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Dec 31, 2020

eBay Q4 2020 Earnings Report

eBay's Q4 2020 earnings exceeded expectations, driven by strong revenue and GMV growth.

Key Takeaways

eBay Inc. reported strong fourth-quarter results, with revenue up 28% to $2.9 billion and GMV up 21% to $26.6 billion. GAAP EPS was $1.12, and non-GAAP EPS was $0.86. The company also highlighted its investments in product and technology and its support for small businesses.

Revenue increased by 28% year-over-year, reaching $2.9 billion.

Gross Merchandise Volume (GMV) grew by 21% year-over-year, totaling $26.6 billion.

GAAP EPS from continuing operations was $1.12 per diluted share.

Non-GAAP EPS from continuing operations was $0.86 per diluted share.

Total Revenue
$2.87B
Previous year: $2.82B
+1.7%
EPS
$0.86
Previous year: $0.81
+6.2%
Active Buyers
185M
Previous year: 183M
+1.1%
Gross Merchandise Volume
$26.6B
Previous year: $23.3B
+14.2%
Gross Profit
$2.13B
Previous year: $2.17B
-2.1%
Cash and Equivalents
$1.43B
Previous year: $975M
+46.5%
Free Cash Flow
$715M
Previous year: $672M
+6.4%
Total Assets
$19.3B
Previous year: $18.2B
+6.3%

eBay

eBay

Forward Guidance

eBay provided guidance for Q1 2021, projecting revenue between $2.94 billion and $2.99 billion and GAAP EPS between $0.81 and $0.86.

Positive Outlook

  • Revenue between $2.94 - $2.99 billion
  • Organic FX-Neutral Y/Y Growth 35 - 37%
  • GAAP EPS $0.81 - $0.86
  • Non-GAAP EPS $1.03 - $1.08