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21:30
Aug 05 ◎

EBAY FY2026 Q2 Watch

eBay Inc. (EBAY) FY2026 Q2 Earnings Call

RMG.L EBAY ETSY INPST ▾

Jamie Iannone

Royal Mail is a critical shipping partner for eBay's UK operations, supporting lower-cost delivery options and contributing to eBay's shipping program growth.

"Through our partnerships with InPost and Royal Mail, buyers and sellers can access approximately 50,000 lockers and parcel shops nationwide."

RMG.L WATCH

Peggy Alford

Management raised full-year guidance, citing broad-based momentum in focus categories, C2C, and the Depop acquisition, indicating strong confidence in future growth.

"We are now planning our business around consolidated year-over-year GMV growth between 11.5% and 12.5% on an FX-neutral basis."

EBAY WATCH

Peggy Alford

Etsy's prior investments in Depop are now part of eBay's acquisition cost, indicating a minor financial linkage between the two companies.

"The purchase price adjustments mainly reflected certain investments that Etsy and Depop made prior to the acquisition close."

ETSY WATCH

Jamie Iannone

InPost is a key logistics partner for eBay, helping reduce shipping costs and friction in the UK market, which could drive volume for InPost.

"Through our partnerships with InPost and Royal Mail, buyers and sellers can access approximately 50,000 lockers and parcel shops nationwide."

INPST WATCH

HIGH

21:30
Apr 29 ◎

EBAY FY2026 Q1 Watch

eBay Inc. (EBAY) FY2026 Q1 Earnings Call

META MKS.L EBAY ▾

Jamie Iannone

The integration with Facebook Marketplace is now broadly available, giving eBay access to a larger audience, potentially driving qualified traffic to sellers.

"Following a successful pilot of eBay inventory and Facebook marketplace search results last quarter, this integration has transitioned to general availability."

META WATCH

Jamie Iannone

eBay is partnering with direct brands like Marks & Spencer to expand its live shopping offerings.

"In March, we held our first direct-from-brand live shopping event with Marks & Spencer in the UK."

MKS.L WATCH

Peggy Alford

Management raised full-year GMV guidance, signaling strong momentum across broad-based categories despite macro uncertainty.

"For 2026, we are now planning our business around year-over-year GMV growth between 7% and 7.5% on an FX neutral basis."

EBAY WATCH

HIGH

22:00
Feb 18 ◎

EBAY FY2025 Q4 Watch

eBay Inc. (EBAY) FY2025 Q4 Earnings Call

EBAY ▾

Peggy Alford

Management expects strong growth to continue, driven by focus categories, C2C, and re-commerce, despite some fading tailwinds.

"We expect GMV between $21.5 and $21.9 billion for Q1, representing total FX neutral growth between 10% and 12% year over year."

EBAY WATCH

HIGH

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