eBay Inc. · EBAY · Next earnings

eBay Inc. reports Wednesday, Nov 4, 2026

EBAY reports after market close with consensus EPS at $1.42 and revenue at $3.11B. Last quarter: eBay Q1 2026: GMV Up 14%, Revenue Beats as AI Tools and Live Commerce Drive Growth

Reports After market close45 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $1.42 Calendar consensus
Consensus revenue $3.11B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session After market close 45 days away

Where EBAY left off: FY2026 Q1

Full report

eBay Q1 2026: GMV Up 14%, Revenue Beats as AI Tools and Live Commerce Drive Growth

EPS surprise +5.1% Reported $1.66 vs $1.58
Revenue surprise +1.8% Reported $3.09B vs $3.04B
Stock move -0.3% Event window
Subsequent drift +5.6% Up to 20 sessions

Management reaffirmed Q2 and full-year 2026 guidance rather than raising it, despite the Q1 beat. The prior quarter outlined a 10 to 12 percent FX-neutral GMV growth target for 2026, and management expressed confidence in sustaining that trajectory. The maintained guidance sentiment — rather than an upgrade — may explain the muted initial market reaction, as investors weighed strong Q1 results against unchanged forward expectations.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macroeconomic uncertainty and geopolitical risks in key international markets
  • Normalization of bullion demand, which could reduce a transient GMV boost
  • Higher transaction losses from new shipping programs during ramp-up
  • Competitive pressure from fast-growing rivals such as Vinted
  • Integration and execution risk associated with the Depop acquisition

Questions analysts left open

  • How buyer count growth translates to higher order frequency and average selling price
  • Impact of AI and live-shopping initiatives on gross margin and COGS
  • Competitive dynamics with Vinted and other recommerce platforms
  • ROI on full-funnel marketing spend amid a changing social media landscape
  • Timeline and financial impact of the Depop acquisition

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Recent EBAY quarters

All EBAY earnings
-0.3%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.