EBAY

EX-99.1

2 exhibit991erebayq12026.htm

EX-99.1

Document

Exhibit 99.1

eBay Inc. Reports First Quarter 2026 Results

•Revenue of $3.1 billion, up 19% on an as-reported basis and up 17% on an FX-Neutral basis

•Gross Merchandise Volume ("GMV") of $22.2 billion, up 18% on an as-reported basis and up 14% on an FX-Neutral basis

•GAAP and Non-GAAP earnings per diluted share of $1.12 and $1.66, respectively, on a continuing operations basis

•GAAP and Non-GAAP operating margins of 19.8% and 29.4%, respectively

•Returned $639 million to stockholders in Q1, including $500 million of share repurchases and $139 million paid in cash dividends

San Jose, California, April 29, 2026 – eBay Inc. (Nasdaq: EBAY), a global commerce leader that connects millions of buyers and sellers around the world, today reported financial results for its first quarter ended March 31, 2026.

"eBay’s first quarter results marked a strong start to the year,” said Jamie Iannone, Chief Executive Officer at eBay. “We accelerated GMV growth and delivered performance ahead of expectations. Our Focus Categories, C2C and recommerce strategic priorities are driving broad-based momentum, and strengthening our position as the marketplace of choice for enthusiasts."

"Our strong first quarter results, characterized by robust GMV and revenue growth, along with healthy earnings, reflect the powerful operating leverage inherent in our business,” said Peggy Alford, Chief Financial Officer at eBay. “We remain committed to disciplined execution of our strategic priorities while continuing to allocate capital thoughtfully to drive long-term value and significant returns for our shareholders."

First Quarter 2026 Business Highlights

•eBay announced a definitive agreement to acquire Depop, a leading consumer-to-consumer ("C2C") fashion marketplace, from Etsy, which would deepen eBay’s reach with younger, fashion-forward consumers and expand its presence in one of the most dynamic areas of resale.

•The company expanded eBay Live, its interactive live-stream shopping experience, to France, Italy and Canada, growing seller reach and deepening buyer engagement.

•eBay launched “The 30/30 Collection” on eBay Live, a Pokémon Day auction that showcased 30 years of iconic cards and memorabilia from top sellers, boosting engagement in one of the marketplace’s most popular Focus Categories.

•Goldin, an eBay company, reached an all-time quarterly GMV record in the first quarter, facilitated by a record-breaking $16.5 million sale of a PSA 10 Pikachu Illustrator card.

•eBay hosted several Bay Area activations for football’s biggest game, including the immersive eBay End Zone pop-up, celebrity-driven eBay Live shopping events and a community watch party. The events showcased eBay’s unique inventory and relevance across collectibles, fashion and sports memorabilia.

•eBay’s AI-powered card scanning feature, which surfaces historical pricing and population data from a single photo, expanded to include the company’s top five collectible card game genres, and surpassed 30 million cumulative scans.

•eBay released “The NYC Edit,” an online style guide highlighting what New Yorkers are buying and selling on eBay. The curated storefronts allowed buyers to shop directly from influencers’ closets, and was accompanied by a three-day in-person resale experience held in April.

•The company collaborated with Vogue on the Vogue Vintage Market pop-ups in New York, London and Berlin, featuring a curated selection of premium vintage pieces handpicked from eBay by leading voices in fashion. Select items were auctioned via eBay Live where customers around the world could participate and bid in real time.

•eBay announced a new partnership with Meta for the Facebook affiliate program, allowing creators to feature eBay’s inventory directly within their content, and helping sellers reach new, engaged buyers through social commerce.

•eBay expanded its financial services offerings in the U.K. by partnering with Liberis to add Flexible Growth Financing to its Seller Capital program, and introduced Pay by Bank at checkout through a partnership with TrueLayer, enabling instant, secure payments.

•The company announced the appointment of Brian Sharples to its Board of Directors. Mr. Sharples serves as Board Chair of GoDaddy, Inc., and previously co-founded and served as CEO and Chairman of HomeAway, Inc.

Impact

•eBay released its inaugural Climate Transition Plan, a company-wide roadmap to reach net-zero greenhouse gas emissions by 2045. The plan details how eBay is well-positioned to drive sustainable commerce at scale, and as a result, create enduring value for customers, communities and the planet.

•eBay for Charity enabled buyers and sellers to raise nearly $60 million worldwide in the first quarter.

•eBay received numerous awards, including recognition from Fortune as one of America’s Most Innovative Companies 2026, from Newsweek as one of America’s Greenest Companies 2026, and from TI

ebay-202602180001065088False00010650882026-02-182026-02-18

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 18, 2026

eBay Inc. (Exact name of registrant as specified in its charter) Delaware001-3771377-0430924 (State or other jurisdiction(Commission File Number)(I.R.S. Employer of incorporation)Identification No.)

2025 Hamilton Avenue San Jose, California 95125 (Address of principal executive offices)

(408) 376-9659 (Registrant's telephone number, including area code)

Not Applicable. (Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading symbol(s)Name of exchange on which registered Common stockEBAYThe Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

The information in Items 2.02 this Current Report on Form 8-K (this “Current Report”), including Exhibits 99.1, is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and is not to be incorporated by reference into any filing by eBay Inc. (the “Company” or “eBay”), under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language contained in such filing, unless otherwise expressly stated in such filing.

Item 2.02 Results of Operations and Financial Condition.

On February 18, 2026, the Company announced its financial results for the quarter and year ended December 31, 2025. A copy of the Company's press release announcing its financial results and certain other information is attached as Exhibit 99.1 to this Current Report and is incorporated herein by reference.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit NumberDescription 99.1 Earnings press release dated February 18, 2026 104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

eBay Inc. (Registrant)

Date: February 18, 2026/s/ Samantha Wellington

Name: Samantha Wellington Title: Senior Vice President, Chief Legal Officer and Secretary

ebay-202510290001065088False00010650882025-10-292025-10-29

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 29, 2025

eBay Inc. (Exact name of registrant as specified in its charter) Delaware001-3771377-0430924 (State or other jurisdiction(Commission File Number)(I.R.S. Employer of incorporation)Identification No.)

2025 Hamilton Avenue San Jose, California 95125 (Address of principal executive offices)

(408) 376-9659 (Registrant's telephone number, including area code)

Not Applicable. (Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading symbol(s)Name of exchange on which registered Common stockEBAYThe Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

The information in Items 2.02 this Current Report on Form 8-K (this “Current Report”), including Exhibits 99.1, is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and is not to be incorporated by reference into any filing by eBay Inc. (the “Company” or “eBay”), under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language contained in such filing, unless otherwise expressly stated in such filing.

Item 2.02 Results of Operations and Financial Condition.

On October 29, 2025, the Company announced its financial results for the quarter ended September 30, 2025. A copy of the Company's press release announcing its financial results and certain other information is attached as Exhibit 99.1 to this Current Report and is incorporated herein by reference.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit NumberDescription 99.1 Earnings press release dated October 29, 2025 104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

eBay Inc. (Registrant)

Date: October 29, 2025/s/ Samantha Wellington

Name: Samantha Wellington Title: Senior Vice President, Chief Legal Officer and Secretary