eBay (EBAY) Q1 2026 Earnings Call Transcript | The Motley Fool
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eBay (EBAY) Q1 2026 Earnings Call Transcript | The Motley Fool
"Gross Merchandise Volume (GMV) reached $22.2 billion, up 14% on an organic, FX-neutral basis, led by broad-based category acceleration, indicating robust marketplace activity."
"Revenue increased to $3.09 billion, reflecting a 17% organic growth, supported by a 260 basis point foreign exchange tailwind, showcasing effective financial management."
"Active buyers totaled 136 million, with U.S. active buyer growth reaching 6%, highlighting strong engagement and retention strategies within the marketplace."
"Advertising revenue rose to $581 million, up 27%, driven by first-party ads contributing significantly, demonstrating the effectiveness of eBay's advertising strategies."
eBay's Gross Merchandise Volume (GMV) reached $22.2 billion, reflecting a 14% increase. Revenue grew to $3.09 billion, up 17% organically. Non-GAAP operating income was $907 million, an 18% year-over-year growth. Active buyers totaled 136 million, with U.S. growth at 6%. Focus categories saw a 24% GMV increase, contributing to platform momentum. Advertising revenue rose to $581 million, up 27%. C2C GMV growth outpaced B2C, and eBay Live GMV expanded significantly, indicating strong market performance despite macroeconomic challenges.
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