eBay Inc. EBAY shares were trading slightly lower on Thursday.The company released its first-quarter results on Wednesday with quarterly earnings of $1.38 per share, which beat the analyst consensus estimate of $1.34.Quarterly revenue came in at $2.58 billion, beating the analyst consensus estimate of $2.55 billion and increasing from $2.56 billion in the same period last year.Here are the analysts’ take on the stock:Needham analyst Bernie McTernan reiterated the Buy rating on the stock, raising the price f ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number 001-37713 eBay Inc. (Exact name of registrant as specified in its charter) Delaware 77-0430924 (State or other jurisdiction of ...

eBay Inc (NASDAQ:EBAY) is seeing unusual options activity today, with 18,000 calls and 15,000 puts traded so far -- 5 times the average intraday volume. The weekly 5/2 71-strike call is seeing the most action, followed by the 68-strike call from the same series, with new positions being opened at both strikes.The surge in activity follows news that CFO Steve Priest will step down in May, to be replaced by Peggy Alford, a current executive at PayPal (PYPL). The company also reported better-than-expected reve ...

eBay Inc. (EBAY) reported first-quarter 2025 non-GAAP earnings of $1.38 per share, which beat the Zacks Consensus Estimate by 2.99%. The bottom line increased 10% year over year.See the Zacks Earnings Calendar to stay ahead of market-making news.Net revenues of $2.58 billion beat the Zacks Consensus Estimate by 1.49%. The figure increased 1% from the year-ago quarter on a reported basis and 2% on an FX-neutral basis.eBay’s first-party advertising products generated revenues of $418 million, up 13% on an as- ...

In the role, Welch will serve as the brand's fashion authority – identifying trends, offering expert commentary, and spotlighting eBay's assortment of pre-loved, branded fashion. The launch of the eBay Watchlist, a new trend report driven by shopper data, is informed by Welch's whimsical take on pre-loved style. The Watchlist is powered by real-time marketplace insights drawn from the shopping behavior of eBay's nearly 134 million users and 2.3 billion listings. Pre-loved fashion is becoming the cultural no ...

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 ...

eBay (EBAY) Q1 2025 Earnings Call April 30, 2025 05:30 PM ET Company Participants John Egbert - VP - Investor RelationsJamie Iannone - President & CEOSteve Priest - SVP & CFOEric Sheridan - Managing DirectorNathan Feather - Equity Research AssociateShweta Khajuria - Managing DirectorNicholas Jones - MD - Internet Equity ResearchYgal Arounian - Director - Internet Equity ResearchLee Horowitz - Co-Head Internet Equity Research Conference Call Participants Nikhil Devnani - AnalystColin Sebastian - Senior Resea ...

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]

© 2025 eBay | Business & Financial Highlights Q1'25 Disclosures This presentation contains non-9A4P measures relating to our performance. You can find the resonciliation of these measures, except for FK-Neutral basis, to the nearest co GAAP measures in the appendix at the end of this gresentation. All grount rates regresent vear-sent vear-sent vear-somparisons, except as otherwise noted. For rumbers in th provided on an "FX-Neutral" basis, we calculate the vear-over-vear impact of forceign curnency movement ...