Every material Form 8-K eBay has filed with the SEC since May 01, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
eBay Inc. reported third-quarter 2026 financial results, posting revenue of $3.2 billion and gross merchandise volume of $23.2 billion. The company returned $827 million to stockholders during the quarter through share repurchases and cash dividends, and provided fourth-quarter and full-year guidance.
Revenue reached $3.2 billion, up 14% on an as-reported basis and 13% FX-neutral for the third quarter ended September 30, 2026.
GAAP net income from continuing operations was $501 million, or $1.11 per diluted share, while non-GAAP net income was $685 million, or $1.51 per diluted share.
Returned $827 million to stockholders in Q3, comprising $689 million in share repurchases and $138 million in cash dividends.
Full-year 2026 revenue guidance is projected between $12.62 billion and $12.67 billion.
On October 20, 2026, eBay announced a restructuring plan that reduces its global workforce by about 9% and estimates GAAP pre-tax charges of $130 million to $150 million, mostly severance. Separately, the company said it expects results for the quarter ended September 30, 2026 to be above its previously provided guidance ranges. Shareholders face near-term charges from the restructuring alongside a stronger-than-guided quarter.
Restructuring plan announced October 20, 2026 reduces the global workforce by about 9%, subject to local law and consultation requirements.
Estimated GAAP pre-tax charges of $130 million to $150 million, substantially all related to severance payments and post-employment benefits.
Majority of the charges expected to be recognized in the fourth quarter of 2026, with the full amount resulting in future cash expenditures.
Expects quarter ended September 30, 2026 results to be above the guidance ranges given in its August 2026 earnings announcement; actions substantially complete by end of Q1 2027.
eBay reported second-quarter 2026 revenue of $3.1 billion, up 15%, and GAAP earnings of $1.21 per diluted share, up from $0.78 a year earlier. The CFO said the company is increasing its full-year revenue and earnings outlook, though the filing does not give the revised full-year figures. Shareholders also face a $1.4 billion cash outlay for the Depop acquisition, which closed on July 30, 2026.
Revenue was $3.1 billion, up 15%; GMV was $22.4 billion, up 15%.
GAAP EPS was $1.21 versus $0.78 a year earlier; non-GAAP EPS was $1.60 versus $1.36.
Third-quarter 2026 guidance: revenue of $3.07 billion to $3.12 billion and non-GAAP EPS of $1.36 to $1.42.
Depop acquisition closed July 30, 2026, with $1.4 billion paid in cash; the company declared a $0.31 quarterly dividend payable September 11, 2026.
eBay reported first-quarter 2026 revenue of $3.1 billion, up 19% from a year earlier, and GAAP earnings of $1.12 per diluted share, up from $1.05. GAAP operating margin fell to 19.8% from 23.6%, while the company guided second-quarter revenue to $2.97 billion to $3.03 billion and expects its pending $1.2 billion Depop acquisition to close by the end of the third quarter of 2026.
Revenue was $3,089 million, up 19% as reported and up 17% on an FX-neutral basis; GMV was $22.2 billion, up 18%.
GAAP diluted EPS was $1.12 versus $1.05; non-GAAP diluted EPS was $1.66 versus $1.37.
Second-quarter 2026 guidance: revenue of $2.97 billion to $3.03 billion and GAAP diluted EPS of $1.09 to $1.14.
Returned $639 million to stockholders in the quarter, including $500 million of buybacks; a $0.31 per share dividend is payable June 12, 2026.
eBay appointed Brian Sharples as an independent director, effective March 20, 2026, increasing the board to 12 members. The filing covers a board appointment, not financial results or guidance, so it has no direct effect on reported performance.
Board appointed Brian H. Sharples on March 19, 2026; effective March 20, 2026, with a term ending at the 2026 annual meeting.
Board size increased to 12 members; 11 of 12 directors are independent, according to the press release.
Sharples will receive standard non-employee director compensation and enter into the company's standard Indemnity Agreement.
eBay reported fourth-quarter 2025 revenue of $3.0 billion, up 15%, while GAAP earnings per diluted share fell 19% to $1.14 from $1.40. Non-GAAP EPS rose 13% to $1.41. The company also announced a definitive agreement to acquire Depop, Inc. for approximately $1.2 billion in cash, expected to close in the second quarter of 2026.
Q4 2025 revenue was $2,965 million, up 15% as reported and up 13% on an FX-neutral basis
GAAP net income from continuing operations was $525 million, down 23%; non-GAAP net income was $648 million, up 7%
Q1 2026 guidance: revenue of $3.00 to $3.05 billion and diluted GAAP EPS of $1.14 to $1.20
Depop acquisition from Etsy, Inc. is an all-cash transaction valued at approximately $1.2 billion
eBay reported third-quarter 2025 results for the period ended September 30, 2025. Revenue rose 9% to $2.8 billion and gross merchandise volume rose 10% to $20.1 billion, while GAAP earnings per diluted share fell 1% to $1.28 and GAAP operating margin fell to 20.4% from 23.1%. Non-GAAP EPS rose 14% to $1.36, and the company gave fourth-quarter and full-year 2025 guidance.
Revenue of $2.8 billion, up 9% as reported and up 8% on an FX-neutral basis; GMV of $20.1 billion, up 10%.
GAAP EPS of $1.28 versus $1.29 a year earlier; non-GAAP EPS of $1.36 versus $1.19.
GAAP operating margin of 20.4% versus 23.1% in the third quarter of 2024.
Q4 2025 revenue guidance of $2.83 to $2.89 billion and full-year 2025 GAAP EPS guidance of $4.09 to $4.14; a $0.29 per share Q4 dividend is payable December 12, 2025.
eBay reported second-quarter 2025 revenue of $2.7 billion, up 6% from a year earlier, and GAAP earnings of $0.79 per diluted share, up from $0.45. Its GAAP operating margin fell to 17.7% from 21.3%, and operating cash flow was negative $307 million for the quarter. The company also guided third-quarter non-GAAP EPS to $1.29 to $1.34 and declared a $0.29 per share dividend.
Q2 2025 revenue was $2.7 billion, up 6% as reported and up 4% on an FX-Neutral basis.
Q2 GAAP EPS was $0.79 versus $0.45 a year earlier; non-GAAP EPS was $1.37 versus $1.18.
Q3 2025 guidance: revenue of $2.69 billion to $2.74 billion and non-GAAP EPS of $1.29 to $1.34.
The company repurchased $625 million of stock and paid $134 million in dividends in Q2; the remaining authorization was about $2.0 billion as of June 30, 2025.
At its June 25, 2025 annual meeting, eBay stockholders approved an amended and restated Equity Incentive Award Plan that adds 20,000,000 shares for issuance, and re-elected all 11 director nominees. They did not approve two stockholder proposals on special meeting thresholds and director resignation policy. The filing reports vote counts only and no financial results, so it gives no direct read on eBay's business performance.
Stockholders approved the amended equity plan, adding 20,000,000 shares: 208,616,937 for and 173,387,036 against.
All 11 director nominees were elected to serve until the 2026 annual meeting.
Stockholder proposal on the special meeting ownership threshold failed: 187,218,891 for and 194,524,451 against.
Stockholder proposal on director election resignation policy failed: 65,834,171 for and 315,979,380 against.
eBay reported first-quarter 2025 revenue of $2.6 billion, up 1% from a year earlier, and GAAP earnings of $1.06 per diluted share, up from $0.85. The company also said CFO Steve Priest will step down effective May 11, 2025, and Peggy Alford will become Senior Vice President and CFO effective May 12, 2025. GAAP operating margin slipped to 23.8% from 24.7%, and second-quarter guidance was issued.
Q1 2025 net revenues were $2.6 billion, up 1%; GMV was $18.8 billion, up 1%.
GAAP EPS was $1.06 versus $0.85 a year earlier; non-GAAP EPS was $1.38 versus $1.25.
Q2 2025 guidance: net revenues $2.59 to $2.66 billion; non-GAAP diluted EPS $1.24 to $1.31.
Peggy Alford's offer letter provides an $850,000 base salary and a target bonus of 100% of base salary.
eBay reported fourth-quarter 2024 revenue of $2.6 billion, up 1%, and GMV of $19.3 billion, up 4%. Non-GAAP earnings per diluted share rose 16% to $1.25, while GAAP EPS was flat at $1.40. The company also guided first-quarter 2025 revenue to $2.52 billion to $2.56 billion and declared a $0.29 quarterly dividend.
Q4 2024 revenue $2.6 billion, up 1%; GMV $19.3 billion, up 4%
GAAP EPS $1.40, unchanged from Q4 2023; non-GAAP EPS $1.25, up from $1.07
Full-year 2024 GAAP EPS $3.95, down 24% from $5.21
Q1 2025 guidance: revenue $2.52 billion to $2.56 billion; non-GAAP EPS $1.32 to $1.36
eBay reported third quarter 2024 revenue of $2.6 billion, up 3%, and non-GAAP earnings of $1.19 per diluted share, up 16%. GAAP earnings fell to $1.29 per share from $2.46, and the year-earlier quarter included a $1.2 billion gain on equity investments and warrant, which did not recur at that size. The company also gave fourth quarter and full-year 2024 guidance and declared a $0.27 per share dividend.
Revenue was $2,576 million, up 3%; gross merchandise volume was $18.3 billion, up 2%.
GAAP net income was $636 million ($1.29 per diluted share), down from $1,306 million ($2.46 per share) a year earlier.
Non-GAAP EPS was $1.19, up from $1.03; the company repurchased $750 million of stock and paid $131 million in dividends.
Full-year 2024 guidance: revenue of $10.23 to $10.29 billion and non-GAAP EPS of $4.80 to $4.85; the $0.27 dividend is payable December 13, 2024.
eBay's board increased its size from 10 to 11 members and appointed William D. Nash, president and CEO of CarMax, as a director effective September 18, 2024. The board also adopted amendments to the company's bylaws on September 19, 2024, tightening stockholder nomination procedures and clarifying quorum and director resignation rules.
William D. Nash appointed to board effective September 18, 2024; term runs to the 2025 annual meeting
Nash is president and CEO of CarMax and receives standard non-employee director compensation
Bylaws amended effective September 19, 2024, including limits on the number of nominees a stockholder may put forward
Board will have 11 directors, ten of whom are independent, according to the press release
eBay reported second-quarter 2024 revenue of $2.6 billion, up 1% as reported and 2% on an FX-neutral basis, with GAAP earnings of $0.45 per diluted share versus $0.32 a year earlier. The company also gave third-quarter revenue guidance of $2.50 to $2.56 billion and non-GAAP EPS guidance of $1.15 to $1.20, and declared a $0.27 quarterly dividend.
Q2 revenue was $2,572 million, up 1% as reported and 2% FX-neutral; GMV was $18.4 billion, up 1%
GAAP EPS was $0.45 vs. $0.32 a year earlier; non-GAAP EPS was $1.18 vs. $1.03
Q3 2024 guidance: revenue $2.50 to $2.56 billion; diluted non-GAAP EPS $1.15 to $1.20
Returned $1.1 billion to stockholders in Q2, including $1.0 billion of buybacks; $0.27 dividend payable September 13, 2024
On May 29, 2024, eBay completed the previously announced sale of its Adevinta ASA shares to Aurelia BidCo 1 Norway AS and Aurelia Netherlands TopCo B.V., which received 227,115,592 and 177,115,591 shares respectively. The first block was sold for approximately $2.4 billion in cash, while the second was exchanged for shares in TopCo. eBay said it intends to use the cash for general corporate purposes, which may include share repurchases and debt repayment, and will update shareholders on capital allocation with its second-quarter 2024 results.
Cash consideration of approximately $2.4 billion for 227,115,592 Adevinta shares sold to Aurelia BidCo 1 Norway AS
177,115,591 Adevinta shares exchanged for 177,115,591 shares in Aurelia Netherlands TopCo B.V.
Cash proceeds may fund share repurchases, debt repayment, capital expenditures and possible acquisitions
Next update on overall capital allocation plans expected with results for the quarter ended June 30, 2024
eBay and its affiliates signed amendments to agreements covering its Adevinta ASA stake. eBay would sell 227,115,592 Adevinta shares for about $2.4 billion in cash and transfer 177,115,591 shares to TopCo in exchange for new TopCo shares. The filing says the changes raise the cash eBay expects at closing by about $270 million but reduce its expected ownership in Adevinta from about 20% to about 18%.
Amendments dated May 10, 2024 change the Bid Conduct Agreement and Transaction Completion Agreement, both originally dated November 21, 2023.
Share sale to BidCo 1 increases to 227,115,592 Adevinta shares for about $2.4 billion in cash.
Shares transferred to TopCo decrease to 177,115,591 in exchange for new TopCo shares.
Expected cash at closing rises by about $270 million, while expected Adevinta ownership falls from about 20% to about 18%.
eBay reported first-quarter 2024 results for the quarter ended March 31, 2024, with revenue up 2% and GAAP earnings per diluted share down 19% year over year, while non-GAAP EPS rose 13%. The company also gave second-quarter guidance of $2.49 billion to $2.54 billion in revenue and declared a $0.27 per share dividend, which shareholders of record as of May 31, 2024 will receive.
Revenue was $2.6 billion, up 2% from $2.51 billion a year earlier; GMV was $18.6 billion, up 1%.
GAAP net income from continuing operations was $439 million, or $0.85 per diluted share, versus $1.05 a year earlier; non-GAAP EPS was $1.25, versus $1.11.
Second-quarter 2024 guidance: revenue of $2.49 billion to $2.54 billion, GAAP diluted EPS of $0.76 to $0.81, and non-GAAP diluted EPS of $1.10 to $1.15.
eBay returned $638 million to shareholders in the quarter, including $499 million of share repurchases and $139 million of dividends.
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