EBAY · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

EBAY INC · 2026-10-29 · Importance 54 · Surprise 40 · From source text

Third-quarter 2026 net revenue increased 14% year over year to $3.206 billion from $2.820 billion; nine-month revenue rose to $9.429 billion from $8.135 billion.

Key facts

• eBay net revenues increased 14% to $3.2 billion for the three months ended September 30, 2026, compared with $2.8 billion in the same period of 2025. source
• eBay’s reported net revenues were $3.206 billion for the three months ended September 30, 2026, compared with $2.820 billion in the same period of 2025. source
• eBay’s net revenues increased in the three- and nine-month periods ended September 30, 2026, primarily due to GMV growth, increased first-party advertising penetration, and higher volume and favorable rates in a U.S. net shipping program. source
• eBay’s take rate was 13.84% for the three months ended September 30, 2026; the FX-neutral take rate was 14.03%. source
• eBay’s take rate was 13.91% for the nine months ended September 30, 2026; the FX-neutral take rate was 13.94%. source
• eBay’s take rate decreased in the three- and nine-month periods ended September 30, 2026, primarily due to faster growth in eBay Live and C2C and changes in category and average selling price mix, partly offset by shipping programs and first-party advertising revenue. source
• Depop shipping incentives contributed to eBay’s lower take rate in the three months ended September 30, 2026. source
• eBay’s marketplace revenues primarily include transaction commissions and fees, store subscriptions, shipping fees and certain other fees, reduced by customer incentive programs. source

Impact estimates