Corporate Info & Earnings

Commentary on earnings calls & corporate news from an experienced seller perspective.

Union Win Delayed As eBay & TCGPlayer Appeal Vote, Refuse To Bargain Members Public

TCGPlayer workers still fighting for first contract as eBay & TCG leadership continue to appeal vote & delay bargaining.


Poshmark Launches In The UK Members Public

After closed beta test beginning earlier this year, Poshmark is ready to officially launch in the UK!


eBay Acquires Certilogo For AI Fashion Authentication Members Public

eBay agrees to acquire Certilogo, an AI-powered technology for digital ID & authentication of fashion brands.


eBay Hiring M&A Strategy, Ops & People Roles To Focus On Due Diligence Members Public

eBay hiring Mergers & Acquisitions strategy, operations & people roles with due diligence & employee integration focus.


eBay Announces 2023 Annual Shareholder Meeting, Investor Events In May & June Members Public

eBay to attend JP Morgan conference May 22, Bernstein's conference June 1 & will hold annual shareholders meeting June 21.


eBay Ventures Invests In The Volte Luxury Fashion Rental App Members Public

eBay Ventures invests in Australian luxury fashion rental app The Volte with $4 Million in series A funding.


Hestia Capital Wins Four Seats On Pitney Bowes Board Members Public

Pitney Bowes shareholders elect 4 Hestia directors amid proxy battle that criticized capital allocation & leadership.

Pitney Bowes

Mercari Creates Dedicated AI Team For Internal & External Use Cases Members Public

Mercari creates dedicated team to explore ways generative AI can enhance internal productivity & solve user issues.


eBay Ventures Invests In SidelineSwap Pre-Owned Sporting Goods Marketplace Members Public

eBay Ventures joins Dick's Sporting Goods in investing in SidelineSwap marketplace for pre-owned sporting goods & gear.


Shopify Announces More Layoffs, Flexport To Buy Shopify Logistics Members Public

Shopify announces another round of layoffs, Shopify Logistics sold off to Flexport - cutting ~20% of workforce.


eBay Promotes Vidmay Naini To GM Global Emerging Markets Members Public

eBay names Vidmay Naini GM Emerging Markets including Southeast Asia, India, Eastern Europe, Israel, Middle East, Africa, & Latin America.


Will Shopify Announce More Layoffs Before Q1 23 Earnings? Members Public

Rumors are swirling that Shopify may be preparing to announce more layoffs ahead of Q1 earnings call on May 4, 2023.


eBay Q1 2023 Earnings Commentary Members Public

eBay Q1 2023 - GMV & Active Buyers down, ad revenue up. Where's the tech innovation & vision for the future?


eBay Q1 2023 Pre-Earnings Countdown & Highlights Members Public

eBay set to announce Q1 23 earnings April 26 - look back at highlights from Q1 & what's happened so far in Q2 2023.


Luxury UK Resale Outlet Cudoni Closes 3 Months After eBay Ventures Investment Members Public

Luxury resale outlet Cudoni is closing 3 months after raising £7.5 million, partly backed by eBay Ventures.


Amazon CEO Sees AWS Headwinds, Touts AI Investment In Shareholder Letter Members Public

Amazon CEO Andy Jassy's letter to shareholders reveals headwinds for AWS & investment in Generative AI.


eBay Exec Pay Down, Focus On ESG Up In 2023 Proxy Statement Members Public

eBay proxy statement reveals exec pay down, focus on ESG & ad revenue up ahead of annual stockholder meeting.


GM eBay Canada Robert Bigler Will Be Next TCGPlayer CEO Members Public

eBay-owned trading card marketplace TCGPlayer has a new CEO as GM eBay Canada, Robert Bigler, gets a promotion.