Government Relations
eBay Inc. Overview
April 25, 2008
eBay in California
12.5 million Registered Users in California
Over 4,000 Trading Assistants – Small businesses and individuals who sell items for others.
California is home to eBay Inc.Over 3,500 employees
• eBay, PayPal, Skype (San Jose)• StubHub, StumbleUpon (San Francisco)• Pro Stores (Folsom)• Shopping.com (Burlingame)• Rent.com (Los Angeles)
®
3
Pay CommunicateFind Buy Entertain
Our Three Businesses - Where We Play on the Internet
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Active Users
19.8M
83.9M
2002 2003 2004 2005 2006 2007 2008
With a Large and Growing Core Business
• Global presence in 39 markets
• 54% of our revenue comes from International Marketplaces
• 45,000 developers leveraging our APIs Gross Merchandise Volume
29%Average Annual Growth
Rate
49%Average Annual Growth
Rate
1999 2007
2.8B
59B
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Payment Volume Growth
Total Payment Volume
34% yoy growth
$14.4 B(Billions)
Q1
04Q20
4Q30
4Q40
4Q10
5Q20
5Q30
5Q40
5Q10
6Q20
6Q30
6Q40
6Q10
7Q20
7Q30
7Q40
7Q10
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Non-USUS
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Presence in39 Markets
EuropeAustria BelgiumFrance GermanyIreland Italy Netherlands PolandSpain SwitzerlandSweden TurkeyUK
AmericasUSACanadaArgentina*Brazil*Chile*Colombia*Costa Rica*Dominican Republic* Ecuador*Mexico*Panama*Peru*Uruguay*Venezuela*
*MercadoLibre sites
Asia PacificAustraliaChinaHong KongJapanIndiaKoreaMalaysiaNew ZealandPhilippines SingaporeThailandTaiwan
Minority investment
eBay - A Great Global Business
eBay site
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PayPal - Growth by Geographic Expansion
PayPal is now available in:
• 190 markets (from 55 in 2006)
• 17 currencies (from 7 in 2006)
– 10 new Currencies:
• CHF (Swiss Franc)
• CZK (Czech Krona
• DKK (Danish Krone)
• HKD (HK Dollar)
• HUF (Hungarian Forint)
• NOK (Norwegian Krone)
• NZD (NZ Dollar)
• PLN (Polish Zloty)
• SEK (Swedish Krone)
• SGD (Singapore Dollar)
PayPal send-only
PayPal available + withdrawal to local bank account or via check
PayPal localized
Global Expansion has led to Global Commerce
eBay is the largest multi-national trading platform on the Internet
+ =
Global %CBT cGMV17.90%
15.60%
Q1 06 Q2 06 Q3 06 Q4 06 Q1 07 Q2 07 Q3 07 Q4 07 Q1 08
Growing Global Community in
Europe, Asia and Latin America
FX changes are generating new global arbitrage opportunities
HIGHER AND HIGHER amounts of cross-border trade
Ways we help our global commerce community
• PayPal: Universal payment service unique in its ability to handle multiple currencies and multiple funding options.
• Global Membership: Users get access to all our sites all around the world and carry their track record with them.
• eBay Site Integration: Discovering ways we can help “local” sellers get more visibility abroad – US-UK options rolling May 1.
• Global Buying Portals: Shipping support and eBay content translation in order to support buyers from all over the world.
• Courier Partnerships: Teaming with some of the largest couriers in the world including UPS, USPS, Royal Mail, and Deutsche Post.
Areas of Further Interest
• As export/import demand grows, eBay has to think about what key areas can further support our users….
– Customs: Partnerships or content support to help make customs easier to be understood by both buyer and seller.
– International Shipping Support: Hope to be the leader in how international shipping is done online.
– Translation: What technologies can help users scan the world easier for global bargains?
– Global Matching: Can eBay get more involved in settling international supply and demand imbalances?