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AI brief of an SEC Form 8-K · eBay (EBAY)

eBay Q4 revenue rose 15% to $3.0 billion, but GAAP EPS fell 19% to $1.14

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyeBay (EBAY)
Form8-K, current report
Filed with the SECFeb 18, 2026, 4:07 PM ET
Accession number0001065088-26-000017

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 18, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.