earnings
confidence high
sentiment positive
materiality 0.78
eBay Q1 revenue up 19% to $3.1B; Non-GAAP EPS $1.66; Depop acquisition on track for Q3 close
EBAY INC
2026-Q1 EPS
reported $1.12
vs consensus $1.61
▼ miss
(-30.4%)
- Revenue $3.1B (+19% YoY); GMV $22.2B (+18% YoY); GAAP EPS $1.12, Non-GAAP EPS $1.66.
- Operating cash flow $970M; returned $639M to shareholders via buybacks ($500M) and dividends ($139M).
- Depop acquisition for ~$1.2B expected to close by end of Q3 2026; clearances in US and Germany obtained.
- Q2 guidance: revenue $2.97-3.03B, Non-GAAP EPS $1.46-1.51; quarterly dividend $0.31/share.
- Advertising revenue $581M (2.6% of GMV); first-party ad revenue up 33% YoY.