eBay Inc.
EBAY
Jodie read · what matters now
Revenue increased 19.5% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to EBAY, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-04-29 against the comparable filing from 2025-05-01.
What improved
- Revenue increased 19.5% versus the comparable filing period.
- Operating cash flow covered net income at 1.89x, improving versus the comparable period.
What weakened
- Operating margin fell 3.9 percentage points.
- Net margin fell 2.7 percentage points.
Filing receipts
“The increase in cost of net revenues for the three months ended March 31, 2026 compared to the same period in 2025 was primarily due to increases of $38 million driven by payment processing volume, $17 million due to the unfavorable impact of foreign currency movements, $16 million in cost of promoted listings products and $12 million in data center costs.”
“The following table presents interest expense and interest income and other, net for the periods indicated (in millions, except percentages): Three Months Ended March 31, 2026 2025 % Change Interest expense $ (61) $ (61) — % Percentage of net revenues (2) % (2) % Interest income $ 58 $ 77 (25) % Foreign exchange and other 8 4 ** Total interest income and other, net $ 66 $ 81 (19) % Percentage of net revenues 2 % 3 % ** Percentage change not meaningful Interest income decreased for the three months ended March 31, 2026 compared to the same period in 2025 primarily due to a lower average notional amount of fixed-income investments and lower yields.”
“The increase in GMV during the three months ended March 31, 2026 compared to the same period in 2025 was primarily driven by the continued execution of our strategic initiatives and improved U.S. consumer demand with growth improving sequentially across all our major categories.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind EBAY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 9 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
EBAY is currently a Follower in the organic co-movement group Internet Retail & Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.