Core Insights - eBay reported revenue of $2.59 billion for the quarter ended March 2025, reflecting a 1.1% increase year-over-year and surpassing the Zacks Consensus Estimate of $2.55 billion by 1.49% [1] - The company's EPS for the quarter was $1.38, up from $1.25 in the same quarter last year, exceeding the consensus EPS estimate of $1.34 by 2.99% [1] Financial Performance Metrics - Gross merchandise volume (GMV) reached $18.75 billion, exceeding the seven-analyst average estimate of $18.54 billion [4] - International GMV was reported at $9.69 billion, slightly above the five-analyst average estimate of $9.68 billion [4] - US GMV was $9.07 billion, surpassing the average estimate of $8.85 billion from five analysts [4] - Active buyers totaled 134 million, closely aligning with the average estimate of 134.14 million based on five analysts [4] Stock Performance - eBay's shares have returned -0.9% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

EBay (EBAY) came out with quarterly earnings of $1.38 per share, beating the Zacks Consensus Estimate of $1.34 per share. This compares to earnings of $1.25 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.99%. A quarter ago, it was expected that this e-commerce company would post earnings of $1.20 per share when it actually produced earnings of $1.25, delivering a surprise of 4.17%.Over the last four quarters, the company ha ...

Financial Data and Key Metrics Changes - Gross merchandise volume (GMV) grew nearly 2% to approximately $18.8 billion, marking the fourth consecutive quarter of positive GMV growth [6][33] - Revenue increased over 1% to $2.58 billion, with non-GAAP earnings per share growing by 10% to $1.38 [6][33] - Non-GAAP operating income was reported at $771 million, and approximately $760 million was returned to shareholders through repurchases and cash dividends [6][33] Business Line Data and Key Metrics Changes - Focus category GMV grew over 6% in Q1, with collectibles being the largest contributor to growth, particularly in trading cards [9][10] - The fashion category generated over $10 billion of GMV annually, with significant improvements in customer experience and AI-powered shopping features [11][12] - Advertising revenue grew 14% in Q1, with first-party ads contributing significantly to this growth [22][39] Market Data and Key Metrics Changes - U.S. GMV grew nearly 5% in Q1, driven by focus categories, especially trading cards [34] - International GMV grew nearly 3% on an FX neutral basis, with macroeconomic conditions in international markets being weaker than in the U.S. [36] - Trailing twelve-month active buyers grew over 1% to 134 million, with spending per enthusiast buyer remaining over $3,100 [37] Company Strategy and Development Direction - The company is focused on navigating trade policy changes and supporting sellers and buyers through its Speedpack shipping program [7][8] - Strategic partnerships, such as with Collectors and PSA, are enhancing the marketplace's value proposition [10] - The leadership structure is evolving to enhance innovation and collaboration, with a focus on AI integration across various functions [29][30] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the uncertainty in the macro environment but expressed confidence in the company's resilience due to its diverse inventory and seller base [54][100] - The company expects GMV for Q2 to be between $18.6 billion and $19.1 billion, reflecting FX neutral growth between negative 1% and positive 2% year over year [44] - For 2025, the company anticipates low single-digit GMV growth on an FX neutral basis, driven by focus categories and geo-specific investments [47][48] Other Important Information - The company announced leadership changes, with Peggy Alford set to become the new CFO [26][28] - The company is targeting share repurchases of at least $2 billion in 2025 while maintaining flexibility for opportunistic investments [49] Q&A Session Summary Question: How to think about demand elasticity in a rising pricing environment? - Management noted that eBay's vast seller base can leverage shipping solutions to adapt to trade policy changes, and the marketplace tends to be resilient during periods of consumer pressure [54][55] Question: Impact of China tariffs on eBay's business? - Management indicated that approximately 5% of total GMV comes from the Greater China to U.S. corridor, and the company has tools to help sellers navigate tariff complexities [60][61] Question: Durability of advertising revenue amid macro changes? - Management reported strong demand for advertising, with no material impact from tariffs observed to date [67] Question: How does eBay view the concept of agentic commerce? - Management expressed confidence in the progress made with AI tools and their integration into the customer experience, enhancing efficiency and engagement [74][75] Question: Health of consumer and leading indicators? - Management characterized U.S. demand as resilient, while noting concerns in international markets, particularly in Germany and the UK [100][101]

Exhibit 99.1 eBay Inc. Reports First Quarter 2025 Results San Jose, California, April 30, 2025 – eBay Inc. (Nasdaq: EBAY), a global commerce leader that connects millions of buyers and sellers around the world, today reported financial results for its first quarter ended March 31, 2025. "eBay's first quarter results were ahead of expectations, as we delivered our fourth consecutive quarter of positive GMV growth," said Jamie Iannone, Chief Executive Officer at eBay. "Our Focus Categories and geo-specific in ...

Core Points - eBay announced the departure of Chief Financial Officer Steve Priest, effective May 11, 2025, with Peggy Alford set to take over as CFO on May 12, 2025 [1][2] - Steve Priest will remain in an advisory role until July 31, 2025, to ensure a smooth transition [1][2] - Peggy Alford brings over 20 years of experience in finance and operations within the technology sector, and is expected to enhance eBay's leadership team [3] Leadership Changes - eBay is evolving its leadership structure to promote faster innovation and deeper collaboration across teams [4][6] - Jordan Sweetnam will lead the newly combined Global Markets and Product organization as Chief Commercial Officer, while Mazen Rawashdeh will head the unified engineering organization as Chief Technology Officer [5] - Eddie Garcia, Chief Product Officer, will be leaving eBay as part of these leadership changes [6] Strategic Focus - The company aims to enhance speed, alignment, and customer-centricity by integrating product and market teams into a more agile structure [4] - eBay's leadership evolution is positioned to drive long-term growth and deliver greater impact for buyers and sellers [6] - The changes are intended to accelerate innovation with new technologies, including artificial intelligence [6] Company Overview - eBay is a global commerce leader that connects millions of buyers and sellers, enabling $75 billion of gross merchandise volume in 2024 [7] - Founded in 1995, eBay operates in over 190 markets worldwide, providing opportunities for economic growth [7]

Revenue of $2.6 billion, up 1% on an as-reported basis and up 2% on an FX-Neutral basis Gross Merchandise Volume ("GMV") of $18.8 billion, up 1% on an as-reported basis and up 2% on an FX-Neutral basis GAAP and Non-GAAP earnings per diluted share of $1.06 and $1.38, respectively GAAP and Non-GAAP operating margins of 23.8% and 29.8%, respectively Returned $759 million to stockholders in Q1, including $625 million of share repurchases and $134 million paid in cash dividendsSAN JOSE, Calif., April 30, 2025 ...

eBay (EBAY) is scheduled to report its first-quarter 2025 results on April 30.See the Zacks Earnings Calendar to stay ahead of market-making news.For the first quarter, eBay expects total revenues between $2.52 billion and $2.56 billion. EBAY’s diluted non-GAAP earnings per share are expected to be between $1.32 and $1.36.The Zacks Consensus Estimate for revenues is currently pegged at $2.55 billion, indicating a 0.35% decrease from the year-ago quarter’s reported figure.The consensus mark for earnings has ...

Retail sales in the United States rose in March for the second straight month. Although the pre-tariff buying partly triggered sales, the retail sector has been trying to stage a solid rebound amid high inflation.Given this situation, it would be ideal to invest in retail stocks. We have selected five retail stocks, namely, eBay Inc. (EBAY) , JD.com, Inc.(JD) , The Gap, Inc. (GAP) , The Kroger Co. (KR) and Tapestry, Inc. (TPR) for investors.These stocks have seen positive earnings estimate revisions in the ...

For those looking to find strong Retail-Wholesale stocks, it is prudent to search for companies in the group that are outperforming their peers. eBay (EBAY) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.eBay is one of 210 individual stocks in the Retail-Wholesale sector. Collectively, these companies sit at #10 in the Zacks Sector Rank. The ...

Core Insights - eBay is investing USD$300,000 into Refiberd as part of its Circular Fashion Fund program to support fashion startups in scaling circular solutions [1][2][3] Group 1: Investment and Awards - Refiberd was awarded eBay's Circular Fashion Innovator of the Year Award, recognizing its contributions to a more circular fashion industry [2][9] - The Circular Fashion Fund has supported 27 businesses since its launch in 2022 and will have invested a total of USD$1.2 million by the end of 2025 [4][7] Group 2: Technology and Impact - The funding will enhance Refiberd's AI technology, which accurately identifies fabric compositions for better sorting and recycling [3][6] - Refiberd aims to address the textile waste-sorting issue and promote true circularity in fashion through its innovative recycling solutions [3][6] Group 3: Industry Context - The demand for circular fashion is increasing, with 66% of Gen Z indicating that purchasing pre-loved fashion is becoming more important to them [5] - eBay has been a pioneer in recommerce for 30 years, and its Circular Fashion Fund is a strategic initiative to drive sustainability in the fashion industry [5][6]