eBay Inc. Q4 2024 Earnings Conference Call: Key Insights
On February 26, 2025, eBay Inc. (NASDAQ: EBAY) held its Fourth Quarter 2024 Earnings Conference Call. The call was led by John Egbert, Vice President of Investor Relations, Jamie Iannone, President and Chief Executive Officer, and Steve Priest, Chief Financial Officer. Participating analysts included Michael Morton from MoffettNathanson, Lee Horowitz from Deutsche Bank, Eric Sheridan from Goldman Sachs, Ygal Arounian from Citi, Nathan Feather from Morgan Stanley, Colin Sebastian from Baird, Ross Sandler from Barclays, and Nick Jones from Citizens. Stephen Ju from UBS was also present.
Financial Highlights
During the call, eBay reported its financial results for the fourth quarter of 2024. The company’s total revenue grew by 10% year-over-year, reaching $27.3 billion. The Marketplaces segment, which includes the eBay Marketplace and StubHub, reported revenue growth of 11%, driven by strong growth in active buyers and gross merchandise volume. The PayPal segment, which includes the PayPal digital payments platform, reported revenue growth of 13%, driven by the increase in payment volume and the expansion of its consumer services.
Operational Highlights
eBay also announced several operational highlights during the call. The company reported that its active buyer base grew by 7% year-over-year, reaching 185 million. The company also reported that its gross merchandise volume grew by 12% year-over-year, reaching $105 billion. In addition, eBay announced that it had completed the integration of StubHub into its Marketplaces segment and that it was seeing strong growth in the ticketing marketplace.
Impact on Consumers
The strong financial and operational performance of eBay is expected to benefit consumers in several ways. The company’s continued investment in its platform and its focus on improving the buyer experience is expected to lead to a more user-friendly and convenient shopping experience. In addition, the integration of StubHub into the Marketplaces segment is expected to provide consumers with a wider range of products and services, including tickets to sports, concerts, and other live events.
Impact on the World
The strong financial performance of eBay is also expected to have a positive impact on the world economy. The company’s growth in revenue and active buyer base is a sign of continued consumer demand for online marketplaces and digital payments platforms. In addition, eBay’s investment in its platform and its focus on improving the buyer experience is expected to drive innovation and competition in the online marketplace industry. This could lead to lower prices, better selection, and improved convenience for consumers around the world.
Conclusion
In conclusion, eBay’s Fourth Quarter 2024 Earnings Conference Call provided valuable insights into the company’s financial and operational performance. The strong growth in revenue and active buyer base, as well as the successful integration of StubHub into the Marketplaces segment, are signs of continued innovation and investment in the online marketplace industry. These developments are expected to benefit consumers by providing a more user-friendly and convenient shopping experience, as well as a wider range of products and services. Additionally, the positive impact of eBay’s performance on the world economy is a testament to the growing importance of online marketplaces and digital payments platforms in today’s global economy.
- eBay reported strong financial results for Q4 2024, with revenue growth of 10% year-over-year
- The Marketplaces segment reported revenue growth of 11%, driven by strong growth in active buyers and gross merchandise volume
- The PayPal segment reported revenue growth of 13%, driven by the increase in payment volume and the expansion of consumer services
- The company reported that its active buyer base grew by 7% year-over-year, reaching 185 million
- eBay announced the successful integration of StubHub into the Marketplaces segment
- The strong financial performance of eBay is expected to benefit consumers by providing a more user-friendly and convenient shopping experience
- The positive impact of eBay’s performance on the world economy is a sign of the growing importance of online marketplaces and digital payments platforms
