eBay Inc. announced that it will eliminate 800 full‑time positions, roughly 6% of its worldwide workforce, as part of a broader effort to streamline operations and align staffing with its strategic priorities. The layoffs will affect roles across the organization, and the company has pledged to provide support to impacted employees.
The move follows a series of workforce reductions in 2023 and 2024—about 500 roles in early 2023 and 1,000 roles in early 2024—and comes a week after eBay completed its $1.2 billion acquisition of Depop, which was announced on February 18, 2026 and is expected to close in Q2 2026. The acquisition is intended to strengthen eBay’s consumer‑to‑consumer and recommerce capabilities and to capture younger shoppers.
eBay’s Q4 2025 results, released on February 18, 2026, showed revenue of $3.0 billion, a 15% year‑over‑year increase that beat the consensus estimate of $2.88 billion. Non‑GAAP earnings per share were $1.41, surpassing the $1.36 estimate by $0.05, a 3.7% beat. The revenue growth was driven by strong demand in eBay’s focus categories—C2C, recommerce, and other high‑margin segments—while the earnings beat reflected disciplined cost control and operational leverage amid a mix shift toward higher‑margin business.
During the earnings call, CEO Jamie Iannone highlighted the company’s progress, stating, "2025 was a milestone year for eBay, and our results reflect the strength of our strategy and the disciplined execution behind it." He added that the company has built significant momentum across its strategic priorities, delivering meaningful growth and reinforcing its leadership in recommerce.
The layoffs are part of a broader strategy to free resources for investment in AI‑driven trust infrastructure and to reinforce eBay’s focus categories. By reducing headcount, eBay aims to lower operating costs, improve margin flexibility, and accelerate the deployment of AI tools that enhance buyer and seller experiences. The company’s guidance for the next quarter maintains confidence in continued revenue growth, while acknowledging competitive pressures in the broader e‑commerce market.
The restructuring signals a tightening of eBay’s operating model, but also demonstrates the company’s commitment to sustaining long‑term growth in high‑potential areas. By reallocating talent and capital toward AI and recommerce, eBay seeks to strengthen its competitive position against Amazon and emerging resale platforms while managing costs in a challenging market environment.
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