NASDAQ$EBAY

eBay · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

eBay reported better than expected financial results for the second quarter of 2022, driven by focus category strategy and growth in payments and advertising.

eBay's Q2 2022 results showed a revenue of $2.4 billion, a decrease of 9% year-over-year, and a GMV of $18.5 billion, down 18% year-over-year. The company reported a GAAP net loss of $536 million, or $(0.96) per diluted share, and a non-GAAP net income of $554 million, or $0.99 per diluted share.

  • Revenue was $2.4 billion, down 9% year-over-year.
  • Gross Merchandise Volume (GMV) was $18.5 billion, down 18% year-over-year.
  • GAAP net loss from continuing operations was $536 million, or $(0.96) per diluted share.
  • Non-GAAP net income from continuing operations was $554 million, or $0.99 per diluted share.

Headline financials

Total Revenue

$2.42B

Previous: $2.67B-9.2%
EPS (adj)

$0.99

Previous: $0.99+0.0%
Active Buyers

138.0M

Previous: 159.0M-13.2%
Total GMV

$18.5B

Previous: $22.1B-16.3%
Capital Expenditures

-$194M

Previous: -$182M-6.6%
Free Cash Flow

-$725M

Previous: $10.6B-106.9%
Net Income

-$531M

Previous: $10.7B-104.9%
Operating Income

$525M

Previous: $732M-28.3%
Gross Profit

$1.76B

Previous: $2B-11.9%
Cash & Equivalents

$1.74B

Previous: $2.13B-18.1%
Total Assets

$19.7B

Previous: $31.8B-38.2%
Stock-Based Comp

$137M

Previous: $135M+1.5%

Revenue & EPS history

eBay · Revenue · Quarterly

$2.42B

Q2 2022-9.2%vs Q2 2021
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

eBay · $366M total across 1 segment · Q3 2023

  • Total Advertising
    $366M

Forward guidance

eBay is providing the following guidance for continuing operations for the third quarter and full year 2022.

Tailwinds

  • Q3 2022 Revenue: $2.29 - $2.37 billion
  • Q3 2022 Diluted GAAP EPS: $0.63 - $0.69
  • Q3 2022 Diluted Non-GAAP EPS: $0.89 - $0.95
  • Full Year 2022 Revenue: $9.6 - $9.9 billion
  • Full Year 2022 Diluted Non-GAAP EPS: $3.95 - $4.10

Headwinds

  • Q3 2022 Organic FX-Neutral Y/Y Growth: (5)% - (2)%
  • Full Year 2022 Organic FX-Neutral Y/Y Growth: (6)% - (3)%
  • Full Year 2022 Diluted GAAP EPS: $(1.98) - $(1.83)
  • Q3 2022 Estimated stock-based compensation expense and associated employer payroll tax expense of approximately $130 - $140 million
  • Q3 2022 Estimated adjustment between our GAAP and non-GAAP tax rate of approximately $25 - $35 million

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-0.4%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+0.5%

Avg return

30 days after

45%

33 / 73 earnings

Positive

+14.3%

Q4 2017

Best reaction

-13.2%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.8%+1.4%+5.3%
Q4 2025-3.2%+3.8%+8.3%
Q3 2025-9.9%-17.9%-16.8%
Q2 2025-0.0%+0.9%-1.2%
Q1 2025-0.7%+3.2%+7.4%
Q4 2024-8.2%-3.6%-2.9%
Q3 2024-8.4%-4.0%+0.8%
Q2 2024+1.5%-1.3%+6.7%
Q1 2024-4.2%-4.2%+5.2%
Q4 2023+9.1%+9.5%+20.3%
Q3 2023-1.0%-1.3%+2.8%
Q2 2023-9.6%-7.9%-9.8%
Q1 2023+3.5%+3.7%+0.8%
Q4 2022-5.3%-4.4%-10.9%
Q3 2022-2.5%+1.9%+13.5%
Q2 2022-1.2%-1.7%-8.9%
Q1 2022-10.1%-7.9%-11.9%
Q4 2021+0.5%-1.0%+4.1%
Q3 2021-7.8%-2.8%-7.7%
Q2 2021+2.3%+11.8%+7.8%
Q1 2021-9.1%-5.8%-1.3%
Q4 2020+6.6%+11.4%-6.2%
Q3 2020-8.0%-10.6%-4.1%
Q2 2020-4.7%-3.4%-1.6%
Q1 2020+1.9%+1.9%+16.5%
Q4 2019-2.5%-5.4%-1.2%
Q3 2019-8.5%-7.7%-9.8%
Q2 2019-0.4%+1.9%+0.3%
Q1 2019+6.6%+6.1%-0.6%
Q4 2018+0.2%+0.9%+9.2%
Q3 2018+8.2%+11.4%+10.1%
Q2 2018-9.8%-10.6%-10.1%
Q1 2018-6.1%-8.0%-7.9%
Q4 2017+14.3%+4.9%+6.3%
Q3 2017-0.5%-1.8%-5.1%
Q2 2017-1.3%-2.0%-6.2%
Q1 2017-4.4%-5.8%-0.6%
Q4 2016+5.8%+7.3%+13.6%
Q3 2016-8.3%-7.6%-9.3%
Q2 2016+12.9%+15.8%+15.6%
Q1 2016+4.3%
Q4 2015-13.2%
Q3 2015+12.9%
Q2 2015+4.5%
Q1 2015+4.4%
Q4 2014+6.5%
Q3 2014-5.4%
Q2 2014+0.4%
Q1 2014-3.4%
Q4 2013+1.4%
Q3 2013-4.8%
Q2 2013-5.8%
Q1 2013-7.3%
Q4 2012+3.2%
Q3 2012+5.4%
Q2 2012+12.5%
Q1 2012+12.6%
Q4 2011+2.0%
Q3 2011+0.7%
Q2 2011+1.1%
Q1 2011-0.8%
Q4 2010-1.9%
Q3 2010+9.4%
Q2 2010+1.0%
Q1 2009+1.9%
Q1 2010-2.1%
Q4 2009+1.4%
Q4 2007+1.4%
Q3 2008-2.5%
Q3 2009-2.5%
Q2 2008-0.8%
Q2 2009-0.8%
Q4 2008-0.8%

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