Earnings
Commentary on earnings calls & corporate news
Mercari US GMV Up 15% As Active Users Return To Growth Paid Members Public
Mercari US GMV rose 15% in Q4 as active users returned to growth, while the marketplace remained profitable and set higher long-term goals.
eBay Q2 2026 Earnings: Strong Growth, Rising Costs And An Expensive Bet On Depop Paid Members Public
eBay beat Q2 forecasts as US growth improved, while higher costs and a steep Depop price tag raised new concerns.
eBay Downgraded As Depop Spending, Vinted Competition Cloud Earnings Paid Members Public
Wells Fargo and Citizens downgrade eBay as rising Depop marketing costs and Vinted competition cloud outlook ahead of Q2 earnings.
eBay Q2 2026 Pre-Earnings Commentary & Highlights Paid Members Public
eBay reports Q2 2026 earnings August 5. Look back at Q2 highlights and what’s happening so far in Q3 with Value Added Resource.
Q2 2026 Ecommerce Earnings Call Roundup Paid Members Public
Q2 2026 ecommerce earnings roundup: track reporting dates for Amazon, Meta, Walmart, eBay, Etsy, PayPal, Shopify & more with Value Added Resource!
eBay Annual Shareholder Meeting Gives Investors A Polished Story With Plenty Left Out Paid Members Public
eBay told investors a polished growth story at its 2026 shareholder meeting, while tougher governance and seller questions lingered.
eBay’s 2026 Proxy: Higher Exec Pay, Surging Security Costs, Clawback Expansion & Governance Changes Paid Members Public
eBay’s 2026 proxy reveals higher exec pay, rising security costs and expanded clawbacks as governance changes take shape.
eBay’s Q1 2026 Earnings: Growth Continues But Ads, GMV & C2C Pivot Complicate the Picture Paid Members Public
eBay Q1 2026 earnings show strong growth, but ads, GMV trends and C2C pivot point to a more complicated story.
Etsy Q1 2026 Earnings: GMS Growth, Agentic AI Tests & Depop Sale Delay Paid Members Public
Etsy posts modest GMS growth, tests agentic AI, and pushes Depop sale to Q3 as new CEO signals early stabilization.
eBay Q1 2026 Pre-Earnings Commentary & Highlights Paid Members Public
eBay is set to report Q1 2026 earnings April 29. Take a look back at highlights from Q1 & what's happening so far in Q2 with Value Added Resource!
Q1 2026 Ecommerce Earnings Call Roundup Paid Members Public
Q1 2026 ecommerce earnings roundup: track reporting dates for Amazon, Meta, Walmart, eBay, Etsy, PayPal, Shopify & more with Value Added Resource!
eBay Adds Marketplace Veteran Brian Sharples to Board Amid Strategic Shifts Paid Members Public
eBay appoints HomeAway co-founder Brian Sharples to its board, adding marketplace expertise as the company navigates strategic shifts.
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.
