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eBay Inc.

EBAY · Consumer Discretionary

Last earnings Oct 28, 2026

Key results

Revenuequarter

$2.8 billion

Revenue of $2.8 billion, up 9% on an as-reported basis and up 8% on an FX-Neutral basis Gross Merchandise Volume ( GMV ) of $20.1 billion, up 10% on an as-reported basis and up 8% on an FX-Neutral basis GAAP and Non-GAAP earnings p er diluted share of $1.28 and $1.36, respectively

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Growthquarter

up 9%

Revenue of $2.8 billion, up 9% on an as-reported basis and up 8% on an FX-Neutral basis Gross Merchandise Volume ( GMV ) of $20.1 billion, up 10% on an as-reported basis and up 8% on an FX-Neutral basis GAAP and Non-GAAP earnings p er diluted share of $1.28 and $1.36, respectively

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Third Quarter 2025 Financial Highlights Revenue was $2.8 billion, up 9% on an as-reported basis and up 8% on a foreign exchange ( FX ) neutral basis.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

GAAP net incomequarter

$597 million

GAAP net income from continuing operations was $597 million, or $1.28 per diluted share.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Non-GAAP net incomequarter

$636 million

Non-GAAP net income from continuing operations was $636 million, or $1.36 per diluted share.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Free cash flowquarter

$934 million

Generated $934 million of operating cash flow and $803 million of free cash flow from continuing operations.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Net revenuequarter

9 %

Net revenues $ 2,820 $ 2,576 $ 244 9 % GAAP Continuing Operations Net income $ 597 $ 636 $ (39) (6) % Earnings per diluted share $ 1.28 $ 1.29 $ (0.01) (1) % Non-GAAP Continuing Operations Net income $ 636 $ 588 $ 48 8 % Earnings per diluted share $ 1.36 $ 1.19 $ 0.17 14 % Other Selected Financial and Operational Results Advertising revenue The company's total advertising offerings generated $525 million of revenue in the third quarter of 2025, representing 2.6% of GMV.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

GAAP Continuing Operations net incomequarter

$ 597

Net revenues $ 2,820 $ 2,576 $ 244 9 % GAAP Continuing Operations Net income $ 597 $ 636 $ (39) (6) % Earnings per diluted share $ 1.28 $ 1.29 $ (0.01) (1) % Non-GAAP Continuing Operations Net income $ 636 $ 588 $ 48 8 % Earnings per diluted share $ 1.36 $ 1.19 $ 0.17 14 % Other Selected Financial and Operational Results Advertising revenue The company's total advertising offerings generated $525 million of revenue in the third quarter of 2025, representing 2.6% of GMV.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

First-party advertising products on the eBay platform delivered $496 million of revenue in the third quarter of 2025, up 25% on an as-reported basis and up 23% on an FX-Neutral basis.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

GAAP operating marginquarter

20.4%

Operating margin GAAP operating margin decreased to 20.4% for the third quarter of 2025, compared to 23.1% for the same period last year.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

AI analysis

Q3 2025 · reported Oct 29, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$2.8B
EX-99 · Oct 29, 2025
Diluted EPS · GAAP · Q3 2025
$1.28
EX-99 · Oct 29, 2025
Free cash flow · Q3 2025
$934M
EX-99 · Oct 29, 2025
GAAP net income · Q3 2025
$597M
EX-99 · Oct 29, 2025

The quarter in charts

Operating margin

Percent of revenue, as stated

0%12.5%25%23.1%Same quarter last year20.4%Q3 2025

EX-99 · Oct 29, 2025 Margin values as stated in the release.

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$2.8 billion——
Growthup 9%——
GAAP net income$597 million——
Non-GAAP net income$636 million——
Free cash flow$934 million——
Net revenue9 %——
GAAP Continuing Operations net income$ 597——
GAAP operating margin20.4%—23.1%

EX-99 · Oct 29, 2025

Guidance · company-stated

Revenue

“$2.83”

GAAP EPS

“$0.96”

Non-GAAP EPS

“$1.31”

Guidance stated in the release's Business Outlook table for the fourth quarter; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

GAAP operating margin20.4%

Cash flow & capex

Free cash flow$934M

Capital allocation

Revenue$2.8B
Growthup 9%
Dividend$625M
Guidance revenue8%

Reports Third Quarter 2025 Results Revenue of $2.8 billion, up 9% on an as-reported basis and up 8% on an FX-Neutral basis Gross Merchandise Volume ( GMV ) of $20.1 billion, up 10% on an as-reported basis and up 8% on an FX-Neutral basis GAAP and Non-GAAP earnings p er diluted share of $1.28 and $1.36, respectively, on a continuing operations basis GAAP and Non-GAAP operating margins of 20.4% and 27.1%, respectively Returned $757 million to stockholders in Q3, including $625 million of share repurchases and $132 million paid in cash dividends San Jose, California, October 29, 2025 eBay Inc.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

eBay Inc. — Earnings release (2025-10-29)

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Revenue: “Revenue $2.83”

GAAP EPS: “GAAP EPS $0.96”

Non-GAAP EPS: “Non-GAAP EPS $1.31”

Revenue (“the fourth quarter”)
“Revenue $2.83”

GAAP EPS (“the fourth quarter”)
“GAAP EPS $0.96”

Non-GAAP EPS (“the fourth quarter”)
“Non-GAAP EPS $1.31”

Guidance stated in the release's Business Outlook table for the fourth quarter; no direction stated — figures as stated in the table.

Capital allocation

Reports Third Quarter 2025 Results Revenue of $2.8 billion, up 9% on an as-reported basis and up 8% on an FX-Neutral basis Gross Merchandise Volume ( GMV ) of $20.1 billion, up 10% on an as-reported basis and up 8% on an FX-Neutral basis GAAP and Non-GAAP earnings p er diluted share of $1.28 and $1.36, respectively, on a continuing operations basis GAAP and Non-GAAP operating margins of 20.4% and 27.1%, respectively Returned $757 million to stockholders in Q3, including $625 million of share repurchases and $132 million paid in cash dividends San Jose, California, October 29, 2025 eBay Inc.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Returned $757 million to stockholders, including $625 million of share repurchases and $132 million paid in cash dividends.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Capital returns The company repurchased $625 million of its common stock, or approximately 7 million shares, in the third quarter of 2025.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The company's total repurchase authorization remaining as of September 30, 2025 was approximately $1.4 billion.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The company also paid cash dividends of $132 million during the third quarter of 2025.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

In billions, except per share data and percentages Q4 2025 Guidance Full Year 2025 Guidance Revenue $2.83 - $2.89 $10.97 - $11.03 FX-Neutral Y Y Growth 8% - 10% 6% - 6% Gross Merchandise Volume $20.5 - $20.9 $78.9 - $79.3 FX-Neutral Y Y Growth 4% - 6% 5% - 5% Diluted GAAP EPS $0.96 - $1.01 $4.09 - $4.14 Diluted Non-GAAP EPS $1.31 - $1.36 $5.42 - $5.47 Dividend Declaration eBay's Audit Committee, pursuant to delegated authority from our Board of Directors, declared a fourth quarter 2025 cash dividend of $0.29 per share of the company's common stock.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Strategy & priorities

Q3 was another strong quarter for eBay, reflecting continued momentum across our marketplace and disciplined execution of our strategy, said Jamie Iannone, Chief Executive Officer of eBay.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Looking ahead, our focus is building on this momentum, leveraging our strong financial position and talented team to accelerate our strategic initiatives, and continue creating long-term value for shareholders.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The company expanded its eBay Endless Runway initiative, collaborating with top designers to showcase pre-loved fashion during events in New York, London, Milan and Paris.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The company considers free cash flow to be a liquidity measure that provides useful information to management and investors about the amount of cash generated by the business after the purchases of property, buildings, and equipment, which can then be used to, among other things, invest in the company's business, make strategic acquisitions, repurchase stock and pay dividends.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Risks & headwinds

and its consolidated subsidiaries that are based on the company's current expectations, forecasts and assumptions and involves risks and uncertainties.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Business Outlook The guidance figures provided below and elsewhere in this press release are forward-looking statements, reflect a number of estimates, assumptions and other uncertainties, and are approximate in nature because the company's future performance is difficult to predict.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The company's future performance involves risks and uncertainties, and the company's actual results could differ materially from the information below and elsewhere in this press release.

SEC original ↗eBay Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Competitors

Competitors & peers

Named in the company’s own filings

Alibaba Group (BABA)“We may not be able to engage consumers as effectively as our large competitors with broad ecosystems Some of our competitors, such as Alibaba, Alphabet (Google), Amazon, Apple and Meta (Facebook and Instagram), are larger than we are, have greater resources, have a dominant and secure position in other industries or certain significant markets, or offer other goods and services and product ecosyst”Amazon (AMZN)“We may not be able to engage consumers as effectively as our large competitors with broad ecosystems Some of our competitors, such as Alibaba, Alphabet (Google), Amazon, Apple and Meta (Facebook and Instagram), are larger than we are, have greater resources, have a dominant and secure position in other industries or certain significant markets, or offer other goods and services and product ecosyst”Apple Inc. (AAPL)“We may not be able to engage consumers as effectively as our large competitors with broad ecosystems Some of our competitors, such as Alibaba, Alphabet (Google), Amazon, Apple and Meta (Facebook and Instagram), are larger than we are, have greater resources, have a dominant and secure position in other industries or certain significant markets, or offer other goods and services and product ecosyst”
Documents

Filings

65 documents

Earnings releases

65 documents

Presentations

0 documents

No presentations for eBay Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for eBay Inc. are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention eBay Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.