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Company research3 Jun 2024
The PayPal Story: Online Payment Pioneers
A comprehensive rundown of PayPals history, its founders, and key strategies that enabled the company to revolutionize online payments.
eBay
eBay (EBAY) investor relations material
eBay Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Q3 GMV was $23.166B, up 15% reported, 16% FXN and 13% organically; revenue was $3.206B, up 14% reported, 13% FXN and 11% organically.
Non-GAAP operating income rose 11% to $843M and diluted non-GAAP EPS rose 12% to $1.51; GAAP operating margin and net income declined YoY.
Strategic priorities represented 72% of GMV and grew ~20% YoY FXN, with momentum across Focus Categories, C2C and recommerce.
Financial highlights
GAAP operating income was $616M versus $571M; continuing-operations net income was $501M, down 16%, and diluted GAAP EPS was $1.11, down 13%.
Non-GAAP continuing-operations net income was $685M, up 8%; diluted non-GAAP EPS was $1.51, up 12%.
Advertising revenue was $607M, including $575M in first-party advertising, up 16%.
Q3 operating cash flow was $875M and free cash flow was $749M, versus $478M of FCF in Q3'25.
Outlook and guidance
Q4 guidance: GMV $23.7B–$24.1B, revenue $3.19B–$3.24B, non-GAAP operating income $0.82B–$0.85B and diluted non-GAAP EPS $1.48–$1.53.
Q4 GMV growth guidance is 12%–14% FXN and 8%–10% organic FXN; Depop is expected to contribute ~4 points to total FXN GMV growth.
FY26 guidance: GMV $91.5B–$91.9B, revenue $12.62B–$12.67B, non-GAAP operating income $3.46B–$3.49B and diluted non-GAAP EPS $6.25–$6.30.
FY27 planning anticipates healthy consolidated growth across GMV, revenue, non-GAAP operating income and EPS; trading card growth is expected to moderate against 2026 levels.
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Latest events from eBay
- AI, focus categories, and C2C drive robust growth, with new vectors like Live and vehicles accelerating momentum.EBAY
Goldman Sachs Communacopia + Technology Conference 2026 - Q2 2026 revenue and GMV rose 15%, margins and EPS improved, and outlook was raised.EBAYQ2 2026
- Strong financial results, strategic AI and recommerce focus, and all management proposals approved.EBAYAGM 2026
- Board recommends FOR all nominees and Proposals 2, 3; AGAINST Proposal 4.EBAYProxy filing
- AI-driven innovation and strategic focus fuel broad-based growth and margin expansion.EBAY23rd annual dbAccess Global Consumer Conference
- Annual meeting to vote on four proposals, including special meeting rights and ESG topics.EBAYProxy filing
- Annual Meeting set for June 17, 2026, with Innisfree engaged for proxy solicitation.EBAYProxy filing
- Board backs all director nominees, auditor ratification, and pay; opposes lowering special meeting threshold.EBAYProxy filing
- Q4 2024 saw 4% GMV growth, 1% revenue growth, and robust shareholder returns.EBAYQ4 2024
Next eBay earnings date
Q4 202624 Feb, 2027
eBay
Next eBay earnings date
Q4 202624 Feb, 2027
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Frequently asked questions
Online Auctions
eBay Inc. is an American E-commerce company that is primarily known for its auction-based online marketplace where individuals and businesses buy and sell a wide array of goods and services. Private individuals as well as businesses of various sizes can post items they’re looking to sell, and users can then bid on said items directly through the company’s platform. eBay then collects a portion of the sale as a commission. The company is headquartered in San Jose, California, and its shares are listed on the Nasdaq.
Founding Story
The first form of the company saw the light of day in 1995 when Pierre Omidyar launched Auction Web as a part of a larger personal website. The first item sold was a broken laser pointer, indicating to Omidyar that he might be on to something regarding online auctions. In 1997, the company was officially renamed eBay, and it quickly became a popular platform for buying and selling during a time when online auctions and shopping were much more of a novelty than what it is today.
The Platform
eBay operates as an online marketplace, facilitating consumer-to-consumer and business-to-consumer sales through its website. It's known for its auction-style sales model, but it also allows for traditional retail transactions. Sellers list items, ranging from electronics, fashion, collectibles, vehicles, and much more and buyers bid or buy outright. eBay provides a platform where individuals and businesses can buy and sell new, used, and unique items worldwide. It generates revenue by charging listing fees and taking a percentage of the final sale price.
Global Auctions
The eBay of today is a truly global enterprise, active in over 190 different countries worldwide. This extensive international presence not only expands the user base but also diversifies the variety of products available, offering a global shopping experience for its users, while sellers can reach buyers from all over the world. eBay is today one of the largest online marketplaces in the world, and while the business model might be similar to what Amazon and Alibaba offer, the items are more often than not more unique than what can be found on platforms focusing strictly on B2C sales.