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Sep 30, 2020

eBay Q3 2020 Earnings Report

Exceeded expectations with a newly focused strategy and significant untapped marketplace potential.

Key Takeaways

eBay Inc. reported better-than-expected third-quarter results. Revenue reached $2.6 billion, up 25% year-over-year, and GMV grew by 22% to $25.0 billion. The company raised its full-year guidance, reflecting confidence in its growth trajectory.

Revenue reached $2.6 billion, a 25% increase year-over-year.

Gross Merchandise Volume (GMV) was $25.0 billion, up 22% year-over-year.

GAAP EPS was $0.88 per diluted share, and Non-GAAP EPS was $0.85 per diluted share.

The company returned $811 million to shareholders, including $700 million in share repurchases.

Total Revenue
$2.61B
Previous year: $2.65B
-1.6%
EPS
$0.85
Previous year: $0.67
+26.9%
Active Buyers
183M
Previous year: 174M
+5.2%
Gross Merchandise Volume
$25B
Previous year: $20.5B
+22.0%
Gross Profit
$1.78B
Previous year: $1.55B
+14.6%
Cash and Equivalents
$963M
Previous year: $897M
+7.4%
Free Cash Flow
$584M
Previous year: $913M
-36.0%
Total Assets
$18.4B
Previous year: $18.7B
-1.6%

eBay

eBay

Forward Guidance

eBay raised its full year guidance for continuing operations, projecting revenue between $2.64 and $2.71 billion and GAAP EPS between $0.58 and $0.64 for Q4 2020.

Positive Outlook

  • Revenue between $2.64 - $2.71 billion for Q4 2020
  • Organic FX-Neutral Y/Y Growth of 19 - 22% for Q4 2020
  • GAAP EPS between $0.58 - $0.64 for Q4 2020
  • Non-GAAP EPS between $0.78 - $0.84 for Q4 2020
  • Revenue between $10.04 - $10.11 billion for FY 2020