eBay - Superb Internet Business Model Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : eBay - Superb Internet Business Model

EBAY 83.82

+3.7%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Doug Fowler who wrote (3993)	7/3/1999 2:36:00 PM
From: Doug Fowler	Read Replies (1) of 7772

Prediction for eBay Q2 Results This is a bit more tricky than usual due to the outage and refunds. For example, did eBay collect the outage revenue and then give it back, or did they never charge to begin with? Generally, eBay charges the listing fees when the item is listed, and the commission when it is sold. But, eBay also does not charge the credit cards of the sellers except for once a month. Anyway, WITHOUT the outage, eBay did between $45M and $48M for the quarter. Assuming a charge of $4M because of the outage, that puts collected revenues in the range of $41M to $44M. Auction count growth for Q2 (assuming no outage) over Q1 is about 35 percent. As we all know, that rate of growth has slowed down to around 25 percent (maybe even a little less). I'm not sure how Wall Street is going to react to all of this. Growth in Q2 has historically been much slower than Q1.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next