- PayPal is getting great traction outside of eBay and Google Checkout doesn't appear to be slowing them down any. PayPal grew revenue 17% on eBay and 61% off-eBay.
PayPal is eBay's Rock Star, but how long can that last? What happens when a real competitor gets into this game? With PayPal growth on eBay slowing, what happens when a real competitor enters the game and starts to make in-roads against eBay in the off-eBay world? Google Checkout sure hasn't measured up.
- Skype won't last the year as an eBay company. You heard it here first, Skype will be sold before the end of 2008.
- Active Users grew by 1%, basically eBay is losing nearly as many active users as they are gaining and with the cost to gain new users growing, this metric will soon be a major problem for eBay.
There are quite a few other things I would like to discuss but I want to review the transcript before I write about them in-depth. Stay-tuned more to come.
Just my 6% (my other 6% will come tomorrow)