Ebay Inc. (eBay): Canvas de modelo de negócios [Jan-2025 Atualizado]

No mundo dinâmico do comércio digital, o eBay é um mercado on -line pioneiro que revolucionou como as pessoas compram e vendem mercadorias globalmente. Com um modelo de negócios sofisticado que conecta milhões de usuários em diversos mercados, o eBay se transformou de um site simples de leilão para um complexo ecossistema de comércio eletrônico que gera bilhões em receita por meio de estratégias inovadoras. Essa exploração do modelo de negócios do eBay Canvas revela os intrincados mecanismos por trás de seu sucesso, oferecendo informações sobre como a plataforma manteve sua vantagem competitiva no mercado digital em rápida evolução.

Ebay Inc. (eBay) - Modelo de negócios: Parcerias -chave

Plataformas de pagamento online

A parceria de pagamento principal do eBay inclui:

Parceiro	Volume de transação	Detalhes da parceria
PayPal (até 2015)	Volume de pagamento anual de US $ 289 bilhões	Pagamentos processados ​​até a separação completa em 2015
Sistema de pagamentos gerenciados	100% das transações processadas internamente	Processamento de pagamento proprietário desde 2018

Empresas de remessa e logística

As principais parcerias de logística incluem:

• Serviço Postal dos Estados Unidos (USPS)
• FedEx
• UPS
• DHL

Operadora	Volume de envio anual	Taxa de desconto
USPS	375 milhões de pacotes anualmente	Até 40% de desconto de remessa
FedEx	225 milhões de pacotes anualmente	Até 35% de desconto de remessa

Vendedores e comerciantes de terceiros

Ebay Marketplace Statistics:

Categoria de vendedor	Número de vendedores	Contribuição anual da receita
Vendedores de pequenas empresas	1,7 milhão de vendedores ativos	US $ 87,4 bilhões em volume de mercadorias
Comerciantes profissionais	250.000 vendedores de energia	US $ 42,6 bilhões em volume de mercadorias

Provedores de tecnologia e infraestrutura

Parcerias de tecnologia críticas:

• Amazon Web Services (AWS)
• Plataforma do Google Cloud
• Microsoft Azure

Provedor	Gastos anuais em nuvem	Cobertura de infraestrutura
AWS	US $ 47,5 milhões anualmente	60% de suporte de infraestrutura
Google Cloud	US $ 22,3 milhões anualmente	25% de suporte de infraestrutura

Redes de publicidade digital

Detalhes da parceria de publicidade:

Rede	Receita anual de anúncios	Volume de impressão
Google anúncios	US $ 276 milhões	4,3 bilhões de impressões mensais
Rede de público do Facebook	US $ 143 milhões	2,1 bilhões de impressões mensais

Ebay Inc. (eBay) - Modelo de negócios: Atividades -chave

Gerenciamento de plataforma de comércio eletrônico

O eBay gerencia um mercado on -line global com 135 milhões de compradores ativos a partir do quarto trimestre 2023. A plataforma opera em mais de 190 países, apoiando 20 sites localizados diferentes.

Métrica da plataforma	2023 dados
Total de compradores ativos	135 milhões
Alcance geográfico	Mais de 190 países
Sites localizados	20 sites

Operações de mercado on -line

O eBay facilita milhões de transações em várias categorias de produtos.

• Volume de mercadorias brutas (GMV) em 2023: US $ 73,9 bilhões
• Listagens totais: mais de 1,5 bilhão de listagens ativas
• Categorias de produtos: eletrônicos, moda, colecionáveis, artigos para o lar

Processamento e facilitação de transações

O eBay processa transações globais complexas com infraestrutura de pagamento sofisticada.

Métrica de transação	2023 desempenho
Total de transações	5,4 bilhões
Receita das taxas de transação	US $ 10,2 bilhões
Valor médio da transação	$85.40

Desenvolvimento e manutenção de tecnologia

O eBay investe significativamente em infraestrutura e inovação tecnológicas.

• Gastos de P&D em 2023: US $ 735 milhões
• Funcionários de tecnologia: 4.200 profissionais
• Registros anuais de patentes de tecnologia: 127

Melhoramento da experiência do usuário

Melhoria contínua da usabilidade da plataforma e das interações vendedores/compradores.

Métrica da experiência do usuário	2023 dados
Downloads de aplicativos móveis	62 milhões
Porcentagem de transações móveis	47%
Pontuação de satisfação do cliente	4.2/5

Ebay Inc. (eBay) - Modelo de negócios: Recursos -chave

Infraestrutura de tecnologia avançada de comércio eletrônico

A infraestrutura tecnológica do eBay em 2024 inclui:

• Mais de 1,7 bilhão de listagens ao vivo globalmente
• Recursos de processamento de transações em tempo real
• Algoritmos de aprendizado de máquina Processando 4 petabytes de dados diariamente

Componente de tecnologia	Especificação
Infraestrutura do servidor	Rede de nuvem distribuída em 6 data centers globais
Investimento de tecnologia anual	US $ 2,3 bilhões em 2023
Funcionários de tecnologia	4.700 engenheiros e desenvolvedores de software

Plataforma Global Digital Marketplace

As métricas da plataforma incluem:

• Usuários globais ativos: 138 milhões
• Operacional em 190 países
• Volume da transação: US $ 87,1 bilhões em 2023

Banco de dados e rede de usuários grandes

Categoria de usuário	Número total
Vendedores registrados	22 milhões
Usuários ativos mensais	138 milhões
Compradores únicos anuais	103 milhões

Forte reconhecimento de marca

Avaliação e métricas da marca:

• Valor da marca: US $ 8,2 bilhões
• Reconhecimento global da marca: 94% entre os compradores on -line
• Pontuação de confiança: 8.6/10 em plataformas de comércio eletrônico

Sistemas de computação em nuvem escaláveis

Infraestrutura em nuvem	Especificação
Capacidade de armazenamento em nuvem	12 petabytes
Processamento diário de transações	2,1 milhões de transações
Investimento em segurança em nuvem	US $ 340 milhões anualmente

Ebay Inc. (eBay) - Modelo de negócios: proposições de valor

Plataforma de compra e venda on -line global

O eBay opera em mais de 190 países, com 138 milhões de compradores ativos a partir do quarto trimestre de 2023. O volume total de mercadorias brutas (GMV) atingiu US $ 73,3 bilhões em 2023.

Mercado geográfico	Usuários ativos	Contribuição da receita
Estados Unidos	62 milhões	48% da receita total
Mercados internacionais	76 milhões	52% da receita total

Gama diversificada de produtos em várias categorias

Distribuição da categoria de produto a partir de 2023:

• Eletrônica: 23,5%
• Moda: 18,7%
• Colecionáveis: 15,3%
• Lar & Jardim: 14,2%
• Automotivo: 8,9%
• Outras categorias: 19,4%

Ambiente de transação segura

Os mecanismos de proteção do comprador e do vendedor do eBay cobrem transações no valor de até US $ 50.000, com uma taxa de resolução de reivindicação de 98,6% em 2023.

Mecanismo de proteção	Quantidade de cobertura	Taxa de resolução
Proteção do comprador	Até US $ 50.000	98.6%
Proteção do vendedor	Até US $ 10.000	97.2%

Preços competitivos para compradores e vendedores

As taxas médias do vendedor variam de 10 a 15% do valor total da transação. Opções de listagem de leilão e preço fixo disponíveis.

Experiência de compra e venda fácil de usar

A plataforma móvel é responsável por 62% do total de transações em 2023. Downloads de aplicativos móveis atingiram 48,3 milhões no mesmo ano.

Plataforma	Porcentagem de transações	Engajamento do usuário
Aplicativo móvel	62%	48,3 milhões de downloads
Site de desktop	38%	89,7 milhões de visitantes únicos

Ebay Inc. (eBay) - Modelo de Negócios: Relacionamentos do Cliente

Plataforma online de autoatendimento

O eBay opera uma plataforma abrangente de autoatendimento, com 135 milhões de compradores ativos globalmente a partir do terceiro trimestre de 2023. A plataforma permite que os usuários:

• Liste os itens de forma independente
• Gerenciar contas de venda pessoal
• Transações completas sem intervenção direta

Métrica da plataforma	2023 dados
Usuários ativos totais	135 milhões
Volume anual de mercadoria bruta	US $ 73,3 bilhões
Valor médio da transação	$54.23

Interação e feedback orientados pela comunidade

O eBay mantém um ecossistema robusto orientado pela comunidade com 87% dos usuários participam regularmente de mecanismos de feedback.

• Fóruns da comunidade
• Plactos de discussão do usuário
• Plataformas de colaboração do vendedor

Suporte ao cliente através de vários canais

O eBay fornece suporte ao cliente multicanal com tempos de resposta com média de 4,2 horas de diâmetro:

• Bate -papo ao vivo
• Suporte por e -mail
• Assistência telefônica
• Centros de Ajuda Comunitária

Canal de suporte	Tempo médio de resposta
Bate -papo ao vivo	3,7 horas
Suporte por e -mail	4,6 horas
Suporte telefônico	5,1 horas

Sistemas de recomendação personalizados

O mecanismo de recomendação acionado por AI do eBay gera 38% do total de transações de plataforma através de sugestões personalizadas.

Classificação de usuário e mecanismos de revisão

As capas abrangentes do sistema de classificação do eBay:

• Métricas de desempenho do vendedor
• Classificações de qualidade do produto
• Pontuações de confiabilidade da transação

Categoria de classificação	Pontuação média
Desempenho do vendedor	4.6/5
Qualidade do produto	4.3/5
Confiabilidade da transação	4.7/5

Ebay Inc. (eBay) - Modelo de Negócios: Canais

Aplicativo móvel

O aplicativo móvel do eBay relatou 498 milhões de usuários ativos globalmente no quarto trimestre 2023. O aplicativo móvel é responsável por 54% do total de transações do mercado. As estatísticas de download de aplicativos móveis mostram 187 milhões de usuários ativos de aplicativos móveis em dezembro de 2023.

Plataforma móvel	Usuários ativos	Porcentagem de transações
aplicativo iOS	89 milhões	27.3%
App Android	98 milhões	32.6%

Plataforma baseada na Web

O eBay.com gera 1,2 bilhão de visitas mensais ao site. A plataforma da Web processa aproximadamente US $ 22,4 bilhões em volume anual de mercadorias brutos a partir de 2023.

Métrica de tráfego da web	Valor
Visitas mensais ao site	1,2 bilhão
Volume anual de mercadoria bruta	US $ 22,4 bilhões

Marketing por e -mail

O eBay envia 2,7 bilhões de e -mails de marketing mensalmente. A taxa de conversão de marketing por email é de 4,3%, com uma taxa aberta de 19,2%.

Engajamento da mídia social

• Seguidores do Facebook: 12,4 milhões
• Seguidores do Instagram: 3,6 milhões
• Seguidores do Twitter: 2,1 milhões
• Seguidores do LinkedIn: 1,5 milhão

Redes de publicidade digital

O eBay gasta US $ 487 milhões anualmente em publicidade digital no Google, Facebook e plataformas de publicidade programática. A publicidade digital gera 36% das novas aquisições de clientes.

Plataforma de publicidade	Gasto anual	Taxa de aquisição de clientes
Google anúncios	US $ 210 milhões	16.4%
Anúncios do Facebook	US $ 142 milhões	12.7%
Publicidade programática	US $ 135 milhões	6.9%

Ebay Inc. (eBay) - Modelo de negócios: segmentos de clientes

Consumidores individuais

A partir do quarto trimestre de 2023, o eBay relatou 132 milhões de compradores ativos globalmente. O colapso demográfico inclui:

Faixa etária	Percentagem
18-34 anos	42%
35-54 anos	38%
55 anos ou mais	20%

Pequenas e médias empresas

O eBay suporta aproximadamente 1,7 milhão de pequenas e médias empresas em todo o mundo. As principais métricas incluem:

• Vendas anuais médias por empresa: US $ 89.000
• Volume total de mercadorias de SMB: US $ 26,7 bilhões em 2023
• Vendedores internacionais de SMB: 43% do total de vendedores de negócios

Vendedores online profissionais

Características do segmento de vendedor profissional:

Categoria	Número de vendedores
Vendedores profissionais em tempo integral	375,000
Vendedores profissionais de meio período	625,000

Colecionadores e entusiastas do mercado de nicho

Segmentos de mercado especializados no eBay:

• Receita de categoria de colecionáveis: US $ 3,2 bilhões em 2023
• Listagens colecionáveis ​​exclusivas: mais de 2,5 milhões de listagens ativas
• Valor médio da transação para colecionáveis: $ 187

Comerciantes internacionais globais

Estatísticas de Comércio Internacional:

Região	Compradores ativos
América do Norte	62 milhões
Europa	41 milhões
Ásia-Pacífico	29 milhões

Ebay Inc. (eBay) - Modelo de negócios: estrutura de custos

Manutenção de infraestrutura de tecnologia

Os custos de manutenção de infraestrutura tecnológica do eBay para 2023 foram de aproximadamente US $ 541 milhões, representando 12,3% do total de despesas operacionais da empresa.

Categoria de custo	Despesa anual	Porcentagem do total de despesas
Operações de data center	US $ 238 milhões	5.4%
Serviços de computação em nuvem	US $ 187 milhões	4.2%
Infraestrutura de rede	US $ 116 milhões	2.7%

Desenvolvimento de plataformas e atualizações

O eBay investiu US $ 612 milhões em pesquisa e desenvolvimento em 2023, com foco em melhorias na plataforma e inovações tecnológicas.

• Custos de engenharia de software: US $ 342 milhões
• Design de experiência do usuário: US $ 127 milhões
• Desenvolvimento de produtos: US $ 143 milhões

Marketing e aquisição de clientes

As despesas de marketing do eBay em 2023 totalizaram US $ 789 milhões, representando 17,9% do total de despesas operacionais.

Canal de marketing	Gasto anual	Porcentagem de orçamento de marketing
Publicidade digital	US $ 456 milhões	57.8%
Marketing de mídia social	US $ 187 milhões	23.7%
Mídia tradicional	US $ 146 milhões	18.5%

Despesas de processamento de transações

Os custos de processamento de transações para o eBay em 2023 totalizaram US $ 412 milhões.

• Taxas de gateway de pagamento: US $ 237 milhões
• Sistemas de prevenção de fraudes: US $ 98 milhões
• Verificação da transação: US $ 77 milhões

Salários dos funcionários e custos operacionais

As despesas totais relacionadas aos funcionários do eBay em 2023 foram de US $ 1,2 bilhão.

Categoria de custo	Despesa anual	Média por funcionário
Salários da base	US $ 892 milhões	$185,000
Benefícios e compensação	US $ 218 milhões	$45,000
Treinamento e desenvolvimento	US $ 90 milhões	$18,750

Ebay Inc. (eBay) - Modelo de negócios: fluxos de receita

Comissão de transações bem -sucedidas

O eBay gera receita através de taxas de transação que variam de 12,9% a 15% em diferentes categorias de produtos a partir de 2023. A receita total das taxas de transação para 2022 foi de US $ 10,1 bilhões.

Categoria de produto	Porcentagem de taxa de transação
Eletrônica	12.9%
Moda	14.5%
Colecionáveis	15%

Taxas de listagem para vendedores

O eBay cobra os vendedores de listagem de taxas, com algumas variações com base no tipo e volume do vendedor. Em 2022, a receita das taxas de listagem foi de aproximadamente US $ 742 milhões.

• Listagem básica de lojas: primeiras 250 listagens gratuitas por mês
• Listagem avançada de lojas: US $ 0,35 por listagem adicional
• Vendedores corporativos: estruturas de taxas personalizadas

Ferramentas e serviços avançados de venda

O eBay oferece ferramentas de venda premium com geração de receita adicional. A receita avançada de ferramentas em 2022 atingiu US $ 456 milhões.

Serviço	Custo mensal
Análise avançada de vendedores	$29.95
Listagens promovidas	Até 20% do preço de venda

Receita de publicidade

A plataforma de publicidade do eBay gerou US $ 503 milhões em receita durante 2022, representando um aumento de 4% em relação ao ano anterior.

Monetização e insights de dados

O eBay aproveita seus dados de mercado, gerando aproximadamente US $ 87 milhões em insights de dados e serviços de pesquisa de mercado em 2022.

Serviço de dados	Receita anual
Insights Marketplace	US $ 52 milhões
Análise de tendências	US $ 35 milhões

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.