eBay reports Q4 revenue up 15% YoY to $3B, above $2.87B est., GMV up 10% YoY to $21.2B, net income down 23% YoY to $525M, and forecasts Q1 profit above est.
Spencer Soper /Bloomberg:
eBay reports Q4 revenue up 15% YoY to $3B, vs. $2.87B est., GMV up 10% to $21.2B, and forecasts Q1 profit above estimates; EBAY jumps 6%+ after hours
EBay Inc. agreed to buy Depop for about $1.2 billion in an effort to attract younger shoppers and stand out in an increasingly cluttered e-commerce market.
Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% YoY to $13.8B, net income up 61% YoY to $129.6M, and forecasts Q3 revenue above est.
Consumer financing firm Affirm Holdings (AFRM) reported fiscal second quarter earnings and revenue that topped consensus estimates.
Momentum Works: the GMV of the online food delivery market in Southeast Asia's six biggest economies grew 18% YoY to $22.7B in 2025, and Grab accounted for 55%
SINGAPORE — Grab Holding's share of the Southeast Asian food delivery market rose to 55% last year, cementing its position …
Sea reports Q3 revenue up 38% YoY to $6B, above $5.65B est., a $375M net income, below $433M est., and Shopee revenue up 35% YoY to $4.3B and GMV up 28% YoY
Olivia Poh / Bloomberg :
Affirm reports Q1 revenue up 34% YoY to $933M, vs. $883M est., GMV up 42% YoY to $10.8B, vs. $10.38B est., and $81M net income, vs. a $100M net loss in Q1 2025
Reinhardt Krause / Investor's Business Daily :
Shopify reports Q3 revenue up 32% YoY to $2.84B, vs. $2.76B est., GMV up 32% YoY to $92B, and expects Q4 revenue up in the mid-to-high 20% range, vs. 23.4% est.
Update Adriano Marchese / Wall Street Journal : Shopify Beats Forecasts Fueled by Strong Merchant Growth Adam Hejl / Yahoo Finance : Shopify (NASDAQ:SHOP) Reports Upbeat Q3 Shopify : Shopify Beats Acr...
Affirm reports Q4 revenue up 33% YoY to $876.4M, above $837M est., GMV up 43% to $10.4B, and EPS of $0.20, above $0.12 est.; AFRM jumps 10%+
We delivered another tour-de-force quarter of accelerating GMV growth …
Shopify reports Q2 revenue up 31% YoY to $2.68B, above $2.55B est., GMV up 31% YoY to $87.84B, and forecasts Q3 revenue above est.; SHOP jumps 20%+
Shopify (SHOP.TO), forecast third-quarter revenue above market estimates on Wednesday, as its AI features and platform upgrades boosted demand …
A profile of LA-based Whatnot, a livestream marketplace valued at ~$5B, which has raised $700M+ since 2019 and expects its GMV to grow ~100% YoY to $6B+ in 2025
a $5 billion livestreaming shopping app that will sell $6 billion in goods this year...from sports cards to luxury bags. The app's eclectic group of sellers have a lot to do with it [image]