Enterprise Software
eBay
A global e-commerce marketplace transitioning toward an 'AI-native' platform, using AI-driven 'Magical Listing' tools to sharply increase seller listing creation and focusing on enthusiast categories like collectibles and fashion. eBay reported Q1 2026 net revenue of $3.089 billion (up 19% year-over-year), with US GMV growth accelerating to 27%; its 'Magical Listing' tool drove a 50% increase in new listing creation, while first-party advertising revenue grew 33% to $555 million, nearly double the pace of GMV growth.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 82% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — eBay Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- BigGo Finance / eBay Q1 2026 earnings coverage — eBay Q1 2026 revenue up 19% to $3.09B as AI 'Magical Listing' tool drives 50% more new listings76% source confidence
- Digital Commerce 360 — eBay's first-party advertising revenue grows 33% in Q1 2026, nearly double GMV growth rate74% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What eBay depends on below, and who depends on eBay above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.