PayPal is mentioned in the context of market share discussions within the payments space, with the creator noting that claims of it taking significant share from Visa and Mastercard are not realistic.
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Is Adyen still one of the best stocks to buy right now?
Aug 16, 2026
The creator discusses Adyen's recent earnings report, highlighting revenue and processed volume growth. They focus on management's strategic moves, including acquisitions and new product launches aimed at integrating further into merchant operations and leveraging AI. The report also notes significant enterprise customer wins and Adyen's efforts to secure direct access to payment systems and shape future commerce infrastructure.
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Mastercard is mentioned as a well-established payment company that is considered future-proof, despite attempts by others to disrupt its market share.
Visa is mentioned as a well-established payment company that is considered future-proof, despite attempts by others to disrupt its market share.
Toast, a major point of sale and restaurant technology platform, has expanded its partnership with Adyen into the United States, representing a significant volume opportunity for Adyen.
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