Tomorrow, at 5:00 P.M. I will start live blogging the eBay Inc. (NASDAQ: EBAY) webcast of Q3 results. Things to watch in Q3 earnings report:
- Core listings growth - this has been one of major concerns of eBay investors. Management might have to answer some tough questions there including whether the recent experienced growth in core listings is due to the fee hike or to promotions.
- Mix between auction and Store listings - is it improving and how is it affecting GMV?
- What's happening in China, especially in light of eBay Eachnet CEO resigning last month and the rumors regarding a deal
- How's eBay Express been performing?
- International markets growth
- The Google and Yahoo! partnerships - what kind of effects are expected or were already experienced
- PayPal and competition - has Google Checkout gained market share? Does eBay feel an impact?
- Skype - traction, going forward, increased contribution to revenue etc.
- Did the listing fee hike cause a wider fleeing of merchants than expected? Any effects from that on revenue?
I know that many eBay merchants who frequent this blog may have other questions on their mind, questions that have to do more with the specific operations at eBay sites as they pertain to them. I doubt any of these questions will be asked by the investment community, although some analysts may indeed tackle the following issues of concern:
- Loss of sellers - does eBay feel a material loss of sellers?
- Does eBay feel a material loss of buyers, indicating a change in consumer behavior?
- How does eBay plan to tackle fraud sales and the recent law-suits?
GM Kills $10 Million Facebook Ad Campaign Because It Didn't Work
JCPenney's Ron Johnson: 'Customers Don't Get Our Pricing Strategy'


Reader Comments (Page 2 of 2)
10-18-2006 @ 7:43PM
John said...
With eBay's business development rather stagnent of late, is there any chance they might just move to being paying dividends? Growing the company is all fine and good, but it seems that purchases of things like Skype were an impulse buy grounded on pure wishful thinking.
If eBay can't think of things to do with its revenue give it back to the investors.
10-18-2006 @ 2:01PM
VC said...
Ann,
I think you're coruscating through your backside. It doesn't take an Einstein to see where eBay has lost ground regardless of how many "aces" it thinks it has.
"paragon revenue tenability" .. enlighten me, if you can do so without the patronizing attitude.
10-18-2006 @ 2:21PM
Ann Lambert said...
VC
My Money is on EBAY not your "backside". You are a Zebra in this horse race.
cover your strips so you can fit in.
give me EBAY any time..........
10-18-2006 @ 2:21PM
VC said...
Ann,
I did a google and a yahoo search on the term "paragon revenue tenability", and every time it comes up, the link shows it's *you* that's saying that phrase.
Go on admit it.. you made that up that term, didn't you? I wont tell anyone.
10-18-2006 @ 2:43PM
VC said...
no worries, Ann. As long as we're not inventing new phrases to pretend we know something.
This little zebra doesn't need to pretend he's anything but a zebra. ;)
10-18-2006 @ 3:25PM
Ann Lambert said...
Sigh
Let have some FUN with VC, who thinks 'paragon revenue tenability" is a phrase instead of three words.
I am LOL by backside
Help me Sigh.
10-18-2006 @ 3:50PM
sigh said...
Dear Ann,
VC et ilk have been all assimilated into the basherborgs. Rational/objective investor logic cannot be applied here. You ever argue with a person on politics and religion? It's futile. Not once has anyone countered my arguements in a logical and credible fashion.
All we can really do is smile and nodd and continue our voice of reason, objectivity and balance for those seeking investment advice but not relgious anti-ebay dogma :).
Ann let's just make oodle of money :) and let them continue to rant till their faces turn purple!
10-18-2006 @ 4:33PM
VC said...
Ann, phrase or term, doesn't change the fact that there is little substance to what either you or sigh have to say.
It's obvious how both you belittle anyone who says anything valid in opposition to your viewpoints. And picking on a person's English (or lack of it)?.. the lowest form of humour. very crass
I always tell it like it is, and unlike the 'paragon revenue tenability' talk, I don't need to make up B.S. That's the difference between the both of you and myself. Have a nice day.
10-18-2006 @ 4:39PM
Ann Lambert said...
Ebay
BEAT THE STREET
Talk About revenue tenability
It’s in THERE........ thanks sigh
10-18-2006 @ 4:43PM
sigh said...
Oh VC come here now. You are not reading carefully enough. Ann and I both listen and acknowledge what you et ilk are saying but unfortunately when we weigh everything else against it, we just don't buy the "sky is falling" yelping. As i said before it's all in the "spaghetti sauce" but me thinks you don't understand what that means so naturally human behaviour dictates that you ignore it and continue the vent ad naseum.
There there now VC et ilk. It's ok its a free country and continue to vent and turn purple.
Ann and I will continue to make money :)
10-18-2006 @ 5:04PM
VC said...
Sigh, you are welcome to read back and you will see I haven't vented even once.
Anyhow, you and your buddy Ann continue your propaganda campaign. I think most of the other commenters on these various blogs have realised by now that you're both a couple of spruikers planted by eBay.
Now, I'll take the advice from others here and ignore you. Have fun now, won't you?
10-18-2006 @ 9:37PM
Sigh said...
VC yes I'm having loads of fun making of money. Thank you! Now it's your freedom of choice to stand on the sidelines and belly ache.
Please I encourage you et ilk to bash away....i want the stock price to drop and so I can back up the truck and LOAD UP!
Then again it's wishingful thinking that "thousands" of you so called disenchanted folks can affect the stock price :).
But hey I will humour myself. At the current price it assumes growth at 4% forever after 2006? I will take 15-20% growth for the next couple of years :) In the money at $24 :)
Sorry gotta run and catch the Ebay bus ! See ya!