Earnings
Commentary on earnings calls & corporate news

eBay VP Collectibles Gene Cook Exits, Leaving Leadership Up In The Air For Key Focus Vertical Paid Members Public
eBay VP Collectibles Gene Cook exits, leaving leadership of multi-billion dollar key focus vertical up in the air at critical time for company.

eBay's Ken Ebanks Steps In As Interim General Counsel As Marie Oh Huber Exits Paid Members Public
eBay VP & Deputy GC Markets & Privacy Ken Ebanks to serve as interim General Counsel as Chief Legal Officer Marie Oh Huber departs the company.

eBay Quietly Grows China Sales As CEO Downplays Temu Competition Paid Members Public
eBay CEO Jamie Iannone downplays Temu competition while quietly growing sales from China - are cheap Chinese apps a threat to eBay GMV forecasts?

Mercari US Undertakes Mass Layoff Months After Major Fee Structure Shakeup Paid Members Public
Mercari US has undertaken a significant mass layoff, eliminating 45% of staff months after major fee structure & business operations shake up.

eBay Loses VP Communications As Michelle Friedman Moves On To Samsara Paid Members Public
eBay's VP Global Communications, Michelle Friedman has departed the company to take on the same role at Samsara.

eBay "Right-Sizing" Operations As Draper, UT Campus Goes Up For Sale Paid Members Public
eBay looks for new Utah home as 36-acre Draper campus for US-based customer service, trust & safety operations goes up for sale.

eBay Q1 2024 - Can AI Promises & Ad Revenue Growth Outweigh Stalled GMV & Active Buyers? Paid Members Public
eBay Q1 2024 - stallled GMV & buyer growth, with increased Promoted Listings ad rev & AI promises distracting from core infrastructure failures.

eBay Q1 2024 Pre-Earnings Countdown & Highlights Paid Members Public
eBay is set to announce Q1 2024 earnings May 1. Take a look back at highlights from Q1 and what's happening so far in Q2 2024!

eBay Exec Compensation, Compliance & Ethics Changes Revealed In 2024 Proxy Statement Paid Members Public
eBay 2024 Proxy Statement reveals executive compensation, changes to compliance & ethics programs as part of annual report.

eBay & San Jose Mayor Matt Mahan Discuss Shared Priorities & Continued Collaboration Paid Members Public
San Jose Mayor met with eBay CEO & CFO to discuss shared priorities & continued collaboration amidst ongoing legal troubles & tax sharing scrutiny.

eBay Puts Media Contract Up For Review - Could It Signal Marketing Shift For C2C Strategy? Paid Members Public
eBay launches media agency review, moving from decentralized market-based model to global centralized model amid larger business strategy shift.

Q1 2024 Ecommerce Earnings Call Roundup Paid Members Public
Q1 2024 earnings calls are just around the corner - track important ecommerce marketplace earnings dates here!

eBay Has A New Head Of Labor Relations As Kristi Selby Joins From Nestle - What Does It Mean For TCGPlayer Union? Paid Members Public
eBay has new Head of Labor Relations as self-styled "employee relations guru" Kristi Selby joins company after 12 years in labor roles at Nestle.

eBay Acquires Goldin From Collectors, Sells eBay Vault To PSA Paid Members Public
Big news in the collectibles world as eBay sells off their Vault to PSA and acquires Goldin Auctions from Collectors.

eBay Management Shuffle Continues Consumer Selling Strategy Shift With New Head of Global C2C Business Paid Members Public
eBay continues to shuffle management deck with more internal promotions supporting strategy shift back to consumer-selling focused foundation.

Etsy Quietly Adds China To Etsy Payment Eligibility List Via Payoneer Partnership Paid Members Public
Payments update quietly adds China to list of countries that can onboard with Etsy Payments via Payoneer - Is Etsy feeling Temu & SHEIN pressure?

eBay Shakes Up US Leadership With New General Manager Paid Members Public
eBay has a new US General Manager as VP Adam Ireland moves to new role & VP Collectibles, Electronics & Home, Dawn Block steps up to lead US ops.

eBay Chief Legal Officer Marie Oh Huber Announces Departure Paid Members Public
Chief Legal Officer Marie Oh Huber is stepping down after almost 9 years as company faces ongoing litigation & increasing regulatory scrutiny.