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  • Daniel Ives: We Expect More Price Cuts, Specifically On 10R Over The Next Three Months

  • Michael Pachter: They Have Much Greater Reach Among Younger Demographics

  • Daniel Ives: A Dynamic That Probably Has Been Factored In As Well

  • Nick Setyan: Do Not Expect Near-term Drivers Of Positive Revisions To Materialize

  • Nick Setyan: Future Lies In Whether They Are Going To Be Able To Successfully Transition To Non-Loyalty

  • Michael Pachter: Global Retail is a 23 Trillion Dollar Market

  • Michael Pachter: Amazon Is A Great Margin Story

  • Michael Pachter: They Are Thriving Because Everyone Trusts Them

  • Daniel Ives: Company Has Unfortunately Not Adjusted To An Evolving EV Landscape

  • Moshe Katri: Remains Bullish On PayPal

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