eBay Reports Q3 2026 Revenue Growth Driven by Resale and Live Commerce
eBay (EBAY) reported strong third-quarter 2026 results, highlighted by an 11% increase in organic revenue to $3.2 billion. The company's strategic focus on the resale market through its Depop platform has successfully attracted younger consumers, with Depop's U.S. gross merchandise volume (GMV), monthly active users, and sold items more than doubling year-over-year on a pro forma basis. Management also emphasized the synergy between live streaming commerce and core marketplace activity, noting that live sellers generate approximately twice as much GMV on the main platform compared to their live events. Additionally, the integration of AI tools is streamlining listing workflows for consumer-to-consumer (C2C) sellers. With better-than-expected topline growth, eBay plans to increase investments in high-return expansion areas while maintaining capital discipline.
Tickers: $EBAY
Topics: artificial intelligence e-commerce live streaming commerce organic revenue growth resale market