eBay

Q3 FY2026 EarningsQ3 FY26 results beat consensus across key top-line and bottom-line metrics, with revenue of $3.21B (+3.1% vs. consensus) and GAAP EPS of $1.10 (+9.8% vs. consensus). Growth was driven by 15% YoY GMV expansion and record advertising penetration, alongside the strategic acquisition of Depop. However, operating margin contracted to 19.2% from 20.3% YoY due to increased marketing investments and transaction losses, while the company announced a major 9% workforce reduction to realign resources for FY27.