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eBay(EBAY) - 2024 Q3 - Earnings Call Transcript
2024-10-31 07:20
财务数据和关键指标变化 - eBay在2024年第三季度的总商品交易额(GMV)增长超过1%,达到183亿美元,标志着连续第二个季度的正增长 [7][46] - 收入增长超过3%,达到25.8亿美元 [7][46] - 非GAAP营业收入增长6%,达到7亿美元,非GAAP每股收益增长16%,达到1.19美元 [7][46] 各条业务线数据和关键指标变化 - 重点类别的GMV在第三季度增长近5%,显著高于市场其他部分 [8][49] - 收藏品类别的GMV实现了两位数的增长,主要受体育交易卡和收藏卡的推动 [9][49] - 广告收入增长11%,达到4.08亿美元,第一方广告增长14% [36][55] 各个市场数据和关键指标变化 - 美国市场的GMV增长近1%,国际市场的GMV在第三季度增长近2% [50][51] - 英国和德国市场面临更具挑战的宏观经济环境,但在零部件和配件方面表现强劲 [51] 公司战略和发展方向和行业竞争 - 公司专注于C2C(消费者对消费者)市场,认为C2C卖家带来独特的库存,并且通常对价格不太敏感 [15][19] - 在德国和英国的地理特定投资取得了显著的客户满意度和GMV增长 [17][19] - 公司计划在2025年继续推动GMV和收入的正增长,特别是在C2C市场 [62][69] 管理层对经营环境和未来前景的评论 - 管理层提到,尽管面临动态的宏观经济环境,战略投资和创新使公司能够实现连续的GMV增长 [48][63] - 对于未来,管理层对C2C市场的扩展和新市场的机会持乐观态度 [63][114] 其他重要信息 - 公司在第三季度向股东回购了8.81亿美元的股份,并支付了1.31亿美元的现金股息 [46][59] - eBay为慈善事业筹集了4900万美元,同比增长21% [42] 问答环节所有提问和回答 问题: 关于电子商务的举措 - 管理层表示,推出新举措是基于过去两季度的正GMV增长,且在德国和英国的早期结果令人鼓舞 [75] 问题: 关于2025年的框架 - 管理层确认,2025年的框架将继续推动重点类别的增长,并期待广告和金融服务的收入增长 [91] 问题: 关于德国市场的健康趋势 - 管理层指出,德国市场的健康趋势不仅体现在收入上,还体现在盈利能力的改善上 [124]
EBay (EBAY) Q3 Earnings and Revenues Surpass Estimates
ZACKS· 2024-10-31 06:26
EBay (EBAY) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.85%. A quarter ago, it was expected that this e-commerce company would post earnings of $1.13 per share when it actually produced earnings of $1.18, delivering a surprise of 4.42%.Over the last four quarters, the company ha ...
EBay stock sinks after company gives lackluster guidance for fourth quarter
CNBC· 2024-10-31 04:51
Shares of eBay slumped about 9% in extended trading on Wednesday after the online marketplace posted its third-quarter earnings and gave guidance for the fourth quarter that fell short of Wall Street's expectations. Here's how the company did: Earnings: $1.19 per share vs. $1.18 per share expected by LSEG Revenue: $2.58 billion vs. $2.55 billion expected by LSEG For the current quarter, eBay predicted revenue to between $2.53 billion and $2.59 billion, which would represent a 1% decline to a 1% increase yea ...
eBay(EBAY) - 2024 Q3 - Quarterly Results
2024-10-31 04:07
Exhibit 99.1 eBay Inc. Reports Third Quarter 2024 Results • Revenue of $2.6 billion, up 3% on an as-reported and FX-Neutral basis • Gross Merchandise Volume of $18.3 billion, up 2% on an as-reported basis and up 1% on an FX-Neutral basis • GAAP and Non-GAAP earnings per diluted share of $1.29 and $1.19, respectively • GAAP and Non-GAAP operating margins of 23.1% and 27.2%, respectively • Returned $881 million to stockholders in Q3, including $750 million of share repurchases and $131 million paid in cash di ...
eBay Inc. Reports Third Quarter 2024 Results
Prnewswire· 2024-10-31 04:05
Revenue of $2.6 billion, up 3% on an as-reported and FX-Neutral basis Gross Merchandise Volume of $18.3 billion, up 2% on an as-reported basis and up 1% on an FX-Neutral basis GAAP and Non-GAAP earnings per diluted share of $1.29 and $1.19, respectively GAAP and Non-GAAP operating margins of 23.1% and 27.2%, respectively Returned $881 million to stockholders in Q3, including $750 million of share repurchases and $131 million paid in cash dividends SAN JOSE, Calif., Oct. 30, 2024 /PRNewswire/ -- eBay Inc. (N ...
Why eBay (EBAY) is Poised to Beat Earnings Estimates Again
ZACKS· 2024-10-29 01:10
文章核心观点 - 该公司是一家电子商务公司,在过去几个季度中一直超越市场预期 [1][2] - 公司最近的业绩表现良好,连续两个季度的盈利超出预期,分别为4.42%和4.17% [2] - 公司目前的盈利预测指标(Earnings ESP)为正,加上其Zacks排名为3(持有),表明其下一个季度的业绩可能会再次超预期 [3][4][6] 行业概况 - 该公司属于Zacks互联网-电子商务行业 [1] - 分析师对该公司近期盈利前景持乐观态度 [6] 财务数据 - 上一个季度,公司的每股收益为1.18美元,超出市场预期1.13美元,超出4.42% [2] - 前一个季度,公司的每股收益为1.25美元,超出预期1.20美元,超出4.17% [2]
Seeking Clues to eBay (EBAY) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2024-10-28 22:21
In its upcoming report, eBay (EBAY) is predicted by Wall Street analysts to post quarterly earnings of $1.18 per share, reflecting an increase of 14.6% compared to the same period last year. Revenues are forecasted to be $2.55 billion, representing a year-over-year increase of 1.9%. Over the last 30 days, there has been an upward revision of 0.3% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial fore ...
eBay Dropping Rare Basketball Trading Cards in 24-Hour Auction Series
Prnewswire· 2024-10-22 21:00
Each of the 50 valuable trading cards – and the on-court milestones that make them available – were selected by former WNBA MVP and basketball analyst Candace Parker. With 'basketball card' searched more than 10,000 times per day on eBay globally during 2023, "Gametime Gets" gives fans a chance to bring home the thrill of the game.Starting today, fans can view the full "Gametime Gets" collection, along with the career benchmarks, league-wide records and single-game achievements that will trigger them to dro ...
eBay expands Circular Fashion Fund to start-ups, delivering $1.2 million investment by the end of 2025
Prnewswire· 2024-10-16 15:00
文章核心观点 - eBay宣布全球扩展其循环时尚基金(CFF),旨在帮助时尚初创企业扩大循环解决方案 [1][2][3] - CFF将在2025年底前为全球市场的初创企业提供120万美元的投资,并为申请者提供200多小时的指导和网络支持 [4] - 为进一步放大影响力,eBay Ventures将从全球决赛选手中选出一名"循环时尚创新者of the Year",并给予30万美元的投资 [4] 行业概况 - 自2022年在英国推出以来,CFF已帮助15家企业扩大其循环解决方案,包括The Seam和RCYCL [3] - CFF将首次在美国和德国推出,此前已成功拓展至澳大利亚 [3] - 该基金旨在投资带来新技术和服务的企业,帮助人们以不同的方式思考和购物,推动循环经济 [2][3] 合作伙伴 - eBay与英国时装协会、美国时装设计师协会、德国时尚委员会和澳大利亚时尚委员会合作,扩大基金的全球影响力 [1] - 在美国,eBay与美国时装设计师协会(CFDA)合作推出基金,获胜者将获得5万美元现金奖励,两名亚军各获2.5万美元 [5] - 评委团包括时尚、学术和可持续发展领域的行业专家 [6] 获奖企业 - 过去获奖企业包括Swoperz(儿童服装交换平台)和Dempstah(回收澳大利亚纺织废料) [7] - Swoperz的联合创始人表示,获奖基金对他们的发展产生了变革性影响,帮助他们与更多组织合作,在全国范围内开展可持续时尚教育 [8]
Bargain Dividends: 3 Of The Most Attractive Picks On The Market
Seeking Alpha· 2024-10-02 19:30
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