10-Q

Weekly 10-Q: PayPal backpedals on misinformation policy — faces blowback, stock dips

  • Last week, PayPal apologized for the confusion over a new policy that threatened to fine users for "promoting misinformation" -- but is it too late for damage control?
  • In other news, is Apple becoming a bank?
Sara Khairi | October 17, 2022
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Weekly 10-Q: PayPal backpedals on misinformation policy — faces blowback, stock dips

 

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10-Q, Member Exclusive

Banks had an uneventful Q1, but competition for financial flows is heating up

  • By most measures, Q1 2026 was a quiet quarter for banks: spending held up, credit stayed resilient, and revenue growth met expectations.
  • Wall Street banks like J.P. Morgan Chase, Citigroup, and Wells Fargo spent the quarter tightening their grip on cash flow, payments, and customer interfaces.
Sara Khairi | April 20, 2026
10-Q, Member Exclusive

Consumer banking is back in focus – and looks nothing like 2019

  • Major US banks are reconfiguring their consumer banking businesses in different ways.
  • The renewed focus on consumer banking isn’t tech-driven. It reflects a shift toward capital-light touchpoints that become gateways to advice, wealth, and capital allocation.
Sara Khairi | April 13, 2026
10-Q, Member Exclusive

The work beneath the work: How J.P. Morgan, BofA, U.S. Bank, and Citi are rebuilding their internal systems

  • Four big bank developments dominated headlines this week: one focused on small businesses, two on AI innovation, and one quashing an acquisition rumor.
  • These moves suggest the largest US banks are reorganizing around a thesis: identifying where value is now created and how distant they are from fully internalizing it.
Sara Khairi | April 06, 2026
10-Q, Member Exclusive

PayPal doesn’t have a growth problem – it has a positioning problem

  • At a time when payment winners must command either infrastructure or interface, PayPal is awkwardly positioned between the two.
  • The questions now are: Where does PayPal sit in the payments ecosystem, and does that position still matter? What unique role does it play in a stack that increasingly bypasses middle layers?
Sara Khairi | March 30, 2026
10-Q, Member Exclusive

The slow death of interchange as a standalone growth engine

  • Interchange has long served as the go-to, dependable revenue source for payments-first fintechs.
  • Today, interchange alone can’t drive sustainable economics; lasting profit comes from recurring relationships, services, and value-added tools.
Sara Khairi | March 23, 2026
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