eBay Inc. (EBAY) Earnings Call Transcripts
eBay Inc.'s Latest Earnings Call - September 8, 2026
In Q2 2026, eBay Inc. reported strong performance with a revenue growth of 20% year-over-year, driven by focused categories and new growth vectors such as eBay Live and vehicles. The company generated earnings of $1.25 per share, which was above analyst expectations. Management maintained a positive outlook, emphasizing the resilience of U.S. consumers and the effectiveness of their AI-driven innovations, while also indicating that their focus on trust and authenticity will continue to drive growth. They expect these trends to persist into the next fiscal year, with ongoing investments in key areas.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $3.5B (beat) |
| EPS | $1.25 (beat) |
| C2C Growth Rate | 20%+ (positive) |
| Focused Categories Growth | 26% (positive) |
| eBay Live Growth | 8x (positive) |
| Enthusiast Buyer Growth | 9% (positive) |
Guidance from management
Management maintained a positive outlook, indicating that the trends driving growth will continue into the next fiscal year, particularly in focused categories and AI innovations.
What management said
Yes. And since they now represent -- they represent about 70% of our GMV on the platform. and they're generally aligned in our strategic areas. So where 70% of our business is in e-commerce in C2C and focused categories. The combination of those 2 built a really kind of great competitive moat for us as you think about all the things we're doing to drive that enthusiast behavior. I'd like to see GMV follows happy cust...
What analysts pressed on
Analysts expressed concerns about the competitive landscape and how eBay plans to maintain its differentiation. There were questions regarding the sustainability of growth rates in the face of macroeconomic challenges, particularly outside the U.S.
Main topics on the call
- Revenue Growth Acceleration — eBay reported a revenue increase of 20% year-over-year, with management stating, "Each 1 of those individually and collectively grew 20% in Q2." This growth is attributed to a focus on key categories and new initiatives.
- AI Innovations Driving Engagement — Management highlighted that AI has been a "real structural tailwind" for the business, with tools like magical Listings increasing listings per seller by 50%. This innovation is expected to enhance customer lifetime valu...
- C2C Growth Strategy — The C2C segment is growing north of 20%, with management noting that "when a seller becomes a buyer, they become 2 to 2.5x more valuable." This strategy is crucial for driving unique inventory on the platform.
- Strong Performance in Focused Categories — Management reported that focused categories now represent 40% of the business, growing at 26%. They noted, "The strength has been so broad-based," particularly in collectibles and trading cards.
Read the full eBay Inc. transcript (September 8, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About eBay Inc.
eBay Inc. (EBAY) is a publicly listed company in the Broadline Retail industry, within the Consumer Discretionary sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 51 calls on record spanning January 28, 2020 to September 8, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 51 eBay Inc. earnings call transcripts on record, spanning January 28, 2020 to September 8, 2026. Based on this history, eBay Inc. reports quarterly. The most recent call on file is dated September 8, 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
- 51
- First call
- January 28, 2020
- Most recent
- September 8, 2026
- Reporting cadence
- quarterly