EBAYeBay Inc.
Founded in 1995 in San Jose, California, eBay Inc. is a global commerce leader that connects people and builds communities to create economic opportunity for all. 10-K, Item 1
- Employees
- 12,300
- Headquarters
- San Jose, CA
- CEO
- Jamie Iannone
- Next results
- around Feb 17, 2027
What changed
10-K filed Feb 19, 2026 against Feb 27, 2025| Area | What changed | Source |
|---|---|---|
| Risk factors | 69 new paragraphs, nothing like them in the previous 10-K | 10-K Item 1A |
| Receivables growing faster than revenue | Receivables +25.0% vs revenue +7.9% (+17.1 pts) | 10-K · XBRL |
| Cash from operations lower than net income | Cash from operations $2.0B vs net income $2.0B (FY ending 2025-12-31) | 10-K · XBRL |
| Critical audit matters changed | New this year: Accounting for Income Taxes (“As described in Notes 1 and 14 to the consolidated financial statements, the Company recorded an income tax provision of $311 million for the year ended December 31, 2025, and has deferred tax assets of $3,929 million, deferred tax liabilities of $2,246 million and unrecognized tax benefits of $521 ”). No longer listed: Income Taxes - Unrecognized Tax Benefits and Taxes on Foreign Earnings | 10-K · XBRL |
| Accounting checks | 7 other checks clear, 3 worth a look | 10-K · XBRL |
| Insiders | No open-market buys in the last 90 days | Form 4 |
| Filings | 3 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
10-K filed Feb 19, 2026Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-27. Quoted as filed.
We experience significant variation in our operating and financial results, including GMV and net revenues. All of our GMV, and substantially all of our net revenues each quarter come from transactions involving sales during that quarter. As a result, it is inherently difficult to accurately forecast our GMV, the amount and sources of…
10-K, Item 1A
Accounting checks
latest 10-K7 of 10 clear 3 worth a look. Checks, not verdicts.
- !Receivables growing faster than revenueReceivables +25.0% vs revenue +7.9% (+17.1 pts)
- !Cash from operations lower than net incomeCash from operations $2.0B vs net income $2.0B (FY ending 2025-12-31)
- !Critical audit matters changedNew this year: Accounting for Income Taxes (“As described in Notes 1 and 14 to the consolidated financial statements, the Company recorded an income tax provision of $311 million for the year ended December 31, 2025, and has deferred tax assets of $3,929 million, deferred tax liabilities of $2,246 million and unrecognized tax benefits of $521 ”). No longer listed: Income Taxes - Unrecognized Tax Benefits and Taxes on Foreign Earnings
- ✓Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 2.06 in the last 2 years
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →- Oct 29, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026
- Oct 28, 20268-K Quarterly results 8-K item 2.02
- Oct 22, 20268-K Quarterly results, Restructuring or exit costs 8-K items 2.02, 2.05
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