by Russ Jones
I recently took a look at the eBay Q2 2007 10-Q SEC filing to get some more details on the PayPal growth story. Read on for the details.
Q2 2007 Quarterly Results
- Purchase Volume – $11.69 billion (up 32% YoY).
Note: PayPal continues to grow faster than the market - Revenue – $454 million (up 34% YoY).
Note: PayPal is 24.8% of eBay revenue (don’t know trend)
Business Mix (based on revenue)
- 58% Domestic / 42% International
- 58% On-eBay / 42% Off-eBay (was 39% in Q4 2006)
- Business is trending off-eBay and trending international
Business Model and Metrics
- 153 million registered users, 35.9 active in Qtr (23.4% active)
- 3.7% Net Transaction Revenue.
Note: Net Transaction Revenue was 3.6% in 2005 - 172.9 million transactions
- $67.6 average ticket size
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Russ is the partner in charge of Glenbrook’s Payments Boot Camp® program and the co-author of “Payments Systems in the U.S. – Third Edition” (fourth edition planned for release in 2026). He is an industry pioneer in the commercial use of Internet technologies, bringing over 35 years of experience in payments industry analysis, strategy development, and product conceptualization to Glenbrook.
Russ currently works with Glenbrook clients in all aspects of payments education and strategy development, including global acceptance, digital payments, risk management, and payments technology. Before joining Glenbrook, Russ was a general partner with The NuVantage Group, where his clients included CommerceNet and the Financial Services Technology Consortium. Russ has also served as director of emerging technologies for Digital Equipment’s corporate research group in Palo Alto.