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Jun 30, 2023

eBay Q2 2023 Earnings Report

eBay's Q2 2023 results exceeded expectations, driven by strategic initiatives and strong performance in key metrics.

Key Takeaways

eBay Inc. reported better-than-expected results for the second quarter of 2023. Revenue reached $2.5 billion, up 5% year-over-year, and GMV was $18.2 billion. The company's GAAP EPS was $0.32, while non-GAAP EPS was $1.03. eBay is focused on reinventing the future of ecommerce for enthusiasts.

Revenue increased by 5% to $2.5 billion, or 6% on an FX-Neutral basis.

Gross Merchandise Volume (GMV) totaled $18.2 billion, a decrease of 2% as reported, but only 1% on an FX-Neutral basis.

GAAP net income from continuing operations was $172 million, resulting in earnings per diluted share of $0.32.

The company generated $492 million in free cash flow from continuing operations.

Total Revenue
$2.54B
Previous year: $2.42B
+4.9%
EPS
$1.03
Previous year: $0.99
+4.0%
Active Buyers
132M
Previous year: 138M
-4.3%
Gross Merchandise Volume
$18.2B
Previous year: $18.5B
-1.6%
Gross Profit
$1.82B
Previous year: $1.76B
+3.6%
Cash and Equivalents
$2.27B
Previous year: $1.74B
+30.2%
Free Cash Flow
$492M
Previous year: $466M
+5.6%
Total Assets
$20B
Previous year: $19.7B
+1.5%

eBay

eBay

Forward Guidance

eBay is providing the following guidance for continuing operations for Q3 2023.

Positive Outlook

  • Revenue between $2.46 billion and $2.52 billion.
  • Organic FX-Neutral Y/Y Growth of 2% - 4%.
  • Diluted GAAP EPS between $0.67 and $0.72.
  • Diluted Non-GAAP EPS between $0.96 and $1.01.
  • The estimated GAAP diluted EPS above does not assume any gains or losses on our equity investments.

Challenges Ahead

  • Guidance figures are forward-looking statements and involve risks and uncertainties.
  • Future performance is difficult to predict.
  • Revenue guidance is provided on an FX-Neutral basis and excludes incremental revenue from acquisitions or dispositions.
  • Guidance is based on information available on the date of the press release, and the company assumes no obligation to update it.
  • The company's actual results could differ materially from the provided information.