair value of this collateral was nil and $96 million as of December 31, 2025 and 2024, respectively. As of both December 31, 2025 and 2024, we have not sold or repledged collateral relating to reverse repurchase agreements.
v3.25.4
LOANS AND INTEREST RECEIVABLE (Tables)
12 Months Ended
Dec. 31, 2025
Receivables [Abstract]  
Schedule of Delinquency Status of Consumer Loans and Interest Receivable by Year of Origination
The following tables present the delinquency status and gross charge-offs of revolving and installment loans and interest receivable by year of origination, as applicable. The amounts are based on the number of days past the billing date for revolving loans or contractual repayment date for installment loans. The “current” category represents balances that are within 29 days of the billing date or contractual repayment date, as applicable.

December 31, 2025
(In millions, except percentages)
Revolving Loans
Amortized Cost Basis
Installment Loans Amortized Cost Basis
20252024202320222021TotalPercent
Consumer loans and interest receivable:
Current$2,767 $2,043 $360 $114 $— $— $5,284 96.4%
30 - 59 Days29 34 — — 70 1.3%
60 - 89 Days 19 22 — — 47 0.9%
90 - 179 Days 39 31 — — 78 1.4%
Total
$2,854 $2,130 $375 $120 $— $— $5,479 100%
Gross charge-offs for the year ended December 31, 2025
$136 $36 $107 $20 $$— $300 
December 31, 2024
(In millions, except percentages)
Revolving Loans
Amortized Cost Basis
Installment Loans Amortized Cost Basis
20242023202220212020TotalPercent
Consumer loans and interest receivable:
Current$2,404 $2,427 $353 $43 $— $— $5,227 96.6%
30 - 59 Days25 28 — — — 57 1.1%
60 - 89 Days 16 19 — — 40 0.7%
90 - 179 Days 38 40 — — 89 1.6%
Total
$2,483 $2,514 $370 $46 $— $— $5,413 100%
Gross charge-offs for the year ended December 31, 2024
$138 $39 $133 $14 $— $— $324 
The following tables present the delinquency status and gross charge-offs of merchant loans, advances, and fees receivable by year of origination. The amounts are based on the number of days past the expected or contractual repayment date for amounts outstanding. The “current” category represents balances that are within 29 days of the expected repayment date or contractual repayment date, as applicable.

December 31, 2025
(In millions, except percentages)
20252024202320222021
Prior
TotalPercent
Merchant loans, advances, and fees receivable:
Current$1,558 $53 $$$— $$1,621 89.8%
30 - 59 Days63 17 — — 82 4.5%
60 - 89 Days 27 10 — — 39 2.2%
90 - 179 Days 34 18 — — 55 3.0%
180+ Days— — — 0.5%
Total
$1,684 $103 $11 $$— $$1,806 100%
Gross charge-offs for the year ended December 31, 2025
$25 $87 $19 $$— $$137 
December 31, 2024
(In millions, except percentages)
20242023202220212020
Prior
TotalPercent
Merchant loans, advances, and fees receivable:
Current$1,274 $28 $13 $$$$1,328 90.4%
30 - 59 Days55 10 — — 69 4.7%
60 - 89 Days 23 — — — 31 2.1%
90 - 179 Days 21 11 — — — 36 2.4%
180+ Days— — — 0.4%
Total
$1,374 $59 $23 $$$$1,470 100%
Gross charge-offs for the year ended December 31, 2024
$10 $96 $42 $— $$— $156 
Schedule of Allowance for Loans and Interest Receivable
The following table summarizes the activity in the allowance for consumer loans and interest receivable for the years ended December 31, 2025 and 2024:
December 31, 2025December 31, 2024
Consumer Loans ReceivableInterest Receivable
Total Allowance(1)
  Consumer Loans ReceivableInterest Receivable
Total Allowance
(In millions)
Beginning balance$341 $$348 $357 $23 $380 
Changes in allowance due to reclassification of loans and interest receivable to or from held for sale
(23)— (23)— — — 
Provisions255 13 268 249 256 
Charge-offs(283)(17)(300)(301)(23)(324)
Recoveries62 — 62 48 — 48 
Other(2)
14 — 14 (12)— (12)
Ending balance$366 $$369 $341 $$348 
(1) Beginning balances, provisions and charge-offs include amounts related to loans and interest receivable prior to their reclassification to loan and interest receivable, held for sale during the period.
(2) Includes amounts related to foreign currency remeasurement.
The following table summarizes the activity in the allowance for merchant loans, advances, and fees receivable, for the years ended December 31, 2025 and 2024:
December 31, 2025December 31, 2024
Merchant Loans and Advances
Fees Receivable
Total Allowance  Merchant Loans and Advances
Fees Receivable
Total Allowance
(In millions)
Beginning balance$107 $$113 $148 $12 $160 
Provisions151 18 169 79 81 
Charge-offs(127)(10)(137)(148)(8)(156)
Recoveries21 — 21 28 — 28 
Other(1)
— — — — 
Ending balance$156 $14 $170 $107 $$113 
(1) Includes amounts related to foreign currency remeasurement.
v3.25.4
DEBT (Tables)
12 Months Ended
Dec. 31, 2025
Debt Disclosure [Abstract]  
Schedule of Outstanding Aggregate Principal Amount Related to the Notes The following table summarizes the Notes outstanding:
As of December 31,
MaturitiesEffective Interest Rate20252024
(in millions)
September 2019 debt issuance:
Fixed-rate 2.650% notes
10/1/20262.78%$1,250 $1,250 
Fixed-rate 2.850% notes
10/1/20292.96%1,500 1,500 
May 2020 debt issuance:
Fixed-rate 1.650% notes
6/1/20251.78%— 1,000 
Fixed-rate 2.300% notes
6/1/20302.39%1,000 1,000 
Fixed-rate 3.250% notes
6/1/20503.33%1,000 1,000 
May 2022 debt issuance:
Fixed-rate 3.900% notes
6/1/20274.06%500 500 
Fixed-rate 4.400% notes
6/1/20324.53%1,000 1,000 
Fixed-rate 5.050% notes
6/1/20525.14%1,000 1,000 
Fixed-rate 5.250% notes
6/1/20625.34%500 500 
June 2023 debt issuance(1):
¥30 billion fixed-rate 0.813% notes
6/9/20250.89%— 191 
¥23 billion fixed-rate 0.972% notes
6/9/20261.06%147 147 
¥37 billion fixed-rate 1.240% notes
6/9/20281.31%237 236 
May 2024 debt issuance:
Fixed-rate 5.150% notes
6/1/20345.35%850 850 
Fixed-rate 5.500% notes
6/1/20545.66%400 400 
March 2025 debt issuance:
Floating-rate notes3/6/20285.06%450 — 
Fixed-rate 4.450% notes
3/6/20284.66%450 — 
Fixed-rate 5.100% notes
4/1/20355.20%600 — 
Total term debt
$10,884 $10,574 
Unamortized premium (discount) and issuance costs, net(76)(78)
Less: current portion of term debt(2)
(1,396)(1,191)
Total carrying amount of term debt$9,412 $9,305 
(1) Principal amounts represent the U.S. dollar equivalent as of December 31, 2025 and 2024, respectively.
(2) The current portion of term debt is included within “accrued expenses and other current liabilities” on our consolidated balance sheets.
Schedule of Future Principal Payments Associated with Long Term Debt
As of December 31, 2025, the future principal payments associated with our long-term debt were as follows (in millions):
2026$1,397 
20271,075 
20281,137 
20291,500 
20301,000 
Thereafter5,350 
Total$11,459 
v3.25.4
COMMITMENTS AND CONTINGENCIES (Tables)
12 Months Ended
Dec. 31, 2025
Commitments and Contingencies Disclosure [Abstract]  
Schedule of Allowance for Transaction Losses and Negative Customer Balances The following table shows changes in the allowance for transaction losses and negative customer balances related to our protection programs for the years ended December 31, 2025 and 2024:
As of December 31,
20252024
(In millions)
Beginning balance$342 $282 
Provision(1)
1,337 1,114 
Realized losses and charge-offs
(1,487)(1,218)
Recoveries(2)
152 164 
Ending balance$344 $342 
(1) Changes in estimates for the prior period provision related to the allowance for transaction losses are not material and are aggregated with current period provision.
(2) Recoveries are only relevant for the allowance for negative customer balances.
v3.25.4
STOCK-BASED AND EMPLOYEE SAVINGS PLANS (Tables)
12 Months Ended
Dec. 31, 2025
Share-Based Payment Arrangement [Abstract]  
Schedule of RSUs, PBRSUs, and Restricted Stock Activity
The following table summarizes RSU, PBRSU, and restricted stock activity under the Plan as of December 31, 2025 and changes during the year ended December 31, 2025:
UnitsWeighted Average Grant-Date
Fair Value
(per share)
 (In thousands, except per share amounts)
Outstanding at January 1, 202531,288 $67.35 
Awarded
22,329 $70.92 
Vested
(15,923)$67.55 
Forfeited
(5,937)$72.39 
Outstanding at December 31, 202531,757 $68.84 
Expected to vest27,499 
Schedule of Stock-Based Compensation Expense
The following table summarizes the impact of stock-based compensation expense under the Plan on our results of operations for the years ended December 31, 2025, 2024, and 2023:
 Year Ended December 31,
 202520242023
 (In millions)
Customer support and operations$204 $233 $305 
Sales and marketing125 143 179 
Technology and development489 478 612 
General and administrative266 339 434 
Restructuring and other
— 100 — 
Total stock-based compensation expense$1,084 $1,293 $1,530 
Capitalized as part of internal use software and website development costs$134 $109 $52 
Income tax benefit on total stock-based compensation expense$227 $238 $260 
Income tax benefit realized related to awards vested or exercised$237 $205 $136 
v3.25.4
INCOME TAXES (Tables)
12 Months Ended
Dec. 31, 2025
Income Tax Disclosure [Abstract]  
Schedule of Components of Income Before Income Taxes
The components of income before income taxes were as follows:
 Year Ended December 31,
 202520242023
(In millions)
United States$1,453 $946 $993 
International4,839 4,383 4,418 
Income before income taxes$6,292 $5,329 $5,411 
Schedule of Income Tax Expense
The income tax expense was composed of the following:
 Year Ended December 31,
 202520242023
(In millions)
Current:
Federal$(116)$342 $1,031 
State and local65 107 145 
Foreign893 502 657 
Total current portion of income tax expense
$842 $951 $1,833 
Deferred:
Federal$295 $278 $(490)
State and local(15)(29)(79)
Foreign(63)(18)(99)
Total deferred portion of income tax expense (benefit)217 231 (668)
Income tax expense
$1,059 $1,182 $1,165 
Schedule of Reconciliation of the Difference Between the Effective Income Tax Rate and the Federal Statutory Rate
The following is a reconciliation of the difference between the effective income tax rate and the federal statutory tax rate:
Year Ended December 31, 2025
$ Amount
(in millions)
%
Tax provision at the U.S. federal statutory rate
$1,321 21.0 %
State and local income tax, net of federal income tax effect(1)
(22)(0.3)%
Foreign tax effects:
Singapore
Statutory tax rate difference between Singapore and the U.S.
(155)(2.5)%
Incentive agreement
(466)(7.4)%
Qualified domestic minimum top-up tax
370 5.9 %
Other
— %
Other foreign jurisdictions
14 0.2 %
Effect of cross-border tax laws
21 0.3 %
Tax credits:
Research and development
(99)(1.6)%
Changes in valuation allowances(2)
312 5.0 %
Nontaxable or nondeductible items
47 0.7 %
Changes in unrecognized tax benefits(3)
225 3.6 %
Other:
Internal legal entity restructuring(2)
(518)(8.2)%
Other rate drivers0.1 %
Income tax expense and effective income tax rate
$1,059 16.8 %
(1) The state that contributed to the majority (greater than 50%) of the tax effect in this category was California.
(2) “Internal legal entity restructuring” includes $299 million of U.S. tax attributes generated, which are not more-likely-than-not to be realized, and is offset in “Changes in valuation allowances.”
(3) PayPal made a policy election to aggregate changes in unrecognized tax benefits for all jurisdictions in this line item.

As previously disclosed for the years ended December 31, 2024 and 2023, prior to the adoption of ASU 2023-09, the following is a reconciliation of the difference between the effective income tax rate and the federal statutory tax rate:
 Year Ended December 31,
 20242023
Federal statutory rate21.0 %21.0 %
Domestic income taxed at different rates0.1 %(1.5)%
State taxes, net of federal benefit1.1 %1.1 %
Foreign income taxed at different rates(4.3)%(5.1)%
Stock-based compensation expense2.6 %3.5 %
Tax credits0.6 %(0.7)%
Change in valuation allowances0.6 %— %
Other0.5 %3.2 %
Effective income tax rate22.2 %21.5 %
Schedule of Supplemental Cash Flow Information Related to Income Taxes Paid (Net of Refunds Received)
The following table presents supplemental cash flow information related to income taxes paid (net of refunds received):
Year Ended December 31, 2025
(In millions)
US federal
$535 
US state and local:
Other
19 
Foreign:
Singapore
254 
Luxembourg96 
Other
195 
Total cash taxes paid, net of refunds received
$1,099 
Schedule of Deferred Tax Assets and Liabilities Significant deferred tax assets and liabilities consist of the following:
 As of December 31,
 20252024
(In millions)
Deferred tax assets:
Tax attribute carryforwards$911 $265 
Accruals and allowances
603 546 
Lease liabilities168 194 
Stock-based compensation83 93 
Capitalized research and development
715 1,077 
Other items
54 63 
Total deferred tax assets2,534 2,238 
Valuation allowance(1)
(736)(240)
Total deferred tax assets, net of valuation allowance
$1,798 $1,998 
Deferred tax liabilities:
ROU lease assets$(131)$(153)
Capitalized software development costs
(184)(176)
Net unrealized gains(119)(97)
Other items
(111)(74)
Total deferred tax liabilities(545)(500)
Net deferred tax assets $1,253 $1,498 
(1) For the year ended December 31, 2025, we had an increase in our valuation allowance of $496 million, primarily driven by an increase in our U.S. federal tax attributes generated as part of an internal legal entity restructuring, as well as an increase in our U.S. state tax attributes due to a change in our state apportionment rates, which are not more-likely-than-not to be realized.
Schedule of Changes in Unrecognized Tax Benefits
The following table reflects changes in unrecognized tax benefits for the periods presented below:
 Year Ended December 31,
 202520242023
 (In millions)
Gross amounts of unrecognized tax benefits as of the beginning of the period$2,320 $2,236 $1,877 
Increases related to prior period tax positions240 44 178 
Decreases related to prior period tax positions(155)(201)(30)
Increases related to current period tax positions276 280 235 
Settlements(90)— — 
Statute of limitation expirations(46)(39)(24)
Gross amounts of unrecognized tax benefits as of the end of the period$2,545 $2,320 $2,236 
v3.25.4
RESTRUCTURING AND OTHER (Tables)
12 Months Ended
Dec. 31, 2025
Restructuring and Related Activities [Abstract]  
Schedule of Restructuring Reserve Activity
The following table summarizes the restructuring reserve activity during the year ended December 31, 2025:

Employee Severance and Benefits Costs
Other Restructuring Costs
Total
(In millions)
Accrued liability as of January 1, 2025
$— $— $— 
Charges
96 102 
Payments(44)— (44)
Accrued liability as of December 31, 2025
$52 $$58 
The following table summarizes the restructuring reserve activity during the year ended December 31, 2025:

Employee Severance and Benefits Costs
(In millions)
Accrued liability as of January 1, 2025
$— 
Charges
36 
Payments(36)
Accrued liability as of December 31, 2025
$— 
v3.25.4
SEGMENT INFORMATION (Tables)
12 Months Ended
Dec. 31, 2025
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information, by Segment
The following table sets forth our segment information for revenue, segment profit (loss), and significant expenses:
Year Ended December 31,
202520242023
(In millions)
Net revenues$33,172 $31,797 $29,771 
Less (add):
Transaction expense15,987 15,697 14,385 
Transaction losses
1,337 1,114 1,192 
Credit losses
383 328 490 
Customer support and operations(1)
1,704 1,768 1,919 
Sales and marketing(1)
2,283 2,001 1,809 
Technology and development(1)
3,103 2,979 2,973 
General and administrative(1)
1,979 2,147 2,059 
Restructuring and other331 438 (84)
Other income (expense), net(227)(4)(383)
Income tax expense1,059 1,182 1,165 
Segment net income (loss)
$5,233 $4,147 $4,246 
(1) Includes depreciation and amortization expense. Total depreciation and amortization expense was $1.0 billion for both years ended December 31, 2025 and 2024 and $1.1 billion for the year ended December 31, 2023.
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Basis of Presentation and Principles of Consolidation (Details)
$ in Millions
Dec. 31, 2025
USD ($)
entity
Dec. 31, 2024
USD ($)
entity
Variable Interest Entity [Line Items]    
Number of consolidated variable interest entities | entity 0 0
Long-term investments $ 4,330 $ 4,583
Variable Interest Entity, Not Primary Beneficiary    
Variable Interest Entity [Line Items]    
Long-term investments 202 187
Variable interest entity, reporting entity involvement, maximum loss exposure, amount $ 246 $ 246
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Allowance for Loans and Interest Receivable (Details)
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Consumer Receivables    
Financing Receivable, Allowance for Credit Loss [Line Items]    
Threshold period, write-off of receivables 180 days  
Consumer Receivables | U.S. Consumer Interest Bearing    
Financing Receivable, Allowance for Credit Loss [Line Items]    
Threshold period, write-off of receivables 120 days  
Consumer Receivables | Revolving Credit Products    
Financing Receivable, Allowance for Credit Loss [Line Items]    
Projected loss rate period 5 years 5 years
Consumer Receivables | Installment Credit Products | Minimum    
Financing Receivable, Allowance for Credit Loss [Line Items]    
Projected loss rate period 7 months 7 months
Consumer Receivables | Installment Credit Products | Maximum    
Financing Receivable, Allowance for Credit Loss [Line Items]    
Projected loss rate period 3 years 6 months 3 years 6 months
Merchant Receivables | Merchant Products | Minimum    
Financing Receivable, Allowance for Credit Loss [Line Items]    
Projected loss rate period 2 years 6 months 2 years 6 months
Merchant Receivables | Merchant Products | Maximum    
Financing Receivable, Allowance for Credit Loss [Line Items]    
Projected loss rate period 3 years 6 months 3 years 6 months
Merchant Receivables | PayPal Business Loans    
Financing Receivable, Allowance for Credit Loss [Line Items]    
Threshold period, write-off of receivables 180 days  
Merchant Receivables | PayPal Working Capital Products    
Financing Receivable, Allowance for Credit Loss [Line Items]    
Period past expected period of repayment 180 days  
Threshold period, write-off of receivables, nonpayment 60 days  
Threshold period two, write-off of receivables 360 days  
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Customer Accounts and Funds Receivable and Funds Payable (Details) - USD ($)
$ in Billions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Minimum aggregate customer balances required to be covered by eligible liquid assets held, percentage 100.00%  
Europe    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Funds receivable and customer accounts designated for credit funding, percentage 50.00%  
Funds receivable and customer accounts designated for credit funding, percentage utilized 26.00% 26.00%
Europe, United Kingdom, And United States    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Funds receivable and customer accounts designated for credit funding $ 2.0 $ 2.0
U.S. | Minimum    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Funds receivable and funds payable, transaction clearing period 1 day  
U.S. | Maximum    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Funds receivable and funds payable, transaction clearing period 3 days  
Other Countries | Maximum    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Funds receivable and funds payable, transaction clearing period 5 days  
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Property and Equipment (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Computer Equipment, Software & Website Development Costs | Minimum      
Property, Plant and Equipment [Line Items]      
Estimated useful lives 1 year    
Computer Equipment, Software & Website Development Costs | Maximum      
Property, Plant and Equipment [Line Items]      
Estimated useful lives 5 years    
Furniture and Fixtures      
Property, Plant and Equipment [Line Items]      
Estimated useful lives 3 years    
Building and Building Improvements | Maximum      
Property, Plant and Equipment [Line Items]      
Estimated useful lives 30 years    
Leasehold Improvements      
Property, Plant and Equipment [Line Items]      
Estimated useful lives 5 years    
Internal Use Software and Website Development Costs      
Property, Plant and Equipment [Line Items]      
Estimated useful lives 3 years    
Capitalized internally developed software and website development costs $ 642 $ 509  
Amortization expense of previously capitalized internally developed software and website development costs $ 515 $ 498 $ 482
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Leases (Details)
Dec. 31, 2025
Dec. 31, 2024
Organization, Consolidation and Presentation of Financial Statements [Abstract]    
Operating Lease, Liability, Current, Statement of Financial Position [Extensible Enumeration] Accrued expenses and other current liabilities Accrued expenses and other current liabilities
Operating Lease, Liability, Noncurrent, Statement of Financial Position [Extensible Enumeration] Other long-term liabilities Other long-term liabilities
Finance Lease, Liability, Current, Statement of Financial Position [Extensible Enumeration] Accrued expenses and other current liabilities Accrued expenses and other current liabilities
Finance Lease, Liability, Noncurrent, Statement of Financial Position [Extensible Enumeration] Other long-term liabilities Other long-term liabilities
Operating Lease, Right-of-Use Asset, Statement of Financial Position [Extensible Enumeration] Other assets Other assets
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Goodwill and Intangible Assets (Details)
Dec. 31, 2025
Minimum  
Finite-Lived Intangible Assets [Line Items]  
Useful life 3 years
Maximum  
Finite-Lived Intangible Assets [Line Items]  
Useful life 7 years
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Allowance for Transaction Losses and Negative Customer Balances (Details)
12 Months Ended
Dec. 31, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Allowance for negative customer balances, threshold period past due, writeoff 120 days
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Concentrations of Risk (Details)
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Accounts Receivable | Customer Concentration Risk | One Customer      
Concentration Risk [Line Items]      
Concentration risk, percentage 12.00%    
Accounts Receivable | Customer Concentration Risk | One Partner      
Concentration Risk [Line Items]      
Concentration risk, percentage 23.00% 14.00%  
Long-Term Notes Receivable | Customer Concentration Risk | One Partner      
Concentration Risk [Line Items]      
Concentration risk, percentage 18.00% 17.00%  
Transaction Expense | Payment Processor Risk | Two Payment Processors      
Concentration Risk [Line Items]      
Concentration risk, percentage 56.00% 48.00%  
Transaction Expense | Payment Processor Risk | One Payment Processor      
Concentration Risk [Line Items]      
Concentration risk, percentage     60.00%
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Advertising Expense (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Organization, Consolidation and Presentation of Financial Statements [Abstract]      
Advertising expense $ 867 $ 574 $ 364
v3.25.4
OVERVIEW AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - Schedule of Accounting Standards Update and Change in Accounting Principle (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Reclassification [Line Items]    
Total assets $ 80,173 $ 78,725
Total liabilities $ 59,917 58,308
As Previously Reported    
Reclassification [Line Items]    
Total assets   81,611
Total liabilities   61,194
Adjustments    
Reclassification [Line Items]    
Total assets   (2,886)
Total liabilities   $ (2,886)
v3.25.4
REVENUE - Additional Information (Details)
$ in Millions
12 Months Ended
Dec. 31, 2025
USD ($)
obligation
classification
Dec. 31, 2024
USD ($)
Disaggregation of Revenue [Line Items]    
Number of revenue classifications | classification 2  
Contract assets are included in other assets | $ $ 238 $ 207
Revenues From Other Value Added Services    
Disaggregation of Revenue [Line Items]    
Number of performance obligations | obligation 1  
v3.25.4
REVENUE - Schedule of Disaggregation of Revenue (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Disaggregation of Revenue [Line Items]      
Net revenues $ 33,172 $ 31,797 $ 29,771
Revenues which do not represent revenues recognized in the scope of ASC Topic 606 2,100   1,800
Transaction revenues      
Disaggregation of Revenue [Line Items]      
Net revenues 29,798 28,842 26,857
Revenues from other value added services      
Disaggregation of Revenue [Line Items]      
Net revenues 3,374 2,955 2,914
U.S.      
Disaggregation of Revenue [Line Items]      
Net revenues 18,868 18,267 17,253
Other Countries      
Disaggregation of Revenue [Line Items]      
Net revenues $ 14,304 $ 13,530 $ 12,518
v3.25.4
NET INCOME (LOSS) PER SHARE (Details) - USD ($)
$ / shares in Units, shares in Millions, $ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Numerator:      
Net income (loss), basic $ 5,233 $ 4,147 $ 4,246
Net income (loss), diluted $ 5,233 $ 4,147 $ 4,246
Denominator:      
Weighted average shares of common stock - basic (in shares) 959 1,029 1,103
Dilutive effect of equity incentive awards (in shares) 9 10 4
Weighted average shares of common stock - diluted (in shares) 968 1,039 1,107
Net income (loss) per share:      
Basic (in dollars per share) $ 5.46 $ 4.03 $ 3.85
Diluted (in dollars per share) $ 5.41 $ 3.99 $ 3.84
Common stock equivalents excluded from net income (loss) per diluted share because their effect would have been anti-dilutive or potentially dilutive (in shares) 11 9 21
v3.25.4
BUSINESS COMBINATIONS AND DIVESTITURES (Details)
$ in Millions
3 Months Ended 12 Months Ended
Nov. 01, 2023
USD ($)
Jun. 30, 2025
USD ($)
Dec. 31, 2025
USD ($)
business
Dec. 31, 2024
USD ($)
business
Dec. 31, 2023
USD ($)
business
Business Combination [Line Items]          
Number of businesses acquired | business       0 0
Proceeds from divestiture of business, net of cash divested     $ 0 $ 0 $ 466
Number of businesses divested | business     0 0  
Business Combination          
Business Combination [Line Items]          
Purchase price   $ 19      
Disposal Group, Disposed of by Sale, Not Discontinued Operations | Happy Returns          
Business Combination [Line Items]          
Proceeds from divestiture of business, net of cash divested $ 466        
Goodwill 81        
Intangible assets other than goodwill $ 13        
Pre-tax gain on sale of business         $ 339
Disposal Group, Not Discontinued Operation, Gain (Loss) on Disposal, Statement of Income or Comprehensive Income [Extensible Enumeration]         Restructuring and other
v3.25.4
GOODWILL AND INTANGIBLE ASSETS - Schedule of Goodwill Balances and Adjustments (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Total goodwill    
Beginning balance $ 10,837 $ 11,026
Goodwill Acquired 7 0
Adjustments 20 (189)
Ending balance $ 10,864 $ 10,837
v3.25.4
GOODWILL AND INTANGIBLE ASSETS - Schedule of Components of Identifiable Intangible Assets (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount $ 649 $ 1,096
Accumulated Amortization (441) (770)
Net Carrying Amount 208 326
Customer lists and user base    
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount 372 854
Accumulated Amortization (224) (601)
Net Carrying Amount 148 253
Marketing related    
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount 60 60
Accumulated Amortization (50) (38)
Net Carrying Amount 10 22
Developed technology    
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount 9 0
Accumulated Amortization (2) 0
Net Carrying Amount 7 0
All other    
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount 208 182
Accumulated Amortization (165) (131)
Net Carrying Amount $ 43 $ 51
v3.25.4
GOODWILL AND INTANGIBLE ASSETS - Additional Information (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Goodwill and Intangible Assets Disclosure [Abstract]      
Amortization expense for intangible assets $ 175 $ 207 $ 226
v3.25.4
GOODWILL AND INTANGIBLE ASSETS - Schedule of Expected Future Intangible Asset Amortization (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Finite-Lived Intangible Assets, Net, Amortization Expense, Fiscal Year Maturity    
2026 $ 98  
2027 62  
2028 48  
Net Carrying Amount $ 208 $ 326
v3.25.4
LEASES - Schedule of Components of Lease Expense, Supplemental Cash Flow Information (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Leases [Abstract]      
Operating lease expense $ 162 $ 159 $ 156
Finance lease expense - amortization of ROU lease assets 16 8 0
Sublease income (8) (12) (9)
Total lease expense, net 170 155 147
Cash paid for amounts included in the measurement of lease liabilities:      
Operating cash flows from operating leases 178 169 174
Financing cash flows from finance leases 6 60 0
ROU lease assets obtained in exchange for new operating lease liabilities 68 343 (1)
ROU lease assets obtained in exchange for new finance lease liabilities 0 82 0
Other non-cash ROU lease asset activity $ (5) $ 0 $ (40)
v3.25.4
LEASES - Schedule of Supplemental Balance Sheet Information Related to Leases (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Operating leases    
ROU lease assets $ 539 $ 599
Current lease liabilities 148 135
Long-term lease liabilities 548 629
Total lease liabilities $ 696 $ 764
Weighted-average remaining lease term 5 years 4 months 24 days 5 years 10 months 24 days
Weighted-average discount rate 4.00% 4.00%
Finance leases    
ROU lease assets $ 56 $ 73
Current lease liabilities 7 5
Long-term lease liabilities 10 18
Total lease liabilities $ 17 $ 23
Weighted-average remaining lease term 3 years 4 months 24 days 4 years 4 months 24 days
Weighted-average discount rate 5.00% 5.00%
v3.25.4
LEASES - Schedule of Future Minimum Lease Payments (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Operating Leases    
2026 $ 174  
2027 170  
2028 116  
2029 98  
2030 83  
Thereafter 151  
Total 792  
Less: present value discount (96)  
Lease liability 696 $ 764
Finance Leases    
2026 8  
2027 6  
2028 4  
2029 0  
2030 0  
Thereafter 0  
Total 18  
Less: present value discount (1)  
Lease liability $ 17 $ 23
v3.25.4
LEASES - Additional Information (Details)
Dec. 31, 2025
USD ($)
Operating Leased Assets [Line Items]  
Operating lease, lease not yet commenced, term of contract 12 years
Operating Lease, Lease Not yet Commenced  
Operating Leased Assets [Line Items]  
Leases not yet commenced $ 284,000,000
Financing Lease, Lease Not yet Commenced  
Operating Leased Assets [Line Items]  
Leases not yet commenced $ 0
v3.25.4
OTHER FINANCIAL STATEMENT DETAILS - Schedule of Property and Equipment, Net (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Revenues from External Customers and Long-Lived Assets [Line Items]    
Property, plant and equipment, gross $ 9,814 $ 8,991
Accumulated depreciation and amortization (8,114) (7,483)
Total property and equipment, net 1,700 1,508
Computer equipment and software    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Property, plant and equipment, gross 3,581 3,360
Internal use software and website development costs    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Property, plant and equipment, gross 5,364 4,714
Land and buildings    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Property, plant and equipment, gross 340 337
Leasehold improvements    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Property, plant and equipment, gross 357 343
Furniture and fixtures    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Property, plant and equipment, gross 138 133
Development in progress and other    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Property, plant and equipment, gross $ 34 $ 104
v3.25.4
OTHER FINANCIAL STATEMENT DETAILS - Additional Information (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Other Income and Expenses [Abstract]      
Depreciation and amortization expense $ 788 $ 825 $ 846
Net increases in accounts payable $ 9 $ 14 $ 7
v3.25.4
OTHER FINANCIAL STATEMENT DETAILS - Schedule of Long-Lived Assets, by Geographical Areas (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Revenues from External Customers and Long-Lived Assets [Line Items]    
Long-lived assets $ 2,239 $ 2,107
U.S.    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Long-lived assets 2,009 1,885
Other countries    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Long-lived assets $ 230 $ 222
v3.25.4
OTHER FINANCIAL STATEMENT DETAILS - Schedule of Accumulated Other Comprehensive Income (Loss) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Accumulated Balances of Other Comprehensive Income (Loss), Net of Tax      
Beginning balance $ 20,417 $ 21,051 $ 20,274
Other comprehensive income (loss) before reclassifications (279) 204 270
Less: Amount of net gains (losses) reclassified from AOCI (171) 8 88
Other comprehensive income (loss), net of tax (108) 196 182
Ending balance 20,256 20,417 21,051
AOCI Attributable to Parent      
Accumulated Balances of Other Comprehensive Income (Loss), Tax      
Beginning balance (75) (16) 128
Other comprehensive income (loss) before reclassifications 33 (59) (144)
Less: Amount of net gains (losses) reclassified from AOCI 0 0 0
Net current period other comprehensive income (loss) 33 (59) (144)
Ending balance (42) (75) (16)
Accumulated Balances of Other Comprehensive Income (Loss), Net of Tax      
Beginning balance (550) (746) (928)
Ending balance (658) (550) (746)
Unrealized Gains (Losses) on Cash Flow Hedges      
Accumulated Balances of Other Comprehensive Income (Loss), Before Tax      
Beginning balance 147 (56) 111
Other comprehensive income (loss) before reclassifications (429) 251 (56)
Less: Amount of net gains (losses) reclassified from AOCI (172) 48 111
Net current period other comprehensive income (loss) (257) 203 (167)
Ending balance (110) 147 (56)
Unrealized Gains (Losses) on Available-for-sale Debt Securities      
Accumulated Balances of Other Comprehensive Income (Loss), Before Tax      
Beginning balance 14 (134) (591)
Other comprehensive income (loss) before reclassifications 0 108 434
Less: Amount of net gains (losses) reclassified from AOCI 1 (40) (23)
Net current period other comprehensive income (loss) (1) 148 457
Ending balance 13 14 (134)
Foreign CTA      
Accumulated Balances of Other Comprehensive Income (Loss), Before Tax      
Beginning balance (949) (731) (575)
Other comprehensive income (loss) before reclassifications 117 (218) (156)
Less: Amount of net gains (losses) reclassified from AOCI 0 0 0
Net current period other comprehensive income (loss) 117 (218) (156)
Ending balance (832) (949) (731)
Net Investment Hedges CTA Gains (Losses)      
Accumulated Balances of Other Comprehensive Income (Loss), Before Tax      
Beginning balance 313 191 (1)
Other comprehensive income (loss) before reclassifications 0 122 192
Less: Amount of net gains (losses) reclassified from AOCI 0 0 0
Net current period other comprehensive income (loss) 0 122 192
Ending balance $ 313 $ 313 $ 191
v3.25.4
OTHER FINANCIAL STATEMENT DETAILS - Schedule of Reclassifications out of Accumulated Other Comprehensive Income (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Reclassification Adjustment out of Accumulated Other Comprehensive Income on Derivatives [Line Items]      
Net revenues $ 33,172 $ 31,797 $ 29,771
Customer support and operations 1,704 1,768 1,919
Technology and development 3,103 2,979 2,973
General and administrative 1,979 2,147 2,059
Other income (expense), net 227 4 383
Income before income taxes 6,292 5,329 5,411
Income tax expense 1,059 1,182 1,165
Net income (loss) 5,233 4,147 4,246
Amount of Gains (Losses) Reclassified from AOCI      
Reclassification Adjustment out of Accumulated Other Comprehensive Income on Derivatives [Line Items]      
Income before income taxes (171) 8 88
Income tax expense 0 0 0
Net income (loss) (171) 8 88
Amount of Gains (Losses) Reclassified from AOCI | Net gains (losses) on cash flow hedges—foreign exchange contracts      
Reclassification Adjustment out of Accumulated Other Comprehensive Income on Derivatives [Line Items]      
Net revenues (166) 48 111
Customer support and operations (2) 0 0
Technology and development (3) 0 0
General and administrative (1) 0 0
Amount of Gains (Losses) Reclassified from AOCI | Net gains (losses) on investments      
Reclassification Adjustment out of Accumulated Other Comprehensive Income on Derivatives [Line Items]      
Net revenues 0 (40) (21)
Other income (expense), net $ 1 $ 0 $ (2)
v3.25.4
OTHER FINANCIAL STATEMENT DETAILS - Schedule of Other Income (Expense), Net (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Other Income and Expenses [Abstract]      
Interest income $ 517 $ 662 $ 480
Interest expense (441) (382) (347)
Net gains (losses) on strategic investments 162 (285) 201
Other (11) 9 49
Other income (expense), net $ 227 $ 4 $ 383
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS - Schedule of Assets Underlying Cash And Cash Equivalents, Funds Receivable and Customer Accounts, Short-term Investments, and Long-term Investments (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Debt Securities, Available-for-sale [Line Items]      
Cash and cash equivalents $ 8,049 $ 6,662 $ 9,081
Funds receivable 7,678 7,278  
Total funds receivable and customer accounts 38,198 37,671  
Restricted cash 0 1  
Total short-term investments 2,373 4,262  
Long-term investments:      
Time deposits 5 22  
Available-for-sale debt securities 2,421 3,002  
Strategic investments 1,904 1,559  
Total long-term investments 4,330 4,583  
Funds receivable and customer accounts      
Debt Securities, Available-for-sale [Line Items]      
Cash and cash equivalents 15,969 15,827  
Time deposits 94 15  
Available-for-sale debt securities 14,457 14,551  
Short-term investments      
Debt Securities, Available-for-sale [Line Items]      
Time deposits 88 107  
Available-for-sale debt securities 2,285 4,154  
Cash and cash equivalents      
Debt Securities, Available-for-sale [Line Items]      
Available-for-sale debt securities $ 374 $ 149  
Cash and cash equivalents | Maximum      
Long-term investments:      
Debt securities, available for sale, original maturities term 3 months 3 months  
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS - Schedule of Estimated Fair Value of Investments Classified as Available for Sale (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Gross Amortized Cost    
Gross Amortized Cost $ 18,904 $ 21,278
Gross Unrealized Gains 18 29
Gross Unrealized Losses (5) (15)
Estimated Fair Value    
Noncurrent 2,421 3,002
Fair Value 18,917 21,292
U.S. government and agency securities    
Gross Amortized Cost    
Noncurrent 400 235
Estimated Fair Value    
Noncurrent 400 235
Foreign government and agency securities    
Gross Amortized Cost    
Noncurrent 50 124
Estimated Fair Value    
Noncurrent 50 123
Corporate debt securities    
Gross Amortized Cost    
Noncurrent 648 1,601
Estimated Fair Value    
Noncurrent 650 1,602
Mortgage-backed and asset-backed securities    
Gross Amortized Cost    
Noncurrent 1,320 1,042
Estimated Fair Value    
Noncurrent 1,321 1,042
Funds receivable and customer accounts    
Estimated Fair Value    
Current 14,457 14,551
Funds receivable and customer accounts | U.S. government and agency securities    
Gross Amortized Cost    
Current 3,529 5,709
Gross Unrealized Gains 1 4
Gross Unrealized Losses 0 (2)
Estimated Fair Value    
Current 3,530 5,711
Funds receivable and customer accounts | Foreign government and agency securities    
Gross Amortized Cost    
Current 81 77
Gross Unrealized Gains 0 0
Gross Unrealized Losses 0 0
Estimated Fair Value    
Current 81 77
Funds receivable and customer accounts | Corporate debt securities    
Gross Amortized Cost    
Current 2,438 405
Gross Unrealized Gains 4 0
Gross Unrealized Losses (1) 0
Estimated Fair Value    
Current 2,441 405
Funds receivable and customer accounts | Mortgage-backed and asset-backed securities    
Gross Amortized Cost    
Current 3,825 4,039
Gross Unrealized Gains 7 13
Gross Unrealized Losses (1) (5)
Estimated Fair Value    
Current 3,831 4,047
Funds receivable and customer accounts | Municipal securities    
Gross Amortized Cost    
Current 98 503
Gross Unrealized Gains 0 1
Gross Unrealized Losses 0 0
Estimated Fair Value    
Current 98 504
Funds receivable and customer accounts | Commercial paper    
Gross Amortized Cost    
Current 4,229 3,391
Gross Unrealized Gains 1 1
Gross Unrealized Losses 0 0
Estimated Fair Value    
Current 4,230 3,392
Short-term investments    
Estimated Fair Value    
Current 2,285 4,154
Short-term investments | U.S. government and agency securities    
Gross Amortized Cost    
Current 443 188
Gross Unrealized Gains 0 0
Gross Unrealized Losses 0 (2)
Estimated Fair Value    
Current 443 186
Short-term investments | Foreign government and agency securities    
Gross Amortized Cost    
Current 60 84
Gross Unrealized Gains 0 0
Gross Unrealized Losses 0 0
Estimated Fair Value    
Current 60 84
Short-term investments | Corporate debt securities    
Gross Amortized Cost    
Current 985 1,751
Gross Unrealized Gains 1 0
Gross Unrealized Losses (2) (2)
Estimated Fair Value    
Current 984 1,749
Short-term investments | Mortgage-backed and asset-backed securities    
Gross Amortized Cost    
Current 448 848
Gross Unrealized Gains 0 5
Gross Unrealized Losses 0 0
Estimated Fair Value    
Current 448 853
Short-term investments | Commercial paper    
Gross Amortized Cost    
Current   1,281
Gross Amortized Cost 350  
Gross Unrealized Gains 0 1
Gross Unrealized Losses 0 0
Estimated Fair Value    
Current   1,282
Fair Value 350  
Long-term investments: | U.S. government and agency securities    
Gross Amortized Cost    
Gross Unrealized Gains 0 0
Gross Unrealized Losses 0 0
Long-term investments: | Foreign government and agency securities    
Gross Amortized Cost    
Gross Unrealized Gains 0 0
Gross Unrealized Losses 0 (1)
Long-term investments: | Corporate debt securities    
Gross Amortized Cost    
Gross Unrealized Gains 2 3
Gross Unrealized Losses 0 (2)
Long-term investments: | Mortgage-backed and asset-backed securities    
Gross Amortized Cost    
Gross Unrealized Gains 2 1
Gross Unrealized Losses $ (1) $ (1)
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS - Additional Information (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2025
Investments, Debt and Equity Securities [Abstract]      
Accrued interest receivable $ 140   $ 101
Debt Securities, Available-for-Sale, Accrued Interest, after Allowance for Credit Loss, Statement of Financial Position [Extensible Enumeration] Prepaid expenses and other current assets   Prepaid expenses and other current assets
Gross realized losses related to available-for-sale securities $ 44 $ 26  
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS - Schedule of Available-for-sale Debt Securities in Continuous Loss Position (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Fair Value    
Less than 12 months $ 5,505 $ 5,636
12 months or longer 426 942
Total 5,931 6,578
Gross Unrealized Losses    
Less than 12 months (4) (10)
12 months or longer (1) (5)
Total (5) (15)
Funds receivable and customer accounts | U.S. government and agency securities    
Fair Value    
Less than 12 months 1,261 1,314
12 months or longer 50 517
Total 1,311 1,831
Gross Unrealized Losses    
Less than 12 months 0 (1)
12 months or longer 0 (1)
Total 0 (2)
Funds receivable and customer accounts | Foreign government and agency securities    
Fair Value    
Less than 12 months 56 57
12 months or longer 0 0
Total 56 57
Gross Unrealized Losses    
Less than 12 months 0 0
12 months or longer 0 0
Total 0 0
Funds receivable and customer accounts | Corporate debt securities    
Fair Value    
Less than 12 months 309 105
12 months or longer 0 50
Total 309 155
Gross Unrealized Losses    
Less than 12 months (1) 0
12 months or longer 0 0
Total (1) 0
Funds receivable and customer accounts | Mortgage-backed and asset-backed securities    
Fair Value    
Less than 12 months 1,000 1,673
12 months or longer 206 2
Total 1,206 1,675
Gross Unrealized Losses    
Less than 12 months (1) (5)
12 months or longer 0 0
Total (1) (5)
Funds receivable and customer accounts | Municipal securities    
Fair Value    
Less than 12 months   29
12 months or longer   36
Total   65
Gross Unrealized Losses    
Less than 12 months   0
12 months or longer   0
Total   0
Funds receivable and customer accounts | Commercial paper    
Fair Value    
Less than 12 months 1,375 275
12 months or longer 0 0
Total 1,375 275
Gross Unrealized Losses    
Less than 12 months 0 0
12 months or longer 0 0
Total 0 0
Short-term investments | U.S. government and agency securities    
Fair Value    
Less than 12 months 443 0
12 months or longer 0 186
Total 443 186
Gross Unrealized Losses    
Less than 12 months 0 0
12 months or longer 0 (2)
Total 0 (2)
Short-term investments | Foreign government and agency securities    
Fair Value    
Less than 12 months 0  
12 months or longer 20  
Total 20  
Gross Unrealized Losses    
Less than 12 months 0  
12 months or longer 0  
Total 0  
Short-term investments | Corporate debt securities    
Fair Value    
Less than 12 months 94 618
12 months or longer 109 90
Total 203 708
Gross Unrealized Losses    
Less than 12 months (1) (2)
12 months or longer (1) 0
Total (2) (2)
Short-term investments | Mortgage-backed and asset-backed securities    
Fair Value    
Less than 12 months 354 250
12 months or longer 6 18
Total 360 268
Gross Unrealized Losses    
Less than 12 months 0 0
12 months or longer 0 0
Total 0 0
Short-term investments | Commercial paper    
Fair Value    
Less than 12 months 200 218
12 months or longer 0 0
Total 200 218
Gross Unrealized Losses    
Less than 12 months 0 0
12 months or longer 0 0
Total 0 0
Long-term investments: | U.S. government and agency securities    
Fair Value    
Less than 12 months   50
12 months or longer   0
Total   50
Gross Unrealized Losses    
Less than 12 months   0
12 months or longer   0
Total   0
Long-term investments: | Foreign government and agency securities    
Fair Value    
Less than 12 months 25 90
12 months or longer 0 34
Total 25 124
Gross Unrealized Losses    
Less than 12 months 0 0
12 months or longer 0 (1)
Total 0 (1)
Long-term investments: | Corporate debt securities    
Fair Value    
Less than 12 months 20 347
12 months or longer 0 9
Total 20 356
Gross Unrealized Losses    
Less than 12 months 0 (1)
12 months or longer 0 (1)
Total 0 (2)
Long-term investments: | Mortgage-backed and asset-backed securities    
Fair Value    
Less than 12 months 368 610
12 months or longer 35 0
Total 403 610
Gross Unrealized Losses    
Less than 12 months (1) (1)
12 months or longer 0 0
Total $ (1) $ (1)
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS - Schedule of Cash Inflows Related to Available-for-Sale Debt Securities (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Investments, Debt and Equity Securities [Abstract]      
Proceeds from sales and maturities of available-for-sale debt securities $ 27,173 $ 33,455 $ 30,320
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS - Schedule of Estimated Fair Values of Investments Classified as Available for Sale by Contractual Maturity (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Amortized Cost    
One year or less $ 9,885  
After one year through five years 3,783  
After five years through ten years 1,954  
After ten years 3,282  
Gross Amortized Cost 18,904 $ 21,278
Fair Value    
One year or less 9,886  
After one year through five years 3,791  
After five years through ten years 1,952  
After ten years 3,288  
Fair Value $ 18,917 $ 21,292
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS - Strategic Investments (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Investments, Debt and Equity Securities [Abstract]    
Carrying value of marketable equity securities recorded in long-term investments $ 180 $ 23
Marketable equity securities 164  
Carrying value of non-marketable equity securities which do not have readily determinable fair value 1,700 1,500
Carrying value of non-marketable equity securities $ 215 $ 200
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS - Schedule of Adjustments to Carrying Value of Equity Investments (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Equity Securities without Readily Determinable Fair Value [Roll Forward]    
Carrying amount, beginning of period $ 1,336 $ 1,631
Adjustments related to non-marketable equity securities:    
Net additions (reductions) 15 (2)
Gross unrealized gains 212 20
Gross unrealized losses and impairments (54) (313)
Carrying amount, end of period $ 1,509 $ 1,336
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS - Schedule of Cumulative Gross Unrealized Gains and Cumulative Gross Unrealized Losses and Impairment Related to Non-marketable Equity Securities (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Investments, Debt and Equity Securities [Abstract]    
Cumulative gross unrealized gains $ 872 $ 1,187
Cumulative gross unrealized losses and impairments $ (353) $ (562)
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS - Schedule of Unrealized Gains (Losses) on Strategic Investments, Excluding Those Accounted for Using the Equity Method (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Investments, Debt and Equity Securities [Abstract]    
Net unrealized gains (losses) $ 168 $ (270)
v3.25.4
CASH AND CASH EQUIVALENTS, FUNDS RECEIVABLE AND CUSTOMER ACCOUNTS, AND INVESTMENTS - Supplemental Cash Flow Information Related to Investments (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Investments, Debt and Equity Securities [Abstract]      
Non cash investments not yet settled $ 189 $ 150 $ 22
v3.25.4
FAIR VALUE MEASUREMENT OF ASSETS AND LIABILITIES - Schedule of Financial Assets and Liabilities Measured at Fair Value on a Recurring Basis (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Assets:    
Cash and cash equivalents $ 8,000 $ 6,600
Available-for-sale debt securities 2,421 3,002
Marketable equity securities 180 23
Liabilities:    
Cash and cash equivalents 8,000 6,600
Restricted cash 0 1
Time deposits, current and noncurrent 93 129
Carrying value of non-marketable equity securities which do not have readily determinable fair value 1,700 1,500
U.S. government and agency securities    
Assets:    
Available-for-sale debt securities 400 235
Foreign government and agency securities    
Assets:    
Available-for-sale debt securities 50 123
Corporate debt securities    
Assets:    
Available-for-sale debt securities 650 1,602
Mortgage-backed and asset-backed securities    
Assets:    
Available-for-sale debt securities 1,321 1,042
Cash, time deposits and funds receivable    
Liabilities:    
Funds receivable and customer accounts not measured and recorded at fair value 23,400 23,000
Short-term investments    
Assets:    
Available-for-sale debt securities 2,285 4,154
Short-term investments | U.S. government and agency securities    
Assets:    
Available-for-sale debt securities 443 186
Short-term investments | Foreign government and agency securities    
Assets:    
Available-for-sale debt securities 60 84
Short-term investments | Corporate debt securities    
Assets:    
Available-for-sale debt securities 984 1,749
Short-term investments | Mortgage-backed and asset-backed securities    
Assets:    
Available-for-sale debt securities 448 853
Short-term investments | Commercial paper    
Assets:    
Available-for-sale debt securities   1,282
Funds receivable and customer accounts    
Assets:    
Available-for-sale debt securities 14,457 14,551
Funds receivable and customer accounts | U.S. government and agency securities    
Assets:    
Available-for-sale debt securities 3,530 5,711
Funds receivable and customer accounts | Foreign government and agency securities    
Assets:    
Available-for-sale debt securities 81 77
Funds receivable and customer accounts | Corporate debt securities    
Assets:    
Available-for-sale debt securities 2,441 405
Funds receivable and customer accounts | Mortgage-backed and asset-backed securities    
Assets:    
Available-for-sale debt securities 3,831 4,047
Funds receivable and customer accounts | Municipal securities    
Assets:    
Available-for-sale debt securities 98 504
Funds receivable and customer accounts | Commercial paper    
Assets:    
Available-for-sale debt securities 4,230 3,392
Fair value, measurements, recurring basis    
Assets:    
Derivatives 20 243
Marketable equity securities 180 23
Total financial assets 19,741 22,136
Liabilities:    
Derivatives 158 37
Total financial liabilities 158 37
Fair value, measurements, recurring basis | U.S. government and agency securities    
Assets:    
Available-for-sale debt securities 400 235
Fair value, measurements, recurring basis | Foreign government and agency securities    
Assets:    
Available-for-sale debt securities 50 123
Fair value, measurements, recurring basis | Corporate debt securities    
Assets:    
Available-for-sale debt securities 650 1,602
Fair value, measurements, recurring basis | Mortgage-backed and asset-backed securities    
Assets:    
Available-for-sale debt securities 1,321 1,042
Fair value, measurements, recurring basis | Short-term investments    
Assets:    
Available-for-sale debt securities 2,285 4,154
Fair value, measurements, recurring basis | Short-term investments | U.S. government and agency securities    
Assets:    
Available-for-sale debt securities 443 186
Fair value, measurements, recurring basis | Short-term investments | Foreign government and agency securities    
Assets:    
Available-for-sale debt securities 60 84
Fair value, measurements, recurring basis | Short-term investments | Corporate debt securities    
Assets:    
Available-for-sale debt securities 984 1,749
Fair value, measurements, recurring basis | Short-term investments | Mortgage-backed and asset-backed securities    
Assets:    
Available-for-sale debt securities 448 853
Fair value, measurements, recurring basis | Short-term investments | Commercial paper    
Assets:    
Available-for-sale debt securities   1,282
Investments 350  
Fair value, measurements, recurring basis | Funds receivable and customer accounts    
Assets:    
Available-for-sale debt securities 14,831 14,700
Fair value, measurements, recurring basis | Funds receivable and customer accounts | U.S. government and agency securities    
Assets:    
Available-for-sale debt securities 3,530 5,711
Fair value, measurements, recurring basis | Funds receivable and customer accounts | Foreign government and agency securities    
Assets:    
Available-for-sale debt securities 371 379
Fair value, measurements, recurring basis | Funds receivable and customer accounts | Corporate debt securities    
Assets:    
Available-for-sale debt securities 2,736 667
Fair value, measurements, recurring basis | Funds receivable and customer accounts | Mortgage-backed and asset-backed securities    
Assets:    
Available-for-sale debt securities 3,831 4,047
Fair value, measurements, recurring basis | Funds receivable and customer accounts | Municipal securities    
Assets:    
Available-for-sale debt securities 98 504
Fair value, measurements, recurring basis | Funds receivable and customer accounts | Commercial paper    
Assets:    
Available-for-sale debt securities 4,265 3,392
Fair value, measurements, recurring basis | Long-term investments:    
Assets:    
Investments 2,601 3,025
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1)    
Assets:    
Derivatives 0 0
Marketable equity securities 180 23
Total financial assets 184 37
Liabilities:    
Derivatives 0 0
Total financial liabilities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | U.S. government and agency securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Foreign government and agency securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Corporate debt securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Mortgage-backed and asset-backed securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Short-term investments    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Short-term investments | U.S. government and agency securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Short-term investments | Foreign government and agency securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Short-term investments | Corporate debt securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Short-term investments | Mortgage-backed and asset-backed securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Short-term investments | Commercial paper    
Assets:    
Available-for-sale debt securities   0
Investments 0  
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Funds receivable and customer accounts    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Funds receivable and customer accounts | U.S. government and agency securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Funds receivable and customer accounts | Foreign government and agency securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Funds receivable and customer accounts | Corporate debt securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Funds receivable and customer accounts | Mortgage-backed and asset-backed securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Funds receivable and customer accounts | Municipal securities    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Funds receivable and customer accounts | Commercial paper    
Assets:    
Available-for-sale debt securities 0 0
Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1) | Long-term investments:    
Assets:    
Investments 180 23
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2)    
Assets:    
Derivatives 20 243
Marketable equity securities 0 0
Total financial assets 19,557 22,099
Liabilities:    
Derivatives 158 37
Total financial liabilities 158 37
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | U.S. government and agency securities    
Assets:    
Available-for-sale debt securities 400 235
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Foreign government and agency securities    
Assets:    
Available-for-sale debt securities 50 123
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Corporate debt securities    
Assets:    
Available-for-sale debt securities 650 1,602
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Mortgage-backed and asset-backed securities    
Assets:    
Available-for-sale debt securities 1,321 1,042
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Short-term investments    
Assets:    
Available-for-sale debt securities 2,285 4,154
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Short-term investments | U.S. government and agency securities    
Assets:    
Available-for-sale debt securities 443 186
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Short-term investments | Foreign government and agency securities    
Assets:    
Available-for-sale debt securities 60 84
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Short-term investments | Corporate debt securities    
Assets:    
Available-for-sale debt securities 984 1,749
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Short-term investments | Mortgage-backed and asset-backed securities    
Assets:    
Available-for-sale debt securities 448 853
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Short-term investments | Commercial paper    
Assets:    
Available-for-sale debt securities   1,282
Investments 350  
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Funds receivable and customer accounts    
Assets:    
Available-for-sale debt securities 14,831 14,700
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Funds receivable and customer accounts | U.S. government and agency securities    
Assets:    
Available-for-sale debt securities 3,530 5,711
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Funds receivable and customer accounts | Foreign government and agency securities    
Assets:    
Available-for-sale debt securities 371 379
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Funds receivable and customer accounts | Corporate debt securities    
Assets:    
Available-for-sale debt securities 2,736 667
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Funds receivable and customer accounts | Mortgage-backed and asset-backed securities    
Assets:    
Available-for-sale debt securities 3,831 4,047
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Funds receivable and customer accounts | Municipal securities    
Assets:    
Available-for-sale debt securities 98 504
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Funds receivable and customer accounts | Commercial paper    
Assets:    
Available-for-sale debt securities 4,265 3,392
Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2) | Long-term investments:    
Assets:    
Investments 2,421 3,002
Money market fund | Fair value, measurements, recurring basis    
Assets:    
Cash and cash equivalents 4 14
Liabilities:    
Cash and cash equivalents 4 14
Money market fund | Fair value, measurements, recurring basis | Quoted Prices in
Active Markets for
Identical Assets
(Level 1)    
Assets:    
Cash and cash equivalents 4 14
Liabilities:    
Cash and cash equivalents 4 14
Money market fund | Fair value, measurements, recurring basis | Significant Other Observable Inputs (Level 2)    
Assets:    
Cash and cash equivalents 0 0
Liabilities:    
Cash and cash equivalents $ 0 $ 0
v3.25.4
FAIR VALUE MEASUREMENT OF ASSETS AND LIABILITIES - Schedule of Investments under the Fair Value Option (Details) - Fair Value Option, Investments - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Funds receivable and customer accounts $ 621 $ 566
Current 620 564
Funds receivable and customer accounts $ 86 $ (29)
v3.25.4
FAIR VALUE MEASUREMENT OF ASSETS AND LIABILITIES - Schedule of Assets and Liabilities Measured at Fair Value on a Non-Recurring Basis (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]      
Equity securities measured at cost minus impairment $ 1,509 $ 1,336 $ 1,631
Fair Value, measurements, not on a recurring basis      
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]      
Loans and interest receivable, held for sale 1,223 541  
Non-marketable equity securities measured using the Measurement Alternative 690 476  
Total financial assets 1,913 1,017  
Equity securities measured at cost minus impairment 819 860  
Fair Value, measurements, not on a recurring basis | Significant Other Observable Inputs (Level 2)      
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]      
Loans and interest receivable, held for sale 1,182 541  
Non-marketable equity securities measured using the Measurement Alternative 679 131  
Total financial assets 1,861 672  
Fair Value, measurements, not on a recurring basis | Significant Other Unobservable Inputs (Level 3)      
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]      
Loans and interest receivable, held for sale 41 0  
Non-marketable equity securities measured using the Measurement Alternative 11 345  
Total financial assets $ 52 $ 345  
v3.25.4
FAIR VALUE MEASUREMENT OF ASSETS AND LIABILITIES - Additional Information (Details) - Senior Notes - USD ($)
$ in Billions
Dec. 31, 2025
Dec. 31, 2024
Carrying Value    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Long-term debt (including current portion) in the form of fixed rate notes $ 10.8 $ 10.5
Fair Value    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Long-term debt (including current portion) in the form of fixed rate notes $ 10.3 $ 9.8
v3.25.4
DERIVATIVE INSTRUMENTS - Additional Information (Details) - USD ($)
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Derivative Instruments and Hedging Activities Disclosure [Abstract]      
Maximum maturity of foreign currency exchange contracts 12 months    
Net derivative losses related to cash flow hedges to be reclassified into earnings within the next 12 months $ 111,000,000    
Net investment hedge CTA gains (losses), reclassifications $ 0 $ 0 $ 0
v3.25.4
DERIVATIVE INSTRUMENTS - Schedule of Fair Value of Outstanding Derivative Instruments (Details) - Foreign Exchange Contract - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Derivatives, Fair Value [Line Items]    
Derivative assets $ 20 $ 243
Derivative liabilities $ 158 $ 37
Foreign exchange contracts designated as hedging instruments | Other current assets    
Derivatives, Fair Value [Line Items]    
Derivative Asset, Statement of Financial Position [Extensible Enumeration] Prepaid expenses and other current assets Prepaid expenses and other current assets
Derivative assets $ 7 $ 157
Foreign exchange contracts designated as hedging instruments | Other current liabilities    
Derivatives, Fair Value [Line Items]    
Derivative Liability, Statement of Financial Position [Extensible Enumeration] Accrued expenses and other current liabilities Accrued expenses and other current liabilities
Derivative liabilities $ 118 $ 10
Foreign exchange contracts not designated as hedging instruments | Other current assets    
Derivatives, Fair Value [Line Items]    
Derivative Asset, Statement of Financial Position [Extensible Enumeration] Prepaid expenses and other current assets Prepaid expenses and other current assets
Derivative assets $ 13 $ 86
Foreign exchange contracts not designated as hedging instruments | Other current liabilities    
Derivatives, Fair Value [Line Items]    
Derivative Liability, Statement of Financial Position [Extensible Enumeration] Accrued expenses and other current liabilities Accrued expenses and other current liabilities
Derivative liabilities $ 40 $ 27
v3.25.4
DERIVATIVE INSTRUMENTS - Schedule of Location in the Condensed Consolidated Statements of Income and Amount of Recognized Gains or Losses Related to Derivative Instruments (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Total amounts presented in the consolidated statements of income (loss) in which the effects of cash flow hedges and net investment hedges are recorded      
Net revenues $ 33,172 $ 31,797 $ 29,771
Customer support and operations 1,704 1,768 1,919
Technology and development 3,103 2,979 2,973
General and administrative 1,979 2,147 2,059
Other income (expense), net $ 227 $ 4 $ 383
Net revenues      
Derivative Instruments, Gain (Loss) [Line Items]      
Derivative, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Net revenues Net revenues Net revenues
Gains (losses) on derivatives not designated as hedging instruments:      
Total net gains (losses) $ (166) $ 48 $ 111
Customer support and operations      
Derivative Instruments, Gain (Loss) [Line Items]      
Derivative, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Net revenues    
Gains (losses) on derivatives not designated as hedging instruments:      
Total net gains (losses) $ (2)    
Technology and development      
Derivative Instruments, Gain (Loss) [Line Items]      
Derivative, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Net revenues    
Gains (losses) on derivatives not designated as hedging instruments:      
Total net gains (losses) $ (3)    
General and administrative      
Derivative Instruments, Gain (Loss) [Line Items]      
Derivative, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Net revenues    
Gains (losses) on derivatives not designated as hedging instruments:      
Total net gains (losses) $ (1)    
Other income (expense), net      
Derivative Instruments, Gain (Loss) [Line Items]      
Derivative, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Net revenues Other income (expense), net Other income (expense), net
Gains (losses) on derivatives not designated as hedging instruments:      
Total net gains (losses) $ (216) $ 178 $ (119)
Designated as Hedging Instrument | Foreign Exchange Contract | Net revenues      
Gains (losses) on derivatives in cash flow hedging relationship:      
Amount of net gains (losses) on foreign exchange contracts reclassified from AOCI (166) 48 111
Designated as Hedging Instrument | Foreign Exchange Contract | Net revenues | Net Investment Hedging      
Gains (losses) on derivatives in net investment hedging relationship:      
Amount of net gains (losses) on foreign exchange contracts excluded from the assessment of effectiveness   0 0
Designated as Hedging Instrument | Foreign Exchange Contract | Customer support and operations      
Gains (losses) on derivatives in cash flow hedging relationship:      
Amount of net gains (losses) on foreign exchange contracts reclassified from AOCI (2)    
Designated as Hedging Instrument | Foreign Exchange Contract | Technology and development      
Gains (losses) on derivatives in cash flow hedging relationship:      
Amount of net gains (losses) on foreign exchange contracts reclassified from AOCI (3)    
Designated as Hedging Instrument | Foreign Exchange Contract | General and administrative      
Gains (losses) on derivatives in cash flow hedging relationship:      
Amount of net gains (losses) on foreign exchange contracts reclassified from AOCI (1)    
Designated as Hedging Instrument | Foreign Exchange Contract | Other income (expense), net      
Gains (losses) on derivatives in cash flow hedging relationship:      
Amount of net gains (losses) on foreign exchange contracts reclassified from AOCI 0 0 0
Designated as Hedging Instrument | Foreign Exchange Contract | Other income (expense), net | Net Investment Hedging      
Gains (losses) on derivatives in net investment hedging relationship:      
Amount of net gains (losses) on foreign exchange contracts excluded from the assessment of effectiveness   67 100
Not Designated as Hedging Instrument | Foreign Exchange Contract | Net revenues      
Gains (losses) on derivatives not designated as hedging instruments:      
Total net gains (losses) 0 0 0
Not Designated as Hedging Instrument | Foreign Exchange Contract | Customer support and operations      
Gains (losses) on derivatives not designated as hedging instruments:      
Total net gains (losses) 0    
Not Designated as Hedging Instrument | Foreign Exchange Contract | Technology and development      
Gains (losses) on derivatives not designated as hedging instruments:      
Total net gains (losses) 0    
Not Designated as Hedging Instrument | Foreign Exchange Contract | General and administrative      
Gains (losses) on derivatives not designated as hedging instruments:      
Total net gains (losses) 0    
Not Designated as Hedging Instrument | Foreign Exchange Contract | Other income (expense), net      
Gains (losses) on derivatives not designated as hedging instruments:      
Total net gains (losses) $ (216) 111 (263)
Not Designated as Hedging Instrument | Equity Contract | Net revenues      
Gains (losses) on derivatives not designated as hedging instruments:      
Total net gains (losses)   0 0
Not Designated as Hedging Instrument | Equity Contract | Other income (expense), net      
Gains (losses) on derivatives not designated as hedging instruments:      
Total net gains (losses)   $ 0 $ 44
v3.25.4
DERIVATIVE INSTRUMENTS - Schedule of Pre-tax Unrealized Gains or Losses Included in the Assessment of Hedge Effectiveness Related To Derivative Instruments Designated as Hedging Instruments That Are Recognized in Other Comprehensive Income (Loss) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Derivative Instruments, Gain (Loss) [Line Items]      
Unrealized net gains (losses) on foreign exchange contracts designated as net investment hedges $ 0 $ 122 $ 192
Foreign Exchange Contract      
Derivative Instruments, Gain (Loss) [Line Items]      
Unrealized net gains (losses) on foreign exchange contracts designated as cash flow hedges (429) 251 (56)
Unrealized net gains (losses) on foreign exchange contracts designated as net investment hedges 0 122 192
Total unrealized net gains (losses) recognized from derivative contracts designated as hedging instruments in the consolidated statements of comprehensive income (loss) $ (429) $ 373 $ 136
v3.25.4
DERIVATIVE INSTRUMENTS - Schedule of Notional Amounts of Outstanding Derivatives (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Derivatives, Fair Value [Line Items]    
Notional amounts $ 17,810 $ 17,259
Foreign Exchange Contract | Designated as Hedging Instrument    
Derivatives, Fair Value [Line Items]    
Notional amounts 5,878 3,942
Foreign Exchange Contract | Not Designated as Hedging Instrument    
Derivatives, Fair Value [Line Items]    
Notional amounts $ 11,932 $ 13,317
v3.25.4
DERIVATIVE INSTRUMENTS - Schedule of Offsetting Assets and Liabilities (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Derivative assets    
Amounts Presented on the Consolidated Balance Sheet $ 20 $ 243
Financial instruments 13 23
Collateral received 2 169
Net Amounts 5 51
Reverse repurchase agreements    
Amounts Presented on the Consolidated Balance Sheet 0 87
Financial instruments 0 0
Collateral Received 0 87
Net Amounts 0 0
Total assets    
Amounts Presented on the Consolidated Balance Sheet 20 330
Financial instruments 13 23
Collateral received 2 256
Net Amounts 5 51
Derivative liabilities    
Amounts Presented on the Consolidated Balance Sheet 158 37
Financial Instruments 13 23
Collateral Pledged 122 7
Net Amounts 23 7
Collateral received, Derivative assets 2 162
Non-cash collateral received 90 30
Collateral received with the right to sell or repledge 0 96
Cash    
Derivative liabilities    
Amount posted as collateral 156 7
Securities (Assets)    
Derivative liabilities    
Amount posted as collateral $ 91 $ 0
v3.25.4
LOANS AND INTEREST RECEIVABLE - Loans and Interest Receivable, Held For Sale (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Financing Receivable, Allowance for Credit Loss [Line Items]    
Loans and interest receivable, held for sale $ 1,726 $ 541
Consumer Receivables    
Financing Receivable, Allowance for Credit Loss [Line Items]    
Loans and interest receivable, held for sale 1,700 541
Maximum eligible consumer installment receivables to be sold subject to agreement 574 0
Derecognized loans with an unpaid balance 26,900 20,900
Financing receivable, sale $ 26,700 $ 20,800
v3.25.4
LOANS AND INTEREST RECEIVABLE - Consumer Receivable (Details) - Consumer Receivables - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Net proceeds from financing receivable, sale $ 1,300 $ 690
Loans and interest receivable 5,479 5,413
Receivables, participation interest sold, value $ 33 $ 23
v3.25.4
LOANS AND INTEREST RECEIVABLE - Schedule of Delinquency Status of Consumer Loans and Interest Receivable by Year of Origination (Details) - Consumer Receivables - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Installment Loans Amortized Cost Basis    
Revolving Loans Amortized Cost Basis $ 2,854 $ 2,483
Originated in year one 2,130 2,514
Originated in year two 375 370
Originated in year three 120 46
Originated in year four 0 0
Originated in year five 0 0
Total $ 5,479 $ 5,413
Percent 100.00% 100.00%
Gross charge-offs by origination year [Abstract]    
Gross charge-offs, Revolving Loans Amortized Cost Basis $ 136 $ 138
Gross charge-offs, originated in year one 36 39
Gross charge-offs, originated in year two 107 133
Gross charge-offs, originated in year three 20 14
Gross charge-offs, originated in year four 1 0
Gross charge-offs, originated in year five 0 0
Total Gross charge-offs 300 324
Current    
Installment Loans Amortized Cost Basis    
Revolving Loans Amortized Cost Basis 2,767 2,404
Originated in year one 2,043 2,427
Originated in year two 360 353
Originated in year three 114 43
Originated in year four 0 0
Originated in year five 0 0
Total $ 5,284 $ 5,227
Percent 96.40% 96.60%
30 - 59 Days    
Installment Loans Amortized Cost Basis    
Revolving Loans Amortized Cost Basis $ 29 $ 25
Originated in year one 34 28
Originated in year two 5 4
Originated in year three 2 0
Originated in year four 0 0
Originated in year five 0 0
Total $ 70 $ 57
Percent 1.30% 1.10%
60 - 89 Days    
Installment Loans Amortized Cost Basis    
Revolving Loans Amortized Cost Basis $ 19 $ 16
Originated in year one 22 19
Originated in year two 4 4
Originated in year three 2 1
Originated in year four 0 0
Originated in year five 0 0
Total $ 47 $ 40
Percent 0.90% 0.70%
90 - 179 Days    
Installment Loans Amortized Cost Basis    
Revolving Loans Amortized Cost Basis $ 39 $ 38
Originated in year one 31 40
Originated in year two 6 9
Originated in year three 2 2
Originated in year four 0 0
Originated in year five 0 0
Total $ 78 $ 89
Percent 1.40% 1.60%
v3.25.4
LOANS AND INTEREST RECEIVABLE - Schedule of Allowance for Loans and Interest Receivable (Details) - Consumer Loans Receivable - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Allowance for loans and interest receivable    
Beginning balance $ 348 $ 380
Changes in allowance due to reclassification of loans and interest receivable to or from held for sale (23) 0
Provisions 268 256
Charge-offs (300) (324)
Recoveries 62 48
Other 14 (12)
Ending balance 369 348
Consumer Loans Receivable    
Allowance for loans and interest receivable    
Beginning balance 341 357
Changes in allowance due to reclassification of loans and interest receivable to or from held for sale (23) 0
Provisions 255 249
Charge-offs (283) (301)
Recoveries 62 48
Other 14 (12)
Ending balance 366 341
Interest Receivable    
Allowance for loans and interest receivable    
Beginning balance 7 23
Changes in allowance due to reclassification of loans and interest receivable to or from held for sale 0 0
Provisions 13 7
Charge-offs (17) (23)
Recoveries 0 0
Other 0 0
Ending balance $ 3 $ 7
v3.25.4
LOANS AND INTEREST RECEIVABLE - Consumer Receivables Delinquency and Allowance (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Consumer Receivables      
Financing Receivable, Allowance for Credit Loss [Line Items]      
Allowance for credit losses $ 369 $ 348 $ 380
v3.25.4
LOANS AND INTEREST RECEIVABLE - Merchant Receivables (Details) - Merchant Receivables - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Net proceeds from financing receivable, sale $ 2,200 $ 1,800  
Loans and interest receivable 1,806 1,470  
Receivables, participation interest sold, value 65 53  
Allowance for credit losses $ 170 $ 113 $ 160
PayPal Working Capital Products      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Required percentage of original loan payments, repayment period 90 days    
PayPal Working Capital Products | Minimum      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Required percentage of original loan payments every 90 days 10.00%    
Expected period of repayment 9 months    
PayPal Working Capital Products | Maximum      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Expected period of repayment 12 months    
PayPal Business Loans | Minimum      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Expected period of repayment 3 months    
PayPal Business Loans | Maximum      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Expected period of repayment 12 months    
v3.25.4
LOANS AND INTEREST RECEIVABLE - Schedule of Delinquency Status of Merchant Loans, Advances, and Interest and Fees Receivable by Year of Origination (Details) - Merchant Receivables - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Installment Loans Amortized Cost Basis    
Originated in year one $ 1,684 $ 1,374
Originated in year two 103 59
Originated in year three 11 23
Originated in year four 6 1
Originated in year five 0 8
Loans, advances, and interest and fees receivable, originated five years before current fiscal year 2 5
Total $ 1,806 $ 1,470
Percent 100.00% 100.00%
Gross charge-offs by origination year [Abstract]    
Gross charge-offs, originated in year one $ 25 $ 10
Gross charge-offs, originated in year two 87 96
Gross charge-offs, originated in year three 19 42
Gross charge-offs, originated in year four 4 0
Gross charge-offs, originated in year five 0 8
Gross charge-offs, originated five years before current fiscal year 2 0
Total 137 156
Current    
Installment Loans Amortized Cost Basis    
Originated in year one 1,558 1,274
Originated in year two 53 28
Originated in year three 5 13
Originated in year four 3 1
Originated in year five 0 8
Loans, advances, and interest and fees receivable, originated five years before current fiscal year 2 4
Total $ 1,621 $ 1,328
Percent 89.80% 90.40%
30 - 59 Days    
Installment Loans Amortized Cost Basis    
Originated in year one $ 63 $ 55
Originated in year two 17 10
Originated in year three 1 3
Originated in year four 1 0
Originated in year five 0 0
Loans, advances, and interest and fees receivable, originated five years before current fiscal year 0 1
Total $ 82 $ 69
Percent 4.50% 4.70%
60 - 89 Days    
Installment Loans Amortized Cost Basis    
Originated in year one $ 27 $ 23
Originated in year two 10 6
Originated in year three 1 2
Originated in year four 1 0
Originated in year five 0 0
Loans, advances, and interest and fees receivable, originated five years before current fiscal year 0 0
Total $ 39 $ 31
Percent 2.20% 2.10%
90 - 179 Days    
Installment Loans Amortized Cost Basis    
Originated in year one $ 34 $ 21
Originated in year two 18 11
Originated in year three 2 4
Originated in year four 1 0
Originated in year five 0 0
Loans, advances, and interest and fees receivable, originated five years before current fiscal year 0 0
Total $ 55 $ 36
Percent 3.00% 2.40%
180+ Days    
Installment Loans Amortized Cost Basis    
Originated in year one $ 2 $ 1
Originated in year two 5 4
Originated in year three 2 1
Originated in year four 0 0
Originated in year five 0 0
Loans, advances, and interest and fees receivable, originated five years before current fiscal year 0 0
Total $ 9 $ 6
Percent 0.50% 0.40%
v3.25.4
LOANS AND INTEREST RECEIVABLE - Schedule of Allowance for Merchant Loans, Advances, and Interest and Fees Receivable (Details) - Merchant Receivables - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Allowance for loans and interest receivable    
Beginning balance $ 113 $ 160
Provisions 169 81
Charge-offs (137) (156)
Recoveries 21 28
Other 4 0
Ending balance 170 113
Merchant Loans and Advances    
Allowance for loans and interest receivable    
Beginning balance 107 148
Provisions 151 79
Charge-offs (127) (148)
Recoveries 21 28
Other 4 0
Ending balance 156 107
Fees Receivable    
Allowance for loans and interest receivable    
Beginning balance 6 12
Provisions 18 2
Charge-offs (10) (8)
Recoveries 0 0
Other 0 0
Ending balance $ 14 $ 6
v3.25.4
DEBT - Notes (Details)
1 Months Ended 12 Months Ended
Mar. 31, 2025
USD ($)
May 31, 2024
USD ($)
May 31, 2022
USD ($)
May 31, 2020
USD ($)
Sep. 30, 2019
USD ($)
Dec. 31, 2025
USD ($)
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Jun. 30, 2023
JPY (¥)
Debt Instrument [Line Items]                  
Outstanding aggregate principal amount           $ 11,459,000,000      
Senior Notes                  
Debt Instrument [Line Items]                  
Outstanding aggregate principal amount           10,884,000,000 $ 10,574,000,000    
Interest expense and fees           421,000,000 366,000,000 $ 334,000,000  
Fixed And Floating Rate Notes | Senior Notes                  
Debt Instrument [Line Items]                  
Face amount $ 1,500,000,000                
Floating-rate notes | Senior Notes                  
Debt Instrument [Line Items]                  
Face amount $ 450,000,000                
Basis spread on variable rate 0.67%                
Outstanding aggregate principal amount           $ 450,000,000 0    
Fixed-rate 4.450% notes | Senior Notes                  
Debt Instrument [Line Items]                  
Face amount $ 450,000,000                
Interest rate 4.45%         4.45%      
Outstanding aggregate principal amount           $ 450,000,000 0    
Fixed-rate 5.100% notes | Senior Notes                  
Debt Instrument [Line Items]                  
Face amount $ 600,000,000                
Interest rate 5.10%         5.10%      
Outstanding aggregate principal amount           $ 600,000,000 $ 0    
Fixed-Rate Notes Issued May 2024 | Senior Notes                  
Debt Instrument [Line Items]                  
Face amount   $ 1,300,000,000              
Redemption price (in percent)   101.00%              
Fixed-Rate Notes Issued June 2023 | Senior Notes                  
Debt Instrument [Line Items]                  
Face amount           $ 575,000,000     ¥ 90,000,000,000
Fixed-Rate Notes Issued May 2022 | Senior Notes                  
Debt Instrument [Line Items]                  
Face amount     $ 3,000,000,000.0            
Redemption price (in percent)     101.00%            
Fixed-rate Notes Issued May 2020 | Senior Notes                  
Debt Instrument [Line Items]                  
Face amount       $ 4,000,000,000.0          
Redemption price (in percent)       101.00%          
Fixed-rate Notes Issued September 2019 | Senior Notes                  
Debt Instrument [Line Items]                  
Face amount         $ 5,000,000,000.0        
Redemption price (in percent)         101.00%        
Fixed-Rate Notes Issued March 2025 | Senior Notes                  
Debt Instrument [Line Items]                  
Redemption price (in percent) 101.00%                
v3.25.4
DEBT - Schedule of Outstanding Aggregate Principal Amount Related to the Notes (Details)
Dec. 31, 2025
USD ($)
Dec. 31, 2025
JPY (¥)
Mar. 31, 2025
USD ($)
Dec. 31, 2024
USD ($)
Line of Credit Facility [Line Items]        
Outstanding aggregate principal amount $ 11,459,000,000      
Long-term debt 9,987,000,000     $ 9,879,000,000
Senior Notes        
Line of Credit Facility [Line Items]        
Outstanding aggregate principal amount 10,884,000,000     10,574,000,000
Unamortized premium (discount) and issuance costs, net (76,000,000)     (78,000,000)
Less: current portion of term debt (1,396,000,000)     (1,191,000,000)
Long-term debt $ 9,412,000,000     9,305,000,000
Senior Notes | Fixed-rate 2.650% notes        
Line of Credit Facility [Line Items]        
Interest rate 2.65% 2.65%    
Effective Interest Rate 2.78% 2.78%    
Outstanding aggregate principal amount $ 1,250,000,000     1,250,000,000
Senior Notes | Fixed-rate 2.850% notes        
Line of Credit Facility [Line Items]        
Interest rate 2.85% 2.85%    
Effective Interest Rate 2.96% 2.96%    
Outstanding aggregate principal amount $ 1,500,000,000     1,500,000,000
Senior Notes | Fixed-rate 1.650% notes        
Line of Credit Facility [Line Items]        
Interest rate 1.65% 1.65%    
Effective Interest Rate 1.78% 1.78%    
Outstanding aggregate principal amount $ 0     1,000,000,000
Senior Notes | Fixed-rate 2.300% notes        
Line of Credit Facility [Line Items]        
Interest rate 2.30% 2.30%    
Effective Interest Rate 2.39% 2.39%    
Outstanding aggregate principal amount $ 1,000,000,000     1,000,000,000
Senior Notes | Fixed-rate 3.250% notes        
Line of Credit Facility [Line Items]        
Interest rate 3.25% 3.25%    
Effective Interest Rate 3.33% 3.33%    
Outstanding aggregate principal amount $ 1,000,000,000     1,000,000,000
Senior Notes | Fixed-rate 3.900% notes        
Line of Credit Facility [Line Items]        
Interest rate 3.90% 3.90%    
Effective Interest Rate 4.06% 4.06%    
Outstanding aggregate principal amount $ 500,000,000     500,000,000
Senior Notes | Fixed-rate 4.400% notes        
Line of Credit Facility [Line Items]        
Interest rate 4.40% 4.40%    
Effective Interest Rate 4.53% 4.53%    
Outstanding aggregate principal amount $ 1,000,000,000     1,000,000,000
Senior Notes | Fixed-rate 5.050% notes        
Line of Credit Facility [Line Items]        
Interest rate 5.05% 5.05%    
Effective Interest Rate 5.14% 5.14%    
Outstanding aggregate principal amount $ 1,000,000,000     1,000,000,000
Senior Notes | Fixed-rate 5.250% notes        
Line of Credit Facility [Line Items]        
Interest rate 5.25% 5.25%    
Effective Interest Rate 5.34% 5.34%    
Outstanding aggregate principal amount $ 500,000,000     500,000,000
Senior Notes | ¥30 billion fixed-rate 0.813% notes        
Line of Credit Facility [Line Items]        
Face amount | ¥   ¥ 30,000,000,000    
Interest rate 0.813% 0.813%    
Effective Interest Rate 0.89% 0.89%    
Outstanding aggregate principal amount $ 0     191,000,000
Senior Notes | ¥23 billion fixed-rate 0.972% notes        
Line of Credit Facility [Line Items]        
Face amount | ¥   ¥ 23,000,000,000    
Interest rate 0.972% 0.972%    
Effective Interest Rate 1.06% 1.06%    
Outstanding aggregate principal amount $ 147,000,000     147,000,000
Senior Notes | ¥37 billion fixed-rate 1.240% notes        
Line of Credit Facility [Line Items]        
Face amount | ¥   ¥ 37,000,000,000    
Interest rate 1.24% 1.24%    
Effective Interest Rate 1.31% 1.31%    
Outstanding aggregate principal amount $ 237,000,000     236,000,000
Senior Notes | Fixed-rate 5.150% notes        
Line of Credit Facility [Line Items]        
Interest rate 5.15% 5.15%    
Effective Interest Rate 5.35% 5.35%    
Outstanding aggregate principal amount $ 850,000,000     850,000,000
Senior Notes | Fixed-rate 5.500% notes        
Line of Credit Facility [Line Items]        
Interest rate 5.50% 5.50%    
Effective Interest Rate 5.66% 5.66%    
Outstanding aggregate principal amount $ 400,000,000     400,000,000
Senior Notes | Floating-rate notes        
Line of Credit Facility [Line Items]        
Face amount     $ 450,000,000  
Effective Interest Rate 5.06% 5.06%    
Outstanding aggregate principal amount $ 450,000,000     0
Senior Notes | Fixed-rate 4.450% notes        
Line of Credit Facility [Line Items]        
Face amount     $ 450,000,000  
Interest rate 4.45% 4.45% 4.45%  
Effective Interest Rate 4.66% 4.66%    
Outstanding aggregate principal amount $ 450,000,000     0
Senior Notes | Fixed-rate 5.100% notes        
Line of Credit Facility [Line Items]        
Face amount     $ 600,000,000  
Interest rate 5.10% 5.10% 5.10%  
Effective Interest Rate 5.20% 5.20%    
Outstanding aggregate principal amount $ 600,000,000     $ 0
v3.25.4
DEBT - Revolving Credit Facility (Details) - Credit Agreement - Unsecured Debt - USD ($)
1 Months Ended
Jun. 30, 2023
Dec. 31, 2025
Dec. 31, 2024
Revolving Credit Facility      
Line of Credit Facility [Line Items]      
Maximum borrowing capacity $ 5,000,000,000.0    
Debt instrument, term 5 years    
Increase limit $ 2,000,000,000.0    
Borrowings outstanding   $ 0 $ 0
Remaining borrowing capacity   $ 5,000,000,000.0  
Revolving Credit Facility | Minimum | Term Benchmark Rate      
Line of Credit Facility [Line Items]      
Basis spread on variable rate 0.75%    
Revolving Credit Facility | Minimum | Risk-Free Rate, Sterling Overnight Index Average And Euro Short-Term Rate      
Line of Credit Facility [Line Items]      
Basis spread on variable rate 0.75%    
Revolving Credit Facility | Minimum | Overnight Rate      
Line of Credit Facility [Line Items]      
Basis spread on variable rate 0.75%    
Revolving Credit Facility | Minimum | Prime Rate, The Federal Funds Effective Rate Or Secured Overnight Financing Rate      
Line of Credit Facility [Line Items]      
Basis spread on variable rate 0.00%    
Revolving Credit Facility | Maximum | Term Benchmark Rate      
Line of Credit Facility [Line Items]      
Basis spread on variable rate 1.25%    
Revolving Credit Facility | Maximum | Risk-Free Rate, Sterling Overnight Index Average And Euro Short-Term Rate      
Line of Credit Facility [Line Items]      
Basis spread on variable rate 1.25%    
Revolving Credit Facility | Maximum | Overnight Rate      
Line of Credit Facility [Line Items]      
Basis spread on variable rate 1.25%    
Revolving Credit Facility | Maximum | Prime Rate, The Federal Funds Effective Rate Or Secured Overnight Financing Rate      
Line of Credit Facility [Line Items]      
Basis spread on variable rate 0.25%    
Letter of Credit      
Line of Credit Facility [Line Items]      
Maximum borrowing capacity $ 150,000,000    
Bridge Loan      
Line of Credit Facility [Line Items]      
Maximum borrowing capacity $ 600,000,000    
v3.25.4
DEBT - Paidy Credit Agreement (Details) - Revolving Credit Facility - Paidy Credit Agreement - Unsecured Debt
¥ in Billions
1 Months Ended
Sep. 30, 2022
JPY (¥)
Feb. 28, 2022
JPY (¥)
Dec. 31, 2025
USD ($)
Dec. 31, 2025
JPY (¥)
Dec. 31, 2024
USD ($)
Dec. 31, 2024
JPY (¥)
Line of Credit Facility [Line Items]            
Maximum borrowing capacity ¥ 90.0 ¥ 60.0 $ 575,000,000      
Increase to the borrowing capacity | ¥ ¥ 30.0          
Borrowings outstanding     575,000,000 ¥ 90.0 $ 574,000,000 ¥ 90.0
Remaining borrowing capacity | $     $ 0      
Minimum            
Line of Credit Facility [Line Items]            
Basis spread on variable rate   0.40%        
Maximum            
Line of Credit Facility [Line Items]            
Basis spread on variable rate   0.60%        
v3.25.4
DEBT - Other Available Facilities (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Uncommitted Credit Facilities    
Line of Credit Facility [Line Items]    
Maximum borrowing capacity $ 80 $ 80
v3.25.4
DEBT - Commercial Paper (Details) - Commercial paper - Credit Agreement - USD ($)
1 Months Ended
Nov. 30, 2025
Dec. 31, 2025
Line of Credit Facility [Line Items]    
Maximum borrowing capacity $ 5,000,000,000.0  
Borrowings outstanding   $ 200,000,000
Maximum    
Line of Credit Facility [Line Items]    
Debt instrument, term 397 days  
v3.25.4
DEBT - Schedule of Future Principal Payments Associated with Long Term Debt (Details)
$ in Millions
Dec. 31, 2025
USD ($)
Future Principal Payments  
2026 $ 1,397
2027 1,075
2028 1,137
2029 1,500
2030 1,000
Thereafter 5,350
Total $ 11,459
v3.25.4
COMMITMENTS AND CONTINGENCIES - Additional Information (Details)
$ in Millions
Dec. 31, 2025
USD ($)
Jan. 31, 2025
action
Dec. 31, 2024
USD ($)
Apr. 04, 2023
action
Mar. 13, 2023
action
Dec. 20, 2022
action
Nov. 02, 2022
action
Other Commitments [Line Items]              
Allowance for transaction losses | $ $ 73   $ 86        
Allowance for negative customer balances | $ 271   256        
Consumer Receivables              
Other Commitments [Line Items]              
Financing receivable, sold, indemnification amount | $ $ 3,800   $ 2,900        
In re PayPal Holdings, Inc. Securities Litigation | Pending Litigation              
Other Commitments [Line Items]              
Number of pending claims         1    
Shah v. Daniel Schulman, et al. | Pending Litigation              
Other Commitments [Line Items]              
Number of pending claims             1
Nelson v. Daniel Schulman, et al. | Pending Litigation              
Other Commitments [Line Items]              
Number of pending claims       1      
State of Hawai‘i, v. PayPal, Inc. | Settled Litigation              
Other Commitments [Line Items]              
Number of pending claims           1  
Spathias v. Daniel Schulman, et al. | Pending Litigation              
Other Commitments [Line Items]              
Number of pending claims   1          
v3.25.4
COMMITMENTS AND CONTINGENCIES - Schedule of Allowance for Transaction Losses and Negative Customer Balances (Details) - Protection Programs - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Loss Contingency Accrual [Roll Forward]    
Beginning balance $ 342 $ 282
Provision 1,337 1,114
Realized losses and charge-offs (1,487) (1,218)
Recoveries 152 164
Ending balance $ 344 $ 342
v3.25.4
STOCKHOLDERS’ EQUITY (Details) - USD ($)
3 Months Ended 12 Months Ended
Dec. 31, 2025
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Feb. 28, 2025
Jun. 30, 2022
Jul. 31, 2018
Equity, Class of Treasury Stock [Line Items]              
Inflation Reduction Act, excise tax $ 51,000,000 $ 51,000,000 $ 50,000,000        
Repurchased shares retired during period (in shares)   0 0 0      
Dividend declared (in dollars per share) $ 0.14 $ 0.14          
Cash dividends declared ($0.14 per share) $ 130,000,000 $ 130,000,000          
July 2018 Stock Repurchase Program              
Equity, Class of Treasury Stock [Line Items]              
Stock repurchase program, maximum authorized amount             $ 10,000,000,000
February 2025 Stock Repurchase Program              
Equity, Class of Treasury Stock [Line Items]              
Stock repurchase program, maximum authorized amount         $ 15,000,000,000    
Remaining amount authorized for future repurchase of common stock $ 13,900,000,000 $ 13,900,000,000          
June 2022 And February 2025 Stock Repurchase Programs              
Equity, Class of Treasury Stock [Line Items]              
Repurchases of shares of common stock, shares repurchased (in shares)   86,000,000          
Cash paid for shares repurchased   $ 6,000,000,000          
Repurchases of shares of common stock, average price paid per share (in dollars per share)   $ 69.94          
June 2022 Stock Repurchase Program              
Equity, Class of Treasury Stock [Line Items]              
Stock repurchase program, maximum authorized amount           $ 15,000,000,000.0  
Repurchases of shares of common stock, shares repurchased (in shares)     92,000,000        
Cash paid for shares repurchased     $ 6,000,000,000.0        
Repurchases of shares of common stock, average price paid per share (in dollars per share)     $ 65.55        
Remaining amount authorized for future repurchase of common stock     $ 4,900,000,000 $ 10,900,000,000      
June 2018 And June 2022 Stock Repurchase Programs              
Equity, Class of Treasury Stock [Line Items]              
Repurchases of shares of common stock, shares repurchased (in shares)       74,000,000      
Cash paid for shares repurchased       $ 5,000,000,000.0      
Repurchases of shares of common stock, average price paid per share (in dollars per share)       $ 67.72      
v3.25.4
STOCK-BASED AND EMPLOYEE SAVINGS PLANS - Equity Incentive Plans (Details) - 2015 Paypal Equity Incentive Award Plan - shares
shares in Millions
1 Months Ended 12 Months Ended
Jun. 30, 2025
Dec. 31, 2025
Dec. 31, 2022
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Additional shares authorized (in shares) 15    
Number of shares authorized (in shares)   75  
Number of shares available for grant (approximately) (in shares)   45  
Restricted Stock Units (RSUs)      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Award vesting period     3 years
Restricted Stock Units (RSUs) | Vesting period 1      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Award vesting period     1 year
Award vesting rights, percentage     33.00%
Performance Shares | Minimum      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Award performance period   1 year  
Awards to be issued, percentage of target amount   0.00%  
Performance Shares | Maximum      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Award performance period   3 years  
Awards to be issued, percentage of target amount   200.00%  
v3.25.4
STOCK-BASED AND EMPLOYEE SAVINGS PLANS - Employee Stock Purchase Plan (Details) - PayPal Holdings, Inc. Employee Stock Purchase Plan - $ / shares
shares in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Maximum duration of common stock purchasing period 2 years    
Purchase price of common stock, percent of fair market value 85.00%    
Purchase period 6 months    
Employee subscription rate, minimum 2.00%    
Employee subscription rate, maximum 10.00%    
Purchased number of shares under the employee stock purchase plan (in shares) 2.6 2.1 2.3
Average price of shares purchased under the employee stock purchase plan (in dollars per share) $ 45.85 $ 44.16 $ 55.34
Number of shares available for grant (approximately) (in shares) 39.0    
v3.25.4
STOCK-BASED AND EMPLOYEE SAVINGS PLANS - Schedule of RSUs, PBRSUs, and Restricted Stock Activity (Details) - Restricted Stock Units (RSUs), Performance Shares, And Restricted Stock
shares in Thousands
12 Months Ended
Dec. 31, 2025
$ / shares
shares
Units  
Outstanding balance, beginning of period (in shares) 31,288
Awarded (in shares) 22,329
Vested (in shares) (15,923)
Forfeited (in shares) (5,937)
Outstanding balance, end of period (in shares) 31,757
Weighted Average Grant-Date Fair Value (per share)  
Outstanding balance, beginning of period (in dollars per share) | $ / shares $ 67.35
Awarded (in dollars per share) | $ / shares 70.92
Vested (in dollars per share) | $ / shares 67.55
Forfeited (in dollars per share) | $ / shares 72.39
Outstanding balance, end of period (in dollars per share) | $ / shares $ 68.84
Additional Disclosures  
Expected to vest at the end of period (in shares) 27,499
v3.25.4
STOCK-BASED AND EMPLOYEE SAVINGS PLANS - RSUs, PBRSUs, and Restricted Stock Activity (Details) - USD ($)
shares in Millions, $ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Restricted Stock Units (RSUs) and Performance Shares      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Aggregate intrinsic value of vested restricted stock units $ 1,100 $ 1,100 $ 752
Performance Shares | Vesting period 1      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Awarded (in shares) 1.6 1.9 2.3
Award requisite service period 3 years 3 years 1 year
Performance Shares | Vesting period 2      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Awarded (in shares)     1.8
Award requisite service period     3 years
v3.25.4
STOCK-BASED AND EMPLOYEE SAVINGS PLANS - Schedule of Stock-Based Compensation Expense (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Stock-based compensation expense $ 1,084 $ 1,293 $ 1,530
Capitalized as part of internal use software and website development costs 134 109 52
Income tax benefit on total stock-based compensation expense 227 238 260
Income tax benefit realized related to awards vested or exercised 237 205 136
Unearned stock-based compensation $ 1,400    
Expected weighted average period for recognition 1 year 10 months 13 days    
Customer support and operations      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Stock-based compensation expense $ 204 233 305
Sales and marketing      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Stock-based compensation expense 125 143 179
Technology and development      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Stock-based compensation expense 489 478 612
General and administrative      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Stock-based compensation expense 266 339 434
Restructuring and other      
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]      
Stock-based compensation expense $ 0 $ 100 $ 0
v3.25.4
STOCK-BASED AND EMPLOYEE SAVINGS PLANS - Employee Saving Plans (Details) - USD ($)
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Share-Based Payment Arrangement [Abstract]      
Maximum annual contributions per employee, percent of eligible compensation 50.00%    
Employer matching contribution, maximum percentage of eligible employee salary 4.00%    
Employer matching contribution, maximum annual contributions per employee $ 14,000 $ 13,800 $ 13,200
Matching contribution expense $ 83,000,000 $ 74,000,000 $ 80,000,000
v3.25.4
INCOME TAXES - Schedule of Components of Income Before Income Taxes (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Tax Disclosure [Abstract]      
United States $ 1,453 $ 946 $ 993
International 4,839 4,383 4,418
Income before income taxes $ 6,292 $ 5,329 $ 5,411
v3.25.4
INCOME TAXES - Schedule of Income Tax Expense (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Current:      
Federal $ (116) $ 342 $ 1,031
State and local 65 107 145
Foreign 893 502 657
Total current portion of income tax expense 842 951 1,833
Deferred:      
Federal 295 278 (490)
State and local (15) (29) (79)
Foreign (63) (18) (99)
Total deferred portion of income tax expense (benefit) 217 231 (668)
Income tax expense $ 1,059 $ 1,182 $ 1,165
v3.25.4
INCOME TAXES - Reconciliation of the Difference Between the Effective Income Tax Rate and the Federal Statutory Rate (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
$ Amount (in millions)      
Tax provision at the U.S. federal statutory rate $ 1,321    
State and local income tax, net of federal income tax effect (22)    
Effect of cross-border tax laws 21    
Research and development (99)    
Changes in valuation allowances 312    
Nontaxable or nondeductible items 47    
Changes in unrecognized tax benefits 225    
Income tax expense $ 1,059 $ 1,182 $ 1,165
%      
Federal statutory rate 21.00% 21.00% 21.00%
State and local income tax, net of federal income tax effect (0.30%) 1.10% 1.10%
Foreign income taxed at different rates   (4.30%) (5.10%)
Other   0.50% 3.20%
Effect of cross-border tax laws 0.30%    
Research and development (1.60%)    
Changes in valuation allowances 5.00% 0.60% 0.00%
Nontaxable or nondeductible items 0.70%    
Changes in unrecognized tax benefits 3.60%    
Effective income tax rate 16.80% 22.20% 21.50%
Capital loss carryforward $ 299    
Increase in valuation allowance 496    
Singapore      
$ Amount (in millions)      
Statutory tax rate difference between Singapore and the U.S. (155)    
Incentive agreement (466)    
Qualified domestic minimum top-up tax 370    
Other $ 2    
%      
Foreign income taxed at different rates (2.50%)    
Incentive agreement (7.40%)    
Qualified domestic minimum top-up tax 5.90%    
Other 0.00%    
Other foreign jurisdictions      
$ Amount (in millions)      
Statutory tax rate difference between Singapore and the U.S. $ 14    
%      
Foreign income taxed at different rates 0.20%    
U.S.      
$ Amount (in millions)      
Other $ 7    
Internal legal entity restructuring $ (518)    
%      
Other 0.10%    
Internal legal entity restructuring (8.20%)    
v3.25.4
INCOME TAXES - Schedule of Reconciliation of the Difference Between the Effective Income Tax Rate and the Federal Statutory Rate (Details)
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Tax Disclosure [Abstract]      
Federal statutory rate 21.00% 21.00% 21.00%
Domestic income taxed at different rates   0.10% (1.50%)
State taxes, net of federal benefit (0.30%) 1.10% 1.10%
Foreign income taxed at different rates   (4.30%) (5.10%)
Stock-based compensation expense   2.60% 3.50%
Tax credits   0.60% (0.70%)
Change in valuation allowances 5.00% 0.60% 0.00%
Other   0.50% 3.20%
Effective income tax rate 16.80% 22.20% 21.50%
v3.25.4
INCOME TAXES - Supplemental Cash Flow Information Related to Income Taxes Paid (Net of Refunds Received) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Tax Paid, by Individual Jurisdiction [Line Items]      
US federal $ 535    
Total cash taxes paid, net of refunds received 1,099 $ 1,027 $ 2,118
Singapore      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign: 254    
Luxembourg      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign: 96    
Other      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
Foreign: 195    
Other      
Income Tax Paid, by Individual Jurisdiction [Line Items]      
US state and local: $ 19    
v3.25.4
INCOME TAXES - Schedule of Deferred Tax Assets and Liabilities (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Deferred tax assets:    
Tax attribute carryforwards $ 911 $ 265
Accruals and allowances 603 546
Lease liabilities 168 194
Stock-based compensation 83 93
Capitalized research and development 715 1,077
Other items 54 63
Total deferred tax assets 2,534 2,238
Valuation allowance (736) (240)
Total deferred tax assets, net of valuation allowance 1,798 1,998
Deferred tax liabilities:    
ROU lease assets (131) (153)
Capitalized software development costs (184) (176)
Net unrealized gains (119) (97)
Other items (111) (74)
Total deferred tax liabilities (545) (500)
Net deferred tax assets 1,253 $ 1,498
Increase in valuation allowance $ 496  
v3.25.4
INCOME TAXES - Additional Information (Details) - USD ($)
$ / shares in Units, $ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Operating Loss Carryforwards [Line Items]      
Capital loss carryforward $ 299    
Federal corporate alternative minimum tax credit carryforward 144    
Income tax savings $ 96 $ 473 $ 441
Benefit of tax rulings on net income per share (in dollars per share) $ 0.10 $ 0.46 $ 0.40
Unrecognized tax benefits that would impact effective tax rate, if realized $ 1,700    
Interest and penalties related to uncertain tax positions recognized in income tax expense 73 $ 50 $ 151
Interest and penalties accrued 637 $ 556  
Other Countries      
Operating Loss Carryforwards [Line Items]      
Net operating loss carryforwards 184    
State      
Operating Loss Carryforwards [Line Items]      
Tax credit carryforward $ 141    
v3.25.4
INCOME TAXES - Schedule of Changes in Unrecognized Tax Benefits (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Changes in unrecognized tax benefits      
Gross amounts of unrecognized tax benefits as of the beginning of the period $ 2,320 $ 2,236 $ 1,877
Increases related to prior period tax positions 240 44 178
Decreases related to prior period tax positions (155) (201) (30)
Increases related to current period tax positions 276 280 235
Settlements (90) 0 0
Statute of limitation expirations (46) (39) (24)
Gross amounts of unrecognized tax benefits as of the end of the period $ 2,545 $ 2,320 $ 2,236
v3.25.4
RESTRUCTURING AND OTHER - Additional Information (Details) - USD ($)
$ in Millions
3 Months Ended 12 Months Ended
Jun. 30, 2025
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Restructuring Cost and Reserve [Line Items]        
Asset impairment charges   $ 0 $ 0 $ 61
Loss on designation as held for sale       14
Loss on sale of loans, held for sale   193 129 74
Disposal Group, Disposed of by Sale, Not Discontinued Operations | Happy Returns        
Restructuring Cost and Reserve [Line Items]        
Pre-tax gain on sale of business       $ 339
Disposal Group, Not Discontinued Operation, Gain (Loss) on Disposal, Statement of Income or Comprehensive Income [Extensible Enumeration]       Restructuring and other
Owned Property        
Restructuring Cost and Reserve [Line Items]        
Gain on sale of owned property       $ 17
2Q 2025 Plan        
Restructuring Cost and Reserve [Line Items]        
Restructuring expenses   102    
Restructuring Reserve   58 0  
Payments   (44)    
2Q 2025 Plan | Employee Severance and Benefits Costs        
Restructuring Cost and Reserve [Line Items]        
Restructuring expenses   96    
Restructuring Reserve   52 0  
Payments   (44)    
2Q 2025 Plan | Other Restructuring Costs        
Restructuring Cost and Reserve [Line Items]        
Restructuring expenses   6    
Restructuring Reserve   6 0  
Payments   0    
1Q 2025 Plan        
Restructuring Cost and Reserve [Line Items]        
Restructuring expenses   36    
1Q 2025 Plan | Employee Severance and Benefits Costs        
Restructuring Cost and Reserve [Line Items]        
Restructuring expenses   36    
Restructuring Reserve   0 0  
Payments   (36)    
1Q 2024 Plan        
Restructuring Cost and Reserve [Line Items]        
Restructuring expenses     $ 307  
Restructuring Charges, Statement of Income or Comprehensive Income [Extensible Enumeration]     Restructuring and other  
1Q 2023 Plan        
Restructuring Cost and Reserve [Line Items]        
Restructuring expenses       $ 122
Minimum | 2Q 2025 Plan        
Restructuring Cost and Reserve [Line Items]        
Executed over a period 18 months      
Minimum | 2Q 2025 Plan | Employee Severance and Benefits Costs        
Restructuring Cost and Reserve [Line Items]        
Employee severance and benefit costs   90    
Minimum | 2Q 2025 Plan | Other Restructuring Costs        
Restructuring Cost and Reserve [Line Items]        
Employee severance and benefit costs   110    
Minimum | 2Q 2025 Plan | Asset impairment and accelerated depreciation charges        
Restructuring Cost and Reserve [Line Items]        
Employee severance and benefit costs   40    
Maximum | 2Q 2025 Plan        
Restructuring Cost and Reserve [Line Items]        
Executed over a period 42 months      
Maximum | 2Q 2025 Plan | Employee Severance and Benefits Costs        
Restructuring Cost and Reserve [Line Items]        
Employee severance and benefit costs   100    
Maximum | 2Q 2025 Plan | Other Restructuring Costs        
Restructuring Cost and Reserve [Line Items]        
Employee severance and benefit costs   140    
Maximum | 2Q 2025 Plan | Asset impairment and accelerated depreciation charges        
Restructuring Cost and Reserve [Line Items]        
Employee severance and benefit costs   $ 60    
v3.25.4
RESTRUCTURING AND OTHER - Schedule of Restructuring Reserve Activity (Details)
$ in Millions
12 Months Ended
Dec. 31, 2025
USD ($)
2Q 2025 Plan  
Employee Severance and Benefits Costs  
Accrued liability as of January 1, 2025 $ 0
Charges 102
Payments (44)
Accrued liability as of December 31, 2025 58
2Q 2025 Plan | Employee Severance and Benefits Costs  
Employee Severance and Benefits Costs  
Accrued liability as of January 1, 2025 0
Charges 96
Payments (44)
Accrued liability as of December 31, 2025 52
2Q 2025 Plan | Other Restructuring Costs  
Employee Severance and Benefits Costs  
Accrued liability as of January 1, 2025 0
Charges 6
Payments 0
Accrued liability as of December 31, 2025 6
1Q 2025 Plan  
Employee Severance and Benefits Costs  
Charges 36
1Q 2025 Plan | Employee Severance and Benefits Costs  
Employee Severance and Benefits Costs  
Accrued liability as of January 1, 2025 0
Charges 36
Payments (36)
Accrued liability as of December 31, 2025 $ 0
v3.25.4
SEGMENT INFORMATION - Additional Information (Details)
12 Months Ended
Dec. 31, 2025
segment
Segment Reporting [Abstract]  
Number of operating segments 1
Number of reportable segments 1
v3.25.4
SEGMENT INFORMATION - Schedule of Segment Reporting Information, by Segment (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Segment Reporting Information [Line Items]      
Net revenues $ 33,172 $ 31,797 $ 29,771
Less (add):      
Transaction expense 15,987 15,697 14,385
Customer support and operations 1,704 1,768 1,919
Sales and marketing 2,283 2,001 1,809
Technology and development 3,103 2,979 2,973
General and administrative 1,979 2,147 2,059
Restructuring and other 331 438 (84)
Other income (expense), net (227) (4) (383)
Income tax expense 1,059 1,182 1,165
Net income (loss) 5,233 4,147 4,246
Depreciation and amortization 963 1,032 1,072
Reportable Segment      
Segment Reporting Information [Line Items]      
Net revenues 33,172 31,797 29,771
Less (add):      
Transaction expense 15,987 15,697 14,385
Transaction losses 1,337 1,114 1,192
Credit losses 383 328 490
Customer support and operations 1,704 1,768 1,919
Sales and marketing 2,283 2,001 1,809
Technology and development 3,103 2,979 2,973
General and administrative 1,979 2,147 2,059
Restructuring and other 331 438 (84)
Other income (expense), net (227) (4) (383)
Income tax expense 1,059 1,182 1,165
Net income (loss) 5,233 4,147 4,246
Depreciation and amortization $ 1,000 $ 1,000 $ 1,100
v3.25.4
Schedule II—VALUATION AND QUALIFYING ACCOUNTS (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Allowance for Transaction Losses and Negative Customer Balances      
Movement in Valuation Allowances and Reserves      
Balance at Beginning of Period $ 342 $ 282 $ 278
Charged/ (Credited) to Net Income 1,337 1,114 1,192
Charges Utilized/ (Write-offs) (1,335) (1,054) (1,188)
Balance at End of Period 344 342 282
Allowance for Loans and Interest Receivable      
Movement in Valuation Allowances and Reserves      
Balance at Beginning of Period 461 540 598
Charged/ (Credited) to Net Income 414 337 539
Charges Utilized/ (Write-offs) (336) (416) (597)
Balance at End of Period $ 539 $ 461 $ 540