The Data Behind PayPal’s
Q3 Beat Earnings

What Happened-- Beat EPS estimates by 17% andrevenue estimates by 0.7%-- Total Payment Volume
increased 25% YoY-- Share price of PYPL closed 8%higher the day after reporting

Grow your mobile business2

Apptopia’s data is a strong indicator of PYPL quarterly performance-- PayPal reported 3.01B Total
Payment Transactions in Q3
2019, an increase of 25% YoY
and 4% QoQ-- In an increasingly mobile
world, these paymenttransactions are linked to amobile app launch, or a session-- Apptopia estimated mobileSessions of PYPL increased 16%
YoY and 3% QoQ in Q3 2019

Grow your mobile business3Other Indicators of PayPal’s Q3 2019 performance
PayPal reported Active Accounts vs. Apptopia estimated metrics, YoY-- For PayPal, the number ofActive Accounts is a top guiding
growth metric-- Downloads are equal to net
new users, for which Apptopia’s
estimations line up well whencompared to Active Accounts-- PayPal is doing an excellent
job of converting these newusers into daily actives

Q42017-18

Q1 2018-19

Q2 2018-19

Q3 2018-19

PayPalReported
ActiveAccounts+17%+17%+17%+16%

Apptopia
Estimated
Downloads+15%+15%+17%+13%

Apptopia
Estimated
DAU+11%+16%+18%+16%

Grow your mobile businessOther Indicators of PayPal’s Q3 2019 performance-- PayPal’s 3Q19 results were thestrongest seen in the past year-- We see this mainly throughSessions of PayPal’s mobile
properties, growing 16% YoY-- Mobile payments havepermeated society, leading
Apptopia’s data to be a strong
signal of performance andgrowth for PayPal

Grow your mobile businessWe’ve Got You CoveredCoverage includes 10+ global stock exchanges and more than 3,000 tickers.
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Grow your mobile businessFor More Information:
Jon@apptopia.com
https://apptopia.com
https://apptopia.com/bloomberg