at CNBC.com (Thu, 2:30PM)
Mentioned during eBay's (EBAY) Q4 call: Mobile payments are now 10% of PayPal's volume; capex is expected to be 8%-10% of 2013 revenue; Europe is still "sluggish" (can growing smartphone/tablet use provide a lift?); 25% of new users come from mobile; and PayPal's offline payment partnership with Discover will go live at the end of Q2. Also, eBay noted PayPal's margins fell in Q4 as the unit ramped its investments. Shares +1% AH. (Q4 results: I, II, III)
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