PayPal

PayPal continues to extend its footprint in the payments sector from its San Jose headquarters. The company's resilience, supported by 27k employees and an annual revenue near $30B, makes it a structural reference for investors and partners across North America.

Digital reinvention is no longer a marketing line: it is reshaping unit economics across customer acquisition, supply chain and after-sales.

“PayPal is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

The outlook remains constructive: order books, hiring patterns and capex guidance all point to a multi-year expansion phase.