2. This presentation contains non-GAAP measures relating to the company's performance. You can find
the reconciliation of those measures to GAAP measures in the tables of our earnings release which is
available through our investor relations website located at
http://investor.ebay.com/downloads/Reconciliation.pdf.
This presentation may contain forward-looking statements regarding matters that involve risk and
uncertainty, including those relating to the company’s ability to grow its businesses, user base and
user activity. Our actual results may differ materially from those discussed for a variety of reasons,
including our increasing need in established markets to grow revenues from existing users as well as
from new users; an increasingly competitive e-commerce environment; the complexity of managing a
growing company with a broad range of businesses; the impact of the company’s recently announced
pricing and product changes; regulatory, tax, and litigation risks (including financial industry risks
specific to PayPal and risks specific to Skype’s technology and to the VoIP industry); our need to
upgrade our technology and customer service infrastructure to accommodate growth at reasonable
cost while adding new features and maintaining site stability; our need to successfully extend our
platforms to new countries and new types of merchandise and sellers; foreign-exchange-rate
fluctuations; and the impact and integration of recent and future acquisitions.
You can find more information about factors that could affect our results in our annual report on our
Form 10-K and our quarterly reports on Form 10-Q (available at http://investor.ebay.com). You should
not unduly rely on any forward-looking statements, and we assume no obligation to update them.
®
2
eBay Inc. - Proprietary & Confidential
3. eBay’s vision is to help people
everywhere connect, discover and
interact with each other through
commerce
5. Large and growing core business
222
Confirmed Registered Users (M)
233M
Q1-07
56%
CAGR
• 37 global markets
10
• $1,800 GMV per second 1999 2006
Gross Merchandise Volume $52B
$14.3B
• 6.4M daily new listings Q1-07
52%
CAGR
• 50,000 API developers
* As of Mar 31, 2007
$3B
1999 2006
7. Growing GMV: Enhance our product
Improve the Finding Experience
• New Search Results
8. Growing GMV: Enhance our product
Improve the Finding Experience
• New Search Results
• New Search Landing Pages
9. Growing GMV: Enhance our product
Improve the Finding Experience
• New Search Results
• New Search Landing Pages
• New Relevancy Based Listings Sort – Best Match
16. Growing GMV: Extend our offering
• eBay Express
• Tickets - StubHub
• A leading secondary tickets
marketplace
• Best in class buying/selling
experience
17. Growing Beyond GMV
New Formats
• Shopping.com
• 60 million products, 280 categories globally
• The leading comparison shopping site in the
US
• International presence in UK, France,
Germany and Australia
A Better Way to Shop A Better Way to Sell
18. Growing Beyond GMV
New Formats
• Shopping.com
• Classifieds
• Buyer appeal: Local market transactions
• eBay c2c classifieds sites have a leading position in 21 markets
and hundreds of cities
• Strong growth in unique visitors
19. Growing Beyond GMV
New Monetization Models
• Advertising / Click to Call
• In the US:
– Ramping up on selling our graphical inventory and have expanded
graphical to more areas on the site
– Increased to nearly full exposure of text ads on null search results
– Continue to optimize ad placement on non-null search results
• Internationally:
– Began testing text ads on both null and non null search results in Q107
22. The global online payments standard
• Trusted brand
• Industry leading fraud
management
• Global reach
• Best-in-class product
23. Large and growing core business
133
Accounts (M)
143M
Q1-07
62%
CAGR
• 36M active accounts
12
• $2B+ stored balances
2001 2006
$38B
Total Payment Volume
$11.4B
• 177M transactions in Q1
Q1-07
57%
CAGR
• 190 markets & 17
currencies
$4B
2001 2006
24. PayPal’s value proposition
Merchants like PayPal…
Consumers like PayPal…
• Easy to use • Easy, all-in-one payment solution
• Convenient, online wallet with • Largest consumer base, with
multiple payment options $2B+ in stored balances
• Secure • Cost-effective and competitive
pricing structure
– Protection from
unauthorized access to
• Safer, less fraudulent
accounts
transactions
– buyer protection
• Direct relationship with
• Fast, transactions only take a few customers
seconds
25. Platforms for growth
+ Merchant Services
PayPal on eBay
• Product innovation • Product offering
• Global expansion • Global / merchant
expansion
• New platforms
• Sales channels
26. Platforms for growth – PayPal on eBay
59% of global
• Product innovation
addressable eBay GMV
– Guest checkout
– Integrated shipping
– Market specific products
– Improved payment flow
• Global expansion - localized 14
sites to date
– Language
– Currency
– Local banking infrastructure
– Local regulation
27. Platforms for growth – PayPal on eBay
26% of Skype’s
• New platforms and marketplaces payment volume*
– Skype
– Shopping.com
– Classifieds
* As of March 2007
28. Platforms for growth - Merchant Services
• Enhanced product offering
– Suite of products for all merchant segments
– Virtual terminal
– Improved reporting tools
– Easier integration process
29. Platforms for growth - Merchant Services
• Expanding across merchant base and geographies
– Continuing to grow sole proprietor and SMB
markets
– Beginning to penetrate large merchants
– More than doubled currencies to 17 and increased
markets to 190
• Multiple sales channels Penetration of merchants*:
37% - SPs
– VeriSign Payment Gateway 5% - SMBs
– Yahoo 1% - large merchants
– Paymentech
– Direct sales
* US online merchants – Source:Forrester, 2006
32. Enabling the world’s conversations
• Strong brand
• Great product
• Global reach
• Thriving ecosystem
33. Enabling the world’s conversations
196
Registered Users (M)
• 9M+ peak online users
• 3B+ monthly call minutes
Q104 Q107
Skype-to-Skype Minutes (B)
7.7
• 4.4% of total international
long distance minutes*
• 28 languages and nearly
every country
* 2006 Telegeography
Q104 Q107
34. Continued product innovation…
• Skype Send Money
• Skype Prime
• Skype Find
• Video
• SMS messaging
• Skype Mobile
• Skypecasts
• Conference calls – 10 way
• Skype for Business control
panel
• Phone number recognition
• Multi-chat
• Customization
36. … Skype is everywhere
Off-Desktop
On The Web Pocket PC, WinMobile
In Other Skype Me Buttons Corded and Cordless
Major Operating Applications Web Presence Phones
Systems Toolbars for Internet (e.g., Salesforce.com Polycom speaker phone
WinXP, MacOS, Linux Explorer, Firefox, Outlook Six Apart blogs, Postbank) WiFi Phones
On your desktop … across the internet … and beyond!