Seeking Alpha
 

eBay Inc. (EBAY)

- NASDAQ
  • Jan. 19, 2012, 11:11 AM
    eBay (EBAY +4.1%) CEO John Donahoe gives a peek under the hood at some of the firm's online metrics for the holiday season during an earnings CC. He says the tech concern recorded up to 10K transactions per minute on Cyber Monday and hit its biggest mobile payday ever with consumers spending $180 per second through eBay apps over the holiday season.
    | 2 Comments
  • Jan. 19, 2012, 10:08 AM
    Nomura is reiterating a Neutral on eBay (EBAY +3.1%) following yesterday's Q4 beat (I, II). While recognizing the margin strength shown by eBay's Marketplaces business, the firm also notes its North American gross merchandise volume only rose 10% Y/Y, well below Nomura's 18% forecast. This reinforces Nomura's skepticism regarding the sustainability of Marketplaces' turnaround. (transcript).
    | 1 Comment
  • Jan. 18, 2012, 4:33 PM
    More on eBay's Q4: Company expects Q1 revenue of $3.05B-$3.15B and EPS of $0.50-$0.51, below a consensus of $3.16B and $0.54. Expects 2012 revenue of $13.7B-$14B and EPS of $2.25-$230, compared with a consensus of $13.66B and $2.31. Q4 Marketplaces revenue +16% Y/Y (+17% in Q3). PayPal revenue +28% Y/Y (+32% in Q3). 106.3M registered PayPal accounts, up 3.1M Q/Q. EBAY +1.3% AH. (PR)
    | Comment!
  • Jan. 18, 2012, 4:17 PM
    eBay (EBAY): Q4 EPS of $0.60 beats by $0.03. Revenue of $3.4B (+35% Y/Y) beats by $0.2B. Shares +2.3% AH. (PR)
    | Comment!
  • Jan. 18, 2012, 4:02 PM
    PayPal (EBAY) is set this week to expand a trial point of sale payment system with Home Depot, with plans to have it in place in all HD stores by March. They system will allow customers to make payment with or without a card. "It needs to reach scale very quickly," says a PayPal spokesman, "This won't catch on ... until it's ubiquitous."
    | Comment!
  • Jan. 18, 2012, 12:11 PM
    The whisper number for EBAY's Q4 earnings report - due after the bell today - from the Estimize community is above that of the Street. Select analysts also seem to be leaning toward an earnings beat after dissecting CEO John Donahoe's positive comments about the firm's PayPal unit last week. More on EBAY's report: (I, II)
    | Comment!
  • Jan. 18, 2012, 10:22 AM
    Repeating its Sell rating on eBay (EBAY -1.8%) ahead of the company’s Q4 earnings report due after the close, Deutsche Bank expects results in-line to slightly better than consensus but that “underlying weakness at the company lies ahead in 2012, especially as the U.S. dollar strengthens and comps get tougher in March and beyond... there is growing risk to Street expectations."
    | 5 Comments
  • Jan. 18, 2012, 8:06 AM
    eBay (EBAY) is due to report its Q4 results after the bell, with analysts expecting EPS of $0.57 on revenue of $3.32B. SA author Jiang Zhang notes that eBay gave a conservative guidance in Q3, "which gives room for an earnings surprise due to strong holiday sales numbers and the continued ramp up in mobile e-commerce."
    | Comment!
  • Jan. 18, 2012, 12:10 AM
    Notable earnings after Wednesday's close: EBAY, FFIV, FUL, KMP, SLM, XLNX
    | Comment!
  • Jan. 11, 2012, 9:11 AM
    PayPal recorded nearly $4B in mobile payments last year - up from $750M in 2010, and well above the $1.5B it expected to bring in - says a company exec. In addition to introducing popular iOS and Android apps, and supporting various third-party apps, PayPal is experimenting with NFC technology and and offline payment solutions. Parent eBay (EBAY) acquired mobile payments startup Zong in July. (previously)
    | 5 Comments
  • Jan. 9, 2012, 12:51 PM
    Analysts believe a PayPal spinoff could result in a 30% gain for eBay (EBAY) shares. While the Street thinks highly of fast-growing PayPal, sentiment towards eBay's Marketplaces business has been more tepid, and that's depressed the company's valuation. eBay's unwillingness to spin off PayPal, perhaps due to its synergies with Marketplaces, has been speculated as a reason for Scott Thompson's departure.
    | 1 Comment
  • Jan. 6, 2012, 6:50 PM
    eBay's (EBAY) PayPal unit is trialing a payment service with Home Depot (HD) that allows customers to check out using their PayPal accounts. Webush's Gil Luria thinks large-scale adoption by Home Depot "would increase PayPal's addressable market by about 35%." The Home Depot trial covers one of multiple offline payment solutions PayPal introduced in September. PayPal is also testing out NFC technology.
    | 4 Comments
  • Jan. 5, 2012, 10:21 AM
    Argus comes to eBay's (EBAY) defense following yesterday's decline, which was triggered by Scott Thompson's departure for Yahoo (I, II). The firm asserts PayPal's growth over the next few years will be driven more by execution than strategy (where, presumably, Thompson had a major impact), and that eBay's margins will increase this year.
    | 1 Comment
  • Jan. 4, 2012, 12:32 PM
    There's more going on with today's slide in eBay (EBAY -4%) shares than mere disappointment at the loss of a key executive. Robert W. Baird's Colin Sebastian thinks it means any potential PayPal spinoff isn't likely to happen. Scott Thompson wanted to run his own shop, and it wasn’t going to happen any time soon at eBay. YHOO -2.5%.
    | Comment!
  • Jan. 4, 2012, 11:52 AM
    Yahoo's (YHOO -1.8%) hiring of PayPal (EBAY -3.6%) CEO Scott Thompson has investors seeing the probable end of evaluation of strategic alternatives, but Wall Street analysts offer lukewarm praise. Piper Jaffray's Gene Munster believes the hire is a "slight positive" since it is "likely to refocus employees who had lacked a permanent CEO for months."
    | Comment!
  • Jan. 4, 2012, 11:15 AM
    eBay (EBAY -3.5%) CEO John Donahoe will manage PayPal on an interim basis following the departure to Yahoo of Scott Thompson. "PayPal had an outstanding 2011 and a strong close to the fourth quarter," Donahoe writes. It "has an enormous opportunity in front of it and we will not slow down."
    | 1 Comment
Visit Seeking Alpha's
EBAY vs. ETF Alternatives
Company Description
eBay Incis a commerce platform and provides online marketplaces for sales of goods. The Company's business segments are Marketplaces, Payments and Enterprise.