eBay Inc. Earnings Call Transcripts
Fiscal Year 2026
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Broad-based growth is driven by renewed focus on core strengths, AI-powered tools, and expansion of focus categories. Financial guidance has been raised, with strong C2C and advertising momentum, while technology and asset-light strategies support resilience and future runway.
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Q1 2026 delivered strong results, with GMV up 14% and revenue up 17% year-over-year, driven by broad-based growth across categories and geographies. Strategic priorities now comprise 70% of GMV, and AI-powered innovations and live commerce are fueling engagement and operational efficiency.
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Strategic focus on non-new goods, C2C, and recommerce has driven broad-based GMV growth, with fashion and collectibles leading. AI and agentic commerce are transforming the platform, boosting efficiency and engagement. The Depop acquisition targets younger demographics, while capital allocation remains disciplined.
Fiscal Year 2025
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Q4 2025 delivered strong results, with GMV up 8% and revenue up 13% year-over-year, driven by broad-based growth in Focus Categories, C2C, and recommerce. The company announced the $1.2B Depop acquisition, expanded AI and live commerce initiatives, and provided robust 2026 guidance.
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Q3 saw 8% GMV and revenue growth, with strong performance in focus categories and continued innovation in AI, live commerce, and shipping. Guidance anticipates sustained growth but notes headwinds from trade policy and lapping prior-year gains.
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Celebrating 30 years, the platform is accelerating growth through focus categories, AI-driven innovations, and live commerce. Strong financial performance, resilient consumer demand, and strategic capital allocation support continued expansion, with AI and community engagement driving future opportunities.
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Q2 2025 saw robust growth in GMV, revenue, and EPS, driven by focus categories and strategic initiatives in AI, live commerce, and payments. U.S. outperformed international markets, and guidance anticipates continued growth despite tariff risks.
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The meeting covered board refreshment, strong financial results, and strategic advances in AI, sustainability, and customer experience. All director nominees and key management proposals were approved, while shareholder proposals on special meeting rights and director resignation policy faced resistance or close votes.
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Q1 2025 delivered solid growth in GMV, revenue, and EPS, driven by focus categories and AI-powered innovations. Guidance reflects ongoing macro and trade policy uncertainty, with leadership transitions and organizational changes aimed at accelerating growth.
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Category-focused strategies and generative AI investments have driven positive growth and operational efficiency, with Focus Categories outpacing the market and new C2C initiatives boosting UK performance. Strong capital returns and resilient business fundamentals support a positive outlook for 2025.
Fiscal Year 2024
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Q4 and full-year results showed positive GMV and revenue growth, with focus categories and advertising driving outperformance. AI innovation, UK C2C enhancements, and new partnerships supported momentum, while macro and tariff risks remain. Capital returns and a strong 2025 outlook were emphasized.
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Q3 saw over 1% GMV growth to $18.3B and 3% revenue growth to $2.58B, with focus categories up nearly 5%. Non-GAAP EPS rose 16% to $1.19. Strategic C2C and AI initiatives, plus strong ad growth, drove results. Q4 and 2025 guidance anticipate continued positive momentum.
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eBay is leveraging its global scale, focus on enthusiast buyers, and AI-driven innovation to drive growth in non-new in-season goods. Despite macroeconomic challenges, focus categories and advertising are outperforming, with investments in technology, trust, and sustainability positioning the platform for long-term expansion.
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Q2 2024 saw positive GMV and revenue growth, strong focus category performance, and robust AI-driven innovation. Non-GAAP EPS rose nearly 15%, with over $1.1B returned to shareholders. Guidance for Q3 and full-year 2024 remains positive despite macroeconomic headwinds.
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The meeting covered board updates, strong 2023 financials, and strategic progress in focus categories, advertising, and AI. All proposals passed, including director elections and executive compensation. Key risks and advocacy for regulatory changes were also discussed.