Ex-PayPal President David Marcus Says 'Defensive' BNPL Strategy Handed PYPL's Market Share To Rivals, Leading To Stagnant Growth

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📅 Published: 2026-02-06 10:46 📰 Source: Yahoo 📝 Words: 74

📝 Article Content

Following a 20% collapse in PayPal Holdings Inc.‘s (NASDAQ:PYPL) stock price and the abrupt removal of CEO Alex Chriss, former company president David Marcus has broken a twelve-year silence to critique a culture of “financial optimization” that he claims has hollowed out the payments pioneer. Legacy Of Optimization Marcus, who led PayPal until 2014 before moving to Meta Platforms Inc. (NASDAQ:META), attributed the company's current struggles to a long-term shift away from product-led innovation

📄 Summary

Following a 20% collapse in PayPal Holdings Inc.‘s (NASDAQ:PYPL) stock price and the abrupt removal of CEO Alex Chriss, former company president David Marcus has broken a twelve-year silence to critique a culture of “financial optimization” that he claims has hollowed out the payments pioneer. Legacy Of Optimization Marcus, who led PayPal until 2014 before moving to Meta Platforms Inc. (NASDAQ:META), attributed the company's current struggles to a long-term shift away from product-led innovation

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Created At: 2026-02-06 12:36:44
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Stock Mentions:

META - Meta Platforms Inc. Relevance: N/A
PYPL - PayPal Holdings Inc. Relevance: N/A