Group 1 - Etsy is selling Depop, a secondhand clothing app, to eBay for $1.2 billion in cash to focus on its own marketplace [1] - Depop generated approximately $1 billion in gross merchandise sales in 2025, with nearly 60% year-over-year growth in the U.S. [2] - As of December 31, 2025, Depop had seven million active buyers, with nearly 90% under 34 years old, and over three million active sellers [2] Group 2 - eBay CEO Jamie Iannone expressed confidence that Depop will benefit from eBay's scale and operational capabilities, positioning it for long-term growth [3] - Etsy's year-over-year revenue growth was 2.2% in 2024, a decline from 7.1% growth in 2023 [4] - Etsy CEO Kruti Patel Goyal stated that the transaction allows the company to focus on growing the Etsy marketplace [5] Group 3 - The sale of Depop is part of a pattern where Etsy has acquired and then divested niche online marketplaces, including Elo7 and Reverb [8] - The deal is expected to close in the second quarter of this year [9]

Q4'25 & FY'25 Business & Financial Highlights February 18, 2026 © 2026 eBay | Business & Financial Highlights Q4'25 & FY'25 Disclosures This presentation contains non -GAAP measures relating to our performance. You can find the reconciliation of these measures, exc ept for FX -Neutral basis, to the nearest comparable GAAP measures in the appendix at the end of this presentation. All growth rates represent year -over - year comparisons, except as other wise noted. For numbers in this presentation provided on ...

EBay agreed to acquire the fashion marketplace platform Depop from Etsy for about $1.2 billion. https://t.co/o7lFJtcDdt ...

Core Insights - The acquisition of Depop is expected to enhance eBay's presence among younger consumers [1] Company Summary - eBay's CEO Jamie Iannone emphasized that adding Depop to its portfolio will significantly increase its reach within the younger demographic [1]

Shares of EBay rose in extended trading after the company reported quarterly sales and profit that exceeded estimates and announced it’s acquiring Depop from Etsy in a cash deal worth approximately $1.2 billion https://t.co/MV0kbwdk0V ...

Core Viewpoint - Etsy shares surged over 17% following the announcement of eBay's acquisition of Depop for approximately $1.2 billion in cash, marking a significant financial event for the company [1]. Group 1: Company Actions - eBay is set to acquire Depop, a secondhand clothing reseller, for about $1.2 billion in cash [1]. - This acquisition comes nearly five years after Etsy purchased Depop for around $1.62 billion, indicating a strategic shift in the marketplace [1]. Group 2: Market Impact - The announcement led to a notable increase in Etsy's stock price, with shares rising more than 17% [1]. - The acquisition is expected to enhance eBay's presence among younger consumers who are attracted to the secondhand market [1].

EBay forecasts first-quarter revenue above estimates | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Ebay logo is seen in this illustration taken February 11, 2025. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]- Companies[Depop Limited]Follow[eBay Inc]Follow[ETSY Inc]FollowFeb 18 (Reuters) - EBay Inc [(EBAY.O), opens new tab] forecast first-quarter revenue above Wall Street estimates on Wednesday, signa ...

By Juby Babu Feb 18 (Reuters) - EBay Inc forecast first-quarter revenue above Wall Street estimates on Wednesday and announced the ‌acquisition of fashion marketplace Depop from Etsy for nearly $1.2 ‌billion, sending its shares up more than 7% in extended trading. The company has ​worked to differentiate itself by leaning into "recommerce" and its role in the circular economy, emphasizing pre-owned, refurbished and authenticated goods, amid a challenging market. EBay expects first-quarter revenue in t ...

Exhibit 99.1 eBay Inc. Reports Fourth Quarter and Full Year 2025 Results San Jose, California, February 18, 2026 – eBay Inc. (Nasdaq: EBAY), a global commerce leader that connects millions of buyers and sellers around the world, today reported financial results for its fourth quarter and full year ended December 31, 2025. "2025 was a milestone year for eBay, and our results reflect the strength of our strategy and the disciplined execution behind it," said Jamie Iannone, Chief Executive Officer at eBay. "We ...

Core Insights - eBay Inc. reported strong financial results for Q4 and full year 2025, highlighting a 15% increase in revenue to $3.0 billion and a 10% increase in Gross Merchandise Volume (GMV) to $21.2 billion [1][2] - The company declared a cash dividend of $0.31 per share for Q1 2026, marking a 7% increase from the previous quarter [1] - eBay's strategic initiatives, including AI integration and partnerships, have reinforced its leadership in the recommerce sector [1][2] Financial Highlights Fourth Quarter 2025 - Revenue reached $2.965 billion, up 15% year-over-year [2] - GAAP net income from continuing operations was $525 million, or $1.14 per diluted share, a decrease of 23% compared to the previous year [2] - Non-GAAP net income was $648 million, or $1.41 per diluted share, an increase of 7% year-over-year [2] - Operating cash flow was $595 million, with free cash flow at $478 million [2] Full Year 2025 - Total revenue was $11.1 billion, an 8% increase from 2024 [2] - GAAP net income from continuing operations was $2.0 billion, or $4.26 per diluted share, a 1% increase year-over-year [2] - Non-GAAP net income was $2.6 billion, or $5.52 per diluted share, a 6% increase from the previous year [2] - The company returned over $3.0 billion to stockholders, including $2.5 billion in share repurchases [2] Business Developments - eBay launched AI Activate in the U.K. to support small businesses with AI tools [1] - The company entered a multi-year partnership with Condé Nast, enhancing its presence in pre-loved fashion [1] - eBay expanded its Authenticity Guarantee in Germany and the U.K., increasing trust in pre-loved categories [1] - The company introduced a new AI-powered card scanning experience to assist collectors [1] Market Position and Recognition - eBay was recognized in various awards, including TIME's World's Best Companies and Fortune's Most Innovative Companies [1] - The eBay Foundation granted over $17 million to nonprofits focused on inclusive entrepreneurship in 2025 [1] - eBay's fifth annual Recommerce Report indicated sustained growth in pre-loved shopping, with nearly 90% of consumers expecting to maintain or increase spending [1] Future Outlook - For Q1 2026, eBay expects revenue between $3.00 billion and $3.05 billion, with GMV projected between $21.5 billion and $21.9 billion [2] - The company anticipates FX-Neutral year-over-year growth of 13% to 15% for revenue and 10% to 12% for GMV [2] - eBay announced a definitive agreement to acquire Depop, a leading C2C fashion marketplace, for approximately $1.2 billion [2]