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AI English summary of an SEC filing — figures as filed

eBay logoeBay EBAY

The company said revenue for Q3 2026 was $3.2 billion, up 14% on an as-reported basis, and GMV was $23.2 billion, up 15%. GAAP net income from continuing operations was $501 million, down 16% from $593 million a year earlier.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said revenue for Q3 2026 was $3.2 billion, up 14% on an as-reported basis, and GMV was $23.2 billion, up 15%. GAAP net income from continuing operations was $501 million, down 16% from $593 million a year earlier.

  2. eBay said its GAAP operating margin for Q3 was 19.2%, down from 20.3% a year earlier, and its non-GAAP operating margin was 26.3%, down from 27.0% a year earlier. It said its GAAP effective tax rate for continuing operations was 17.1%, compared with (4.3)% a year earlier.

  3. The company said it generated operating cash flow of $875 million and free cash flow of $749 million from continuing operations in Q3. It said it returned $827 million to stockholders in the same quarter, consisting of $689 million in share repurchases and $138 million in cash dividends.

  4. eBay said it completed its acquisition of Depop from Etsy, Inc. on July 30, 2026 and paid $1.4 billion in cash. It also gave its revenue outlook for Q4 as $3.19 billion to $3.24 billion, and said the outlook includes the expected impact from Depop.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Revenue, GMV and Continuing Operations Net Income for Q3 2026

The company said revenue for Q3 2026 was $3.2 billion, up 14% on an as-reported basis, and GMV was $23.2 billion, up 15%. GAAP net income from continuing operations was $501 million, down 16% from $593 million a year earlier.

Source · Based on the filing body and exhibits

Operating Margins and Tax Rate for Q3

eBay said its GAAP operating margin for Q3 was 19.2%, down from 20.3% a year earlier, and its non-GAAP operating margin was 26.3%, down from 27.0% a year earlier. It said its GAAP effective tax rate for continuing operations was 17.1%, compared with (4.3)% a year earlier.

Source · Based on the filing body and exhibits

Cash Flow and Shareholder Returns for Q3

The company said it generated operating cash flow of $875 million and free cash flow of $749 million from continuing operations in Q3. It said it returned $827 million to stockholders in the same quarter, consisting of $689 million in share repurchases and $138 million in cash dividends.

Source · Based on the filing body and exhibits

Depop Acquisition Payment and Q4 Outlook

eBay said it completed its acquisition of Depop from Etsy, Inc. on July 30, 2026 and paid $1.4 billion in cash. It also gave its revenue outlook for Q4 as $3.19 billion to $3.24 billion, and said the outlook includes the expected impact from Depop.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.