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Sep 30, 2021

eBay Q3 2021 Earnings Report

eBay's Q3 2021 results exceeded expectations, driven by the managed payments migration, advertising portfolio expansion, and volume growth in focus categories.

Key Takeaways

eBay Inc. reported better-than-expected Q3 2021 results, with revenue of $2.5 billion, up 11% year-over-year, and GAAP EPS of $0.43 and Non-GAAP EPS of $0.90. The company returned $2.4 billion to shareholders, including $2.3 billion in share repurchases and $116 million in cash dividends.

Revenue was $2.5 billion, up 11% year-over-year.

Gross Merchandise Volume (GMV) was $19.5 billion, down 10% year-over-year.

GAAP net income from continuing operations was $283 million, or $0.43 per diluted share.

Non-GAAP net income from continuing operations was $591 million, or $0.90 per diluted share.

Total Revenue
$2.5B
Previous year: $2.61B
-4.0%
EPS
$0.9
Previous year: $0.85
+5.9%
Active Buyers
154M
Previous year: 183M
-15.8%
Gross Merchandise Volume
$19.5B
Previous year: $25B
-22.0%
Gross Profit
$1.82B
Previous year: $1.78B
+2.4%
Cash and Equivalents
$1.24B
Previous year: $963M
+29.2%
Free Cash Flow
$502M
Previous year: $584M
-14.0%
Total Assets
$29.3B
Previous year: $18.4B
+58.8%

eBay

eBay

Forward Guidance

eBay is providing the following guidance for continuing operations for Q4 2021: Revenue between $2.57 - $2.62 billion and Diluted GAAP EPS between $0.72 - $0.76 and Diluted Non-GAAP EPS between $0.97 - $1.01.

Positive Outlook

  • Revenue between $2.57 - $2.62 billion
  • Organic FX-Neutral Y/Y Growth 3 - 5%
  • Diluted GAAP EPS $0.72 - $0.76
  • Diluted Non-GAAP EPS $0.97 - $1.01