eBay Inc. (EBAY)

Online marketplace operator, 59% U.S. Read October 19, 2026 from the annual report for the period ending December 31, 2025, filed February 19, 2026. Ranked 23 of the 161 Consumer Cyclical companies read so far, by the share within reach now.

eBay states approximately 12,300 employees at December 31, 2025, 7,200 of them in the United States, running a global marketplace with advertising and payments, so one pattern takes the whole workforce at web portals and other information services by description (c).

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 25% now, 53% at the end of 2027, 65% at the end of 2028, 71% at the end of 2030. By the patterns, the work is about 71% desk work, 24% people work and 6% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 29% of the working time stays with people (conversation, in-person and hands-on work), 52% becomes checking a model's work and 13% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

12,300 employees as of December 31, 2025 (stated). The filing states approximately 7,200 of 12,300 employees located in the United States (59%).

The filing: “As of December 31, 2025, we employed approximately 12,300 people globally, of which, approximately 7,200 were located in the United States.”

The workforce as industry patterns

What the filing says about the workforce: The human capital section states the total and the U.S. count and describes culture, well-being and engagement programs; nothing by status or kind of work.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Web Search Portals, Libraries, Archives, and Other Information Services, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Alphabet (GOOGL, 190,820 employees)25% now, 65% by 2028
• Clarivate Plc (CLVT, 12,000 employees)29% now, 64% by 2028
• Zillow Group, Inc. Class A (ZG, 7,068 employees)26% now, 65% by 2028

What the filing says about AI

43 sentences in the filing name AI. The filing names AI 43 times: its use with 30 years of commerce data to enhance the marketplace experience, reduce transactional friction and drive operational efficiency, AI-powered discovery tools and enhanced search, and a commitment to the responsible use of AI.

• “Such risks and uncertainties include, among others: significant variation in our operating and financial results, including GMV and net revenues; our ability to compete in the markets in which we participate; our ability to generate revenue from our advertising products, including our Promoted Listings; our ability to generate consumer engagement and spending; our ability to keep pace with tech...”
• “Our approach leverages our 30+ years of global commerce expertise and data with advanced technology, including the use of artificial intelligence ("AI"), to enhance the marketplace experience, reduce transactional friction and drive operational efficiency.”
• “Through enhanced search, AI-powered discovery tools and curated experiences, we aim to make it easier for enthusiasts to find and buy what they love.”
• “We continue to invest in AI-enhanced listing capabilities, advanced advertising solutions, global shipping improvements and flexible payment options that simplify the user experience, expand reach and reduce transactional friction on eBay. 5 Table of Contents Magical Innovations accelerate the pace of technological advancement to redefine how people buy and sell on eBay.”
• “Initiatives such as AI-enhanced listings, live commerce experiences and next-generation personalization exemplify how we are enhancing the marketplace to be more dynamic, efficient and engaging for our community.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20211median 0
• Fiscal 20222median 0
• Fiscal 202313median 1
• Fiscal 202440median 4
• Fiscal 202543median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• The collector found no count; the human capital section states 12,300 (rule 2).
• No count by kind of work: the one pattern is by description (c).

Source: the company's annual report on EDGAR, accession 0001065088-26-000027, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.