eBay Inc. (EBAY) Earnings Call Transcripts

eBay Inc.'s Latest Earnings Call - Q2 FY2026

In Q2 2026, eBay Inc. reported strong financial results, with revenue of $3.13 billion and non-GAAP earnings per share (EPS) of $1.60, both reflecting 14% year-over-year growth. The company exceeded consensus expectations and raised its full-year guidance, signaling confidence in its strategic priorities, particularly in consumer-to-consumer (C2C) and recommerce segments. Management indicated that GMV growth was robust at 14%, driven by focused categories and the recent acquisition of Depop, which is expected to enhance growth in the C2C fashion market.

Reported metrics

Guidance from management

For Q3 2026, eBay expects GMV between $22 billion and $22.4 billion, and revenue between $3.07 billion and $3.12 billion, reflecting continued growth but a deceleration from Q2. Full-year GMV growth is projected between 11.5% and 12.5%.

What management said

Sure. Thanks for the question, Mike. So for eBay Motors, that includes both parts and accessories and vehicles. The majority of it is parts and accessories since that's established piece of it. Vehicles is earlier stage, but becoming a larger contribution to overall motors and to the company overall. And obviously, the acquisition of Caramel has just really improved the user experience and the ability to list vehicle...

Yes, I'll take the first one. So when I look at the GMV growth, it's really balanced, which is great to see. It's balanced across buyers, frequency, sold items, and ASP. And those ASP changes are really about mix. It's really about -- think about like some of our focused categories growing faster on the platform overall. And so what I would just highlight is the growth is super durable across the board. When you look...

What analysts pressed on

Analysts expressed concerns about competitive intensity in the C2C market, particularly with new entrants. There were also questions regarding the sustainability of GMV growth rates and the impact of macroeconomic conditions on future performance.

Main topics on the call

• Revenue Growth — eBay's revenue grew 14% year-over-year to over $3 billion, exceeding expectations. CEO Jamie Iannone stated, "Our top line outperformance gives the flexibility to increase investment behind several strategic priorities w...
• Acquisition of Depop — The acquisition of Depop for $1.4 billion was completed, enhancing eBay's position in the C2C fashion market. Iannone noted, "Depop joins us with incredible momentum and strengthens our leadership positions in C2C and re...
• Focused Categories Performance — Focused categories saw GMV growth of 26%, significantly outpacing overall marketplace growth. Iannone mentioned, "These strategic priorities made up more than 70% of total GMV in Q2, with each growing more than 20%."
• eBay Live Growth — eBay Live experienced a remarkable 8x year-over-year GMV growth, indicating strong buyer engagement. Iannone highlighted that "over 90% of established sellers who stream regularly grow their GMV on eBay."

Read the full eBay Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 50 eBay Inc. earnings call transcripts on record, spanning January 28, 2020 to August 5, 2026. Based on this history, eBay Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EBAY

Exchange

NasdaqGS

Country

US

Sector

Consumer Discretionary

Industry

Broadline Retail

Calls on record

50

First call

January 28, 2020

Most recent

August 5, 2026

Reporting cadence

quarterly