Subtext

eBay Inc. EBAY

SectorConsumer Discretionary
Transcripts77
Date range2006-01-19 – 2025-04-30
Calls charted71

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-25-12+0+12+252007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · Overall: +14.82007 Q3 · Overall: +12.52007 Q4 · Overall: +19.32008 Q1 · Overall: +18.12008 Q2 · Overall: +15.52008 Q3 · Overall: +10.42008 Q4 · Overall: +12.82009 Q1 · Overall: +10.12009 Q2 · Overall: +15.82009 Q3 · Overall: +15.52009 Q4 · Overall: +16.82010 Q1 · Overall: +15.02010 Q2 · Overall: +11.52010 Q4 · Overall: +18.12011 Q1 · Overall: +17.72011 Q2 · Overall: +13.82011 Q3 · Overall: +13.92011 Q4 · Overall: +17.72012 Q1 · Overall: +17.32012 Q2 · Overall: +11.22012 Q3 · Overall: +21.32012 Q4 · Overall: +17.12013 Q1 · Overall: +13.82013 Q2 · Overall: +12.62013 Q3 · Overall: +14.72013 Q4 · Overall: +9.52014 Q1 · Overall: +16.12014 Q2 · Overall: +7.82014 Q3 · Overall: +6.12014 Q4 · Overall: +11.12015 Q1 · Overall: +17.22015 Q2 · Overall: +15.12015 Q3 · Overall: +9.12015 Q4 · Overall: +7.42016 Q1 · Overall: +9.92016 Q2 · Overall: +9.22016 Q3 · Overall: +9.72016 Q4 · Overall: +9.42017 Q1 · Overall: +11.72017 Q2 · Overall: +11.82017 Q3 · Overall: +11.02017 Q4 · Overall: +12.62018 Q1 · Overall: +10.12018 Q2 · Overall: +7.02018 Q3 · Overall: +8.22018 Q4 · Overall: +9.02019 Q1 · Overall: +8.22019 Q2 · Overall: +12.02019 Q3 · Overall: +4.72019 Q4 · Overall: +9.52020 Q1 · Overall: +6.82020 Q2 · Overall: +16.52020 Q3 · Overall: +6.62020 Q4 · Overall: +12.12021 Q1 · Overall: +14.72021 Q2 · Overall: +15.72021 Q3 · Overall: +13.52021 Q4 · Overall: +13.02022 Q1 · Overall: +9.32022 Q2 · Overall: +11.32022 Q3 · Overall: +10.22022 Q4 · Overall: +15.92023 Q1 · Overall: +15.62023 Q2 · Overall: +16.22023 Q3 · Overall: +9.22023 Q4 · Overall: +16.32024 Q1 · Overall: +10.12024 Q2 · Overall: +17.32024 Q3 · Overall: +14.92024 Q4 · Overall: +19.02025 Q1 · Overall: +12.2
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-46-23+0+23+462007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · CEO: +17.52007 Q3 · CEO: +16.92007 Q4 · CEO: +27.42008 Q1 · CEO: +27.72008 Q2 · CEO: +31.52008 Q3 · CEO: +23.72008 Q4 · CEO: +18.12009 Q1 · CEO: +16.12009 Q2 · CEO: +25.92009 Q3 · CEO: +26.62009 Q4 · CEO: +27.92010 Q1 · CEO: +23.62010 Q2 · CEO: +21.42010 Q4 · CEO: +26.02011 Q1 · CEO: +20.62011 Q2 · CEO: +18.22011 Q3 · CEO: +23.12011 Q4 · CEO: +22.82012 Q1 · CEO: +22.72012 Q2 · CEO: +12.02012 Q3 · CEO: +31.12012 Q4 · CEO: +22.92013 Q1 · CEO: +18.62013 Q2 · CEO: +25.32013 Q3 · CEO: +22.52013 Q4 · CEO: +12.02014 Q1 · CEO: +23.92014 Q2 · CEO: +15.32014 Q3 · CEO: +14.42014 Q4 · CEO: +16.22015 Q1 · CEO: +20.42015 Q2 · CEO: +18.92016 Q1 · CEO: +16.12016 Q3 · CEO: +14.42016 Q4 · CEO: +21.12017 Q1 · CEO: +18.92017 Q2 · CEO: +19.32017 Q3 · CEO: +19.22017 Q4 · CEO: +17.92018 Q1 · CEO: +19.82018 Q2 · CEO: +10.82018 Q3 · CEO: +13.52018 Q4 · CEO: +11.92019 Q1 · CEO: +16.82019 Q2 · CEO: +23.22019 Q3 · CEO: +9.32019 Q4 · CEO: +17.52020 Q1 · CEO: +39.62020 Q2 · CEO: +22.82020 Q3 · CEO: +11.42020 Q4 · CEO: +19.52021 Q1 · CEO: +21.02021 Q2 · CEO: +23.22021 Q3 · CEO: +18.62021 Q4 · CEO: +20.32022 Q1 · CEO: +20.32022 Q2 · CEO: +22.92022 Q3 · CEO: +21.92022 Q4 · CEO: +26.42023 Q1 · CEO: +25.42023 Q2 · CEO: +27.02023 Q3 · CEO: +21.12023 Q4 · CEO: +19.82024 Q1 · CEO: +24.62024 Q2 · CEO: +24.02024 Q3 · CEO: +19.72024 Q4 · CEO: +27.92025 Q1 · CEO: +19.32007 Q2 · CFO: +17.02007 Q3 · CFO: +12.42007 Q4 · CFO: +18.42008 Q1 · CFO: +15.82008 Q2 · CFO: +11.42008 Q3 · CFO: +5.32008 Q4 · CFO: +9.42009 Q1 · CFO: +9.42009 Q2 · CFO: +11.02009 Q3 · CFO: +9.82009 Q4 · CFO: +15.22010 Q1 · CFO: +14.62010 Q2 · CFO: +5.12010 Q4 · CFO: +14.62011 Q1 · CFO: +19.92011 Q2 · CFO: +16.32011 Q3 · CFO: +12.62011 Q4 · CFO: +23.72012 Q1 · CFO: +23.02012 Q2 · CFO: +18.12012 Q3 · CFO: +19.12012 Q4 · CFO: +19.72013 Q1 · CFO: +13.62013 Q2 · CFO: +10.22013 Q3 · CFO: +16.22013 Q4 · CFO: +11.82014 Q1 · CFO: +15.52014 Q2 · CFO: +4.42014 Q3 · CFO: +8.12014 Q4 · CFO: +12.42015 Q1 · CFO: +17.02015 Q2 · CFO: +7.22016 Q1 · CFO: +9.02016 Q3 · CFO: +12.22016 Q4 · CFO: +4.52017 Q1 · CFO: +8.62017 Q2 · CFO: +10.22017 Q3 · CFO: +13.62017 Q4 · CFO: +11.32018 Q1 · CFO: +5.72018 Q2 · CFO: +8.52018 Q3 · CFO: +8.02018 Q4 · CFO: +9.92019 Q1 · CFO: +6.82019 Q2 · CFO: +8.02019 Q3 · CFO: +5.02019 Q4 · CFO: +7.52020 Q4 · CFO: +11.92021 Q1 · CFO: +13.02021 Q2 · CFO: +15.02021 Q3 · CFO: +12.22021 Q4 · CFO: +9.42022 Q1 · CFO: -0.42022 Q2 · CFO: +5.72022 Q3 · CFO: +3.52022 Q4 · CFO: +10.42023 Q1 · CFO: +11.22023 Q2 · CFO: +2.52023 Q3 · CFO: +0.92023 Q4 · CFO: +16.12024 Q1 · CFO: +5.82024 Q2 · CFO: +15.42024 Q3 · CFO: +8.72024 Q4 · CFO: +10.62025 Q1 · CFO: +8.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-38-19+0+19+382007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · Prepared remarks: +20.62007 Q3 · Prepared remarks: +18.52007 Q4 · Prepared remarks: +23.02008 Q1 · Prepared remarks: +26.72008 Q2 · Prepared remarks: +23.02008 Q3 · Prepared remarks: +17.22008 Q4 · Prepared remarks: +12.02009 Q1 · Prepared remarks: +13.52009 Q2 · Prepared remarks: +16.92009 Q3 · Prepared remarks: +21.72009 Q4 · Prepared remarks: +27.72010 Q1 · Prepared remarks: +26.52010 Q2 · Prepared remarks: +22.12010 Q4 · Prepared remarks: +18.92011 Q1 · Prepared remarks: +28.82011 Q2 · Prepared remarks: +24.12011 Q3 · Prepared remarks: +28.02011 Q4 · Prepared remarks: +24.92012 Q1 · Prepared remarks: +29.42012 Q2 · Prepared remarks: +25.02012 Q3 · Prepared remarks: +33.02012 Q4 · Prepared remarks: +30.72013 Q1 · Prepared remarks: +26.62013 Q2 · Prepared remarks: +29.32013 Q3 · Prepared remarks: +22.32013 Q4 · Prepared remarks: +16.92014 Q1 · Prepared remarks: +18.92014 Q2 · Prepared remarks: +4.82014 Q3 · Prepared remarks: +12.62014 Q4 · Prepared remarks: +16.62015 Q1 · Prepared remarks: +25.92015 Q2 · Prepared remarks: +18.62015 Q3 · Prepared remarks: +17.72015 Q4 · Prepared remarks: +15.82016 Q1 · Prepared remarks: +23.42016 Q2 · Prepared remarks: +21.62016 Q3 · Prepared remarks: +21.22016 Q4 · Prepared remarks: +20.12017 Q1 · Prepared remarks: +16.32017 Q2 · Prepared remarks: +23.02017 Q3 · Prepared remarks: +22.02017 Q4 · Prepared remarks: +18.22018 Q1 · Prepared remarks: +17.32018 Q2 · Prepared remarks: +11.02018 Q3 · Prepared remarks: +16.82018 Q4 · Prepared remarks: +13.92019 Q1 · Prepared remarks: +11.02019 Q2 · Prepared remarks: +17.42019 Q3 · Prepared remarks: +11.82019 Q4 · Prepared remarks: +14.92020 Q1 · Prepared remarks: +9.22020 Q2 · Prepared remarks: +18.32020 Q3 · Prepared remarks: +11.42020 Q4 · Prepared remarks: +16.52021 Q1 · Prepared remarks: +18.02021 Q2 · Prepared remarks: +22.62021 Q3 · Prepared remarks: +18.62021 Q4 · Prepared remarks: +15.92022 Q1 · Prepared remarks: +12.42022 Q2 · Prepared remarks: +15.22022 Q3 · Prepared remarks: +16.52022 Q4 · Prepared remarks: +20.62023 Q1 · Prepared remarks: +19.72023 Q2 · Prepared remarks: +17.42023 Q3 · Prepared remarks: +14.72023 Q4 · Prepared remarks: +16.52024 Q1 · Prepared remarks: +25.92024 Q2 · Prepared remarks: +17.12024 Q3 · Prepared remarks: +12.42024 Q4 · Prepared remarks: +20.72025 Q1 · Prepared remarks: +16.02007 Q2 · Q&A responses: +12.12007 Q3 · Q&A responses: +7.52007 Q4 · Q&A responses: +22.42008 Q1 · Q&A responses: +13.62008 Q2 · Q&A responses: +10.12008 Q3 · Q&A responses: +9.32008 Q4 · Q&A responses: +16.32009 Q1 · Q&A responses: +10.32009 Q2 · Q&A responses: +19.32009 Q3 · Q&A responses: +11.02009 Q4 · Q&A responses: +12.22010 Q1 · Q&A responses: +10.62010 Q2 · Q&A responses: +7.22010 Q4 · Q&A responses: +11.42011 Q1 · Q&A responses: +7.02011 Q2 · Q&A responses: +9.12011 Q3 · Q&A responses: +6.12011 Q4 · Q&A responses: +16.72012 Q1 · Q&A responses: +13.72012 Q2 · Q&A responses: +1.72012 Q3 · Q&A responses: +18.02012 Q4 · Q&A responses: +10.02013 Q1 · Q&A responses: +6.92013 Q2 · Q&A responses: +7.82013 Q3 · Q&A responses: +13.92013 Q4 · Q&A responses: +6.22014 Q1 · Q&A responses: +18.82014 Q2 · Q&A responses: +11.92014 Q3 · Q&A responses: +8.62014 Q4 · Q&A responses: +8.82015 Q1 · Q&A responses: +10.62015 Q2 · Q&A responses: +13.92015 Q3 · Q&A responses: +9.22015 Q4 · Q&A responses: +5.92016 Q1 · Q&A responses: +4.12016 Q2 · Q&A responses: +1.62016 Q3 · Q&A responses: +7.52016 Q4 · Q&A responses: +4.02017 Q1 · Q&A responses: +13.12017 Q2 · Q&A responses: +9.22017 Q3 · Q&A responses: +10.32017 Q4 · Q&A responses: +10.52018 Q1 · Q&A responses: +8.32018 Q2 · Q&A responses: +7.82018 Q3 · Q&A responses: +6.22018 Q4 · Q&A responses: +7.02019 Q1 · Q&A responses: +11.12019 Q2 · Q&A responses: +11.62019 Q3 · Q&A responses: +1.32019 Q4 · Q&A responses: +9.62020 Q1 · Q&A responses: +6.52020 Q2 · Q&A responses: +19.52020 Q3 · Q&A responses: +5.42020 Q4 · Q&A responses: +15.82021 Q1 · Q&A responses: +16.32021 Q2 · Q&A responses: +14.12021 Q3 · Q&A responses: +13.92021 Q4 · Q&A responses: +14.62022 Q1 · Q&A responses: +11.42022 Q2 · Q&A responses: +14.52022 Q3 · Q&A responses: +9.22022 Q4 · Q&A responses: +13.52023 Q1 · Q&A responses: +15.72023 Q2 · Q&A responses: +17.52023 Q3 · Q&A responses: +8.42023 Q4 · Q&A responses: +19.92024 Q1 · Q&A responses: +15.92024 Q2 · Q&A responses: +24.42024 Q3 · Q&A responses: +20.12024 Q4 · Q&A responses: +23.32025 Q1 · Q&A responses: +14.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.65$3.50$5.342007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: $3.092014 Q2: $3.192014 Q3: $3.282014 Q4: $3.282015 Q1: $3.192015 Q2: $3.272015 Q3: $1.912015 Q4: $1.972016 Q1: $1.912016 Q2: $1.962016 Q3: $2.042016 Q4: $2.092017 Q1: $2.062017 Q2: $2.112017 Q3: $2.172017 Q4: $2.222018 Q1: $2.372018 Q2: $2.462018 Q3: $2.502018 Q4: $2.592019 Q1: $2.772019 Q2: $2.882019 Q3: $3.012019 Q4: $2.902020 Q1: $3.112020 Q2: $3.562020 Q3: $3.872020 Q4: $3.702021 Q1: $4.232021 Q2: $4.242021 Q3: $4.332021 Q4: $4.512022 Q1: $4.472022 Q2: $4.202022 Q3: $4.312022 Q4: $4.242023 Q1: $4.222023 Q2: $4.382023 Q3: $4.392023 Q4: $4.322024 Q1: $4.762024 Q2: $4.852024 Q3: $5.08

Forward P/E

8.9514.1119.272007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: 18.562014 Q2: 15.542014 Q3: 15.852014 Q4: 17.202015 Q1: 18.342015 Q2: 18.552015 Q3: 14.022015 Q4: 14.502016 Q1: 12.412016 Q2: 12.262016 Q3: 15.592016 Q4: 14.272017 Q1: 15.952017 Q2: 16.352017 Q3: 17.682017 Q4: 16.852018 Q1: 18.092018 Q2: 15.992018 Q3: 13.692018 Q4: 10.932019 Q1: 13.192019 Q2: 13.912019 Q3: 13.402019 Q4: 12.292020 Q1: 10.062020 Q2: 13.602020 Q3: 13.052020 Q4: 14.502021 Q1: 13.962021 Q2: 15.612021 Q3: 17.112021 Q4: 14.552022 Q1: 12.252022 Q2: 10.372022 Q3: 9.872022 Q4: 10.322023 Q1: 9.662023 Q2: 10.282023 Q3: 9.962023 Q4: 9.712024 Q1: 11.022024 Q2: 11.252024 Q3: 12.43

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q2 tone ↓ -8.3 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q1 tone ↑ +6.1 fwd EPS ↓ -0.09 Tone rose while the forward EPS estimate was cut.
  • 2015 Q2 tone ↓ -2.2 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↑ +2.5 fwd EPS ↓ -0.06 Tone rose while the forward EPS estimate was cut.
  • 2017 Q1 tone ↑ +2.3 fwd EPS ↓ -0.03 Tone rose while the forward EPS estimate was cut.
  • 2018 Q1 tone ↓ -2.5 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -3.1 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↓ -7.3 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↑ +4.8 fwd EPS ↓ -0.11 Tone rose while the forward EPS estimate was cut.
  • 2020 Q1 tone ↓ -2.7 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q3 tone ↓ -9.9 fwd EPS ↑ +0.31 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↑ +5.6 fwd EPS ↓ -0.17 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -2.2 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↑ +2.0 fwd EPS ↓ -0.28 Tone rose while the forward EPS estimate was cut.
  • 2022 Q4 tone ↑ +5.7 fwd EPS ↓ -0.07 Tone rose while the forward EPS estimate was cut.
  • 2023 Q4 tone ↑ +7.1 fwd EPS ↓ -0.07 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -6.2 fwd EPS ↑ +0.44 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -2.4 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-30+12.2——View →
2024 Q42025-02-26+19.0——View →
2024 Q32024-10-30+14.9$5.0812.4View →
2024 Q22024-07-31+17.3$4.8511.2View →
2024 Q12024-05-01+10.1$4.7611.0View →
2023 Q42024-02-27+16.3$4.329.7View →
2023 Q32023-11-07+9.2$4.3910.0View →
2023 Q22023-07-26+16.2$4.3810.3View →