Earnings
Commentary on earnings calls & corporate news
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.
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!
