EBAY · 8-K · 20260805PR000174

Revenue Performance and Mix

EBAY INC · 2026-08-05 · Importance 47 · Surprise 22 · No source text

Second-quarter 2026 net revenue was $3.134 billion, up 15% year over year from $2.730 billion and up 1.5% sequentially from $3.089 billion in the first quarter. GMV was $22.398 billion, up 15% year over year and 0.9% sequentially, with U.S. GMV increasing 24% to $11.688 billion and international GMV increasing 6% to $10.710 billion. Advertising revenue totaled $596 million, including $570 million from first-party advertising products, which grew 25% year over year and represented 2.7% of GMV. GAAP net income from continuing operations increased 51% to $552 million, while diluted GAAP EPS increased 56% to $1.21 from $0.78.

Key facts

• Revenue for Q2 2026 was $3.1 billion, up 15% on an as-reported basis and up 14% on an FX-Neutral basis. source
• Gross Merchandise Volume (GMV) for Q2 2026 was $22.4 billion, up 15% on an as-reported basis and up 14% on an FX-Neutral basis. source
• Q2 2026 net revenues were $3,134 million compared to $2,730 million in Q2 2025, a $404 million increase representing 15% growth. source

Impact estimates