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GMV growth of 14% was driven by a broad-based acceleration across all major categories, with strategic priorities (focus categories, C2C, and recommerce) now representing approximately 70% of total GMV.

The collectibles category served as the primary growth engine, significantly bolstered by the 30th anniversary of PokΓ©mon and strong late-season demand for NFL and NBA trading cards.

Motors Parts & Accessories (P&A) achieved its strongest growth since 2021, attributed to the expansion of the 'Guaranteed Fit' program which increased buyer conversion by providing fitment certainty.

The transition to an 'AI-native' marketplace is yielding measurable results, with the Magical Listing tool driving a 50% increase in new listing creation and higher customer lifetime value for sellers.

C2C momentum remains a critical differentiator, with double-digit growth in the U.S., U.K., and Germany reflecting reduced transactional friction and a healthier sell-to-buy flywheel.

Management attributes the U.S. market's 27% GMV growth to a broad-based acceleration across categories, with both collectibles and the remainder of the U.S. business delivering double-digit growth that outpaced broader e-commerce benchmarks.

Q2 guidance assumes a year-over-year growth deceleration to 8-10% as the company laps prior-year marketing efficiencies and expects gold and silver bullion volumes to revert to historical levels.

The full-year 2026 GMV outlook was raised to 7-7.5% growth, balancing strong current momentum against more challenging comparisons and macroeconomic uncertainty in international markets.

Management plans to revamp the Australian C2C experience in May by removing seller fees and introducing buyer-facing fees to unlock supply, following successful implementations in the U.K. and Germany.

The pending Depop acquisition is expected to close by the end of 2026, contributing approximately one percentage point to total FX-neutral GMV growth while acting as a low single-digit headwind to operating income.

Strategic investments will continue to prioritize eBay Live and the nascent vehicles business, which exited Q1 at an annualized GMV run rate in the hundreds of millions of dollars.

The acquisition of Aladine Systems in the U.K. is intended to integrate salvage yard inventory onto the platform, supporting the circular economy and cost-conscious consumers.

A shift in accounting for the U.K. managed shipping program from gross to net revenue recognition on January 1st contributed to a one-point year-over-year increase in non-GAAP gross margin.

Transaction losses increased in Q1 due to newer shipping programs and customer experience enhancements, though management expects these to moderate as the programs mature.

The company received approximately $190 million from Adevinta's shareholder distribution, reducing the carrying value of that investment to roughly $470 million.

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Management noted that while global active buyers grew 1%, U.S. buyer growth was much stronger at 6%, with enthusiast buyers growing 8%.

The GMV outperformance relative to buyer growth is driven by a healthy balance of increased order frequency, higher ASPs, and improved cohort retention among mid-value buyers.

Management views agentic AI as a structural tailwind rather than a threat to ad revenue, noting that AI-powered refinements are already driving 50% more search engagement.

They expressed a willingness to trade off ad revenue for volume if necessary, but currently see AI increasing yield on existing ad placements through better targeting.

eBay Live's annual GMV run rate is over 8x higher year-over-year, with single-day events in the U.K. and Germany reaching seven-figure milestones.

The platform is seeing a 'halo effect' where live streaming engagement drives increased visits and sales to a seller's core marketplace shop beyond the live event itself.

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