Chief Executive Officer, President & Director, Ebay
Search every verified Jamie Iannone interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During eBay's fourth quarter 2024 earnings call on February 26, 2025, Iannone discussed the company's exposure to changes in de minimis shipping and tariffs related to China. He stated that China-to-U.S. trade makes up approximately 5% of eBay's total GMV, and that about three-quarters of the company's greater China volume is forward-deployed and already subject to tariffs. He noted that of the remaining volume, about half is managed through a program called Speedback, which he said can help sellers handle the complexity of tariffs. Iannone also commented on eBay's acquisition of Caramel, stating that the company believes eBay's "scaled audience of auto enthusiasts combined with Caramel's innovative technology enables us to better tap into the estimated $75 billion TAM for collectible cars in the US." He additionally highlighted eBay's financial services products, including seller capital, describing it as a way to help sellers get loans and grow their business on the platform.
“We believe eBay's scaled audience of auto enthusiasts combined with Caramel's innovative technology enables us to better tap into the estimated $75 billion TAM for collectible cars in the US.”
“If you look at, you know, the China to US quarter, that makes up approximately 5% of total GMV for eBay. China overall is a little less than 10% of GMV, but approximately three-quarters of our greater China volume is forward deployed. So as you said, it's already subject to tariffs. And of the remainder, about half of...”
“Our first quarter results exceeded our guidance and consensus estimates across the board despite ongoing macroeconomic and geopolitical uncertainty across many of our major markets. During Q1, gross merchandise volume rose by 14% over $22 billion while revenue grew 17% to more than $3 billion. Strong flow-through of th...”
“In May, we plan to revamp our consumer selling experience in Australia, our fourth largest market by demand. We will remove selling fees for consumer sellers in Australia and introduce a buyer-facing fee on C2C transactions, while also tailoring our seller segmentation and managed shipping service to cater to local mar...”
“For 2026, we are now planning our business around year-over-year GMV growth between 7% and 7.5% on an FX-neutral basis. This updated view reflects the strong momentum we are seeing across our business, balanced against more challenging comparisons as we move through the year, including lapping considerations from the p...”
“We see agentic AI as a real structural tailwind for eBay and it plays right into our core strengths. You know, first, our innovations leveraging AI are already having a meaningful benefit for our business today. You know, take magical listing. We've talked about the compelling stats I just mentioned that we're seeing a...”
“Our pending acquisition of Depop is now expected to close by the end of the third quarter of 2026. Given the updated timeline, we expect Depop to contribute approximately one percentage point to total FX-neutral GMV growth year-over-year in 2026. From a profitability perspective, we expect the acquisition would represe...”
“Our gross merchandise volume grew by 4% to $19.5 billion, accelerating by over two points sequentially. Revenue grew by more than 4% to $2.73 billion. Non-GAAP operating income grew 8% to $775 million, and our non-GAAP earnings per share grew 16% year-over-year to $1.37.”
“Collectibles was once again the largest contributor to growth as year-over-year growth in trading cards GMV accelerated for the 10th straight quarter on the back of continued momentum in both collectible card games and sports trading cards. Interest in Pokemon cards has surged recently with GMV growth in the triple dig...”
“In late 2024, we introduced AI generated subject lines and preheaders for personalized CRM emails in the US, which drove a greater than 40% increase in quality visits versus our prior approach. In recent months, we've expanded this feature to the UK and have seen similar results. We're now expanding these personalized...”
“A key highlight this quarter was the successful expansion of our partnership with Klarna into the US market on April 1st. Following our successful expansion in Europe late last year, Klarna's US launch has surpassed our initial expectations in terms of incremental GMV and new and reactivated buyers. The average order v...”
“We are now targeting share repurchases of approximately $2.5 billion for the full year. Additionally, our board declared a quarterly dividend of 29 cents per share for Q3 to be paid in September. Based on these assumptions, we now expect non-GAAP earnings per share growth between 10 and 12% year-over-year in 2025.”
“eBay has entered into a definitive agreement to acquire Depop for approximately $1.2 billion in cash. This acquisition further strengthens our C2C value proposition, augmenting our organic momentum with a leading circular fashion marketplace that brings complimentary strengths and demographic reach.”
“We are planning our business around the assumption that year-over-year GMV growth is similar to 2025 on an FX neutral basis, reflecting the continued momentum we're seeing from our established strategic priorities and increased contributions from emerging growth vectors this year. We expect this strong GMV growth despi...”
“Our next generation of magical listing is really a gamechanger. It's an AI native solution that leverages our product knowledge graph that leverages 30 years of data and builds this amazing experience where we essentially do everything for you in the background. I've been doing this for a long time in decades and havin...”
Thank you for standing by and welcome to the eBay fourth quarter 2024 earnings conference call all lines have been placed on ...
04/29/2026 Q&A: 35:05 eBay Inc., together with its subsidiaries, operates marketplace platforms that connect buyers and sellers in ...
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