Ebay Inc

Company facts

Industry

Services-Business Services, NEC

Headquarters

San Jose, California

Most recent report

10-Q, filed Aug 6, 2026

Incorporated

Delaware

Filings on record

1,002+ filings

On EDGAR

CIK 1065088

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 3 of 13 sections worth reading, with 2 positive, 7 notable, and 0 negative flags.

• Financial Statements (Item 1)

  Full financials and notes with strong Q2 2026 results, new debt, Depop acquisition, and buyback details.
  Notable

  • Depop acquisition closed July 30, 2026 for $1.4 billion cash, strengthening circular fashion.
  • Aurelia cash distribution of $194 million in Q1 2026; none in Q2 2026 vs $225 million in Q2 2025.
  • $750 million senior notes due 2026 repaid May 2026; $750 million commercial paper issued by June 2026.
  • Stock repurchases $810 million in H1 2026; $2.0 billion additional authorization in Feb 2026.

• Management's Discussion (Item 2)

  Full MD&A with operational and financial specifics: revenue, GMV, margins, cash flows, and the Depop acquisition.
  Positive

  • Net revenues grew 15% to $3.1B, and operating margin expanded to 21.6% from 17.6% in Q2 2026.
  • Operating cash flow swung from a use of $340M to a source of $549M in Q2 2026.
  Notable

  • Depop acquisition closed July 30, 2026 for $1.4B cash, $200M above the announced $1.2B price.
  • Issued $750M commercial paper (weighted avg rate 4.12%, 76 days), reducing revolver availability to $1.3B.

• Risk Factors (Item 1A)

  New risk: unsolicited acquisition proposal, May 3, 2026, Board rejected.
  Notable

  • Unsolicited acquisition proposal received May 3, 2026; Board rejected it as not credible or attractive.

What changed: Jun 2026 vs. Mar 2026

About 6% of EBAY's Jun 2026 10-Q is new information. 23 paragraphs were added, 130 changed, and 17 removed. Below are the most important lines SECSift identified.

• Item 2 52
• Item 1 37
• Item 3 5
• Item 1A 4
• Item 4 1