While PayPal's Fastlane Accelerates With Adyen, Analyst Flags Some Bumps On The Road Ahead
Portfolio Pulse from Surbhi Jain
PayPal's Fastlane is set to grow through a partnership with Adyen, but JPMorgan analyst Tien-Tsin Huang notes that the full impact may not be seen until 2025. The partnership includes a revenue share agreement, and Adyen merchants can opt-in to Fastlane without requiring Branded PayPal. Fastlane's use of PayPal's vault technology is promising, with a 70% recognition rate in beta tests.
August 21, 2024 | 4:16 pm
News sentiment analysis
Sort by:
Ascending
POSITIVE IMPACT
PayPal's Fastlane is expanding through a partnership with Adyen, potentially boosting its position in the fast-guest checkout space. However, the full impact is expected in 2025, with a revenue share agreement affecting profitability.
The partnership with Adyen is a significant step for PayPal's Fastlane, potentially enhancing its market position. However, the analyst notes that the full impact will be seen in 2025, and the revenue share agreement may affect profitability. The flexibility for Adyen merchants to opt-in without requiring Branded PayPal could aid adoption.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100