eBay Tracker NASDAQ: EBAY

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Stock vs S&P 500 live

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EBAY price ($)

Annual financials SEC EDGAR + 8-K press releases

Quarterly financials · last 12 quarters Q/Q · Y/Y

Stock Price Reactions — Last 8 Quarters ±3 days around print

How EBAY traded around each earnings print. Cards show actuals vs consensus for GMV / Revenue / EBITDA / EPS, with a 7-trading-day price chart spanning 3 days before to 3 days after each report date. Vertical amber line marks the report timestamp.

Consensus sources (per tile): Yahoo Finance = scraped from finance.yahoo.com/quote/EBAY/earnings on 2026-04-26 (only retains last 4 quarters of EPS — no revenue/EBITDA/GMV consensus available). Approximation = my best estimate, NOT pulled from a paid feed (FactSet, Visible Alpha, Bloomberg). Refine these as you get real numbers. Hover any "src:" label for the full source string. EBITDA tile shows Non-GAAP Operating Income (eBay doesn't report Adj EBITDA). Pre/post stock prices are computed live from the Yahoo daily series via the SG proxy.

Focus categories — total 10-year history with sourced numbers

Total focus-cat GMV vs total eBay GMV (10 years)

Stacked bars = focus-cat GMV ($B). Line = total eBay GMV ($B). Right-axis line = focus-cat share % of total eBay GMV.

Latest snapshot FY2025

Numbers tagged COMPANY are explicit eBay disclosures (earnings calls, 10-Ks, Investor Day). ESTIMATE are sell-side / Marketplace Pulse / industry estimates. DERIVED are extrapolations from a partial company comment.

GMV by category — latest year

Per-category detail · 10-year history

Open req counter …

Daily total & by-bucket trend

Hiring shape — work model, seniority, salary v2 · Phenom detail-page

Work model

Compensation grade (Workday)

Salary bands (US disclosed)

Top job families

Top skills (Phenom ML extraction)

…

By function bucket

By P&L segment

Reqs touching focus categories

All open reqs …

FX impact on revenue disclosed in 8-K press releases

Quarterly FX impact & hedge gain/(loss) — last 16 quarters

Bars: USD millions of FX impact on revenue. Line: hedge gain/(loss). Negative FX impact = USD strengthened vs INTL basket → revenue translation headwind.

% of revenue from international disclosed

Steady decline from 52% (4Q21) to 46% (4Q25) — US gaining share faster than INTL. INTL GMV % is more stable (~50%); the gap reflects mix of US take-rate / advertising / fees outpacing INTL.

Estimated geographic GMV mix — latest quarter model

Methodology

eBay reports GMV split US vs International only. Within International, weights below are estimates based on (1) the 10-K geographic-revenue disclosures (Germany, UK as the two largest), (2) Gmarket Korea's contribution post-acquisition, and (3) the relative size of Italy / Australia / Switzerland operations referenced in the historical Investor Day decks.

These weights are used to estimate forward FX impact: a 1% appreciation of EUR/USD translates roughly to 0.34 × INTL GMV share × 1% ≈ 0.17% tailwind on group revenue.

Per-quarter INTL currency weight evolution 12 quarters · estimate

Stacked area = each currency's estimated share of INTERNATIONAL GMV, by quarter. Drift drivers (also shown as tooltips): UK fee removal Oct-2024 lifts GBP +3pp through 2025; Korea slowly losing share (Gmarket softness); NOK appears in 4Q25 only (Tise acquisition closed Oct 2025). Within ±1pp accuracy — back-solving from a single disclosed FX impact per quarter is underdetermined.

Implied vs disclosed FX impact model fit

Dark = eBay-disclosed FX impact on revenue. Light = implied FX impact = (per-quarter basket YoY %) × (estimated INTL revenue). Residual is the gap (unmodelled OTHER currencies, hedge timing, cross-border buyer/seller flows).

FX-neutral GMV growth derived

Assumes the disclosed FX impact on revenue translates to a similar percentage impact on GMV (since revenue is a take-rate of GMV and most fees are denominated in local currency). Light bars = reported Y/Y. Dark bars = approximate FX-neutral Y/Y.

Transcripts 2019 → 2026 · 51 events

Full-text search across … earnings calls + sell-side conferences. Matches are pre-indexed (inverted index built from the source PDF), so search is O(1) per term and feels instant. Type a word — the left rail shows every term in the corpus that contains your prefix; click one to jump to the snippets that mention it. Or jump straight to a specific transcript via the pill row above (newest leftmost).

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