Every 8-K that eBay Inc (EBAY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow EBAY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EBAY filings page.
eBay Inc. reported strong second-quarter 2026 results, with revenue of $3.134 billion, up 15% year-over-year, and GMV of $22.4 billion, also up 15%. GAAP net income from continuing operations was $552 million or $1.21 per diluted share, while non-GAAP net income reached $727 million or $1.60. GAAP and non-GAAP operating margins were 21.6% and 28.5%, respectively. Advertising generated $596 million, including $570 million from first-party ads.
The company generated $549 million of operating cash flow and $326 million of free cash flow from continuing operations, and returned $448 million to shareholders through $310 million of buybacks and $138 million of dividends, leaving $2.0 billion under its repurchase authorization. eBay closed the $1.4 billion cash acquisition of Depop Limited on July 30, 2026 and declared a third-quarter dividend of $0.31 per share. For Q3 2026, it guides revenue of $3.07–$3.12 billion, GMV of $22.0–$22.4 billion, and diluted GAAP and non-GAAP EPS of $0.94–$0.99 and $1.36–$1.42, and management stated it is increasing its full-year top- and bottom-line outlook.
eBay Inc. reported the voting results from its 2026 Annual Meeting of Stockholders held on June 17, 2026. Stockholders elected all 11 director nominees to serve until the 2027 annual meeting, with each nominee receiving more votes for than against.
Stockholders also ratified the appointment of PricewaterhouseCoopers LLP as independent auditors for the fiscal year ending December 31, 2026, and approved, on an advisory basis, the compensation of the company’s named executive officers. A stockholder proposal to change the ownership requirement for calling a special stockholder meeting did not receive sufficient support and was not approved.
eBay Inc. filed a Form 8-K describing its response to an unsolicited, non-binding acquisition proposal from GameStop Corp. The Board of Directors, after a review with financial and legal advisors, determined to reject the proposal, calling it neither credible nor attractive.
The Board cited eBay’s standalone prospects, uncertainty around GameStop’s financing, potential leverage and operational risks of a combined company, leadership structure concerns, valuation implications, and GameStop’s governance and incentives. The filing also furnishes a TD Securities “highly confident” letter stating GameStop could potentially raise up to $20.0 billion of funded debt for a contemplated eBay transaction, and includes eBay’s press release outlining the Board’s decision.
eBay Inc. disclosed that it has received an unsolicited, non-binding acquisition proposal from GameStop Corp.. The company had no prior discussions or outreach with GameStop before receiving this approach.
eBay’s board, with financial and legal advisors, will carefully review the proposal, focusing on overall value for shareholders, including any GameStop stock consideration and GameStop’s ability to deliver a binding, actionable offer. The company explicitly advises eBay shareholders to take no action at this time while the proposal is evaluated.
eBay Inc. reported a strong first quarter of 2026, with net revenues of $3.09 billion, up 19% year over year, and Gross Merchandise Volume of $22.2 billion, up 18%. GAAP earnings per diluted share from continuing operations were $1.12, while non-GAAP diluted EPS reached $1.66.
GAAP operating margin was 19.8% and non-GAAP operating margin was 29.4%. eBay generated $970 million in operating cash flow and $898 million in free cash flow, returning $639 million to shareholders through $500 million of share repurchases and $139 million in dividends.
The company highlighted a pending approximately $1.2 billion cash acquisition of Depop, Inc. from Etsy, expected to close by the end of the third quarter of 2026, and issued second-quarter 2026 guidance for revenue of $2.97–$3.03 billion and FX-neutral GMV growth of 8–10%.
eBay Inc. appointed Brian H. Sharples to its Board of Directors, effective March 20, 2026, and increased the Board size to 12 members. Following his appointment, 11 of the 12 directors are independent, reinforcing the company’s focus on independent oversight.
Sharples co-founded and led HomeAway, a major online vacation rental marketplace, and previously ran IntelliQuest Information Group. He currently serves as Board Chair of GoDaddy and sits on Ally Financial’s board, bringing deep experience in technology-driven marketplaces and digital financial services to eBay.
eBay Inc. reported strong fourth-quarter and full-year 2025 results with solid growth and significant capital returns. Fourth-quarter revenue reached $3.0 billion, up 15%, while Gross Merchandise Volume was $21.2 billion, up 10%. GAAP diluted EPS from continuing operations was $1.14 and non-GAAP diluted EPS was $1.41, with GAAP and non-GAAP operating margins of 20.3% and 26.1%, respectively.
For full year 2025, revenue was $11.1 billion, up 8%, and GMV was $79.6 billion, up 7%. GAAP diluted EPS from continuing operations was $4.26 and non-GAAP diluted EPS was $5.52. eBay generated $1.5 billion of free cash flow and returned over $3.0 billion to stockholders, including $2.5 billion of share repurchases and $531 million in dividends.
The company’s board declared a first-quarter 2026 cash dividend of $0.31 per share, a 7% increase, and approved an additional $2.0 billion share repurchase authorization. eBay also agreed to acquire Depop, Inc. in an all-cash deal valued at approximately $1.2 billion, expected to close in the second quarter of 2026, and guided first-quarter 2026 revenue to $3.00–$3.05 billion with FX-neutral growth of 13–15%.
eBay Inc. closed an offering of $1,000,000,000 senior unsecured notes, split between $600,000,000 of 4.250% Notes due 2029 and $400,000,000 of 5.125% Notes due 2035. The notes were issued under an effective Form S-3 shelf with an underwriting syndicate led by Citigroup, Deutsche Bank Securities, and Goldman Sachs.
The notes rank equally with eBay’s other senior, unsubordinated debt. The indenture includes customary covenants limiting certain secured indebtedness, sale-leasebacks, and major corporate restructurings, subject to exceptions. The 2029 Notes pay interest semi-annually on March 6 and September 6, beginning March 6, 2026. The 2035 Notes pay interest semi-annually on May 6 and November 6, beginning May 6, 2026.
eBay may redeem each series, in whole or in part, at the applicable redemption prices. Upon a Change of Control Triggering Event, holders must be offered repurchase at 101% of principal plus accrued interest.
eBay Inc. filed a Form 8-K under Regulation FD to correct a CEO interview remark about guidance. The company clarified that its Q4 2025 gross merchandise volume (GMV) guidance is 4%–6%, and the comment should have referred to next quarter, not next year.
The company stated this notice is a correction only and does not affirm or update prior guidance. The information is being furnished under Item 7.01 and is not deemed filed under the Exchange Act.
eBay Inc. furnished a Form 8-K to announce its financial results for the quarter ended September 30, 2025. The company stated that the information under Item 2.02, including Exhibit 99.1, is being furnished and not filed under the Exchange Act.
A press release with the quarterly results and additional information is attached as Exhibit 99.1 and incorporated by reference. The filing lists eBay’s common stock (ticker EBAY) on The Nasdaq Global Select Market.