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Sep 30, 2025
eBay Q3 2025 Earnings Report
eBay reported solid performance in Q3 2025 with growth in revenue, GMV, and earnings per share.
Key Takeaways
eBay posted a strong Q3 2025, delivering revenue of $2.8 billion and a net income of $597 million, supported by growth in gross merchandise volume and enhanced marketplace engagement.
Revenue reached $2.8 billion, up from $2.576 billion a year ago.
GAAP EPS was $1.28, while Non-GAAP EPS came in at $1.36.
Gross Merchandise Volume grew to $20.1 billion, a 10% increase year-over-year.
eBay returned $757 million to shareholders through repurchases and dividends.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
eBay expects continued growth in Q4 2025 with projected revenue between $2.83B and $2.89B and Non-GAAP EPS between $1.31 and $1.36.
Positive Outlook
- Q4 revenue guidance suggests continued top-line growth.
- Non-GAAP EPS forecast up to $1.36.
- GMV expected to rise to as much as $20.9B.
- Strength in consumer-to-consumer and enthusiast categories.
- Momentum from AI-driven experiences and live commerce.
Challenges Ahead
- GAAP EPS expected to decline from Q3 to a range of $0.96 to $1.01.
- Slight deceleration in GMV growth compared to Q3.
- No guidance provided on gross profit or margins.
- FX headwinds continue to impact international performance.
- Macroeconomic factors could affect discretionary spending.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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