Key Takeaways Enhanced mobile experiences and AI-driven tools are increasing engagement, user growth, and listings, boosting top-line revenue and market relevance. Expansion of high-value categories, value-added services, and first-party advertising is driving higher margins, take rates, and diversified high-margin revenue streams.Read more

Key Takeaways eBay's innovation in collectibles, AI-driven fashion recommerce, and live commerce is driving strong network effects and record-breaking growth in high-margin revenue streams. Enhanced payments, managed shipping, and sustainable marketplace initiatives are expanding buyer engagement and positioning eBay as a dominant global recommerce leader.Read more

Key Takeaways eBay faces declining relevance due to shifting consumer preferences, stronger competitors, and changing demographics that challenge user growth and engagement. Rising regulatory demands and logistics shortcomings threaten eBay's international expansion, compressing margins and intensifying pressure on earnings growth.Read more
