$PYPL off of my "hot seat"

Okay earnings, loved Venmo and BNPL growth in particular. In addition to 256% YoY growth of BNPL installments, PayPal explicitly mentioned $ABNB $DASH among my holdings, so I expect those to be pretty strong.

$DOCU and $ZM left on hot seats.

$DOCU - I'm looking for progress on Agreement Cloud and will be comparing their performance to $ADBE's Document Cloud

$ZM - I'm seeking visibility into how Zoom Phone is doing, how they are competing with Teams and Meet as I'm seeing Microsoft leveraging Teams into Win 11 and in 365 packages and Google too pushing their Google Meet inside Google office tools package with a pretty good results of Google Chat lately too in the App Store.