Quotes from the eBay (EBAY) 3Q04 conference call
All quotes are from the CCBN StreetEvents transcripts:
Net revenue totaled a record 806 million representing strong year-over-year growth of 52%… eBay EachNet is far and away the number 1 e-commerce player in China… EachNet now supports the third largest eBay population outside the United States…
…new listings reached 348 million in Q3, reflecting strong year-over-year growth of 48%… Accelerating growth… across several of eBay's global categories, including eBay motors, computers, collectibles, toys, photo and electronics and coins and stamps.
…eBay added 11 million new confirmed users pushing our global user community to 125 million… the second highest level of organic sequential user growth in eBay's history… active users grew more than 38% year-over-year to a record 52 million, and GMV per active user reached a record $566.
…operating cash flows of $275 million which were up 32% year-over-year.
For Q4, 2004, based on the stronger than expected business performance in Q3, we now expect net revenue to approximate $915 million, almost $30 million above our prior guidance of $886 million.
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