eBay Inc. (EBAY): Canvas del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico del comercio digital, eBay se erige como un mercado pionero en línea que ha revolucionado cómo las personas compran y venden bienes a nivel mundial. Con un sofisticado modelo de negocio que conecta a millones de usuarios en diversos mercados, eBay se ha transformado de un sitio de subastas simple a un complejo ecosistema de comercio electrónico que genera miles de millones en ingresos a través de estrategias innovadoras. Esta exploración del lienzo de modelo de negocio de eBay revela los intrincados mecanismos detrás de su éxito, ofreciendo información sobre cómo la plataforma ha mantenido su ventaja competitiva en el mercado digital en rápida evolución.

eBay Inc. (eBay) - Modelo de negocios: asociaciones clave

Plataformas de pago en línea

La asociación de pago principal de eBay incluye:

Pareja	Volumen de transacción	Detalles de la asociación
PayPal (hasta 2015)	Volumen de pago anual de $ 289 mil millones	Pagos procesados ​​hasta la separación completa en 2015
Sistema de pagos administrados	100% de las transacciones procesadas internamente	Procesamiento de pagos de propiedad desde 2018

Empresas de envío y logística

Las asociaciones de logística clave incluyen:

• Servicio Postal de los Estados Unidos (USPS)
• Fedex
• Unión Postal Universal
• DHL

Transportador	Volumen de envío anual	Tasa de descuento
USPS	375 millones de paquetes anualmente	Hasta el 40% de descuento de envío
Fedex	225 millones de paquetes anualmente	Hasta el 35% de descuento de envío

Vendedores y comerciantes de terceros

Estadísticas del mercado de eBay:

Categoría de vendedor	Número de vendedores	Contribución anual de ingresos
Vendedores de pequeñas empresas	1.7 millones de vendedores activos	$ 87.4 mil millones en volumen de mercancías
Comerciantes profesionales	250,000 vendedores de energía	$ 42.6 mil millones en volumen de mercancías

Proveedores de tecnología e infraestructura

Asociaciones de tecnología crítica:

• Servicios web de Amazon (AWS)
• Plataforma en la nube de Google
• Microsoft Azure

Proveedor	Gasto anual de nubes	Cobertura de infraestructura
AWS	$ 47.5 millones anuales	60% de soporte de infraestructura
Google Cloud	$ 22.3 millones anuales	Soporte de infraestructura del 25%

Redes de publicidad digital

Detalles de la asociación publicitaria:

Red	Ingresos publicitarios anuales	Volumen de impresión
Ads de Google	$ 276 millones	4.300 millones de impresiones mensuales
Red de audiencia de Facebook	$ 143 millones	2.1 mil millones de impresiones mensuales

eBay Inc. (eBay) - Modelo de negocio: actividades clave

Gestión de la plataforma de comercio electrónico

eBay administra un mercado global en línea con 135 millones de compradores activos a partir del cuarto trimestre de 2023. La plataforma opera en más de 190 países, lo que respalda 20 sitios localizados diferentes.

Métrica de plataforma	2023 datos
Compradores activos totales	135 millones
Alcance geográfico	Más de 190 países
Sitios localizados	20 sitios

Operaciones del mercado en línea

eBay facilita millones de transacciones en varias categorías de productos.

• Volumen de mercancías brutas (GMV) en 2023: $ 73.9 mil millones
• Listados totales: más de 1.500 millones de listados activos
• Categorías de productos: electrónica, moda, coleccionables, artículos para el hogar

Procesamiento de transacciones y facilitación

eBay procesa transacciones globales complejas con infraestructura de pago sofisticada.

Métrico de transacción	2023 rendimiento
Transacciones totales	5.400 millones
Ingresos de las tarifas de transacción	$ 10.2 mil millones
Valor de transacción promedio	$85.40

Desarrollo y mantenimiento de la tecnología

eBay invierte significativamente en infraestructura tecnológica e innovación.

• Gasto de I + D en 2023: $ 735 millones
• Empleados de tecnología: 4.200 profesionales
• Presentaciones de patentes de tecnología anual: 127

Mejora de la experiencia del usuario

Mejora continua de la usabilidad de la plataforma e interacciones vendedor/comprador.

Métrica de experiencia del usuario	2023 datos
Descargas de aplicaciones móviles	62 millones
Porcentaje de transacción móvil	47%
Puntuación de satisfacción del cliente	4.2/5

eBay Inc. (eBay) - Modelo de negocio: recursos clave

Infraestructura avanzada de tecnología de comercio electrónico

La infraestructura tecnológica de eBay a partir de 2024 incluye:

• Más de 1.700 millones de listados en vivo a nivel mundial
• Capacidades de procesamiento de transacciones en tiempo real
• Algoritmos de aprendizaje automático Procesamiento 4 petabytes de datos diariamente

Componente tecnológico	Especificación
Infraestructura del servidor	Red de nube distribuida en 6 centros de datos globales
Inversión tecnológica anual	$ 2.3 mil millones en 2023
Empleados tecnológicos	4.700 ingenieros y desarrolladores de software

Plataforma global del mercado digital

Las métricas de la plataforma incluyen:

• Usuarios globales activos: 138 millones
• Operativo en 190 países
• Volumen de transacción: $ 87.1 mil millones en 2023

Base de datos de usuarios grande y red

Categoría de usuario	Número total
Vendedores registrados	22 millones
Usuarios activos mensuales	138 millones
Compradores únicos anuales	103 millones

Reconocimiento de marca fuerte

Valoración de marca y métricas:

• Valor de la marca: $ 8.2 mil millones
• Reconocimiento de marca global: 94% entre los compradores en línea
• Puntuación de confianza: 8.6/10 en plataformas de comercio electrónico

Sistemas de computación en la nube escalables

Infraestructura en la nube	Especificación
Capacidad de almacenamiento en la nube	12 petabytes
Procesamiento diario de transacciones	2.1 millones de transacciones
Inversión de seguridad en la nube	$ 340 millones anuales

eBay Inc. (eBay) - Modelo de negocio: propuestas de valor

Plataforma global de compra y venta en línea

eBay opera en más de 190 países con 138 millones de compradores activos a partir del cuarto trimestre de 2023. Volumen total de mercancías brutas (GMV) alcanzó los $ 73.3 mil millones en 2023.

Mercado geográfico	Usuarios activos	Contribución de ingresos
Estados Unidos	62 millones	48% de los ingresos totales
Mercados internacionales	76 millones	52% de los ingresos totales

Diversa gama de productos en múltiples categorías

Distribución de categoría de productos a partir de 2023:

• Electrónica: 23.5%
• Moda: 18.7%
• Coleccionables: 15.3%
• Hogar & Jardín: 14.2%
• Automotriz: 8.9%
• Otras categorías: 19.4%

Entorno de transacción seguro

Los mecanismos de protección de compradores y vendedores de eBay cubren transacciones por valor de hasta $ 50,000 con una tasa de resolución de reclamos del 98.6% en 2023.

Mecanismo de protección	Cantidad de cobertura	Tasa de resolución
Protección del comprador	Hasta $ 50,000	98.6%
Protección del vendedor	Hasta $ 10,000	97.2%

Precios competitivos para compradores y vendedores

Las tarifas promedio del vendedor varían del 10 al 15% del valor total de la transacción. Subasta y opciones de listado de precio fijo disponibles.

Experiencia de compra y venta fácil de usar

La plataforma móvil representa el 62% de las transacciones totales en 2023. Las descargas de aplicaciones móviles alcanzaron 48.3 millones en el mismo año.

Plataforma	Porcentaje de transacción	Compromiso de usuario
Aplicación móvil	62%	48.3 millones de descargas
Sitio web de escritorio	38%	89.7 millones de visitantes únicos

eBay Inc. (eBay) - Modelo de negocios: relaciones con los clientes

Plataforma en línea de autoservicio

eBay opera una plataforma integral de autoservicio con 135 millones de compradores activos a nivel mundial a partir del tercer trimestre de 2023. La plataforma permite a los usuarios:

• Lista de elementos de forma independiente
• Administrar cuentas de venta personal
• Transacciones completas sin intervención directa

Métrica de plataforma	2023 datos
Usuarios activos totales	135 millones
Volumen anual de mercancías brutas	$ 73.3 mil millones
Valor de transacción promedio	$54.23

Interacción y retroalimentación impulsada por la comunidad

eBay mantiene un ecosistema sólido impulsado por la comunidad con El 87% de los usuarios participan regularmente en mecanismos de retroalimentación.

• Foros de la comunidad
• Tablas de discusión de usuarios
• Plataformas de colaboración del vendedor

Atención al cliente a través de múltiples canales

eBay proporciona atención al cliente multicanal con tiempos de respuesta con un promedio de 4.2 horas:

• Chat en vivo
• Soporte por correo electrónico
• Asistencia telefónica
• Centros de ayuda comunitaria

Canal de soporte	Tiempo de respuesta promedio
Chat en vivo	3.7 horas
Soporte por correo electrónico	4.6 horas
Soporte telefónico	5.1 horas

Sistemas de recomendación personalizados

El motor de recomendación impulsado por la IA de eBay genera 38% de las transacciones totales de la plataforma a través de sugerencias personalizadas.

Mecanismos de calificación y revisión del usuario

Cubre el sistema de calificación integral de eBay:

• Métricas de rendimiento del vendedor
• Calificaciones de calidad del producto
• Puntajes de confiabilidad de transacciones

Categoría de calificación	Puntaje promedio
Rendimiento del vendedor	4.6/5
Calidad del producto	4.3/5
Confiabilidad de transacción	4.7/5

eBay Inc. (eBay) - Modelo de negocios: canales

Aplicación móvil

La aplicación móvil de eBay reportó 498 millones de usuarios activos en todo el mundo en el cuarto trimestre de 2023. La aplicación móvil representa el 54% de las transacciones totales del mercado. Las estadísticas de descarga de aplicaciones móviles muestran 187 millones de usuarios activos de aplicaciones móviles a diciembre de 2023.

Plataforma móvil	Usuarios activos	Porcentaje de transacción
aplicación de iOS	89 millones	27.3%
Aplicación Android	98 millones	32.6%

Plataforma basada en la web

eBay.com genera 1.200 millones de visitas mensuales al sitio web. La plataforma web procesa aproximadamente $ 22.4 mil millones en volumen anual de mercancías brutas a partir de 2023.

Métrico de tráfico web	Valor
Visitas mensuales al sitio web	1.200 millones
Volumen anual de mercancías brutas	$ 22.4 mil millones

Marketing por correo electrónico

eBay envía 2.7 mil millones de correos electrónicos de marketing mensualmente. La tasa de conversión de marketing por correo electrónico es del 4.3% con una tasa de apertura del 19.2%.

Compromiso de las redes sociales

• Seguidores de Facebook: 12.4 millones
• Seguidores de Instagram: 3.6 millones
• Seguidores de Twitter: 2.1 millones
• Seguidores de LinkedIn: 1.5 millones

Redes de publicidad digital

eBay gasta $ 487 millones anuales en publicidad digital en las plataformas de publicidad programática y de Google, Facebook. La publicidad digital genera el 36% de las nuevas adquisiciones de clientes.

Plataforma publicitaria	Gasto anual	Tasa de adquisición de clientes
Ads de Google	$ 210 millones	16.4%
Anuncios de Facebook	$ 142 millones	12.7%
Publicidad programática	$ 135 millones	6.9%

eBay Inc. (eBay) - Modelo de negocio: segmentos de clientes

Consumidores individuales

A partir del cuarto trimestre de 2023, eBay reportó 132 millones de compradores activos a nivel mundial. El desglose demográfico incluye:

Grupo de edad	Porcentaje
18-34 años	42%
35-54 años	38%
55+ años	20%

Empresas pequeñas a medianas

eBay admite aproximadamente 1.7 millones de pequeñas y medianas empresas en todo el mundo. Las métricas clave incluyen:

• Ventas anuales promedio por negocio: $ 89,000
• Volumen total de mercancías de SMB: $ 26.7 mil millones en 2023
• Vendedores de SMB internacionales: 43% de los vendedores de negocios totales

Vendedores profesionales en línea

Características del segmento del vendedor profesional:

Categoría	Número de vendedores
Vendedores profesionales a tiempo completo	375,000
Vendedores profesionales a tiempo parcial	625,000

Coleccionistas y entusiastas del nicho de mercado

Segmentos de mercado especializados en eBay:

• Ingresos de categoría de colección: $ 3.2 mil millones en 2023
• Listados coleccionables únicos: más de 2.5 millones de listados activos
• Valor de transacción promedio para coleccionables: $ 187

Comerciantes internacionales globales

Estadísticas comerciales internacionales:

Región	Compradores activos
América del norte	62 millones
Europa	41 millones
Asia-Pacífico	29 millones

eBay Inc. (eBay) - Modelo de negocio: estructura de costos

Mantenimiento de la infraestructura tecnológica

Los costos de mantenimiento de la infraestructura tecnológica de eBay para 2023 fueron de aproximadamente $ 541 millones, lo que representa el 12.3% de los gastos operativos totales de la compañía.

Categoría de costos	Gasto anual	Porcentaje de gastos totales
Operaciones del centro de datos	$ 238 millones	5.4%
Servicios de computación en la nube	$ 187 millones	4.2%
Infraestructura de red	$ 116 millones	2.7%

Desarrollo y actualización de la plataforma

eBay invirtió $ 612 millones en investigación y desarrollo en 2023, centrándose en mejoras de plataformas e innovaciones tecnológicas.

• Costos de ingeniería de software: $ 342 millones
• Diseño de experiencia del usuario: $ 127 millones
• Desarrollo de productos: $ 143 millones

Marketing y adquisición de clientes

Los gastos de marketing de eBay para 2023 totalizaron $ 789 millones, lo que representa el 17.9% de los gastos operativos totales.

Canal de marketing	Gasto anual	Porcentaje del presupuesto de marketing
Publicidad digital	$ 456 millones	57.8%
Marketing en redes sociales	$ 187 millones	23.7%
Medios tradicionales	$ 146 millones	18.5%

Gastos de procesamiento de transacciones

Los costos de procesamiento de transacciones para eBay en 2023 ascendieron a $ 412 millones.

• Tarifas de la pasarela de pago: $ 237 millones
• Sistemas de prevención de fraude: $ 98 millones
• Verificación de transacciones: $ 77 millones

Salarios de empleados y costos operativos

Los gastos totales relacionados con los empleados de eBay para 2023 fueron de $ 1.2 mil millones.

Categoría de costos	Gasto anual	Promedio por empleado
Salarios base	$ 892 millones	$185,000
Beneficios y compensación	$ 218 millones	$45,000
Capacitación y desarrollo	$ 90 millones	$18,750

eBay Inc. (eBay) - Modelo de negocios: flujos de ingresos

Comisión de transacciones exitosas

eBay genera ingresos a través de tarifas de transacción que van desde 12.9% a 15% en diferentes categorías de productos a partir de 2023. Los ingresos totales de la tarifa de transacción para 2022 fueron de $ 10.1 mil millones.

Categoría de productos	Porcentaje de tarifa de transacción
Electrónica	12.9%
Moda	14.5%
Coleccionables	15%

Tarifas de listado para vendedores

eBay cobra las tarifas de listado de los vendedores, con algunas variaciones basadas en el tipo y volumen del vendedor. En 2022, los ingresos por la tarifa de listado fueron de aproximadamente $ 742 millones.

• Listado básico de tiendas: Listados gratuitos de 250 primeros 250 por mes
• Listado avanzado de tiendas: $ 0.35 por listado adicional
• Vendedores empresariales: estructuras de tarifas personalizadas

Herramientas y servicios de venta avanzada

eBay ofrece herramientas de venta premium con generación adicional de ingresos. Los ingresos de herramientas avanzadas en 2022 alcanzaron $ 456 millones.

Servicio	Costo mensual
Análisis de vendedores avanzados	$29.95
Listados promocionados	Hasta el 20% del precio de venta

Ingresos publicitarios

La plataforma de publicidad de eBay generó $ 503 millones en ingresos durante 2022, lo que representa un aumento del 4% respecto al año anterior.

Monetización de datos e ideas

eBay aprovecha sus datos del mercado, generando aproximadamente $ 87 millones a partir de los servicios de datos y los servicios de investigación de mercado en 2022.

Servicio de datos	Ingresos anuales
Insights del mercado	$ 52 millones
Análisis de tendencias	$ 35 millones

eBay Inc. (EBAY) - Canvas Business Model: Value Propositions

You're looking at the core reasons why buyers and sellers choose eBay Inc. in late 2025. It's all about scale, trust, and friction reduction, backed by some serious operational numbers.

Global access for sellers to a massive buyer base

The sheer size of the platform remains a primary draw. For sellers, this means immediate access to a huge pool of potential customers. As of the first quarter of 2025, eBay connected approximately 134 million active buyers worldwide. This massive base is supported by a dynamic inventory, with the platform hosting around 2 billion to 2.3 billion live listings. The marketplace generated a Gross Merchandise Volume (GMV) of $20.1 billion in the third quarter of 2025 alone, reflecting a 10% year-over-year increase on an as-reported basis. This activity translated to a Q3 2025 revenue of $2.8 billion, up 9% as-reported compared to the prior year. The platform sees over 700 million monthly visits, with the United States accounting for 69.83% of that desktop traffic.

Here's a quick look at the scale of the marketplace activity:

Metric	Value (Latest Reported)	Period/Context
Active Buyers	134 million	Q1 2025
Active Sellers	18-18.3 million	2025 Estimate
Gross Merchandise Volume (GMV)	$20.1 billion	Q3 2025
Total Revenue	$2.8 billion	Q3 2025

Trusted marketplace for unique, pre-loved, and authenticated items

eBay Inc. has successfully positioned itself as a leader in the circular economy, which is a key differentiator against newer, single-category platforms. You see this in the product mix: about 40% of everything sold falls into the pre-owned category, making it a sustainability leader. This focus resonates with consumers; 86% of eBay users state that buying pre-loved items drives sustainability and innovation. The platform handles a mix of new and used, with roughly 80% of items sold being brand new. For sellers, this means catering to both the bargain hunter and the brand-new shopper.

Simplified, AI-powered listing and selling experience

eBay is heavily investing in making the seller journey less burdensome through artificial intelligence. This is designed to create a virtuous flywheel: better seller tools mean more unique inventory, which attracts more buyers. Since 2023, 10 million sellers have used eBay's AI tools to create listings. Currently, the platform sees around 500,000 listings per day crafted with AI assistance. The use of generative AI to optimize titles for syndicated product listing ads on Google has demonstrably led to 'measurably higher quality scores, ranking and overall performance,' resulting in incremental GMV. Tools like the AI Messaging Assistant help sellers draft replies to common buyer questions, which they review before sending.

The adoption of AI in listing creation is substantial:

• 10 million sellers used AI tools since 2023.
• 200 million listings created with AI since 2023.
• 500,000 AI-assisted listings generated daily.

Buyer security via Authenticity Guarantee and buyer protection

To combat consumer hesitation-where 87% of online shoppers worry about counterfeits on secondhand sites-eBay has scaled its Authenticity Guarantee program. This program is now expanded in the UK to cover the entire outfit, including apparel, shoes, and accessories, building on existing coverage for watches, handbags, sneakers, and jewelry. The program achieved a major milestone in the April-June 2025 period, surpassing one million items inspected in a single quarter globally for the first time. To date, the program has inspected a cumulative total of 15 million items. The service is free for the buyer, and eligible apparel items start at a price point of £200+. All authenticated items receive a unique, QR-enabled authentication card.

Flexible payment options, including Buy Now, Pay Later

eBay supports flexible payment methods to help buyers manage cash flow, which is critical in a market where 36% of users cite managing cash flow as the chief reason for using Buy Now, Pay Later (BNPL). While eBay's specific BNPL adoption isn't detailed, the broader U.S. market shows significant trends: 15% of U.S. adults used BNPL in 2024, projected to reach 95 million users by 2025. BNPL payments accounted for 5.3% of total U.S. eCommerce payment volume by early 2025. Younger consumers drive this, with 74% of all BNPL users falling between the ages of 18 and 44.

Finance: review Q4 2025 cash flow forecast against Q3 operating cash flow of $934 million by next Tuesday.

eBay Inc. (EBAY) - Canvas Business Model: Customer Relationships

You're looking at how eBay Inc. manages its relationships with its massive user base as of late 2025. The focus is heavily on scaling interactions through technology while reserving high-touch service for the most valuable partners.

Automated self-service tools for buyers and sellers

eBay Inc. is deeply embedding automation to handle routine interactions, freeing up resources. For sellers, the platform has seen 10 million sellers use its AI tools to create 200 million listings since 2023. Currently, 500,000 listings per day are crafted with AI assistance. The company improved its AI platform in 2024 to handle LLMs approximately 100 times larger than previously possible. This powers tools like the 'magical listing' feature, which automatically produces item descriptions from photos. For buyers, an AI assistant answers questions based on listing details.

Dedicated account management for high-volume merchants

The structure for dedicated support is clearly tiered based on financial contribution. eBay has recently adjusted its support structure, informing some sellers they no longer meet the threshold for higher-tier support, which is now reserved for those making up the top 10 percent of Gross Merchandise Volume on the platform. For top-tier partners, the Developer Loyalty Program offers concierge-level service for gold, silver, and bronze partners. This management approach supports the platform's core base of approximately 18.3 million sellers globally.

Community-driven support and forums

While direct staff interaction has been streamlined, community support remains a channel. eBay retired the Monthly Community Chat format, moving instead to occasional discussion threads centered around specific, timely updates. At its OPEN25 conference, eBay unveiled new features leveraging community interaction data, such as an AI Messaging Assistant that drafts suggested replies to common buyer questions using listing data. Furthermore, the platform introduced Automated Positive Feedback for on-time tracked deliveries when customers remain silent, streamlining a common post-transaction step.

AI-driven hyper-personalized shopping recommendations

The push for personalization is central to engaging the platform's 134 million active buyers as of Q1 2025. The company is continuing to develop its AI models in 2025 to refine features like Shop the Look. The new 'eBay.ai' tool is specifically designed to help less experienced users by recommending products based on natural-language descriptions, as approximately 70 percent of transactions come from existing enthusiasts. The platform launched five new AI features recently, including an AI shopping agent.

Proactive customer support for high-value transactions

Trust in high-value categories is reinforced through specific protections and AI-driven oversight. eBay extended its Authenticity Guarantee service to watches and jewelry in Japan, reinforcing confidence in luxury purchases. For high-value vehicle transactions, buyers under the Vehicle Purchase Protection program receive fraud protection, title issue coverage, and undisclosed defect coverage for up to $100,000. New seller protections announced at OPEN25 include enhanced Item Not Received (INR) Protections, where sellers are not penalized if tracking confirms delivery after a premature refund. The company is actively hiring for roles focused on leveraging AI to achieve a global standard for hyper-personalized and proactive customer interactions.

Here is a snapshot of the user base that these relationships serve:

Metric	Value (Late 2025 Data)
Active Buyers Worldwide (Q1 2025)	134 million
Active Sellers Globally	18.3 million
Total Active Listings	Over 2.3 billion
Q1 2025 Gross Merchandise Volume (GMV)	$18.8 billion
Q1 2025 Revenue	$2.585 billion
Mobile Share of Sales	61%

The platform is also using data to foster direct seller-to-buyer relationship building through targeted promotions. Sellers can use Buyer Groups within Seller Hub to create tailored offers for segments like recent purchasers or those who haven't bought recently, aiming for more repeat purchases and stronger loyalty.

eBay Inc. (EBAY) - Canvas Business Model: Channels

You're looking at how eBay Inc. gets its value proposition to its customers across its various touchpoints as of late 2025. It's a multi-pronged approach, blending the core website experience with heavy mobile focus and specialized destinations.

eBay.com and international localized websites

The core platform remains a massive channel, connecting its global user base. As of the third quarter of 2025, eBay reported a total Gross Merchandise Volume (GMV) of $20.1 billion for the quarter. This volume flows through its localized websites across more than 190 markets. The platform supports 134 million active buyers worldwide as of Q3 2025. Traffic flow shows a slight preference for desktop on the main site, with 48.55% of monthly visits coming from desktop devices in March 2025, while mobile devices accounted for the remaining 51.45%.

Highly-rated eBay mobile applications

Mobile is clearly where a significant portion of the action is happening. In the first quarter of 2025, a whopping $12 billion in GMV was processed through mobile devices, which represented approximately 64% of the total GMV for that quarter. This underscores a mobile-first user base, with nearly 52% of all site visits originating from mobile devices overall. The app maintains consistent interest, averaging 2.67 million global downloads monthly from January to March 2025. To be fair, the demographic using this channel is younger; nearly 75% of eBay's mobile shoppers are aged 18 to 34.

Specialized verticals like eBay Motors and Goldin

eBay uses dedicated destinations to capture high-intent buyers in specific categories. For instance, the Motors, Parts & Accessories category was a notable growth driver, contributing approximately 1 percentage point to the total year-over-year GMV growth in the second quarter of 2025. Furthermore, the momentum in collectibles, which includes the high-value segment served by platforms like Goldin Auctions, is strong, with this focus category GMV outpacing core categories by 9 percentage points in Q2 2025.

Social media integration for seller-generated content

While specific financial metrics tied directly to seller-generated content shared via social media aren't explicitly broken out, eBay is clearly integrating these concepts into its broader engagement strategy. The company is focused on enhancing its marketplace through AI-powered listing tools and live commerce, which often intersects with social engagement models.

Direct email and push notifications via CRM systems

eBay leverages its Customer Relationship Management (CRM) systems to drive repeat visits and transactions. In a specific example of CRM channel effectiveness, the introduction of AI-generated subject lines and pre-headers for personalized CRM emails in the U.S. drove a greater than 40% increase in quality visits compared to the previous approach. For context on direct messaging channels, general industry benchmarks for email marketing show an average open rate of ~32.55% and a Click-Through Rate (CTR) of ~2.03%-2.62%. For mobile app push notifications, the overall opt-in rate hovers around 60%, and for retail apps specifically, sending weekly notifications can result in 2-5x higher retention rates.

Here's a quick look at some of the key channel metrics we've discussed:

Metric	Value	Period/Context
Total GMV	$20.1 billion	Q3 2025
Active Buyers	134 million	Q3 2025
Mobile GMV Share	64%	Q1 2025
Mobile GMV Amount	$12 billion	Q1 2025
Mobile Traffic Share	~52%	Q1 2025
Advertising Revenue	$525 million	Q3 2025
CRM Email Quality Visits Lift	>40%	U.S. AI Personalization Impact

Finance: draft Q4 2025 channel performance variance analysis by next Tuesday.

eBay Inc. (EBAY) - Canvas Business Model: Customer Segments

The customer base for eBay Inc. is a diverse ecosystem, segmented by their primary transactional role and purchasing intent on the platform.

The total active buyer base, measured on a trailing 12-month basis as of Q3 2025, stood at 134 million, representing approximately a 1% year-over-year growth.

Segment Metric	Value (Late 2025 Context)	Source Period
Trailing 12-Month Active Buyers	134 million	Q3 2025
Enthusiast Buyers (Approximate Count)	16 million	Q3 2025
Average Spend Per Enthusiast Buyer (TTM)	Over $3,200	Q3 2025
Total Active Listings	Over 2.4 billion	Q3 2025
Active Promoted Listings	Nearly half of total listings	Q3 2025

Consumer-to-Consumer (C2C) sellers of used and unique goods form the historical core of the marketplace, though the mix is shifting toward professional sellers.

Small-to-Medium Business (SMB) merchants (Business-to-Consumer) are increasingly important, evidenced by the platform's focus on seller tools and capital programs. More than 4.4 million sellers adopted at least a single Promoted Listings product during Q3 2025. Furthermore, data from 2025 suggests that approximately 65% of sellers rely on eBay for their small business.

Enthusiast buyers and collectors (e.g., trading cards, luxury watches) are a high-value cohort driving significant transaction volume. This segment, which includes buyers who also sell, was approximately 16 million people as of Q3 2025. GMV growth in focus categories, which include collectibles and trading cards, accelerated to over 15% in Q3 2025. The average annual spend for these enthusiasts exceeded $3,200 on a trailing 12-month basis in Q3 2025.

Value-conscious buyers of refurbished and pre-loved items are served by strategic category emphasis. The platform has observed a notable acceleration in demand for bullion and collectible coins, alongside growth in refurbished tech. One source noted that 86% of eBay users say buying pre-loved items drives sustainability and innovation.

Global customers across over 190 markets represent a geographically diverse base. In Q3 2025, U.S. GMV grew about 13% year over year, while International GMV saw nearly 4% FX neutral growth. For fiscal year 2024, the United States accounted for 50.94% of total revenue, with the United Kingdom at 14.66% and Germany at 9.45%.

• The platform facilitates connections across more than 190 markets.
• Total Gross Merchandise Volume (GMV) reached $20.1 billion in Q3 2025.
• Total advertising offerings generated $525 million in revenue in Q3 2025, representing 2.6% of GMV.

eBay Inc. (EBAY) - Canvas Business Model: Cost Structure

You're looking at the major expenses that drive the eBay Inc. platform, the costs that eat into the revenue generated from the $2.82 billion in net revenues reported for Q3 2025. Honestly, managing these costs while investing in AI and marketplace improvements is the core challenge for the finance team right now.

The Cost Structure is heavily weighted toward operating expenses, though Cost of Net Revenues is substantial. Here are the key figures from the third quarter of 2025.

Cost Component	Q3 2025 Amount (USD Millions)	Notes
Cost of Net Revenues	$821	Covers direct costs like payment processing and infrastructure.
Sales and Marketing Expenses	$606	Investment in driving traffic and seller acquisition.
Technology and Product Development Costs	$423	Spend on engineering, platform maintenance, and AI initiatives.
General and Administrative Overhead	$282	Corporate overhead, legal, and support functions.
Provision for Transaction Losses	$106	Costs related to fraud, buyer protection, and disputes.

The Cost of Net Revenues was $821 million in Q3 2025, resulting in a GAAP Gross Profit of $1,999 million and a Non-GAAP Gross Margin of 71.6% for the quarter.

You should note that the Non-GAAP Gross Margin decrease year-over-year was attributed to several factors that fall under this bucket, including managed shipping costs, traffic acquisition costs, and depreciation expenses.

The specific line item for Authentication, shipping, and compliance costs isn't broken out separately in the primary statements, but elements of shipping are clearly impacting the Cost of Net Revenues, as seen by the focus on managed shipping costs impacting the gross margin. Furthermore, the 19% increase in Transaction Losses year-over-year points to rising costs in consumer protection and fraud management.

Drilling down into the operating expenses, you see where the strategic spending is:

• Sales and marketing expenses totaled $606 million in Q3 2025. This was up 2% year over year, but flat quarter-over-quarter.
• Technology and product development costs were $423 million.
• General and administrative expenses were $282 million. This figure was up 4% year over year, but importantly, it was noted as being down as a percentage of revenue.

The total operating expenses for Q3 2025 were $1,423 million on a GAAP basis. That's a lot of money going out the door to keep the marketplace running and growing.

Finance: draft 13-week cash view by Friday.

eBay Inc. (EBAY) - Canvas Business Model: Revenue Streams

You're looking at the core ways eBay Inc. makes money as of late 2025, based on the latest reported figures from the third quarter of 2025. Honestly, it's all about transaction volume and seller services.

Final Value Fees (transaction commissions) on Gross Merchandise Volume

This is the biggest piece of the pie. The Final Value Fee (FVF) is charged as a percentage of the total sale amount, which includes the item price, shipping, and any applicable taxes. Since eBay manages payments, this single fee incorporates the payment processing cost. The rates vary quite a bit based on the category and the seller's subscription level. For Q3 2025, the Gross Merchandise Volume (GMV) was a solid $20.1 billion.

Here's a look at the typical fee structure for the portion of the sale up to a certain threshold, reflecting the January 2025 adjustments:

Seller Type / Sale Portion	Final Value Fee Rate (Percentage)	Fixed Per-Order Fee
Non-Store & Starter Store Sellers (Portion up to $7,500)	Typically 12.8% to 13.6%	$0.30 (for orders $10 and under) or $0.40 (for orders over $10)
Non-Store & Starter Store Sellers (Portion above $7,500)	2.35%	N/A
Basic/Premium/Anchor/Enterprise Store Subscribers (Most Categories, Portion up to Threshold)	11.5% to 14.95% (Varies by category)	$0.30 (for orders $10 and under) or $0.40 (for orders over $10)
International Selling Fee (Additional)	Typically between 1% and 2%	N/A

Advertising revenue (Promoted Listings)

This is a high-margin stream that's growing fast. For the third quarter of 2025, eBay Inc.'s total advertising offerings generated $525 million in revenue. That represented 2.6% of the total GMV for the quarter. Drilling down, the first-party advertising products-like Promoted Listings-brought in $496 million in Q3 2025, which was up 25% on an as-reported basis year-over-year.

Managed Payments processing fees

You won't see a separate line item for this, because as of 2025, these costs are baked right into the Final Value Fee structure you see above. This consolidation simplifies the payout process for sellers, but it means the FVF percentage reflects the full cost of the transaction processing infrastructure.

Insertion fees and seller subscription fees

Insertion fees are what you pay to list an item, but many sellers avoid them. Here's the breakdown on what you get for your subscription level:

• Casual sellers generally get up to 250 free listings per month.
• After the free limit, extra listings cost about $0.35 per listing in standard categories.
• Premium Store subscribers pay $74.95 monthly and get 10,000 free fixed-price listings.
• Anchor Store subscribers pay $349.95 per month and receive 25,000 free fixed-price listings.

Ancillary services revenue (e.g., shipping labels, authentication fees)

eBay Inc. pulls in revenue from services that enhance the core transaction. While a specific dollar amount for this segment isn't broken out in the Q3 2025 summary, the focus on trust and convenience drives this stream. For example, the expansion of the Authenticity Guarantee program supports high-value sales and likely generates associated fees. Also, the company has distributed over $1 billion in working capital to sellers through its Seller Capital program since 2021, though this is a financing partnership, not a direct revenue stream from fees.