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[뉴욕증시 급등주] 이베이(eBay) 실적발표 후 장외거래 6.28% 상승...왜?

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[뉴욕증시 급등주] 이베이(eBay) 실적발표 후 장외거래 6.28% 상승...왜?

이베이 주가 변동표 이미지 확대보기
이베이 주가 변동표
[글로벌이코노믹 연구소 김대호 소장] 미국 전자상거래업체 이베이의 주가가 마감 후 장외시장에서 급등세를 보이고 있다.

미국 나스닥시장에서 이베이 주가는 정규장 마감이후 급등세를 보이기 시작 23일 오전 7시 현재 1주당 59.95달러를 기록하고 있다.
이는 두시간 전인 오전 5시의 정규시장 마감시세인 56.41달러에 비해 불과 두시간만에 6.28% 오른 것이다.

주가가 이처럼 급등하는 가장 큰 요인은 예상을 웃돈 1분기 실적발표 때문인 것으로 분석된다.

이베이는 이날 1분기의 주당순이익은 77센트에 달햇다고 발표했다.

전년동기에 비해 10%이상 늘어난 것이다.

77센트의 주당순익은 시장의 당초 예상치인 70센트도 상회했다.

이베이는 또 매출액은 전년 동기대비 4.4% 증가한 44억5000만 달러에 이르렀다고 발표했다 .
이베이는 미국최대의 온라인 경매 및 인터넷 쇼핑몰이다.

1995년 컴퓨터 프로그래머인 피에르 오미디야르 (Pierre Omidyar)가 옥션웹(AuctionWeb)이란 이름의 개인경매 사이트를 열면서 시작했다.

본사는 실리콘 밸리에 있다.

1997년에 회사이름을 옥션웹에서 이베이(eBay)로 바꿨다.

1998년 경매 사이트인 업포세일닷컴(Up4Sale.com)을,

2001년 남미의 전자상거래 사이트인 메르카도 리브레(Mercado Libre)를,

2002년 온라인 결제대행사인 페이팔(PayPal)을,

2003년 중국의 포털사이트인 이치넷(EachNet)을,

2004년 인도의 경매사이트인 바지 닷컴(Baazee.com)을,

그리고 2005년 영국의 부동산 중개사이트인 검트리(Gumtree)와 웹폰 회사인 스카이프(Skype)등을 인수했다.

또 한국 최초의 인터넷 경매전문 사이트인 옥션과 오픈마켓 서비스인 G마켓도 사들였다.

모든 종류의 신제품, 중고제품 등의 물건을 개래할 수 있도록 하고 있다.

수집품, 가전제품, 컴퓨터, 가구, 자동차등을 가리지 않고 거의 모든 품목을 취급한다.
이베이 손익계산서 이미지 확대보기
이베이 손익계산서

다음은 이베이의 실적발표 전문.

Apr 22, 2015(현지시간)

eBay Inc. Reports First Quarter Results

Global commerce platform and payments leader eBay today reported that revenue for the first quarter ended March 31, 2015 increased to $4.45 billion. GAAP earnings were $626 million or $0.51 per diluted share, and Non-GAAP earnings were $943 million or $0.77 per diluted share, driven by transaction growth and expense control.

eBay Inc.'s commerce and payments ecosystems continued to increase the role they play in global commerce, but the strengthening dollar significantly impacted first quarter results and reduced the 9% organic growth rate to 4%. Revenue growth was negatively impacted by foreign currency translation at eBay and PayPal by 7 pts and 3 pts respectively, with benefits from foreign currency hedging partially offsetting the impact at PayPal. Additionally, weaker local currencies in some markets led to reduced demand for goods in export-oriented markets like North America, impacting the growth of cross border trade.

"We had a strong first quarter, with eBay and PayPal off to a good start for the full year," said eBay Inc. President and CEO John Donahoe. "I feel very good about the performance of our teams at eBay and PayPal. Each business is executing well with greater focus and operating discipline as we prepare to separate eBay and PayPal into independent publicly traded companies. We are moving forward with clarity and speed, with a smooth separation expected in the third quarter. We are deeply committed to setting up eBay and PayPal to succeed and to deliver sustainable value to our shareholders."

PayPal net total payment volume (TPV) grew 18% in the first quarter to $61 billion, with Merchant Services volume up 26% and on-eBay volume down 1%. Payment volume through eBay Marketplaces was $15 billion, representing 24% of total TPV. Revenue grew to $2.1 billion. PayPal gained 3.6 million new active accounts in the quarter, up 11% to 165 million, and processed more than 1 billion transactions in the quarter, up 24%. PayPal deepened its customer engagement with transactions per active account increasing to 23 in the quarter and monetization per active account increasing to $49. The strong, steady growth of PayPal's customer base coupled with rising engagement reflects the growing popularity and relevance of the PayPal value proposition globally. We announced two acquisitions to bolster and accelerate PayPal's ability to partner with merchants and deepen its trusted relationship with consumers. The acquisition of Paydiant helps PayPal extend its mobile value proposition to the offline world for merchants and consumers while its acquisition of CyActive strengthens PayPal's security capabilities and will act as the foundation of PayPal's new security center of excellence.

eBay Marketplaces gross merchandise volume (GMV) declined 2%, with the strengthening dollar significantly impacting results. In the U.S., GMV was up 2%, while International volume was down 4%, producing $2.1 billion in revenue. On a fx-neutral basis, International GMV was up 7% and global GMV was up 5%. Marketplaces gained 2.1 million new buyers in the quarter, up 8% to 157 million. While active buyer growth continued to decline on a rolling 12-month basis, we are seeing signs that our business is stabilizing, with both three-month active buyer growth and FX neutral GMV growth flat at 5% on a sequential basis. Sold item growth improved sequentially to 9%. We are continuing to invest to improve buyer and seller experiences and provide consistency across devices while building platform capability to improve traffic.

eBay Enterprise enabled its clients to grow same store sales 10% and generated gross merchandise sales (GMS) of more than $1 billion. Revenue grew to $288 million. We continue to explore strategic options for eBay Enterprise. It is a strong business and a leading partner for large retailers, managing mission critical components of their e-commerce initiatives.
이베이 재무상태표.
이베이 재무상태표.

다음은 이베이 회사개관

About eBay Inc.

eBay Inc. (NASDAQ: EBAY) is a global commerce and payments leader, providing a robust platform where merchants of all sizes can compete and win. Founded in 1995 in San Jose, Calif., eBay Inc. connects millions of buyers and sellers and enabled $255 billion of commerce volume in 2014. We do so through eBay, one of the world's largest online marketplaces, which allows users to buy and sell in nearly every country on earth; through PayPal, which enables individuals and businesses to securely, easily and quickly send and receive digital payments; and through eBay Enterprise, which enables omnichannel commerce, multichannel retailing and digital marketing for global enterprises in the U.S. and internationally. We also reach millions through specialized marketplaces such as StubHub, the world's largest ticket marketplace, and eBay classifieds sites, which together have a presence in more than 1,000 cities around the world. For more information about the company and its global portfolio of online brands, visit www.ebayinc.com.


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