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eBay Inc. (EBAY)

- NASDAQ
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  • Feb. 15, 2012, 11:14 AM
    eBay (EBAY +1.7%) is added to the Best Ideas List at Wedbush, which believes shares will outperform during the transformation into a payments-driven company: "We believe PayPal will continue to grow 25%-plus, making it eBay’s largest business by 2014 and sustaining overall mid-teen revenue growth, in contrast to consensus expectations for decelerating growth."
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  • Feb. 6, 2012, 10:41 AM
    PayPal says it's a supporter of NFC technology, which acts as the foundation for Google Wallet and Isis, but views its requirement that users be at a particular location to be restrictive. As a result, PayPal is also looking at solutions that allow for payments away from the register. At the same time, the eBay (EBAY) unit is pushing forward with its non-NFC point-of-sale trials for major retailers.
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  • Feb. 1, 2012, 11:17 AM
    In spite of Amazon's (AMZN -8.6%) revenue weakness and selloff, e-commerce peers eBay (EBAY +2.3%) and Groupon (GRPN +3.6%) are actually outperforming the NASDAQ today. The gains could be evidence the Street believes Amazon's woes are company-specific and/or have much to do with a mix shift towards third-party retailers. (more on AMZN)
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  • Jan. 30, 2012, 11:28 AM
    Hiring is surging in Silicon Valley, as nearly half of big U.S. tech companies - among them AAPL, GOOG and AMZN - increased employment by more than 50% in the last two years, and some small and mid-size businesses boosted payrolls nearly fivefold. But some tech veterans worry about Bubble 2.0, saying it’s starting to feel a little like the late 1990s tech bubble.
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  • Jan. 24, 2012, 6:36 AM
    eBay (EBAY) CEO John Donahoe tells an audience at a conference in Germany that the tech giant is open to acquiring more innovative startups. He also says he's working to find a new top exec for the firm's PayPal business after losing Scott Thompson to Yahoo.
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  • Jan. 22, 2012, 7:43 AM
    Office Depot (ODP) is testing PayPal's (EBAY) new point-of-sale system in a few of its stores, according to a top executive. This follows news Home Depot is expanding its initial pilot test with an eye towards moving it into all stores this Spring. The system allows customers to purchase items without a card, instead using just their phone number and a PIN.
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  • 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.
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  • 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).
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  • 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)
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  • 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)
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  • 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."
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  • 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)
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  • 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."
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  • 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."
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  • Jan. 18, 2012, 12:10 AM
    Notable earnings after Wednesday's close: EBAY, FFIV, FUL, KMP, SLM, XLNX
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  • 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)
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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.