Ina Steiner EcommerceBytes Blog
News and insight focusing on ecommerce.
by Ina Steiner, Editor of EcommerceBytes.com
Fri Oct 18 2013 17:44:30

CEO Outlooks on Holiday Revenue Nothing to Sneeze at

By: David Steiner

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In advance of Amazon's Q3 earnings announcement next week, CEO Jeff Bezos has warned Wall Street that he may be developing a headcold. "I feel a little wonky, so our outlook may sound a little more negative than usual." said Bezos, in a statement. "I also have a hangnail."

The disclosure by Bezos may have been precipitated by eBay Chief Executive Officer John Donahoe's warning about fourth quarter on last Wednesday's analyst call, which caused the stock price to drop by nearly 5%. Donahoe later explained his remark that ecommerce was "dramatically decelerating" in an interview with AllThingsD, saying, "The truth is Bob [Swan] and I both have colds." eBay's stock price popped 2% on Friday after the interview.

Google's Larry Page said he felt "pretty good" after reporting earnings on Thursday, which saw his company's stock soar over $1,000 per share, and disclosed that, although he did have a slight case of ptomaine in early October, he had cut way back on his consumption of shellfish, and it was unlikely to be a factor in future earnings calls.

Facebook is set to announce earning on October 30. Like Bezos, Facebook CEO Mark Zuckerberg also sent out a preemptive note to analysts, warning them not to read anything into his tone during the earnings call, stating, "This is the way I always sound."




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Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

by: Massachusets Howler This user has validated their user name.

Fri Oct 18 18:30:37 2013

YOU GO BEZOS!
LUV that PHOTO Ina!
:-) MH
A CEO with a SENSE of HUMOR!

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

This user has validated their user name. by: Ina

Fri Oct 18 18:42:28 2013

David has a great sense of humor - it would be amusing if Bezos did issue such a statement!

As far as my observation as a reporter over the years, this back-peddling is unprecedented.

Swan had mentioned that he didn't expect what eBay had seen over the past 8 - 10 weeks to change - so not sure today's statement makes much sense.

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

by: Massachusets Howler This user has validated their user name.

Fri Oct 18 18:45:25 2013

''Having a COLD'' does not change the poor outlook. DOES NOT AFFECT ANYTHING AT ALL.

The Govt. Shutdown will effect NEXT QUARTERS totals- NOT THIS ONE and THEY KNOW IT.

John Donahoe is a BONIFIED LIAR.

Gee, where is MATSURA???

What happened to ALL THOSE PROMISES?

I guess Matsura JD and Bob Swan have colds.
MH

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

by: Massachusets Howler This user has validated their user name.

Fri Oct 18 18:46:07 2013

WHO gets a cold in October, and in CALIFORNIA- NICE TRY JD!!!!!!
MH

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

by: Massachusets Howler This user has validated their user name.

Fri Oct 18 18:47:52 2013

Funny David!
MH

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

This user has validated their user name. by: bitbybit

Fri Oct 18 18:52:00 2013

I guess Matsura JD and Bob Swan have colds.
MH

Yeah they are all sick in the head

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

This user has validated their user name. by: Philip Cohen
Web Site

Fri Oct 18 19:12:00 2013

Ho, Ho, Ho, very funny …

Why do I get the feeling that everyone is now laughing at “Chairman Ho” and his “Manipulator of Finances”, Bob Swan …

eBay: $50.90; Amazon: $329.84; Google: $1015.87; even a new facebook share is worth more than an ebay share today …

Ho, Ho, Ho, it really is long past time for you (and your troupe) to go ... http://bit.ly/YvxFEg

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

This user has validated their user name. by: Ric

Fri Oct 18 19:25:30 2013

Cold??

eBay is in year 7 of JD's 3 year turn around plan.

Judging from the lack of results his plan has produced, and from his inability to see, consider or accept his recent changes have decimated eBay, I would say JD is in a medically induced coma of his own making.

JD has so completely insulated himself from his users for so long, today he has even less of a grasp on marketplace realities than he did when he came to eBay from Bain.

Here is a guy who has approved seller purges 1 and 2 which have eliminated tens of thousands of individuals from being able to sell on the site. The massive amount of negative word of mouth is a considerable drag on eBay growth, and the CEO wants investors to believe US eCommerce is softening.

Can't wait for Jeff Bezos to present Amazons numbers which will prove once again that the only thing softening about eCommerce in the US is John Donahoes ability to perceive the cause and effect his own decisions are having on the eBay marketplace.

Every disgruntled seller should send JD a bottle of NyQuill and hope he takes all of it... The resulting coma would hopefully keep him from screwing eBay up any further during the holidays.

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

by: Rick This user has validated their user name.

Fri Oct 18 19:27:40 2013

Conversation you will never see:

eBay Seller: I got a negative feedback rating, can you remove it?

eBay Customer Service Rep: Sorry, no.

eBay Seller: I got the negative because I was late sending an order because I had a cold.

eBay Customer Service Rep: Oh, okay - I didn't realize you had a cold. I'll remove the negative.

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

by: summer in the city This user has validated their user name.

Fri Oct 18 19:44:52 2013

ROFL

What should we expect when his hemorrhoids flare up?

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

This user has validated their user name. by: Al G

Fri Oct 18 20:49:21 2013

What's da problem?

ALL markets experience exponential growth until market saturation.

Don't fool yourselves into thinking everything can go on the way its going.

Maybe the CEO's can expound on their phenomenal growth, but all things do end!

Look at Berkshire Hathaway - the only reason that entity keeps increasing in value is that Warren Buffet buys into industries (companies) who are in the growth phase and summarily dumps under performers.

Donahoe and Bezos are hitting their "wall" in ecommerce and the drones on Wall Street are going to punish them - unless they come up with a new wrinkle.

Then again, you  can still benefit from a "mature" corporation such as General Electric, IBM, Caterpillar, International Paper.

The question is will eBay and Amazon make it into the mature category or go "phifft" (a French term accompanied by a shoulder shrug).

Depraved minds want to know.

Peace, love and Cherry Garcia....

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

by: JustTheFacts This user has validated their user name.

Fri Oct 18 21:57:53 2013

just thought I would mention how I just bought another item on AMAZON and totally IGNORED ebay!

I did not even bother to search ebay.  Oh yeah, and I just signed up to sell on Amazon.  I am taking a ride on the River. :)

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

This user has validated their user name. by: Ming the Merciless

Fri Oct 18 22:27:59 2013

IU thought I'd accidentally gotten my book marks messed up and was reading The Onion.

Too funny, David!

This enormous faux pas by itself should get the lobotomized ebafia BoD to can this anti American, lying, thieving, sociopathic buffoon immediately and donate his golden parachute to food kitchens and homeless shelters where so many former ebay sellers are today thanks to him.

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

This user has validated their user name. by: Map

Fri Oct 18 22:30:39 2013

That is so funny. I smell whoopA$$ in the Donahoe camp.

Tuck your tail little Johnny and go on home.

Your ways have decimated the little guy so we have no care for you.

MAP

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

This user has validated their user name. by: Map

Fri Oct 18 22:32:52 2013

I foresee JD having to take a thinking day over this one. Or possible a drinking day.

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

This user has validated their user name. by: Ming the Merciless

Fri Oct 18 22:35:27 2013

How the disruptive innovation going, Ho?

Wake up, Wall Street!

This narcissistic jerk ruined for once thriving company, and he did it with YOUR help.

Wall Street has intentionally ignored all the warnings in order to pimp stock.

There isn't now nor has there ever has been any honor among these thieving prostitutes whose pricipal goal is take money of our pockets and put it into their pockets by any mean necessary.

OD on NyQuil? Never.

Send The Ho a 1,000 hari kari swords.

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

by: Bloggo This user has validated their user name.

Sat Oct 19 01:14:57 2013

''Donahoe and Bezos are hitting their ''wall''. The difference is that JD built his own wall and then ran into it.

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

by: NetWatch This user has validated their user name.

Sat Oct 19 02:32:38 2013

As an eBay merchant for over 12 years, I know firsthand the damage being done by CEO John Donahoe to many hard working Americans. Anyone can see the GMV inflating, smoke-and-mirrors earnings reporting over the last few years that neglects to account for fee increases every time we turn around. Manipulation of search, depriving sales and traffic. The writings on the wall but the FTC refuses to investigate. Hopefully, this ridiculous "I had a cold" stunt will finally get the SEC involved.
I certainly don't want to see eBay itself out of business, however, Donahoe needs to go.

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

by: FREDDY This user has validated their user name.

Sat Oct 19 09:12:31 2013

We gave up on ebay.
Trying to have a decent holiday sale on the other sites.

Perminate Link for CEO Outlooks on Holiday Revenue Nothing to Sneeze at   CEO Outlooks on Holiday Revenue Nothing to Sneeze at

by: brokentoys19 This user has validated their user name.

Sat Oct 19 10:34:35 2013

They both may have picked up a little something from ebay forums? There's been some nasty stuff going around.

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