Earnings
Commentary on earnings calls & corporate news

eBay Q4 2024 Earnings: No Clear GMV Growth Strategy As Weak Q1 Guidance Adds Pressure Paid Members Public
eBay Q4 2024 earnings: weak Q1 guidance exacerbates consumer confidence concerns with no clear path to organic GMV & non-ad revenue growth.

eBay Q4 2024 Pre-Earnings Commentary & Highlights Paid Members Public
eBay is set to report Q4 2024 earnings February 26 at 5:00 PM Eastern. Take a look back at highlights from Q4 & what's happening so far in Q1 2025!

Walmart Q4 Earnings Shows Strong Marketplace Growth In Collectibles & Other High Value Categories Paid Members Public
Walmart reported Q4 results this week, revealing strong ecom growth in Collectibles & other high value categories taking market share from eBay.

eBay Gears Up for Crisis? New Job Posting Signals Potential Trouble Ahead Paid Members Public
eBay is looking for a new Crisis & Financial Communications manager, revealing company may be in for rough year as legal, regulatory & earnings scrutiny heats up.

Mercari Aims To Grow GMV, Increase Security As US Marketplace Still Struggles Paid Members Public
Mercari reports earnings for quarter ending December 2024 with GMV below expectations for Japan & US as security issues & fee missteps stymie growth.

Q1 2025 Growth Trouble: eBay CEO Continues Old Discount Tricks To Boost Enthusiast Buyers Paid Members Public
eBay leans on legacy discounting tactics to boost enthusiast buyers in Q1 2025 - is CEO Jamie Iannone out of ideas to grow GMV & buyers organically?

Q4 2024 Ecommerce Earnings Call Roundup Paid Members Public
Q4 2024 earnings calls are just around the corner - track important ecommerce marketplace earnings dates with Value Added Resource!

eBay Acquires Car Auction Site Caramel To Streamline & Simplify The Vehicle Buying Experience Paid Members Public
eBay announces first acquisition of 2025, buying car auction site Caramel to provide streamlined & simplified vehicle buying experience.

Whatnot Surpassed $3 Billion 2024 GMV, Raises More Funding To Build Future Of Live Shopping Paid Members Public
Whatnot kicks off 2025 with $265 Million Series E funding, fueling ongoing mission to build the future of live shopping as TikTok ban looms large.

eBay Pursues China Growth & Ad Revenue Boost As Investors React To Slowing Performance Paid Members Public
Jefferies downgrades eBay from "hold" to "underperform", citing concerns about slowing ad revenue growth & possible headwinds to China business.

Etsy Names New CFO, CMO & Chief Growth Officer, Loses CTO In Major Leadership Shakeup Paid Members Public
Etsy undergoes leadership shakeup losing Chief Technology Officer & naming new Chief Financial Officer, Chief Marketing Officer & Chief Growth Officer.

eBay Accused Of Breaking NY, Federal Labor Laws In Sneaker Authentication Workers Class Action Suit Paid Members Public
eBay faces class action suit from authentication workers alleging company violated Fair Labor Standards Act & New York Labor Law requiring manual laborers to be paid weekly.

eBay Completes"Living Our Values" Assessment - Will Results Calm Investors' Labor Relations Concerns? Paid Members Public
eBay completes "Living Our Values" assessment by Davis Wright Tremaine LLP - will results calm investors' labor relations concerns?

BigCommerce Undertakes Mass Layoff Despite Growing Revenue In Latest Earnings Release Paid Members Public
BigCommerce announced Q3 2024 earnings last week, revealing they have initiated a round of layoffs despite growing revenue 7% year over year.

eBay Names Jateen Patel Chief Analytics Officer Paid Members Public
eBay has a new Chief Analytics Officer as Jateen Patel joins from food retail group, Ahold Delhaiz, bringing expertise in data, analytics, & AI.

eBay Bids Farewell To Global Insights Manager Lamont Jones Amidst Shifting Corporate Priorities Paid Members Public
eBay Global Insights Manager, Lamont Jones is "open to work" as his role had been eliminated due to shifting priorities at the company.

eBay Q3 2024 Earnings - Weak Q4 Revenue Guidance Raises Questions About Fee-Free Selling, C2C Strategy Paid Members Public
eBay releases Q3 2024 results, with weak Q4 revenue guidance raising questions about fee-free selling and consumer to consumer strategy pivot.

eBay's "Phenomenal" Customer Experience: Who Are They Trying To Convince? Paid Members Public
eBay VP Derek Allgood interview spills secret to "phenomenal" customer experience, raising questions about AI, automation & employee morale.