eBay (EBAY) Goldman Sachs Communacopia + Technology Conference 2026 summary

Business performance and strategic focus

• Achieved strong Q2 earnings with 70% of business now in focus categories, C2C, or recommerce, each growing 20% in Q2.

• New growth vectors include eBay Live and vehicles, with vehicles reaching hundreds of millions in run rate.

• AI, trust, and shipping innovations have been foundational game changers.

• Broad-based growth across geographies, with C2C changes in Australia and 20%+ growth in key markets.

• Focus categories, especially collectibles and trading cards, show strong momentum and diversified growth.

Consumer behavior and platform differentiation

• U.S. consumers remain resilient, with the platform appealing to both value seekers and enthusiasts.

• Unique inventory, with 2.6 billion listings and 136 million buyers, differentiates the platform.

• 90% of listings are non-new in-season, offering unmatched inventory.

• Trust and enablement features like Authenticity Guarantee and Guaranteed Fit enhance value proposition.

AI and technology innovation

• AI-driven tools like Magical Listing increase listings per lister by 50% and boost customer lifetime value.

• Card scanning technology sees over 80 million scans, enhancing pricing accuracy.

• AI supports marketing, search, and listing, driving strong growth rates.