PayPal (PYPL) | Inside the PayPal Ads Platform
How PayPal is turning a treasure trove of purchase data into a scaled and high-margin advertising business
Shopper data is becoming the center of gravity in advertising. CMOs are no longer getting credit for impressions and click-through rates anymore. They’re on the hook for helping drive real commerce outcomes.
"The era of the empowered shopper demands advertising solutions built on real commerce data, not modeled intent."
Dr. Mark Grether, SVP and GM of PayPal Ads
Enter PayPal: a global payments network with 430M+ consumers, 30M+ merchants, and over one-quarter of global e-commerce passing along company rails every single day.
PayPal has a treasure trove of high-quality, first-party shopper data that, until about 18 months ago, had sat idle. Now the company has a legendary adtech builder going after this massive, high-margin opportunity.
His name is Dr. Mark Grether, a veteran who helped build and scale the extremely successful advertising businesses at Amazon and Uber.
Below I break down the key layers of how the PayPal Ads platform works, the person building it, and the opportunity it represents for the company and shareholders.
