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  • FEATURED POSTRichard Brewer-Hay / Thursday, April 19th, 2012

    eBay Earnings Twitter Recap via Storify; John Donahoe on CNBC 

    Huge thanks to Perrine Crampton (@pcrampton) for putting together this recap of short form posts and tweets around yesterday’s eBay earnings call for Q1, 2012. What makes Storify really cool is that you can go through the slide show below and click on the links within each captured tweet – and even share right from the slides. At 206 slides, it’s a bit of a slog… but it’s still pretty neat to view:

    eBay Earnings Q1 2012

    A Summary of Tweets Around $eBay’s Q1 2012 Earnings Call

    Storified by Perrine V. Crampton · Thu, Apr 19 2012 19:21:51

    Reuters : EBay quarterly results top expectations http://dlvr.it/1SDW0YRSS – World News
    SFGate
    DTN USA: Summary Box: eBay posts higher 1Q net income: (04-18) 14:52 PDT , (AP) — THE RESULTS: EBay’s first-qua… http://bit.ly/Jj2lxEDTN USA
    Bloomberg
    Earnings Report: eBay reports strong Q1 results – reports net revenue of $3.28B topping estimate of $3.16BBloomberg TV
    New York Times
    EBay Earnings Surpass Forecasts http://nyti.ms/JbywRrNYT Business
    New York Times: EBay Earnings Surpass Forecasts http://bit.ly/xRyQTRTechnology Zap
    EBay Earnings Surpass Forecasts http://nyti.ms/JIFHLPNYT Technology
    EBay Earnings Surpass Forecasts http://nyti.ms/ImsfQ1The New York Times
    Why a single day of stock movement does not indicate successful protest RT @nytimes: EBay Earnings Surpass Forecasts http://nyti.ms/ImsfQ1Jacob Harris
    EBay Earnings Surpass Forecasts, net income in 1Q rose 20% to $570 million, revenue climbed 29% to $3.3 billion http://nyti.ms/IRZ8GDSebastien Provencher
    DTN Financial News: EBay Earnings Surpass Forecasts: The company posted higher revenue and net income due to a s… http://nyti.ms/J4a2IxDTN Financial News
    DTN USA: EBay Earnings Surpass Forecasts: The company posted higher revenue and net income due to a sustained tu… http://nyti.ms/JiCvtCDTN USA
    EBay Earnings Surpass Forecasts: The company posted higher revenue and net income due to a sustained turnaround … http://nyti.ms/JbCiudMix Technologies
    EBay Earnings Surpass Forecasts: The company posted higher revenue and net income due to a sustained turnaround … http://nyti.ms/JbCd9GScott and Cara
    TechCrunch: PayPal Here 
    More Than 200K Merchants Have Signed Up For PayPal Here: During eBay’s earnings call today, eBay CEO and Preside… http://bit.ly/J5qHJ8Jim
    During eBay’s earnings call today, eBay CEO and President John Donahoe said that over 200,000 merchants have sig… http://bit.ly/JbHttSShakana Kirksey
    More Than 200K Merchants Have Signed Up For PayPal Here: During eBay’s earnings call today, eBay CEO and… http://dlvr.it/1SD8j6 #TechCrunchLee Yount, Jr.
    any #PaypalHere data in #eBay’s earnings release? http://techcrunch.com/2012/04/18/ebay-beats-q1-revenue-up-29-percent-to-3-3b-net-income-up-20-percent/ launched 1 month ago so early but curiousIndranil (Indy) Guha
    RT @eBayPartnerNet: Quarterly earnings announced today @eBay – Q1 revenue up 29% to $3.3 billion: http://tcrn.ch/HTsHFoFreedom Card Board
    Quarterly earnings announced today @eBay – Q1 revenue up 29% to $3.3 billion: http://tcrn.ch/HTsHFoeBay Partner Network
    Current TechNews
    More Than 200K Merchants Have Signed Up For PayPal Here During eBay’s earnings c http://bit.ly/HIys7M #experience #NFC #numberCurrent Tech News
    MarketWatch
    NewsWatch: PayPal gains lead eBay’s earnings higher http://on.mktw.net/JiHc6FMarketWatch Realtime
    PayPal gains lead eBay’s earnings higher: Online auctioneer’s shares climb after hours on results that… http://dlvr.it/1SD45t |MarketWatchTech Log
    PayPal gains lead eBay’s earnings higher http://lnkd.in/W78qs4Ben Verhoff
    NewsWatch: PayPal gains lead eBay’s earnings higher http://dlvr.it/1SCwnD #econ #mises #keynesEcon Digest
    CNBC
    MW Bulletins: EBay reports 20% higher profit; shares rise after hours http://bit.ly/J3ZNEaCNBC_Live
    EBay Earnings, Revenue Top Forecasts; Shares Rise: http://bit.ly/J42Qw5FXADDICTS BRASIL
    EBay Earnings, Revenue Top Forecasts; Shares Rise http://ht.ly/1iSIAyOK Invest
    CNBC: EBay Earnings, Revenue Top Forecasts; Shares Rise: http://bit.ly/J42Qw5FinancePress
    http://bit.ly/ywmSJz EBay Earnings, Revenue Top Forecasts; Shares Rise: http://bit.ly/J42Qw5Progressive Equity
    EBay Earnings, Revenue Top Forecasts; Shares Rise: http://bit.ly/J42Qw5John F. Temmerman
    EBay Earnings, Revenue Top Forecasts; Shares Rise: http://bit.ly/J42Qw5John Temmerman
    EBay Earnings Surpass Forecasts (By SOMINI SENGUPTA/NY Times – Business) http://dlvr.it/1SDK9STIN-ECommerce News
    PayPal Grows in Mobile and International Accounts http://bit.ly/J4gAa0Bank Technology News
    Wall Street Journal
    #wsj #invest #reo EBay, Yum, Qualcomm Report Mixed Earnings Results: A bunch of earnings rep… http://on.wsj.com/JIFOqP #invest #realestateBuy REO Homes
    [news] EBay, Yum, Qualcomm Report Mixed Earnings Results – Wall Street Journal (blog) http://bit.ly/JiKA1jWebsearch
    EBay, Yum, Qualcomm Report Mixed Earnings Results: Dan Kitwood/Getty ImagesA bunch of earnings reports just … http://bit.ly/JIC9cqPro Financial Group
    Silicon Valley San Jose Business Journal
    EBay stock up nearly 5% after-hours on Q1 earnings: EBay Inc.’s stock was up 4.54 percent on Wednesday in after-… http://bit.ly/J5o6ivSVSJbizjournal
    EBay stock up nearly 5% after-hours on Q1 earnings http://bit.ly/INiUxLSVSJbizjournal
    EBay stock up nearly 5% after-hours on Q1 earnings: EBay Inc.’s stock was up 4.54 percent on Wednesday in… http://dlvr.it/1SD5BmDowntown San Jose
    AuctionBytes
    eBay John Donahoe: we will see product enhancements around checkout, search, and "fun" discovery this year (Q1 earnings call)AuctionBytes
    eBay’s Q1 2012 earnings call with Wall Street analysts has begun http://investor.ebayinc.com/events.cfmAuctionBytes
    Colonial Capital Investments
    EBay, Yum, Qualcomm Report Mixed Earnings Results http://dlvr.it/1SDDnKCOFX
    EBay, Yum, Qualcomm Report Mixed Earnings Results http://dlvr.it/1SDDnKCOFX
    NASDAQ
    Google News Ebay Results Top Estimate; Boosts Outlook – NASDAQ: Ebay Results Top Estimate; Boosts OutlookNASDAQ(… http://bit.ly/JeymULPrabhat Shah
    Seeking Alpha
    eBay Releases Fantastic First Quarter Results, Raises 2012 Guidance: By Valuentum:eBay (EBAY) reported fantasti… http://adf.ly/7ZP6xMillionaire Stocks
    RTT News.com
    Ebay Results Top Estimate; Boosts Outlook http://bit.ly/JIRREtrttnews.com
    Business Wire.com
    "#PayPal expects $7B on mobile in 2012": seems low vs. 24% growth in Q1 to $34B TPV & launch of #PaypalHere http://www.businesswire.com/news/home/20120418006752/en/eBay-Reports-Strong-Quarter-2012-ResultsIndranil (Indy) Guha
    Motley Fool
    3 Cheers for eBay: The auction and PayPal giant posts better-than-expected results. http://bit.ly/J5D5JkLinks by Blueleaf
    $ 3 Cheers for eBay: The auction and PayPal giant posts better-than-expected results. http://bit.ly/J5D5JeLillian Wong
    3 Cheers for eBay: The auction and PayPal giant posts better-than-expected results. http://bit.ly/J5D5JeThe Resource
    Ecomerce Bytes
    eBay Releases First Quarter 2012 Earnings RT @AuctionBytes http://ow.ly/amZzb #ecommerceMonsoon Commerce
    Real Daily News
    EBay Earnings Surpass Forecasts http://goo.gl/fb/rjrSgReal Daily News
    EBay Earnings Surpass Forecasts http://tinyurl.com/7qp9sutReal Daily News
    Forbes
    Markets News – eBay Options Traders Betting On Post-Earnings Pain: Today’s tickers: EBAY, IR & PLDEBAY – eBay,… http://onforb.es/JhLxHje24Business
    Earnings Front: eBay: by Optionetics Staff Writers of http://Optionetics.com Naz’ 100 (QQQ) constituent eBay (EBAY)… http://bit.ly/INaE0BCindy Rames
    eBay Options Traders Betting On Post-Earnings Pain http://bit.ly/INd9QzMash Bonigala
    Investors Business Daily
    EBay Q1 Profit, Sales Beat Views; Q2 Outlook Misses http://dlvr.it/1SCzqpInvestors.com Tech
    iStockAnalyst
    U.S. Stocks Slip Amid Mixed Earnings; Hot Stocks: IBM, INTC, YHOO, QCOM, EBAY, HAL, GNW, CREE, CHK, SXCI, CHSI $… http://bit.ly/JbET7riStockAnalyst
    Live audio broadcast through TuneIn
    Listen to $EBAY Q1 2012 earnings call – live at 05:00 PM, ondemand after – http://stks.co/3P5KEarningsCast
    RT @ebayinkblog: $EBAY Reports Strong Q1 2012 Results; Increases full-year guidance for 2012 http://stks.co/3P2Q #eBayQ112Andy Chase
    eBay’s Q1 2012 earnings call is on live right now at http://ow.ly/an3l9 or listen by browsing to News in our mobile app.TuneIn
    The Globe and Mail (Canada)
    $EBAY up nearly 8% in after hours trade. Here’s a recap of the earnings that did it http://stks.co/3P8BDarcy Keith
    European Markets
    EBay reports 20% earnings increase: SAN FRANCISCO (MarketWatch) EBay Inc. on Wednesday reported a fiscal first-q… http://bit.ly/INeozcEuropean Markets
    StockTwits
    EBAY stock price – eBay Inc. trading ideas on StockTwitsWhat stock price is EBAY? Get the latest news and information about eBay Inc. in real-time. Find out what professional investors, analyst…
    Earnings Whisper
    Earnings Whispers : Earnings Whisper Number for EBAYEarnings Whisper ®: $0.54. Consensus Estimate: $0.52. Surprise Expectation 1: Release Date: [confirmed], 4/18/2012. After Close. Expect…
    eBay Ink Blog
    EBay Inc. Reports Strong Q1 2012 Results; Increases full-year guidance for 2012: http://bit.ly/INiI1pHN Firehose
    eBay Inc. – Investor RelationsFounded in 1995, eBay Inc. is the worldwide leader in shopping and payments on the web. Every day, we connect hundreds of millions of b…

    Commentary

    Top 10 highest earning websites in 2011 #Google #Yahoo # Reuters #Amazon #Comcast #ebay #AOL #iTunes – http://goo.gl/zDnyySmall Business India
    This list may offer good risk/reward opportunity to trade earning AMC/ BMO tomorrow, $EBAY, $FFIV, $QCOM, $VMW, $YUM, $FCX, $GPC and $BTUOptionPundit
    Looking for the techs to move the most RT @StockTwits: Notable Earnings reports after the close today: $QCOM $AXP $EBAY $FFIV $YUM $VMWEvent Trading
    US EARNINGS: American Express, eBay 1Q earnings beat estimatesDailyFXTeamMember
    RT @BloombergTV: Earnings Report: eBay reports strong Q1 results – reports net revenue of $3.28B topping estimate of $3.16BMoneyNewsWeb
    RT @ldrogen so awesome the interaction that you’re seeing from @eBayInkBlog on StockTwits with its investors $EBAYhowardlindzon
    RT @StockTwits The StockTwits Trending Ticker Stream http://stks.co/3P4F Has ‘em All Tonight $EBAY $QCOM $YUM $VMW $AXP $FFIV et al..howardlindzon
    yep RT @biggercapital This is just the start for $EBAY Marketplace is on fire this qtr, not really reflected in these numbershowardlindzon
    @howardlindzon thought you were going to buy $VMW after our last discussion re them & $EMC. I love both.Barry Graubart
    Why friend? “@howardlindzon: Happy to be long $ebay for me and clients…”Breezer
    @ebayinkblog Howdy RBH! Always great to see you filling my Twitter timeline. Hope the news is good :)Cliff Aliperti
    @howardlindzon great example of good management, I honesty thought they lost with PayPal ordeal. Nice play again.Jarrett Cook
    RT @eBayInkBlog For full year 2012, we expect $EBAY rev of $13.8 – $14.1 billion, representing 18-21% growth. #eBayQ112 http://stks.co/3P7phowardlindzon
    KUDOS: To @StockTwits on the 'get' because the $EBAY IR posts @eBayInkBlog on their print are exceptional. Amazing information feed.
    @howardlindzon $EBAY idea … like it a lot . it it goes through 36.40 &36.80 and hold above on a closing basis … i buy $$elricadon
    $EBAY options pricing in a .40 move on earnings tonight according to TOS system #SoundsLow http://bit.ly/HQHL9MTrading Trends
    $EBAY options pricing in a .40 move on earnings tonight according to TOS system #SoundsLow http://bit.ly/HQHL9MTrading Trends
    Today: It’s all about earnings with EBay & Qualcomm, #Instagram deal timeline, The #Yahoo/ #Oracle battle, & more. Live 3pmPTBloomberg West
    PayPal has become its fastest-growing unit, accounting for 43 percent of sales last year http://stks.co/3P8g $EBAY
    After-Hours Report: EBAY +4.9%, MLNX +10.2%, QCOM -3.8% Following Earnings/GuidanceWinborn Traders
    $SPY $EBAY 38.29 +2.21 (6.13%) – good to see winners $$
    $MITK $EBAY up 8% after earnings thanks to a huge growth from Paypal!
    boom boom boom..adios Best Buy $bby reason of the day RT @firstadopter $EBAY call: "mobile is fundamentally changing the retail landscape"
    Ebay (NASDAQ: EBAY) Earnings Preview – Fred Dunsel (04/17/12 …1 day ago … Last Friday, eBay closed at $36.12, marking a 1.4% gain for the week. The auction giant will be reporting its first quart…
    EBAY Income Statement | eBay Inc. Stock – Yahoo! FinanceGet the detailed quarterly/annual income statement for eBay Inc. (EBAY). Find out the revenue, expenses and profit or loss over the las…
    eBay Earnings Preview: PayPal's Growth Continues, Looking For …2 days ago … eBay (NASDAQ:EBAY) saw its revenue grow around 27% in 2011, and nearly 35 % in Q4 2011, with most of it driven by its two…
    Earnings Preview: EBay to post 1Q results on Wednesday :: Editor's …11 hours ago … EBay is expected to report higher profit and revenue when it releases first-quarter earnings on Wednesday after the ma…
    Earnings Preview: eBay – Seeking Alpha1 day ago … eBay (EBAY) is expected to report Q1 earnings after the market close on Wednesday, April 18 with a conference call schedu…
    eBay Earnings Per Share (EBAY)eBay has a Earnings Per Share of 1.51. eBay Earnings Per Share (EBAY) charts, historical data, comparisons and more.
    eBay Inc. (EBAY) Earnings Surprise – NASDAQ.comFind the latest earnings surprise and earnings surprise history for eBay Inc. ( EBAY) at NASDAQ.com.
    eBay Inc (EBAY.OQ) Quote| Reuters.comEBAY.OQ on NASDAQ Stock Exchange Global Select Market 35.50USD 4:00pm … eBay Inc. (eBay) is a global commerce platform. … Earnings …
    "EBay's Second Life: When Should Virtual Earnings Bear Real …Millions of people participate in virtual worlds. The popular virtual world Second Life is designed to be a platform for commerce. This…
    Earnings watch: EBay Qualcomm- MSN Money10 hours ago … EBay (EBAY) is expected by analysts Wednesday to report first-quarter earnings of 52 cents a share on revenue of $3.15…
    Ebay Q1 Earnings May Top Estimates, Focus On Outlook …22 hours ago … (R. Chandrasekaran) Online auctioneer eBay (Nasdaq: EBAY) will announce its first quarter results after the market clo…
    eBay Inc. First Quarter Earnings Sneak Peek | Wall St. Cheat Sheet5 days ago … S&P 500 (NYSE:SPY) component eBay, Inc. (NASDAQ:EBAY) will unveil its latest earnings on Wednesday, April 18, 2012. …
    eBAY (EBAY): ~ Wednesday! $EBAY ~ Q1 Earnings posted, pending12 hours ago … eBAY EBAY Stock Message Board: ~ Wednesday! [b]$EBAY[/b] ~ [u][b]Q1 Earnings[/b][/u] posted, pending.
    Forbes Earnings Preview: eBay – Forbes2 days ago … Ebay (EBAY) is hoping its first quarter earnings report on Wednesday, April 18, 2012 will help continue the momentum its…
    EBAY Stock Quote | eBay, Inc. ResearchReal Time InsightApril 16, 2012 – NASDAQ; Why This Isn't Internet Bubble 2.0 April 16, 2012 – SmartMoney; eBay Earnings Preview: Pay…
    EBay Options Volume Up Ahead Of Earnings | Phil's Stock World4 hours ago … Today's tickers: EBAY, IR & PLD EBAY – eBay, Inc. – Options on eBay, Inc. are active today as traders await the.
    EBAY stock price – eBay Inc. trading ideas on StockTwitsWhat stock price is EBAY? Get the latest news and information about eBay Inc. in real-time. Find out what professional investors, analyst…
    eBay Inc: NASDAQ:EBAY quotes & news – Google FinanceQ1 2012 eBay Earnings Conference Call – 5:00PM EDT – Add to calendar. Mar 20, 2012. eBay's Latest Retail Technologies Demonstration…
    EBAY – CNBCReal time stock prices for eBay Inc, including EBAY stock quotes, stock … EBAY. O : NASDAQ. Industry: Specialized Consumer Services. I…
    Earnings Preview: EBay Inc. | Breaking Business News, Headlines …Posted on April 16, 2012 at 18:00 PM EDT. eBay Inc. (NASDAQ:EBAY) is scheduled to announce its first quarter fiscal 2012 results on Apr…
    Impressed by the Earning Potential of the EBay CapsuleOnce declined, I never really pursued eBay affiliate income as an option for me on HubPages. Instead, I used Amazon and simply put an A…
    Same Traffic, But EPN Earnings Have Tanked?: Special Discussion …Same Traffic, But EPN Earnings Have Tanked?: I used to earn $1500 – $1800 a month and ever singe EPC rolled out, I have maintained an E…
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    Earnings Per Share for EBay (EBAY) – WikinvestEarnings Per Share data for EBay: industry ranking, historical trend, and competitor comparison.
    eBay Quote Page (EBAY)17 hours ago … eBay Earnings Preview: PayPal's Growth Continues, Looking For Marketplaces Updates. 4/16/2012 by Trefis. Earnings …
    eBay trading higher ahead of Q1 – Theflyonthewall.coml►► Designed by market professionals, theflyonthewall.com has been reporting unbiased market intelligence to both professional and indi…
    EBAY: Earnings & Forecast for eBay Inc. – SmartMoney.comEBAY earnings vs. expectations, earnings forecast, forecast revisions, growth estimates and earnings releases for eBay Inc. at SmartMoney.
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    Earnings Preview: eBay Inc. – Zacks.com1 day ago … Earnings Preview: eBay Inc.-eBay Inc. (EBAY) is scheduled to announce its first quarter fiscal 2012 results on April 18, …

    People really liked the earnings announcement with live tweeting by @eBayInkBlog 

    @ebetsy @ebayinkblog Always get a kick out of seeing RBH’s face pop up in feed, especially when he totally dominates it like earlier today!Cliff Aliperti
    @IEphemera @ebayinkblog If you’re going to have your Twitter timeline filled, better it should be filled with/by RBH than many others…LOLBetsie Bolger
    @ebayinkblog Thanks for the earnings-call tweets…BTW, love that British expression "as you were"!Betsie Bolger
    Join tomorrow’s $eBay earnings call here: http://bit.ly/HPUABE #eBayQ112 or follow the live tweets from @ebayinkblogRichard Brewer-Hay
    @biggercapital Congrats on $EBAY long into ER. Impressive conviction and move by you.
    @ebayinkblog Thanks so much! Love following your commentary on these calls.Victoria Gaunt
    so awesome the interaction that you’re seeing from @eBayInkBlog on StockTwits with its investors $EBAYLeigh Drogen
    @ebayinkblog: $EBAY Reports Strong Q1 2012 Results; Increases full-year guidance for 2012 http://stks.co/3P2Q #eBayQ112” go ebay stock:)Arne Bultman
    I managed to sneak out before our $eBay earnings call and snap a pic with this car… cc @jswartz652 http://pic.twitter.com/NxSVtSDXRichard Brewer-Hay

    eBayInkBlog tweets live during earnings announcement

    In #eBayQ112, @PayPal implemented its first major POS product in nearly 2,000 @HomeDepot stores nationwide. $eBay
    $eBay Marketplaces business has turned the corner, shifting from defense to offense #eBayQ112
    $eBay added more than 2 million new active users in #eBayQ112. Largest increase in three years http://dcl.sr/134
    Fixed Price, accounting for 64% of $eBay GMV in #eBayQ112, grew 18% from #eBayQ411 http://dcl.sr/136
    $eBay Auctions grew 3% in #eBayQ112 compared to #eBayQ411 http://dcl.sr/138
    $eBay Fashion, Parts & Accessories and Ticket categories all delivered strong double-digit growth rates in #eBayQ112 http://dcl.sr/13A
    Nearly half of U.S. $eBay GMV came from Top-rated sellers in #eBayQ112 http://dcl.sr/13C
    Same-store-sales for $eBay TRS in the U.S. grew 22% in #eBayQ112 (from the prior quarter) outpacing ecommerce http://dcl.sr/13E
    $eBay sellers are offering free shipping on more items, representing 45% of #eBayQ112 transactions http://dcl.sr/13G
    $eBay is excited about the @StubHub expansion into the UK in March. #eBayQ112
    In March of #eBayQ112 we launched Watch with $eBay, our first iPad app that combines shopping and entertainment
    During #eBayQ112, @GSICommerce signed or extended 29 client contracts across their suite of services. $eBay http://dcl.sr/13M
    In #eBayQ212 $eBay is planning a ltd. rollout of the next gen of @GSICommerce’s web service technology (V11 platform) http://dcl.sr/13O
    Thanks to @X_commerce we launched over 2,000 new apps for businesses of all sizes during #eBayQ112 $eBay http://dcl.sr/13Q
    With our focus on enabling commerce, $eBay is delivering innovative products and great shopping experiences #eBayQ112
    $eBay continues to operate with discipline and clarity, leveraging our scale, technologies and capabilities #eBayQ112
    $EBAY CFO Bob Swan now talking…
    #eBayQ112 was a great quarter for $eBay and a strong start to the 2nd year of our 3-year journey. http://dcl.sr/13S
    $eBay revenue increased 29% in #ebayQ112 http://dcl.sr/13U
    $eBay announced 2 acquisitions and the divestiture of @RentDotCom and we repurchased approx. $7M stock shares #eBayQ112 http://dcl.sr/13W
    As a result of strong operating performance, $eBay is increasing outlook for the full year. #eBayQ112 http://dcl.sr/13Y
    #eBayQ112 $eBay non-GAAP EPS was $0.55 (GAAP = $0.44). Up 18% year-over-year. http://dcl.sr/13c
    $eBay non-GAAP operating margin was 26.9% (GAAP was down to 19.9%) y-o-y. Due mianly to acquisitons and biz mix http://dcl.sr/13e
    Another strong quarter from @PayPal. Revenue reached $1.3 billion and TPV increased to $33.9 billion $eBay #eBayQ112 http://dcl.sr/13g
    On-$eBay TPV grew 18% on an fx-neutral basis vs #eBayQ411 http://dcl.sr/13m
    The transaction and segment margins for @PayPal are at the highest level in the last 5 years. $eBay #eBayQ112 http://dcl.sr/13o
    More consumers are turning to @shopbillmelater for convenience and choice. #eBayQ112 $eBay
    The TPV of @shopbillmelater was up 51% in #eBayQ112, driven by continued strong penetration on and off $eBay http://dcl.sr/13q
    Overall $eBay Marketplaces achieved net revenues of $1.7 billion, up 13% on an fx-netural basis in #eBayQ112 http://dcl.sr/13s
    Sold items on $eBay Marketplaces grew 17% in #eBayQ112, a 6 point acceleration from #eBayQ411 http://dcl.sr/13u
    #eBayQ112 – @GSICommerce had a strong quarter. Revenue was $237 million, up 15% year-over-year $eBay http://dcl.sr/13w
    Global eCommerce Merchandise Sales (GMS) for @GSICommerce grew 26% on a same store sales basis year-over-year $eBay http://dcl.sr/13y
    The profitability of @GSICommerce is improving as $eBay capitalizes on synergies. Segment margin of 9.5%. #eBayQ112 http://dcl.sr/140
    In #eBayQ112, $eBay operating expenses were 44% of revenue, slightly higher on year-over-year basis http://dcl.sr/142
    $eBay is increasing our full year guidance by $100 million topline and $0.05 on the bottom line. #eBayQ112 http://dcl.sr/144
    $eBay is increasing expecations for operating performance by approx. 2 points to reflect strong #eBayQ112 results. http://dcl.sr/146
    $eBay has reduced the negative impact of a stronger USD by 1 point to reflect a more stable currency environment http://dcl.sr/148
    For full year 2012, we expect $eBay revenue of $13.8 – $14.1 billion, representing 18-21% growth. #eBayQ112 http://dcl.sr/14A
    $eBay expects #eBayQ212 revenue of $3.25 – $3.35 billion http://dcl.sr/14E
    $eBay anticipates non-GAAP EPS of $0.53 – $0.55 (GAAP = $0.49 – $0.51) in #eBayQ212 http://dcl.sr/14G
    $eBay now anticipates non-GAAP EPS of $2.30-$2.35 (GAAP = $1.91-$1.96). #eBayQ112 http://dcl.sr/14C

    eBay Inc. CEO, John Donahoe, spoke on CNBC earlier today in response to the company’s Q1, 2012 earnings. Here you go:

  • FEATURED POSTRichard Brewer-Hay / Wednesday, April 4th, 2012

    UPDATED: eBay has Acquired WHI Solutions 


    Updated 4/4/12

    eBay Inc. has completed its previously announced acquisition of WHI Solutions and I’m excited to officially welcome the WHI team to eBay.

    What does this mean for buyers?
    We believe buyers can benefit from WHI’s world class catalog, which provides eBay with the foundation to expand our catalog from auto replacement parts to specialty equipment, racing performance and vintage parts to meet the needs of the automotive enthusiast.

    What does this mean for sellers?
    WHI makes it easier for sellers to list inventory, automatically populating listing fields including description, image and vehicle application data using WHI’s world class ecatalog, which has millions of SKUs.

    Terms of the acquisition were not disclosed.

    Original post from 2/21/12

    eBay Inc. has reached a definitive agreement to acquire WHI Solutions (WHI), a provider of software and digital catalog solutions for auto parts distributors and retailers.

    With the innovative team and technology of WHI, eBay gains expanded selection and access to enhanced structured data which we believe will enable eBay Motors to improve parts selection and value for customers while enabling parts retailers, distributors, dealers, and manufacturers to reach more customers. Terms of the deal were not disclosed.

    I’m a fairly stereotypical guy for the most part… I like my beer, my sports, and my action movies. Having said that, I’ve never been much of a gearhead and – in full disclosure – my wife is the one who has negotiated the price of both of my previously owned vehicles. From what I can tell, and I’ve been paying closer and closer attention to it lately, eBay Motors makes it pretty simple to find parts for cars – whether you’re a car enthusiast or not – and the integration of WHI seems to further emphasize that ease of use.

    With WHI, eBay plans to expand its catalog – from auto replacement parts to specialty equipment – to meet the needs of the eBay customer. In addition to the catalog benefits for eBay Motors buyers, sellers will also enjoy a better experience with an easier way to list inventory, with automatically populating listing fields including description, image and vehicle application data using WHI’s catalog of millions of SKUs.

    The plan is for WHI’s talent, technology and client base to be smoothly integrated into the eBay Motors ecosystem. WHI offices will remain in New York, New Jersey and Los Angeles at this time.

    Cheers,
    
RBH

  • FEATURED POSTRichard Brewer-Hay / Tuesday, February 14th, 2012

    INVITATION: Crisis Communications in the age of social media 

    Crisis Communication in the edge of social media

  • FEATURED POSTRichard Brewer-Hay / Thursday, July 7th, 2011

    eBay Inc. Agrees to Acquire Zong 


    It was announced this morning that eBay has agreed to acquire Zong and Scott Thompson, President of PayPal, just posted to the PayPal Blog about the news…

    Today we announced that eBay has agreed to acquire Zong for approximately $240 million. Zong is one of the leading providers of payments through mobile carrier billing, with connections with more than 250 mobile carriers in 45 countries. Upon closing of the transaction, Zong will eventually become part of PayPal.

    PayPal has 100 million active accounts; millions of people who have already trusted us to provide their digital wallets. And Zong’s expertise in carrier billing means that it has the potential to reach the more than 4 billion people around the world who have mobile phones – including people who don’t have (or choose not to use) bank accounts or credit cards online. By combining Zong and PayPal, we believe we can offer more services to more customers, ultimately bringing even more value to how people pay and get paid.

    You can read more about it on the Zong blog too.

    Cheers,
    RBH

  • FEATURED POSTRichard Brewer-Hay / Monday, June 6th, 2011

    eBay to Acquire Magento; Video message from eBay CEO, John Donahoe 

    Magento Logo

    eBay Inc. today announced that it has agreed to acquire Magento Inc., the creator of Magento, a leading open source ecommerce platform. The deal follows eBay’s acquisition of a minority stake in the company in 2010. Upon closing of the transaction, eBay will own 100% of the outstanding shares of Magento. Terms of the deal were not disclosed. The transaction is expected to close in Q3 2011.

    It was also announced that Magento will join X.Commerce, eBay’s newly created integrated open source platform group. Something I’m particularly interested in. According to today’s announcement, the group is focused on leveraging the company’s assets and partner technologies to build a strong, robust developer community as a resource for merchants and retailers of all sizes. More details will be shared with developers during the X.Commerce Innovate conference on Oct. 12-13 in San Francisco and I’d like to sit down with key members of the group to share more info here with Ink readers too. In the meantime, here is a video message to developers from John Donahoe, CEO, eBay Inc.

    A video message to developers from eBay Inc. CEO, John Donahoe

    About Magento
    The Magento platform serves tens of thousands of merchants worldwide and is supported by a global community of solution partners and third-party developers. Magento is a feature-rich, open-source, enterprise-class commerce solution that offers merchants a high degree of flexibility and control over the user experience, catalog, content and functionality of their online store. Magento Go, the company’s hosted software-as-a-service solution, provides small and growing merchants with the tools to help them succeed online – from payments to inventory management. Magento is a Los Angeles-based company with more than 290 employees.

  • FEATURED POSTRichard Brewer-Hay / Monday, March 28th, 2011

    UPDATED: eBay has acquired GSI Commerce 


    Updated 6/20/11
    eBay Inc. has completed its previously announced acquisition of GSI Commerce, Inc. and it is my great pleasure to be one of the first people to officially and publicly welcome them on board.

    The stockholders of GSI approved the adoption of the merger agreement with eBay at the special meeting of stockholders held this past Friday and the merger became effective later that day.

    eBay acquired all of the outstanding shares of GSI’s stock for $29.25 per share in cash, or total consideration of approximately $2.4 billion. GSI Commerce will operate as a separate business unit led by Chris Saridakis as its newly appointed president who will report directly to eBay CEO and President, John Donahoe.

    Be sure to add the GSI Commerce blog to your blog roll (if you haven’t done so already) and follow along on Twitter @GSICommerce.

    Cheers!
    RBH (More …)

  • FEATURED POSTRichard Brewer-Hay / Thursday, February 10th, 2011

    eBay Analyst Day recap: eBay Inc. expects double-digit annual revenue 
and earnings growth over next 3 years 

    EBAY_ANALYST_DAY_03-1

    I was fortunate enough to sit in on my second eBay Inc. analyst day today (although anyone with a computer monitor and an Internet connection could have done so too by accessing the live webcast). The company projected double-digit annual revenue and earnings growth for 2011-2013, with revenues expected to reach at least $13 billion in 2013 compared to approximately $9 billion in 2010.

    “New rules of retail are being written today,” said eBay Inc. President and CEO John Donahoe. “Online and offline commerce are changing and converging, and technology is dramatically influencing how consumers connect, shop and pay. We are at the forefront of shopping innovation. We believe we have core businesses, platforms and assets that strongly position us to compete, win and lead on a global scale. We are confident that we will lead the next generation of commerce.”

    (More …)

  • FEATURED POSTRichard Brewer-Hay / Wednesday, November 17th, 2010

    Live-blogging $eBay Earnings on Twitter: What works? What could we do better? 

    I’ve been following Dominic Jones, the man behind IR Web Report, for a little over two years now – coincidentally, right around the time I started live-tweeting our eBay quarterly earnings calls from my desk. Dominic has followed our IR / social media activities over that time too and even included us in a round-up back in August: “Investor relations on Twitter: 10 great examples”. The excerpt…

    The original earnings live-tweeter, eBay continues to be a standard setter. It’s one of the few to incorporate StockTwits into its distribution. Its disclaimer at the start of earnings call live-tweeting sessions, and use of an unique hashtag for each call, are best practices. But too many tweets for my liking, but no one else complains so I’m wrong. Could say more but Richard’s already gotten a lot of ink here. He’s posted a good piece about his set-up and process.

    As some of you already know, I worked with our legal team to create guidelines and best practices for corporate disclosure in both short and long-form social media. It resulted in pre-session disclosure tweets; hashtag creation to identify specific quarters; and the use of StockTwits to track the IR discussion around a specific earnings’ call.

    Dominic has written a follow-up post entitled “10 IR Twitter accounts revisited: honeymoon is over” that also revisits our work here on Ink: (More …)

  • FEATURED POSTRichard Brewer-Hay / Wednesday, October 20th, 2010

    $eBay Inc. Reports Q3 2010 Earnings #eBayQ310 #eBayNews 

    eBay Inc. today reported that revenue for the fiscal third quarter ended September 30, 2010, increased 1% to $2.2 billion, or up 10% excluding Skype, compared to the same period of 2009. The company recorded Q3 net income on a GAAP basis of $431.9 million, or $0.33 per diluted share, and non-GAAP net income of $530.6 million, or $0.40 per diluted share, representing a 14% increase excluding Skype, compared to the same period of 2009. (More …)

  • FEATURED POSTRichard Brewer-Hay / Tuesday, October 19th, 2010

    Reference for $eBay’s Q3 FY 2010 Earnings Call on Wednesday Oct 20, 2010 #eBayQ310 

    eBay (NYSE: EBAY) will present its third quarter earnings results tomorrow, October 20, 2010, after the market closes. We will be live-tweeting and including links to the news release, financials, and other information as they become available on Twitter/StockTwits ($EBAY) via @ebayinkblog.

    Search the hashtag #eBayQ310 for all eBay earnings’ related information tomorrow.

    Related Reads
    Webcast of eBay Q3FY10 analyst relations call (2pm PT, 10/20/10)
    Investor Relations FAQ
    eBay earnings legal information

    Cheers,
    RBH

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