Every material Form 8-K eBay filed with the SEC in 2025, 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 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every eBay filing is on SEC EDGAR ↗. 8-K briefs of other companies →