What's better than 20 questions? How about 10?

PayPal Holdings Inc. (PYPL) is hosting an investor day on Thursday, May 24, in San Francisco, and analysts from RBC Capital Markets have some questions for senior management.

In a note Wednesday, May 23, RBC said it expects PayPal will focus on "controlling the narrative" around three central themes: competition, the eBay transition and capital redeployment.  

PayPal has faced an expanding competitive landscape as more technology companies move into financial services and more big banks offer cashless transactions and app-based amenities. PayPal CEO Dan Schulman told TheStreet's founder and Action Alerts PLUS portfolio manager Jim Cramer about his company's competitive outlook at TheStreet's investor boot camp earlier this month.

As for the "eBay transition," RBC analysts were referring to the February announcement that eBay Inc. (EBAY) and PayPal would end an agreement in 2023 that made PayPal the first choice in payments on the e-commerce site. PayPal Chief Financial Officer John Rainey told TheStreet at the time that the transition had been planned from the start of eBay's relationship with PayPal, and that Wall Street need not worry.

RBC said investors should also expect PayPal's investor day to include an "in-depth discussion" on the company's recent acquisition of international commerce platform iZettle, its medium- and long-term guidance, its plans to monetize Venmo and a "deep dive" into Braintree and upcoming technology.

Analysts said they also anticipate PayPal leadership will "reiterate its focus on consumer choice with PayPal acting as an agnostic third party to help drive financial 'democratization.'"

Here are the top 10 topics RBC analysts will ask about heading into PayPal investor day this week.

  1. Further details on the iZettle acquisition
  2. Probability of an increase in medium/long-term guidance
  3. Braintree and competition
  4. eBay transition
  5. Capital allocation
  6. Venmo monetization
  7. Sale of the US consumer credit portfolio to Synchrony
  8. Democratizing financial services and partnerships
  9. Account growth and engagement
  10. Disaggregating volume growth

PayPal stock climbed 0.57% to $81.08 by the market close Wednesday. Shares were slightly higher premarket Thursday. 

Schulman told TheStreet's Executive Editor Brian Sozzi all about his company's work toward a cashless society earlier this month. Listen to the full podcast here to get the low-down:

PayPal is a holding in Jim Cramer's Action Alerts PLUS member club. Want to be alerted before Jim Cramer buys or sells PYPL? Learn more now.

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