EBAY · Earnings call · 2026Q2T · Full report
Customer Dynamics
EBAY INC · 2026-08-05 · Importance 25 · Surprise 32 · In source text
Active buyers increased nearly 2% to 136 million on a trailing 12-month basis, with U.S. active buyers growing 6% in Q2. Enthusiast buyers grew nearly 3% to 16 million, while U.S. enthusiast-buyer growth accelerated to 9%. eBay Live is increasing engagement across the marketplace: first-time Live buyers in collectibles spent approximately 70% more than comparable non-Live buyers, with about half of the incremental spend occurring outside live events. Regular Live sellers also showed stronger marketplace growth, with more than 90% increasing their eBay GMV.
Key facts
- Launched easy and free returns in the U.K. for auto parts in Q2
- Enthusiast buyers: 16 million, grew nearly 3% year-over-year; spend per enthusiast buyer ~ $3,600 on a trailing 12-month basis
- Q2 active buyers (trailing 12-month basis): 136 million, grew nearly 2%
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | unclear | probable | — | Launched easy and free returns in the U.K. for auto parts in Q2 |