AI English summary of an SEC filing — figures as filed
eBay EBAYeBay said net revenues rose 14% to $3.2 billion for the 3 months ended September 30, 2026 ($2.8 billion in the same period a year earlier), and operating margin was 19.2% (20.3% in the same period a year earlier).
Key points
AI summaryeBay said net revenues rose 14% to $3.2 billion for the 3 months ended September 30, 2026 ($2.8 billion in the same period a year earlier), and operating margin was 19.2% (20.3% in the same period a year earlier).
The company cited GMV growth, expanded first-party advertising penetration, and higher volume and favorable rates on one of its U.S. net shipping programs as factors behind the increase in net revenues. It said the decline in take rate was mainly driven by faster growth in eBay Live and C2C and by changes in category and average selling price mix.
The company said it repurchased $689 million of common stock and paid $138 million in cash dividends for the 3 months ended September 30, 2026. It also said it completed the acquisition of Depop on July 30, 2026 for $1.4 billion in cash, including a preliminary purchase price adjustment.
The company said that as of September 30, 2026, it had fixed-rate senior notes outstanding with an aggregate principal amount of $6.0 billion, of which $850 million is payable within 12 months. On the same day, the aggregate principal amount of commercial paper outstanding was $750 million, with a weighted-average interest rate of 4.17% per year and a weighted-average remaining term of 65 days.
Summary
AI-writtenAnalysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.
Q3 2026 Net Revenues $3.2 billion, Operating Margin 19.2%
eBay said net revenues rose 14% to $3.2 billion for the 3 months ended September 30, 2026 ($2.8 billion in the same period a year earlier), and operating margin was 19.2% (20.3% in the same period a year earlier).
Source · Based on the MD&A text of the filing
Company Cites Drivers of Net Revenue Growth and Take Rate Decline
The company cited GMV growth, expanded first-party advertising penetration, and higher volume and favorable rates on one of its U.S. net shipping programs as factors behind the increase in net revenues. It said the decline in take rate was mainly driven by faster growth in eBay Live and C2C and by changes in category and average selling price mix.
Source · Based on the MD&A text of the filing
Shareholder Returns and Depop Acquisition for the 3 Months Ended September 30, 2026
The company said it repurchased $689 million of common stock and paid $138 million in cash dividends for the 3 months ended September 30, 2026. It also said it completed the acquisition of Depop on July 30, 2026 for $1.4 billion in cash, including a preliminary purchase price adjustment.
Source · Based on the MD&A text of the filing
Senior Notes and Commercial Paper Balances as of September 30, 2026
The company said that as of September 30, 2026, it had fixed-rate senior notes outstanding with an aggregate principal amount of $6.0 billion, of which $850 million is payable within 12 months. On the same day, the aggregate principal amount of commercial paper outstanding was $750 million, with a weighted-average interest rate of 4.17% per year and a weighted-average remaining term of 65 days.
Source · Based on the MD&A text of the filing
Structured SEC financial data for this filing is not available yet. Please check the figures in the SEC filing.
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.
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