
Ebay has changed fee strategy, decrease insertion fees for sellers and increased fee from each sale. Based on 3rd party research this change helped sellers to increase sales by 10-20%.
GMV (Gross merchandise volume) is key indicator for Ebay. It's a percentage growth (year on year) for total value of sold goods in USD. Last GMV was just 12% compared to 20% one year ago. All fee changes could show better than expected GMV which is only around 10%.
The big pain of previous quarters, Skype, also is doing better. Last quarter with 76% revenue increase. Skype accounts 5% of total Ebay revenue.
PayPal has last quarter revenue growth by 35%. And the unit accounts more than 25% of total Ebay revenue.
Changes in fee model altogether with weak USD could drive eBay Q1 results upside.
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