Not Bullish on eBay

I said earlier upon Meg Whitman’s departure that eBay has a bounce back opportunity ahead. As their new CEO, John Donahoe, announced Q1 results today, they exceeded market expectations on all counts. Q1 revenues of $2.19 billion and EPS of $0.42 were higher than analysts’ views of $2.08 billion revenue with $0.39 EPS.

John Donahoe’s Early Thoughts

We are all trying to second guess what John Donahoe wants to do with eBay. NY Times’ Saul Hansell says that he plans to focus on better Search. Not a bad starting point. I hope this won’t be one of Jerry Yang’s “we want MyYahoo to be the starting point of your lives” vision without

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What is John Donahoe’s Gameplan with eBay?

The big news this week is eBay’s CEO change. Meg Whitman retires, John Donahoe will be taking her place. There is wide-spread skepticism about John Donahoe’s choice as the successor to Meg Whitman. We just completed a comprehensive analysis of eBay’s business and a comparative analysis of eBay vs. Amazon.

Trend Radar 2008: Turnarounds

2008 seems like a year in which several major companies are positioned for turnarounds. Whether or not they would be successful is another matter, but there is enough discontinuity in each of their markets, that turnarounds could happen. Here are some to watch:

Forbes Column 08: eBay’s Bounce-Back Opportunity

Meg Whitman is finally leaving eBay. My Forbes column, eBay’s Bounce-Back Opportunity, discusses what the successor needs to pay attention to, whether it is John Donahoe or otherwise. We have also discussed eBay’s strategy at length in Web 3.0 and eBay and eBay vs Amazon. Today, the determining factor in the eBay vs Amazon debate

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