eBay Inc
75f85679-16cc-407e-8105-ba0caa464aff
PRODUCTION_VERIFIED schema v3.0.0 Inferred last heartbeat: 2026-07-27T20:18:33.623776+00:00

Business Model Classification Tokens

consumer_acquisition_channel
null
Inferred
Pending — BM Dev Shop classification run
brand_loyalty_index
null
Inferred
Pending — BM Dev Shop classification run
impulse_vs_considered_purchase
null
Inferred
Pending — BM Dev Shop classification run
retail_distribution_reach
null
Inferred
Pending — BM Dev Shop classification run
network_effect_coefficient
null
Inferred
Pending — BM Dev Shop classification run
platform_trust_architecture
null
Inferred
Pending — BM Dev Shop classification run
community_moderation_model
null
Inferred
Pending — BM Dev Shop classification run
peer_transaction_fee_structure
null
Inferred
Pending — BM Dev Shop classification run
contract_cycle_length
null
Inferred
Pending — BM Dev Shop classification run
enterprise_sales_motion
null
Inferred
Pending — BM Dev Shop classification run
procurement_complexity
null
Inferred
Pending — BM Dev Shop classification run
vendor_lock_coefficient
null
Inferred
Pending — BM Dev Shop classification run
transaction_fee_percentage
null
Inferred
Pending — BM Dev Shop classification run
deal_closure_rate
null
Inferred
Pending — BM Dev Shop classification run
counterparty_trust_architecture
null
Inferred
Pending — BM Dev Shop classification run
regulatory_license_requirements
null
Inferred
Pending — BM Dev Shop classification run
market_liquidity_dependency
null
Inferred
Pending — BM Dev Shop classification run
ad_inventory_type
null
Inferred
Pending — BM Dev Shop classification run
cpm_benchmark
null
Inferred
Pending — BM Dev Shop classification run
audience_data_depth
null
Inferred
Pending — BM Dev Shop classification run
ad_load_tolerance
null
Inferred
Pending — BM Dev Shop classification run
programmatic_vs_direct_ratio
null
Inferred
Pending — BM Dev Shop classification run
consumption_unit_definition
null
Inferred
Pending — BM Dev Shop classification run
usage_billing_granularity
null
Inferred
Pending — BM Dev Shop classification run
overage_penalty_structure
null
Inferred
Pending — BM Dev Shop classification run
minimum_commitment_floor
null
Inferred
Pending — BM Dev Shop classification run
metered_margin_profile
null
Inferred
Pending — BM Dev Shop classification run

Business Model Archetype Classification

University of St. Gallen — 55 Business Model Navigator (Gassmann et al.)

SG-036 Product to Capability WHAT High
Direct: revenue_model_type=~85-90% transactional (take-rate on GMV); ~10-15% recurring via managed payments, promoted listings subscriptions, and Store subscription fees. Corroborated: marginal_cost_of_growth=Near-zero marginal cost per additional transaction; incremental GMV growth primarily requires payment processing and cloud infrastructure costs, not proportional headcount
SG-010
Digitization
WHAT High
SG-022
Layer Player
HOW High
SG-025
Long Tail
WHAT High
SG-042
Revenue Sharing
VALUE High
SG-049
Subscription
VALUE High

Hybrid Combination

Product to Capability (SG-036) WHAT provides the core structure, combined with Digitization (SG-010) + Layer Player (SG-022) + Long Tail (SG-025) to form the complete business model fingerprint.

55 Archetypes Evaluated High: 6 Medium: 24 Registry: schemas/sg55_archetype_registry.yaml

Knowledge Graph — All Sections

debt_leverage_profile
1.84x Total Debt / Equity (Elevated leverage)
High
SEC-XBRL
interest_rate_sensitivity
Moderate
Medium
SEC-10K 0001065088-26-000027
geopolitical_supply_exposure
Medium intensity; China's 2025 export-licensing regime on rare-earth magnets and battery-grade graphite is the live chokepoint for auto and EV production, compounded by US Section 232 tariff expansion on steel, aluminum, and copper that repriced the sector's core metal inputs in 2025-2026.
Medium
GICS-commodity-overlay-v2
supply_chain_dependency
Moderate
Medium
SEC-10K 0001065088-26-000027
international_expansion_readiness
High
Medium
SEC-10K 0001065088-26-000027
geographic_footprint
Global with significant international exposure
Medium
SEC-10K 0001065088-26-000027
commodity_exposure_profile
Medium intensity; commodities: steel, aluminum, petrochemical resins/plastics, copper, lithium and battery-grade materials (nickel, graphite), lumber, cotton; geopolitical: China's 2025 export-licensing regime on rare-earth magnets and battery-grade graphite is the live chokepoint for auto and EV production, compounded by US Section 232 tariff expansion on steel, aluminum, and copper that repriced the sector's core metal inputs in 2025-2026.
Medium
GICS-commodity-overlay-v2
vendor_lock_dependency_score
Moderate
Medium
SEC-10K 0001065088-26-000027
business_model_type_primary
marketplace
Medium
SEC-10K 0001065088-26-000027
business_model_type_secondary
advertising platform
Medium
SEC-10K 0001065088-26-000027
switching_cost_profile
Moderate
Medium
SEC-10K 0001065088-26-000027
howey_test_risk_index
Low
Medium
SEC-10K 0001065088-26-000027
regulatory_burden_tier
Medium
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
High
Medium
SEC-10K 0001065088-26-000027
antitrust_exposure_flag
Yes
Medium
SEC-10K 0001065088-26-000027
regulatory_exposure_profile
Medium burden; regimes: FTC, CPSC, NLRB, CFPB, GDPR, SEC; Evolving consumer protection and data-privacy rules squeeze retail margins.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
transactional / advertising
Medium
SEC-10K 0001065088-26-000027
monetization_vector
per-transaction fees and advertising
Medium
SEC-10K 0001065088-26-000027
pricing_architecture
tiered and negotiated
Medium
SEC-10K 0001065088-26-000027
pricing_power_rating
Moderate
Medium
SEC-10K 0001065088-26-000027
target_gross_margin_bracket
71.5% Gross Margin (Premium (>60%))
High
SEC-XBRL
churn_vulnerability_index
Moderate
Medium
SEC-10K 0001065088-26-000027
headcount_cost_structure
31.6% OpEx / Revenue (Moderate)
High
SEC-XBRL
marginal_cost_of_growth
50.9% OpEx as % Revenue (High Growth Cost)
High
SEC-XBRL
franchise_compliance_risk
N-A
Medium
SEC-10K 0001065088-26-000027
customer_acquisition_metric
Multi-channel: paid search, affiliate marketing, display advertising, brand campaigns, organic search; increasing reliance on AI referral traffic
Medium
SEC-10K 0001065088-26-000027
network_effect_present
Yes
Medium
SEC-10K 0001065088-26-000027
asset_efficiency_ratio
13.1% Return on Assets (Excellent)
High
SEC-XBRL
recession_resistance_tier
Mixed
Medium
SEC-10K 0001065088-26-000027
customer_segment_primary
consumer (buyers and sellers)
Medium
SEC-10K 0001065088-26-000027
customer_segment_secondary
SMB and enterprise sellers
Medium
SEC-10K 0001065088-26-000027
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "23-0000 Legal Occupations", "25-0000 Educational Instruction and Library Occupations", "27-0000 Arts, Design, Entertainment, Sports, and Media Occupations", "35-0000 Food Preparation and Serving Related Occupations", "39-0000 Personal Care and Service Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "49-0000 Installation, Maintenance, and Repair Occupations", "51-0000 Production Occupations", "53-0000 Transportation and Material Moving Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.22 (HIL — ~22% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
capital_expenditure_profile
4.7% CapEx / Revenue (Low-CapEx Asset-Light)
High
SEC-XBRL
sec_cik
0001065088
High
SEC-EDGAR
ticker
EBAY
High
SEC-EDGAR
Filings_Dog_Scope
antitrust_exposure_flag,business_model_type_primary,business_model_type_secondary,churn_vulnerability_index,customer_acquisition_metric,customer_segment_primary,customer_segment_secondary,data_sovereignty_risk,franchise_compliance_risk,geographic_footprint,geopolitical_supply_exposure,headcount_cost_structure,howey_test_risk_index,interest_rate_sensitivity,international_expansion_readiness,marginal_cost_of_growth,monetization_vector,network_effect_present,pricing_architecture,pricing_power_rating,recession_resistance_tier,regulatory_burden_tier,revenue_model_type,supply_chain_dependency,switching_cost_profile,vendor_lock_dependency_score
High
SEC-10K 0001065088-26-000027
activist_13d_count_1y
0
Medium
SEC-13D/G registry, subject-verified
blockholder_13g_count_1y
6
Medium
SEC-13D/G registry, subject-verified
activist_last_13d_date
none in window
Medium
SEC-13D/G registry, subject-verified
insider_buys_6m
0
High
SEC-Form4 0001065088-26-000198..0001065088-26-000081
insider_sells_6m
66
High
SEC-Form4 0001065088-26-000198..0001065088-26-000081
insider_net_shares_6m
-308171
High
SEC-Form4 0001065088-26-000198..0001065088-26-000081
insider_last_transaction_date
2026-09-09
High
SEC-Form4 0001065088-26-000198..0001065088-26-000081
Insider_Dog_Checked
2026-10-04T23:39|activist_13d_count_1y,activist_last_13d_date,blockholder_13g_count_1y,insider_buys_6m,insider_last_transaction_date,insider_net_shares_6m,insider_sells_6m
High
SEC-Form4 registry

Business Model Components

Core Space

> *Pending Turn 2 — Business Model Type Agent population.*

Interaction Modes

> *Pending Turn 2 — Business Model Type Agent population.*

Product Matrix

> *Pending Turn 2 — Business Model Type Agent population.*

Historical Evolution Log

Live Operational Signals

Signal DateSignal TypeSummary
Source

Evaluation Gate — Persona Stress Tests

SKILL_BUFFETT_VAL_03PASS2026-07-27no unmet atoms among this persona's authored questions
SKILL_LEGAL_SEC_01PASS2026-07-27no unmet atoms among this persona's authored questions
SKILL_SHORT_BEAR_01PASS2026-07-27no unmet atoms among this persona's authored questions
SKILL_MACRO_STRAT_01PASS2026-07-27no unmet atoms among this persona's authored questions
SKILL_OPS_PARTNER_01PASS2026-07-27no unmet atoms among this persona's authored questions

Live Status

No Live Status block found.