What is eBay's deferred revenue?

eBay (EBAY) reported deferred revenue of $50M in Q1 2026.

How has eBay's deferred revenue changed year-over-year?

eBay's deferred revenue increased by 25.0% year-over-year, from $40M to $50M.

What is the long-term trend for eBay's deferred revenue?

Over 5 years (2020 to 2025), eBay's deferred revenue has grown at a -15.2% compound annual growth rate (CAGR), from $98M to $43M.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

eBay EBAY Deferred Revenue

Deferred Revenue at other companies

EZP

EzcorpEZPW

$39.52M+27.4%

AmazonAMZN

$20.89B+1.4%

Liquidity ServicesLQDT

$5.1M-4.9%

STU

StubHub Holdings, Inc.STUB

$1.11B—

EtsyETSY

$30.35M+36.1%

ThredUp Inc.TDUP

$1.69M+13.3%

Other financials

Income statement

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Revenue$3.1B+19.5%

Gross profit$2.3B+21.1%

Operating income$611.0M0.0%

Net income$512.0M+2.6%

EPS (diluted)$1.12+6.7%

Balance sheet

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Cash & equivalents$4.2B+1.9%

Total debt$8.0B+4.6%

Total equity$4.4B-8.6%

Total assets$17.9B-5.6%

Cash flow

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Operating cash flow$969.0M+28.3%

CapEx$72.0M-35.1%

Free cash flow$897.0M+39.3%

Valuation

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Market cap$52.09B+48.9%

Enterprise value$55.81B+39.2%

P/E25.5×+9.5×

P/S4.5×+1.1×

Profitability

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Gross margin72%-0.1pp

Operating margin19.6%-2.7pp

Net margin17.6%-2.2pp

FCF margin20.6%+3.5pp

Returns & leverage

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Return on equity44.2%+7.5pp

Debt / equity1.8×+0.2×

Current ratio1.2×+0.1×

Where this comes from

Reported directly by eBay in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: eBay’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is eBay's deferred revenue?: eBay (EBAY) reported deferred revenue of $50M in Q1 2026.
How has eBay's deferred revenue changed year-over-year?: eBay's deferred revenue increased by 25.0% year-over-year, from $40M to $50M.
What is the long-term trend for eBay's deferred revenue?: Over 5 years (2020 to 2025), eBay's deferred revenue has grown at a -15.2% compound annual growth rate (CAGR), from $98M to $43M.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.