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5 Revealing Analyst Questions From eBay’s Q2 Earnings Call
StockStory1d agoneutral
5 Revealing Analyst Questions From eBay’s Q2 Earnings Call

eBay’s second quarter results were met with a negative market reaction despite surpassing Wall Street expectations for both revenue and non-GAAP profit. Management pointed to strong execution in focused categories, such as collectibles and fashion, as well as significant growth in the consumer-to-consumer (C2C) and recommerce segments. CEO Jamie Iannone highlighted that over 70% of gross merchandise volume (GMV) came from these strategic priorities, with each growing more than 20% year-over-year

GameStop’s Ryan Cohen Considers Scrapping $56B eBay Takeover for Store Partnership
Insider Monkey2d agobullish
GameStop’s Ryan Cohen Considers Scrapping $56B eBay Takeover for Store Partnership

Three months after Ryan Cohen startled Wall Street with an unsolicited $56 billion bid for eBay Inc. (NASDAQ:EBAY), GameStop Corp. (NYSE:GME)’s CEO appears to be backing away from it. Bloomberg reported on August 10 that Cohen is considering withdrawing the offer entirely and replacing it with something far more modest: a partnership or joint venture. […]

EBAY Stock: Where Compounding Could Take The Price
Trefis3d agoneutral
EBAY Stock: Where Compounding Could Take The Price

While the market sees a legacy platform, a newer eBay is emerging from within. The company's focused categories, from luxury goods to auto parts, are quietly becoming the core business. This specific segment grew 26% last quarter and for the first time eclipsed 40% of total gross merchandise volume.

Etsy (ETSY) On Earnings, Depop Sale And Buyback Looks Fully Valued
Simply Wall St.3d agobullish
Etsy (ETSY) On Earnings, Depop Sale And Buyback Looks Fully Valued

Etsy (ETSY) is back in focus after second quarter 2026 results topped revenue expectations, followed by job cuts, the Depop sale to eBay, and a new US$2b share repurchase program. See our latest analysis for Etsy. Etsy’s latest moves around Depop, workforce reshaping and the US$2b buyback come after a sharp shift in momentum, with the share price up 38.8% year to date and the 1 year total shareholder return at 19.5%, while the 5 year total shareholder return remains materially lower. If this...

GameStop (GME) Rethinks $56 Billion Bid And Pitches Partnership Instead
Simply Wall St.4d agobullish
GameStop (GME) Rethinks $56 Billion Bid And Pitches Partnership Instead

GameStop (NYSE:GME) CEO Ryan Cohen is reconsidering the company's proposed US$56b takeover offer for eBay and is now exploring alternative structures. Cohen is said to favor a joint venture or partnership that would use GameStop's physical retail network to support eBay's platform. The revised approach could include GameStop seeking board seats at eBay instead of pursuing a full acquisition. For readers looking to explore related ideas in businesses tied to key materials and supply chains,...

GameStop's Cohen Said to Weigh Pulling $56 Billion EBay Bid
Bloomberg5d agoneutralVIDEO
GameStop's Cohen Said to Weigh Pulling $56 Billion EBay Bid

GameStop, led by Chief Executive Officer Ryan Cohen, is considering withdrawing its $56 billion bid for eBay Inc., according to people familiar with the matter. Bloomberg's Bailey Lipshultz joins to discuss this as well as how Switch filed confidentially for a US IPO, joining its data center peers in tapping demand for exposure to the artificial intelligence theme.

EBay Stock Falls After Report That GameStop Weighing Dropping Bid
The Wall Street Journal5d agobearish
EBay Stock Falls After Report That GameStop Weighing Dropping Bid

Shares of eBay were down around 3% in morning trading after a report that GameStop is weighing withdrawing its bid for the online auction company. GameStop CEO Ryan Cohen is considering proposing a partnership or joint venture that would let eBay use GameStop's retail locations, Bloomberg reported.

GameStop weighing withdrawal of eBay bid, Bloomberg News reports
Reuters5d agoneutral
GameStop weighing withdrawal of eBay bid, Bloomberg News reports

GameStop CEO Ryan Cohen is considering withdrawing the company's $56 billion ‌bid for eBay in favor of ‌a commercial partnership, Bloomberg News reported on Monday, ​citing people familiar with the matter. Cohen is considering a proposal that would allow eBay to leverage GameStop's roughly 1,600 U.S. retail locations, ‌potentially helping ⁠both companies expand market share in higher-margin categories such as trading ⁠cards and collectibles, the report said. As part of any partnership, GameStop would seek seats ​on eBay's ​board, Bloomberg reported.

Bloomberg5d agoneutral
GameStop’s Ryan Cohen Weighs Pulling $56 Billion EBay Offer

(Bloomberg) -- GameStop Corp., led by Chief Executive Officer Ryan Cohen, is considering withdrawing its $56 billion bid for eBay Inc., according to people familiar with the matter.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Waver Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its C