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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“eBay leverages Equinix to ensure low latency connectivity and high performance for its global marketplace with distributed network hubs. This infrastructure enables eBay to deliver a seamless user experience, reducing delays and optimizing interactions for buyers and sellers worldwide.”
eBay relies on Equinix's distributed network infrastructure for low-latency global marketplace connectivity, illustrating Equinix's enterprise customer traction with large e-commerce platforms.
“For instance, we recently signed on to be an early participant in the OpenAI Ads Pilot Program to test that out.”
eBay joined OpenAI's early ads pilot, an agentic-commerce partnership test.
“To your question on the Facebook Marketplace, we continue to make progress on our partnership there.”
eBay is expanding its listings partnership with Meta's Facebook Marketplace, exposing inventory to Meta's audience.
“We've done that with Google Shopping.”
eBay makes its inventory available on Google Shopping as a third-party demand channel.
“In December, Season 3 of King of Collectibles: The Goldin Touch debuted on Netflix and ranked in the top 10 shows in 7 countries, including the U.S., U.K., Australia and Canada.”
eBay's Goldin collectibles brand runs a hit series on Netflix, a content-distribution tie-up.
“We expanded our financial services footprint, driving incremental GMV through improved risk modeling and flexible payment options like Klarna, while working with partners to deploy working capital to trusted sellers.”
eBay's Klarna BNPL partnership is cited as a driver of incremental GMV, a positive read for Klarna's checkout volume.
“We have entered into a definitive agreement to acquire Depop from Etsy for approximately $1.2 billion in cash subject to certain purchase price adjustments.”
Etsy is divesting Depop to eBay, exiting the resale-fashion marketplace it had owned.
“EBay has entered into a definitive agreement to acquire Depop for approximately $1.2 billion in cash.”
eBay is acquiring circular-fashion C2C marketplace Depop, expanding its recommerce and younger-demographic reach.
“our GMV growth continued to benefit from tailwinds like our Klarna partnership”
eBay's Klarna BNPL partnership is cited as a tailwind to US GMV growth.
“We recently added shipping support for bulky and heavy items through DHL”
DHL provides bulky/heavy-item shipping for eBay's UK C2C managed-shipping program.
“third-party agents from companies like OpenAI”
eBay is enabling third-party agentic shopping via OpenAI agents through its agentic commerce platform.
“a collaboration with Marks & Spencer, one of the U.K.'s most iconic retail brands”
eBay's Marks & Spencer clothing take-back/resale collaboration supports its UK circular-economy fashion push.
“As it relates to Facebook Marketplace, we continue to be optimistic about the long-term potential of our partnership there.”
eBay's ongoing Facebook Marketplace listing partnership continues to scale, exposing eBay inventory to Meta's audience.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Morton | MoffettNathanson | 9 (0%) |
| Nikhil Devnani | Bernstein | 9 (22%) |
| Nathan Feather | Morgan Stanley |
| Ross Sandler | Barclays | 8 (0%) |
| Tom Champion | Piper Sandler | 8 (0%) |
| Colin Sebastian | Robert W. Baird | 7 (0%) |
| Lee Horowitz | Deutsche Bank | 6 (0%) |
| Shweta Khajuria | Wolfe Research | 6 (0%) |
| Ygal Arounian | Citigroup | 6 (0%) |
| Eric Sheridan | Goldman Sachs | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| MoffettNathanson | 1 | 9 (0%) |
| Bernstein | 1 | 9 (22%) |
| Morgan Stanley | 1 | 9 (0%) |
| Barclays | 1 | 8 (0%) |
| Piper Sandler | 1 | 8 (0%) |
| Wolfe Research | 3 | 8 (0%) |
| Robert W. Baird | 1 | 7 (0%) |
| Citigroup | 1 | 6 (0%) |
eBay delivered Q4 revenue growing over 13% to $2.96 billion with non-GAAP EPS up nearly 13% to $1.41 as GMV grew over 8% to $21.2 billion, capping a year where focus categories grew over 16% in Q4 and US GMV accelerated to nearly 19%. The $1.2 billion Depop acquisition was announced while a next-gen AI-native Magical Listing breakthrough was achieved. FY2026 guidance was introduced targeting GMV growth similar to 2025 with OI growth of 8-10%.
Demand | Revenue Growth | Competitive Dynamics | Cloud & AI | Product Launch | Margin | Macroeconomic | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 7 | 4 | 2 | 1 | 2 | 2 | 2 |
| 2025Q1 | 6 | 2 | 5 | 1 | 1 | 1 | 3 | |
| 2025Q2 | 8 | 7 | 3 | 2 | 3 | 3 | 1 | 2 |
| 2025Q3 | 4 | 6 | 2 | 2 | 2 | 2 | 2 | |
| 2025Q4 | 5 | 5 | 4 | 3 | 3 | 1 | 1 | 1 |
| 2026Q1 | 4 | 4 | 2 | 5 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 6 | 8 | 4 | 5 | 4 |
| Revenue Growth | 7 | 2 | 7 | 6 | 5 | 4 |
| Competitive Dynamics | 4 | 5 | 3 | 2 | 4 | 2 |
| Cloud & AI | 2 | 1 | 2 | 2 | 3 | 5 |
| Product Launch | 1 | 1 | 3 | 2 | 3 | 2 |
| Margin | 2 | 1 | 3 | 2 | 1 | 1 |
| Macroeconomic | 2 | 3 | 1 | 1 | 1 | |
| Innovation & R&D | 2 | 2 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EBAY eBay | 8 | +19.5% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 7 | +8.4% | |
| BBY Best Buy | 6 | +1.9% | |
| CASY Casey's General Stores, Inc. | 9 | +14.5% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| MELI MercadoLibre | 7 | +49.0% | |
| ORLY O'Reilly Automotive | 8 | +10.2% | |
| PDD PDD Holdings | 6 | +10.4% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 8 | +11.1% | |
| WSM Williams-Sonoma | 6 | +4.3% |