Earnings
Commentary on earnings calls & corporate news
Etsy Q3 2026 Growth Accelerates As Search Changes, Advertising Revenue Rises Paid Members Public
Etsy Q3 buyer growth returns after two years as search changes affect product visibility and advertising revenue climbs.
eBay Q3 2026 Earnings: Strong Growth, Big Bets On Depop & Live Amid Layoffs Paid Members Public
eBay Q3 2026 earnings beat expectations as Depop and Live fuel growth, while organic growth slows and marketing costs rise amid layoffs.
eBay Q3 2026 Pre-Earnings Commentary & Highlights Paid Members Public
eBay reports Q3 2026 earnings October 28. Look back at Q3 highlights & what’s happening so far in Q4 with Value Added Resource.
eBay GMV Growth Is Back In Double Digits, But The Headline Number Isn’t The Whole Story Paid Members Public
eBay’s GMV is back in double digits ahead of Q3 earnings, but the headline number includes more than merchandise sales.
eBay Cuts 9% Of Workforce In Second Major Round Of Layoffs This Year Paid Members Public
eBay is laying off approximately 9% of its workforce as the company moves to simplify operations despite strong recent growth.
Q3 2026 Ecommerce Earnings Call Roundup Paid Members Public
Q3 2026 ecommerce earnings roundup: track reporting dates for Amazon, Meta, Walmart, eBay, Etsy, PayPal, Shopify & more with Value Added Resource!
eBay Touts “New” Growth At Goldman Sachs Paid Members Public
eBay pitched Live, AI, C2C, ads and Depop growth at Goldman Sachs while calling its decades-old Vehicles business “new.”
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!
