eBay (EBAY): FY26 Q2 earnings call, Aug 5, 2026
On its Aug 5, 2026 earnings call (FY26 Q2), eBay said 12 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
16 words · 12 settled yes · our count agreed on 16 of 16- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Depop | Yes | 43 | 50 | ✓ | 83%transcripts from the transcript model | Hear it 8:53, Depop | – |
| AI / Artificial Intelligence | Yes | 11 | 14 | ✓ | 96%transcripts from the transcript model | Hear it 4:52, AI / Artificial Intelligence | – |
| International | Yes | 6 | 6 | ✓ | 90%transcripts from the transcript model | Hear it 3:06, International | – |
| Australia | Yes | 6 | 6 | ✓ | 70%transcripts from the transcript model | Hear it 12:16, Australia | – |
| Dividend | Yes | 3 | 3 | ✓ | 88%transcripts from the transcript model | Hear it 21:59, Dividend | – |
| Goldin | Yes | 2 | 2 | ✓ | 81%transcripts from the transcript model | Hear it 6:06, Goldin | – |
| Pokemon | Yes | 2 | 2 | ✓ | 76%transcripts from the transcript model | Hear it 5:53, Pokemon | – |
| Bullion | Yes | 2 | 2 | ✓ | 69%transcripts from the transcript model | Hear it 5:38, Bullion | – |
| Klarna | Yes | 1 | 1 | ✓ | 78%transcripts from the transcript model | Hear it 51:34, Klarna | – |
| Guaranteed Fit | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | Hear it 6:57, Guaranteed Fit | – |
| One Piece | Yes | 1 | 1 | ✓ | 42%transcripts from the transcript model | Hear it 5:54, One Piece | – |
| Etsy | Yes | 1 | 1 | ✓ | 26%transcripts from the transcript model | Hear it 30:42, Etsy | – |
| Circular Economy | No | 0 | 0 | ✓ | 65%transcripts from the transcript model | – | |
| Sneaker | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – | |
| OpenAI / ChatGPT | No | 0 | 0 | ✓ | 59%transcripts from the transcript model | – | |
| GameStop | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
Where the listed words were said
…fashion on the eBay platform. Last week, we completed our acquisition of Depop. I'm excited to officially welcome the Depop team and community to eBay.…
…of AG in this category outside of North America. In addition, our AI-powered card scanning experience exited beta and now has surpassed 80 million cumulative…
…marketplace, including continued outperformance in the U.S. and improving trends across our international markets. Importantly, our growth continues to be driven by our key strategic…
…of strategic GMV and strengthen the long-term health of this market. In Australia, we saw an acceleration in C2C GMV growth to double-digits, which helped…
…capital returns, delivering nearly $450 million to shareholders through repurchases and cash dividends. Let's dive deeper into the numbers. GMV grew 14% to $22.4 billion…
…hobby shops and high-volume sellers ingest and organize their customers' inventory. The Goldin marketplace had another record quarter with several landmark sales across sports cards…
…lapping dynamics we expect, and this is baked in, a deceleration in Pokémon growth as we lap last year's triple-digit growth with tougher year-over-year comparisons…
…standards for collectible coins to improve trust and discovery. Gold and silver bullion remained a positive contributor to GMV in Q2, although they were much…
…full quarter of last year's benefit from the launch of our U.S. Klarna partnership as opposed to only a partial quarter in Q2. We also…
…buyers shop for auto parts on eBay. In Canada, we launched eBay Guaranteed Fit, extending fitment protection to a fifth eBay market. We also brought…
The purchase price adjustments mainly reflected certain investments that Etsy and Depop made prior to the acquisition close. Next, I will share some thoughts on…
Agents: this page as TSV at /api/v1/appearances/ebay:2026-08-05:earnings_call · words: /api/v1/brief?appearance=ebay:2026-08-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP