Question · Q3 2025
Andrew Cring asked about the narrowing gap between revenue and GMV growth projected for 2026, potential pressure on advertising, and how Magical Listing translates into GMV and optimizes long-tail listings.
Answer
CEO Jamie Iannone explained that Magical Listing unlocks inventory, saves seller time, drives selling velocity, and improves seller satisfaction. CFO Peggy Alford clarified the 2026 narrowing gap is due to healthy first-party advertising growth offset by fewer U.S. imports (impacting ad/financial services monetization) and a higher GMV mix from lower take-rate businesses like vehicles and eBay Live. Jamie Iannone added that first-party ads are expected to normalize to low-to-mid teens growth in Q4.