EBAY · 8-K · 20260805PR000174
Gross Margin Drivers
EBAY INC · 2026-08-05 · Importance 54 · Surprise 40 · No source text
Gross profit increased to $2.302 billion from $1.980 billion, a 16% year-over-year increase that exceeded the 15% revenue increase. Calculated GAAP gross margin expanded to approximately 73.4% from 72.5%, an increase of about 90 basis points. Cost of net revenues increased 11% to $832 million from $750 million, while the release did not identify a specific operational cause for the gross-margin expansion.
Key facts
- Cost of net revenues in Q2 2026 was $832 million, and gross profit was $2,302 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | negative | realized | -26.6% | Cost of net revenues in Q2 2026 was $832 million, and gross profit was $2,302 million. |