Earnings
Commentary on earnings calls & corporate news
After Cyberstalking Settlement, eBay Quietly Rewrites Board Oversight Rules Paid Members Public
After settling the cyberstalking lawsuit, eBay quietly rewrote board committee charters, raising fresh questions about governance and oversight.
eBay Q4 2025 Earnings: GMV Growth & Depop Acquisition Surprise Paid Members Public
eBay reports Q4 2025 GMV growth and surprises with $1.2B Depop acquisition to boost its C2C marketplace strategy.
eBay Acquires Fashion Marketplace Depop From Etsy In $1.2B Deal Paid Members Public
eBay is acquiring fashion marketplace Depop from Etsy in ~$1.2B cash deal expected to close in Q2 2026.
eBay Q4 2025 Pre-Earnings Commentary & Highlights Paid Members Public
eBay is set to report Q4 2025 earnings February 18 at 5:00 PM Eastern. Take a look back at highlights from Q4 & what's happening so far in Q1 2026!
Mercari’s U.S. GMV Is Improving, Even as User Growth Lags Paid Members Public
Mercari’s U.S. GMV is improving as profitability holds, but slower user growth remains a key constraint.
PayPal’s Earnings Miss & CEO Exit Draw Shareholder Scrutiny Over Disclosure & Governance Paid Members Public
A sharp earnings miss and surprise CEO exit put PayPal under shareholder scrutiny, raising questions about disclosure and board oversight.
USPS $1.3B Q1 Loss Raises New Questions About Delivering for America Plan Paid Members Public
USPS reports a $1.3B Q1 loss as scrutiny grows over the Delivering for America plan, rising rates, service cuts, and insolvency risks.
Q4 2025 Ecommerce Earnings Call Roundup Paid Members Public
Q4 2025 ecommerce earnings roundup: track reporting dates for Amazon, Meta, Walmart, eBay, Etsy, PayPal, Shopify & more with Value Added Resource!
eBay Q3 2025 Earnings: GMV Growth Overshadowed By Uncertain Long-Term Trends & Weak Q4 Outlook Paid Members Public
eBay's Q3 2025 earnings showed GMV growth but concerns about long-term trends & weaker than expected Q4 shopping outlook drag share price down.
Etsy CEO Josh Silverman Announces Exit Ahead Of Q3 Earnings Report Paid Members Public
Etsy CEO Josh Silverman to step down at the end of the year with current Chief Growth Officer, Kruti Patel Goyal, taking the helm in 2026.
eBay Q3 2025 Pre-Earnings Commentary & Highlights Paid Members Public
eBay is set to report Q3 2025 earnings October 29th at 5:30 PM Eastern. Take a look back at highlights from Q3 and what's happening so far in Q4!
Q3 2025 Ecommerce Earnings Call Roundup Paid Members Public
Q3 2025 ecommerce earnings roundup: track reporting dates for Amazon, Meta, Walmart, eBay, Etsy, PayPal, Shopify & more with Value Added Resource!
Mercari US Reports First Ever Full Year Profit As Strategy Shift Pays Off Paid Members Public
Mercari's US operations report a full year profit for the first time ever as leadership shakeup & strategy shift starts to pay off.
eBay Q2 2025 Earnings: GMV Up But Inflation, Discounts & Shipping May Be Doing The Heavy Lifting Paid Members Public
eBay Q2 2025 Revenue & GMV beat expectations, but inflation, discounting, shipping & new ad attribution model may be doing the heavy lifting.
eBay Q2 2025 Pre-Earnings Commentary & Highlights Paid Members Public
eBay is set to report Q2 2025 earnings July 30 at 5:30 PM Eastern. Take a look back at highlights from Q2 and what's happening so far in Q3!
Q2 2025 Ecommerce Earnings Call Roundup Paid Members Public
Q2 2025 ecommerce earnings roundup: track reporting dates for Amazon, Meta, Walmart, eBay, Etsy, PayPal, Shopify & more with Value Added Resource!
AI Hype, C2C & Collectibles Struggles & Livestream Lag: What eBay Didn't Say At 2025 Shareholder Meeting Paid Members Public
eBay's 2025 shareholder meeting was high on AI hype but low on transparency about C2C & collectibles struggles, lagging livestream innovation & more - here's what they left out.
Deal or Desperation? eBay Cuts 10% Off Gift Cards To Juice Q2 Numbers Paid Members Public
eBay puts twist on discounting strategy, offering 10% off purchases of eBay Gift Cards in last minute Q2 2025 revenue and GMV push.
