eBay Tracker · NASDAQ EBAY

Stock vs S&P 500 live

EBAY S&P 500 (rebased)

Annual financials SEC EDGAR + 8-K press releases

Quarterly financials · last 12 quarters Q/Q · Y/Y

Focus categories approximate GMV · clearly labelled sources

eBay's focus categories collectively represent ~$30B / ~40% of total GMV. Numbers tagged COMPANY are explicit eBay disclosures (earnings calls, 10-Ks, Investor Day). ESTIMATE are sell-side / Marketplace Pulse / industry estimates. DERIVED are extrapolations from a partial company comment.

GMV by category

Bar height = approx. GMV ($B). Bar color matches the per-category colour key. Y/Y growth shown on each bar.

Per-category detail

Open req counter …

Daily total & by-bucket trend

By function bucket

By P&L segment

Reqs touching focus categories

All open reqs …

FX impact on revenue disclosed in 8-K press releases

Quarterly FX impact & hedge gain/(loss) — last 16 quarters

Bars: USD millions of FX impact on revenue. Line: hedge gain/(loss). Negative FX impact = USD strengthened vs INTL basket → revenue translation headwind.

% of revenue from international disclosed

Steady decline from 52% (4Q21) to 46% (4Q25) — US gaining share faster than INTL. INTL GMV % is more stable (~50%); the gap reflects mix of US take-rate / advertising / fees outpacing INTL.

Estimated geographic GMV mix model

Methodology

eBay reports GMV split US vs International only. Within International, weights below are estimates based on (1) the 10-K geographic-revenue disclosures (Germany, UK as the two largest), (2) Gmarket Korea's contribution post-acquisition, and (3) the relative size of Italy / Australia / Switzerland operations referenced in the historical Investor Day decks.

These weights are used to estimate forward FX impact: a 1% appreciation of EUR/USD translates roughly to 0.34 × INTL GMV share × 1% ≈ 0.17% tailwind on group revenue.

FX-neutral GMV growth derived

Assumes the disclosed FX impact on revenue translates to a similar percentage impact on GMV (since revenue is a take-rate of GMV and most fees are denominated in local currency). Light bars = reported Y/Y. Dark bars = approximate FX-neutral Y/Y.