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Sep 30, 2023

eBay Q3 2023 Earnings Report

eBay's Q3 2023 performance was solid, marked by revenue growth and strategic advancements.

Key Takeaways

eBay Inc. reported a 5% increase in revenue, reaching $2.5 billion for Q3 2023. The company's GAAP EPS was $2.46, while non-GAAP EPS was $1.03. eBay also generated $777 million in free cash flow and returned $783 million to shareholders through share repurchases and cash dividends.

Revenue increased by 5% year-over-year, reaching $2.5 billion.

Gross Merchandise Volume (GMV) grew by 2% to $18.0 billion.

GAAP EPS was $2.46, and non-GAAP EPS was $1.03.

The company returned $783 million to shareholders through share repurchases and dividends.

Total Revenue
$2.5B
Previous year: $2.38B
+5.0%
EPS
$1.03
Previous year: $1
+3.0%
Active Buyers
132M
Previous year: 135M
-2.2%
Gross Merchandise Volume
$18B
Previous year: $17.7B
+1.7%
Gross Profit
$1.8B
Previous year: $1.73B
+3.6%
Cash and Equivalents
$2.55B
Previous year: $2.04B
+25.2%
Free Cash Flow
$777M
Previous year: $633M
+22.7%
Total Assets
$21.2B
Previous year: $19.1B
+10.9%

eBay

eBay

Forward Guidance

eBay anticipates net revenues between $2.47 billion and $2.53 billion and diluted EPS from continuing operations between $0.70 and $0.75 for Q4 2023.

Positive Outlook

  • Revenue is expected to be between $2.47 billion and $2.53 billion.
  • FX-Neutral Y/Y Growth is expected to be 1% - 2%.
  • Diluted GAAP EPS is projected to be $0.70 - $0.75.
  • Diluted Non-GAAP EPS is anticipated to be $1.00 - $1.05.
  • Full year revenue is expected to be $10.02 - $10.08 billion.

Challenges Ahead

  • Guidance reflects estimates and assumptions with inherent uncertainties.
  • Actual results could differ materially due to various risk factors.
  • Company assumes no obligation to update the guidance.
  • Future performance is difficult to predict.
  • Figures are approximate in nature.