eBay Inc. (EBAY) is expected to report its earnings on Jan 18, 2012.
In the last four quarters ended September 2011, the company's reported quarterly EPS exceeded analysts' consensus estimates. eBay Inc.
announced that for the fourth quarter of 2011, it expects revenues in the range of $3.20- $3.35 billion, GAAP earnings per
diluted share (EPS) in the range of $1.47 - $1.53 and non-GAAP EPS in the range of $0.55 - $0.58. For fiscal 2011, it expects revenues in
the range of $11.5- $11.6 billion with GAAP EPS in the range of $2.42- $2.48 and non-GAAP EPS in the range of $1.98 - $2.01. I think, for
the fourth quarter of 2011, the company is likely to report revenues of $3.32 billion, an increase of 33.2 percent over the same quarter a
year ago.
The company is likely to report EPS of $0.57, compared to $0.52 in the same quarter in the previous fiscal year.
In November 2011, eBay Inc. announced that it has acquired the team and technology of (
http://hunch.com), an online platform launched in
2009 that delivers customized recommendations to its users based on their individual tastes. Last month, the company announced that it
acquired BillSAFE, a provider of purchase-on-invoice technology in Germany. The acquisition extends the company's leadership in payments
by combining BILLSAFE with eBay's PayPal, a global leader in online payments.
eBay was off to a strong start in 2011 year-end holiday season. The company's PayPal unit saw mobile payments increase more than 6x Y/Y on Thanksgiving and Black Friday, and it looks as if "Cyber Monday" is just as strong. In December 2011, eBay partnered with three major
retailers to get online shoppers to also buy in the store, offering those who spend $100 online a $10 voucher to spend at the same
retailer's store. The promotion was in association with three retailers: Toys 'R' Us, Dick's Sporting Goods (DKS) and Aeropostale
(ARO). So, net on net I believe, the company's results could come at the high end of its guidance.
