eBay Inc. (eBay): Canvas du modèle commercial [Jan-2025 Mise à jour]

Dans le monde dynamique du commerce numérique, eBay est un marché en ligne pionnier qui a révolutionné la façon dont les gens achètent et vendent des marchandises à l'échelle mondiale. Avec un modèle commercial sophistiqué qui relie des millions d'utilisateurs sur divers marchés, eBay est passé d'un simple site d'enchères en un écosystème de commerce électronique complexe qui génère des milliards de revenus grâce à des stratégies innovantes. Cette exploration de la toile du modèle commercial d'Ebay révèle les mécanismes complexes de son succès, offrant un aperçu de la façon dont la plate-forme a maintenu son avantage concurrentiel sur le marché numérique en évolution rapide.

eBay Inc. (eBay) - Modèle d'entreprise: partenariats clés

Plateformes de paiement en ligne

Le partenariat de paiement principal d'Ebay comprend:

Partenaire	Volume de transaction	Détails du partenariat
PayPal (jusqu'en 2015)	Volume de paiement annuel de 289 milliards de dollars	Paiements traités jusqu'à une séparation complète en 2015
Système de paiement géré	100% des transactions traitées en interne	Traitement de paiement propriétaire depuis 2018

Sociétés d'expédition et de logistique

Les partenariats logistiques clés comprennent:

• Service postal des États-Unis (USPS)
• FedEx
• Hauts
• DHL

Transporteur	Volume d'expédition annuel	Taux d'actualisation
USPS	375 millions de colis par an	Jusqu'à 40% de réduction d'expédition
FedEx	225 millions de colis par an	Jusqu'à 35% de réduction d'expédition

Vendeurs et commerçants tiers

Statistiques sur le marché eBay:

Catégorie de vendeur	Nombre de vendeurs	Contribution annuelle des revenus
Vendeurs de petites entreprises	1,7 million de vendeurs actifs	87,4 milliards de dollars en volume de marchandises
Marchands professionnels	250 000 vendeurs d'électricité	42,6 milliards de dollars en volume de marchandises

Provideurs de technologie et d'infrastructure

Partenariats technologiques critiques:

• Amazon Web Services (AWS)
• Google Cloud Platform
• Microsoft Azure

Fournisseur	Dépenses de cloud annuelles	Couverture des infrastructures
AWS	47,5 millions de dollars par an	Support d'infrastructure de 60%
Google Cloud	22,3 millions de dollars par an	Support d'infrastructure de 25%

Réseaux de publicité numérique

Détails du partenariat publicitaire:

Réseau	Revenus publicitaires annuels	Volume d'impression
Publicités Google	276 millions de dollars	4,3 milliards d'impressions mensuelles
Réseau d'audience Facebook	143 millions de dollars	2,1 milliards d'impressions mensuelles

eBay Inc. (eBay) - Modèle d'entreprise: activités clés

Gestion de la plate-forme de commerce électronique

eBay gère un marché mondial en ligne avec 135 millions d'acheteurs actifs au quatrième trimestre 2023. La plate-forme opère dans plus de 190 pays, soutenant 20 sites localisés différents.

Métrique de la plate-forme	2023 données
Acheteurs actifs totaux	135 millions
Portée géographique	190+ pays
Sites localisés	20 sites

Opérations de marché en ligne

eBay facilite des millions de transactions dans diverses catégories de produits.

• Volume de marchandises brutes (GMV) en 2023: 73,9 milliards de dollars
• Listes totales: plus de 1,5 milliard de listes actives
• Catégories de produits: électronique, mode, objets de collection, produits à domicile

Traitement et facilitation des transactions

eBay traite des transactions globales complexes avec une infrastructure de paiement sophistiquée.

Métrique de transaction	Performance de 2023
Total des transactions	5,4 milliards
Revenus des frais de transaction	10,2 milliards de dollars
Valeur de transaction moyenne	$85.40

Développement et maintenance technologiques

eBay investit considérablement dans les infrastructures technologiques et l'innovation.

• Dépenses de R&D en 2023: 735 millions de dollars
• Employés de la technologie: 4 200 professionnels
• Déposages annuels des brevets technologiques: 127

Amélioration de l'expérience utilisateur

Amélioration continue de l'utilisabilité de la plate-forme et des interactions des vendeurs / acheteurs.

Métrique de l'expérience utilisateur	2023 données
Téléchargements d'applications mobiles	62 millions
Pourcentage de transaction mobile	47%
Score de satisfaction du client	4.2/5

eBay Inc. (eBay) - Modèle d'entreprise: Ressources clés

Infrastructure de technologie de commerce électronique avancée

L'infrastructure technologique d'eBay en 2024 comprend:

• Plus de 1,7 milliard d'annonces en direct dans le monde entier
• Capacités de traitement des transactions en temps réel
• Algorithmes d'apprentissage automatique Traitement 4 pétaoctets de données par jour

Composant technologique	Spécification
Infrastructure de serveur	Réseau cloud distribué dans 6 centres de données mondiaux
Investissement technologique annuel	2,3 milliards de dollars en 2023
Employés de la technologie	4 700 ingénieurs logiciels et développeurs

Plateforme mondiale du marché numérique

Les mesures de plate-forme comprennent:

• Utilisateurs mondiaux actifs: 138 millions
• Opérationnel dans 190 pays
• Volume de transaction: 87,1 milliards de dollars en 2023

Grande base de données et réseau des utilisateurs

Catégorie utilisateur	Nombre total
Vendeurs enregistrés	22 millions
Utilisateurs actifs mensuels	138 millions
Acheteurs uniques annuels	103 millions

Solide reconnaissance de la marque

Évaluation de la marque et métriques:

• Valeur de la marque: 8,2 milliards de dollars
• Reconnaissance mondiale de la marque: 94% parmi les acheteurs en ligne
• Score de confiance: 8.6 / 10 dans les plateformes de commerce électronique

Systèmes de cloud computing évolutifs

Infrastructure cloud	Spécification
Capacité de stockage cloud	12 pétaoctets
Traitement quotidien des transactions	2,1 millions de transactions
Investissement de sécurité du cloud	340 millions de dollars par an

eBay Inc. (eBay) - Modèle d'entreprise: propositions de valeur

Plateforme mondiale d'achat et de vente en ligne

Ebay opère dans plus de 190 pays avec 138 millions d'acheteurs actifs au quatrième trimestre 2023. Le volume total des marchandises brutes (GMV) a atteint 73,3 milliards de dollars en 2023.

Marché géographique	Utilisateurs actifs	Contribution des revenus
États-Unis	62 millions	48% des revenus totaux
Marchés internationaux	76 millions	52% des revenus totaux

Plage de produits diversifiée dans plusieurs catégories

Distribution de la catégorie de produits à partir de 2023:

• Électronique: 23,5%
• Mode: 18,7%
• Objets de collection: 15,3%
• Maison & Jardin: 14,2%
• Automobile: 8,9%
• Autres catégories: 19,4%

Environnement de transaction sécurisé

Les mécanismes de protection de l'acheteur et du vendeur d'eBay couvrent les transactions d'une valeur allant jusqu'à 50 000 $ avec un taux de résolution des réclamations de 98,6% en 2023.

Mécanisme de protection	Montant de la couverture	Taux de résolution
Protection des acheteurs	Jusqu'à 50 000 $	98.6%
Protection contre le vendeur	Jusqu'à 10 000 $	97.2%

Prix ​​compétitifs pour les acheteurs et les vendeurs

Les frais de vendeur moyens varient de 10 à 15% de la valeur totale de la transaction. Options de listing d'enchères et à prix fixe disponibles.

Expérience d'achat et de vente conviviale

La plate-forme mobile représente 62% du total des transactions en 2023. Les téléchargements d'applications mobiles ont atteint 48,3 millions la même année.

Plate-forme	Pourcentage de transaction	Engagement des utilisateurs
Application mobile	62%	48,3 millions de téléchargements
Site Web de bureau	38%	89,7 millions de visiteurs uniques

eBay Inc. (eBay) - Modèle d'entreprise: relations clients

Plateforme en ligne en libre-service

eBay exploite une plate-forme en libre-service complète avec 135 millions d'acheteurs actifs dans le monde au cours du troisième trimestre 2023. La plate-forme permet aux utilisateurs de:

• Énumérez les éléments indépendamment
• Gérer les comptes de vente personnels
• Transactions effectuées sans intervention directe

Métrique de la plate-forme	2023 données
Total des utilisateurs actifs	135 millions
Volume annuel de marchandises brutes	73,3 milliards de dollars
Valeur de transaction moyenne	$54.23

Interaction et rétroaction axées sur la communauté

eBay maintient un écosystème communautaire robuste avec 87% des utilisateurs participant régulièrement à des mécanismes de rétroaction.

• Forums communautaires
• Boards de discussion des utilisateurs
• Plateformes de collaboration des vendeurs

Support client via plusieurs canaux

eBay fournit un support client multicanal avec des temps de réponse en moyenne de 4,2 heures de diamètre:

• Chat en direct
• Assistance par e-mail
• Assistance téléphonique
• Centres d'aide communautaire

Canal de support	Temps de réponse moyen
Chat en direct	3,7 heures
Assistance par e-mail	4,6 heures
Support téléphonique	5,1 heures

Systèmes de recommandation personnalisés

Le moteur de recommandation axé sur l'IA d'eBay génère 38% des transactions totales de plate-forme à travers des suggestions personnalisées.

Mécanismes de notation et d'examen des utilisateurs

Couvoirs de système de notation complet d'Ebay:

• Métriques de performance du vendeur
• Notes de qualité du produit
• Scores de fiabilité des transactions

Catégorie de notation	Score moyen
Performance du vendeur	4.6/5
Qualité du produit	4.3/5
Fiabilité des transactions	4.7/5

Ebay Inc. (eBay) - Modèle d'entreprise: canaux

Application mobile

L'application mobile d'eBay a déclaré 498 millions d'utilisateurs actifs dans le monde au quatrième trimestre 2023. L'application mobile représente 54% du total des transactions de marché. Les statistiques de téléchargement des applications mobiles affichent 187 millions d'utilisateurs d'applications mobiles actifs en décembre 2023.

Plate-forme mobile	Utilisateurs actifs	Pourcentage de transaction
Application iOS	89 millions	27.3%
Application Android	98 millions	32.6%

Plate-forme Web

eBay.com génère 1,2 milliard de visites mensuelles sur le site Web. La plate-forme Web traite environ 22,4 milliards de dollars de volume annuel de marchandises brutes à partir de 2023.

Métrique du trafic Web	Valeur
Visites mensuelles sur le site Web	1,2 milliard
Volume annuel de marchandises brutes	22,4 milliards de dollars

E-mail marketing

eBay envoie 2,7 milliards de courriels marketing mensuellement. Le taux de conversion de marketing par e-mail s'élève à 4,3% avec un taux d'ouverture de 19,2%.

Engagement des médias sociaux

• Fonds Facebook: 12,4 millions
• Followers Instagram: 3,6 millions
• Abonnés Twitter: 2,1 millions
• LinkedIn adepte: 1,5 million

Réseaux de publicité numérique

eBay dépense 487 millions de dollars par an sur la publicité numérique sur Google, Facebook et les plateformes de publicité programmatique. La publicité numérique génère 36% des nouvelles acquisitions de clients.

Plateforme de publicité	Dépenses annuelles	Taux d'acquisition des clients
Publicités Google	210 millions de dollars	16.4%
Publicités Facebook	142 millions de dollars	12.7%
Publicité programmatique	135 millions de dollars	6.9%

eBay Inc. (eBay) - Modèle d'entreprise: segments de clientèle

Consommateurs individuels

Au quatrième trimestre 2023, eBay a signalé 132 millions d'acheteurs actifs dans le monde. La rupture démographique comprend:

Groupe d'âge	Pourcentage
18-34 ans	42%
35 à 54 ans	38%
Plus de 55 ans	20%

Petites et moyennes entreprises

eBay prend en charge environ 1,7 million de petites et moyennes entreprises dans le monde. Les mesures clés comprennent:

• Ventes annuelles moyennes par entreprise: 89 000 $
• Volume total de marchandises PME: 26,7 milliards de dollars en 2023
• Vendeurs internationaux SMB: 43% du total des vendeurs d'entreprise

Vendeurs en ligne professionnels

Caractéristiques du segment du vendeur professionnel:

Catégorie	Nombre de vendeurs
Vendeurs professionnels à temps plein	375,000
Vendeurs professionnels à temps partiel	625,000

Collectionneurs et amateurs de marché de niche

Segments de marché spécialisés sur eBay:

• Revenus de catégorie de collection: 3,2 milliards de dollars en 2023
• Listes de collection uniques: plus de 2,5 millions d'annonces actives
• Valeur de transaction moyenne pour les objets de collection: 187 $

Traders internationaux mondiaux

Statistiques commerciales internationales:

Région	Acheteurs actifs
Amérique du Nord	62 millions
Europe	41 millions
Asie-Pacifique	29 millions

Ebay Inc. (eBay) - Modèle d'entreprise: Structure des coûts

Maintenance des infrastructures technologiques

Les coûts de maintenance des infrastructures technologiques d'Ebay pour 2023 étaient d'environ 541 millions de dollars, ce qui représente 12,3% des dépenses d'exploitation totales de la société.

Catégorie de coûts	Dépenses annuelles	Pourcentage des dépenses totales
Opérations du centre de données	238 millions de dollars	5.4%
Services de cloud computing	187 millions de dollars	4.2%
Infrastructure réseau	116 millions de dollars	2.7%

Développement et mises à niveau de la plate-forme

eBay a investi 612 millions de dollars dans la recherche et le développement en 2023, en se concentrant sur les améliorations des plateformes et les innovations technologiques.

• Coûts d'ingénierie logicielle: 342 millions de dollars
• Conception de l'expérience utilisateur: 127 millions de dollars
• Développement des produits: 143 millions de dollars

Marketing et acquisition de clients

Les dépenses de marketing d'eBay pour 2023 ont totalisé 789 millions de dollars, ce qui représente 17,9% du total des dépenses d'exploitation.

Canal de marketing	Dépenses annuelles	Pourcentage du budget marketing
Publicité numérique	456 millions de dollars	57.8%
Marketing des médias sociaux	187 millions de dollars	23.7%
Médias traditionnels	146 millions de dollars	18.5%

Dépenses de traitement des transactions

Les coûts de traitement des transactions pour eBay en 2023 s'élevaient à 412 millions de dollars.

• Frais de passerelle de paiement: 237 millions de dollars
• Systèmes de prévention de la fraude: 98 millions de dollars
• Vérification des transactions: 77 millions de dollars

Salaires et frais opérationnels des employés

Les dépenses totales liées aux employés d'eBay pour 2023 étaient de 1,2 milliard de dollars.

Catégorie de coûts	Dépenses annuelles	Moyen par employé
Salaires de base	892 millions de dollars	$185,000
Avantages et compensation	218 millions de dollars	$45,000
Formation et développement	90 millions de dollars	$18,750

Ebay Inc. (eBay) - Modèle d'entreprise: Strots de revenus

Commission des transactions réussies

eBay génère des revenus grâce à des frais de transaction allant de 12,9% à 15% entre différentes catégories de produits à partir de 2023. Le chiffre d'affaires total des frais de transaction pour 2022 était de 10,1 milliards de dollars.

Catégorie de produits	Pourcentage de frais de transaction
Électronique	12.9%
Mode	14.5%
Objets de collection	15%

Frais d'inscription pour les vendeurs

eBay facture des frais d'inscription des vendeurs, avec certaines variations basées sur le type et le volume du vendeur. En 2022, les revenus des frais d'inscription étaient d'environ 742 millions de dollars.

• Liste des magasins de base: 250 premières listes gratuites par mois
• Liste avancée des magasins: 0,35 $ par liste supplémentaire
• Vendeurs d'entreprise: structures de frais personnalisés

Outils et services de vente avancés

eBay propose des outils de vente premium avec une génération de revenus supplémentaires. Les revenus avancés des outils en 2022 ont atteint 456 millions de dollars.

Service	Coût mensuel
Advanced Vender Analytics	$29.95
Listes promus	Jusqu'à 20% du prix de vente

Revenus publicitaires

La plate-forme publicitaire d'Ebay a généré 503 millions de dollars de revenus en 2022, ce qui représente une augmentation de 4% par rapport à l'année précédente.

Monétisation des données et idées

eBay exploite ses données de marché, générant environ 87 millions de dollars provenant des informations sur les données et des services d'études de marché en 2022.

Service de données	Revenus annuels
Insights de marché	52 millions de dollars
Analyse des tendances	35 millions de dollars

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.