Will PayPal say “E-Commerce”?
PayPal said “E-Commerce” 1 time on its Jul 28, 2026 call (FY26 Q2), and on 7 of its last 8 calls: 1, 1, 1, 1, 3, 3, 0, 1 times. As of Oct 23, 2026, PayPal said “E-Commerce” on 3 of 4 calls with a settled Kalshi or Polymarket mention market since Oct 28, 2025 (75%), most recently on Jul 28, 2026. Parrot’s p for the next listing is 74% (n=4, from settlement history blended with transcripts), not a forecast.
- Last 10
- 3/4Last 10 settled, oldest to newest: yes yes no yes
- Streak
- said last time
- Counts
- company speakers + operator
- Market
- 61¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
PayPal
E-Commerce
- Probability
- 74% · n=4
- Settled
- 3/4 (75%)
- Last calls
- said in 7 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
1 counted (1 in prepared remarks, 0 in Q&A).
…potential for durable profitable growth. This includes marketplaces, platforms, and large e-commerce enterprises. To better attract and serve merchants with increasingly sophisticated needs,…
Counts: company speakers + operator
3 counted (3 in prepared remarks, 0 in Q&A); 1 by speakers the rule does not count.
…has proven more demanding than we anticipated, presenting both challenges and opportunities. E-commerce growth has been challenging in key verticals and markets. Competitive intensity has…
…it relates to branded checkout, our prior outlook assumed a more stable e-commerce environment and a certain pace of product rollout and merchant adoption. Neither…
Counts: company speakers + operator
3 counted (1 in prepared remarks, 2 in Q&A).
…work is needed to close the gap between our performance and overall e-commerce growth. Our strategy moving into next year centers on three priorities: continuing…
…seeing people shop is it's not just hard lines of in-store or e-commerce. There are a lot of people that are shopping on their phone…
Every settled listing
newest first · 5 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Jul 28, 2026 | E-Commerce |  Kalshi | Yes | 1 |
| May 5, 2026 | E-Commerce | Kalshi | No | 0 |
| Feb 3, 2026 | E-Commerce |  Polymarket | Yes | 4 |
| Feb 3, 2026 | E-Commerce | Kalshi | Yes | 3 |
| Oct 28, 2025 | E-Commerce | Kalshi | Yes | 3 |
Questions
- How many times did PayPal say “E-Commerce” on its last earnings call?
- PayPal said “E-Commerce” 1 time on its Jul 28, 2026 call (FY26 Q2), and on 7 of its last 8 calls: 1, 1, 1, 1, 3, 3, 0, 1 times.
- How often does PayPal say “E-Commerce”?
- As of Oct 23, 2026, PayPal said “E-Commerce” on 3 of 4 calls with a settled Kalshi or Polymarket mention market since Oct 28, 2025 (75%), most recently on Jul 28, 2026.
- What is the probability PayPal says “E-Commerce” next time?
- 74%, from settlement history blended with transcripts (n=4). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “PayPal: ‘E-Commerce’ mention history”, as of Oct 23, 2026, https://parrot.markets/earnings/PYPL/words/e-commerce (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=paypal&word=e%20commerce · quotes: /api/v1/quotes?entity=paypal&word=… · columnar JSON in #parrot-data · llms.txt · MCP