eBay: Growth at the Right Bid
October 15, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Chuck Carnevale submits:
"We are positioning this company to compete and win across a range of profitable ecommerce platforms focused on connecting buyers and sellers across the platform of their choice."
Founded in San Jose, California on September 3, 1995, eBay has carved out a unique position in the retail space based on e-commerce. Earnings growth has averaged an incredible compounded 48% per year (See purple circle in Figure 1 below).
Read more articles from Seeking Alpha Editor’s Pick
eBay Dangles a Carrot to Pacify Its Sellers
August 20, 2009 by
Filed under News
Zacks.com submits:
eBay Inc. (EBAY – Analyst Report) recently revised its incentive scale in an attempt to pacify ruffled sellers who are facing shrinking profit margins. The company also expects the new policies to encourage the best sellers to stick with eBay.
The company now promises a 20% discount to top-rated sellers on its Direct Seller Ratings (DSR) system. The rating system outlines four criteria based on which the vendor and the buying experience are evaluated by the buyer.
GM to sell cars on eBay
August 10, 2009 by
Filed under Daily Alerts
WASHINGTON – GENERAL Motors and eBay announced on Monday that the US automaker, which emerged from bankruptcy protection a month ago, will begin selling new cars and trucks on the online auction site.
The programme will initially involve 225 Chevrolet, Buick, GMC and Pontiac dealerships in California, GM and eBay said in a statement.
Cisco: Perfect Home for eBay’s Skype?
August 6, 2009 by
Filed under News
The 451 Group: Inorganic Growth submits:
by Thomas Rasmussen
In eBay’s (EBAY) recent report on second-quarter results, the online auction house announced a somewhat disappointing performance in its two core businesses, Payments and Marketplaces, but did see strong results from a surprising source: Skype. The VoIP service increased year-over-year revenue by 25%, while overall sales declined as the legacy Marketplaces revenue sank 14%. Skype revenue hit $170m in the quarter, bringing sales for the division over the past year to $587m. The service is closing in on a half-billion users, finishing June with 481 million users. All in all, that’s a solid performance for a unit largely considered the bastard child of the Silicon Valley auction giant.
Amazon vs. eBay: 2 Charts Say It All
August 4, 2009 by
Filed under News
Scot Wingo submits:
James Mitchell at a little firm called Goldman Sachs, put out an interesting report Monday that seemed to address concerns around pressure that video game console declining sales put on Amazon (AMZN) for Q2. In there he looks at some of the ‘heartbeat’ metrics of the business and compares them to eBay as a comp.
eBay’s Skype Fiasco: What Were They Thinking?
August 3, 2009 by
Filed under News
Ashkan Karbasfrooshan submits:
It is astounding that eBay forked (EBAY) over $3B for Skype and didn’t actually buy Skype’s underlying technology.
It is amazing that they didn’t realize this and outright criminal that they didn’t get a fully-paid, irrevocable, perpetual, non-exclusive (exclusive for the purposes of international calling) license.
eBay Is a Winning Bid – Barron’s
August 2, 2009 by
Filed under News
eBay (EBAY) is evolving and becoming more profitable, and its PayPal and Skype units make the company look even better. Barron’s Michael Santoli says investors should bet on eBay’s continued growth.
eBay: Still Clouds over Skype IPO
August 1, 2009 by
Filed under News
Tech Confidential submits:
Despite a few ominous signals, eBay Inc. (NASDAQ:EBAY) insists that it’s moving full-steam ahead with its spinoff of Internet phone service Skype.
The online auctioneer felt compelled to issue a statement saying that its plans to spin off the unit, which it acquired in 2005 for $2.6 billion, are still on track following some interesting details in its quarterly report filed with the Securities and Exchange Commission this week.
eBay: Still Clouds Over Skype IPO
July 31, 2009 by
Filed under News
Tech Confidential submits:
Despite a few ominous signals, eBay Inc. (NASDAQ:EBAY) insists that it’s moving full-steam ahead with its spinoff of Internet phone service Skype.
The online auctioneer felt compelled to issue a statement saying that its plans to spin off the unit, which it acquired in 2005 for $2.6 billion, are still on track following some interesting details in its quarterly report filed with the Securities and Exchange Commission this week.
eBay: Essential Data
July 31, 2009 by
Filed under News
eBay Investor submits:
eBay Getting its Groove Back?
Investors have been very optimistic about eBay’s prospects. Today the stock is hovering around $22.00 – more than doubling since it’s March 9th low of $9.91. eBay’s 2nd quarter earnings looked promising and the metrics look like eBay is finally capitalizing on the weak economy.