{"filings":[{"id":722396,"accession_number":"0001370637-26-000054","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2026-05-28T20:21:26+00:00","items":["9.01"],"status":"ready","headline":"Etsy gets up to $136M termination fee from eBay if Depop deal fails after July 31","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["New Business Disruption Fee ranges $0–$136M depending on termination date: $34M by June 30, $68M by July 15, $102M by July 31, $136M after.","Fee payable by eBay to Etsy if SPA terminated due to regulatory clearance failure, excluding Etsy's willful breach or fraud.","Expected closing of Depop sale delayed from Q2 to Q3 2026; letter agreement permits Etsy/Depop to invest pending close.","Existing SPA already provides $90M termination fee for regulatory failure, plus $70M in certain termination events."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92465,"accession_number":"0001370637-26-000042","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q1 2026 GMS $2.5B (+5.5% YoY Etsy marketplace); Depop sale to eBay $1.2B closing Q3","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Active buyers grew sequentially for first time in two years; new buyers and GMS per buyer up YoY.","Net income $105M; Adjusted EBITDA $185M (29.3% margin).","Depop sale to eBay for $1.2B; US/Germany clearance received, closing expected by Q3 2026.","CEO Laura Garcia steps into role, emphasizing focus on buyer discovery and engagement.","Etsy marketplace standalone GMS +5.5% YoY, revenue +7.6% YoY; continuing ops GMS -3.9%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":631277000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103316,"accession_number":"0001370637-26-000017","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q4 2025 revenue $881.6M, Adj EBITDA margin 25.2%; sells Depop to eBay for $1.2B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 consolidated GMS $3.59B (-3.8% YoY as reported, +2.4% ex-Reverb); revenue $881.6M (+3.5%); net income $110.7M, diluted EPS $0.92.","Etsy marketplace GMS $3.29B (+0.1% YoY); active buyers 86.5M (-3.4%); gross buyer additions 17.2M (+2.7% YoY).","Agreed to sell Depop to eBay for $1.2B cash; expected close Q2 2026. Depop Q4 GMS $299.7M (+37.2% YoY currency-neutral).","Q1 2026 guidance: GMS $2.38B-2.43B, take rate ~25.5%, Adj EBITDA margin 28-30%; FY 2026 expects slight GMS growth with positive YoY each quarter.","Repurchased $133M of stock in Q4 2025; cash and investments $1.8B at December 31, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":1.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":2883501000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103315,"accession_number":"0001370637-26-000012","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["1.01","2.02","7.01","9.01"],"status":"ready","headline":"Etsy sells Depop to eBay for ~$1.2B cash; expects close Q2 2026, proceeds for buybacks","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["eBay acquires Depop for ~$1.2B cash; Etsy to focus on core marketplace and use proceeds for share repurchases and investment.","Depop generated ~$1B GMS in 2025, with 7M active buyers and 3M active sellers; nearly 90% of buyers are under 34.","Transaction expected to close in Q2 2026, subject to antitrust approvals; termination fee of $90M if antitrust blocks deal.","Depop will retain its name, brand, platform and culture as part of eBay; cross-listing opportunities planned.","eBay funded from cash on hand; transaction unanimously approved by both boards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119569,"accession_number":"0001370637-25-000106","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["5.03","7.01","8.01","9.01"],"status":"ready","headline":"Etsy announces $750M share repurchase authorization and appoints Fred Wilson as Lead Independent Director","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New $750M buyback authorization; combined with ~$200M remaining gives near $1B total capacity.","Fred Wilson appointed Lead Independent Director effective Jan 1, 2026, as part of CEO transition.","Kruti Patel Goyal becomes CEO and Josh Silverman becomes Executive Chair on Jan 1, 2026.","Company had ~$1.6B cash at Q3 2025 end; cites confidence in near-term growth priorities.","Bylaws amended to enhance shareholder nomination procedures and reflect Rule 14a-19 updates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119568,"accession_number":"0001370637-25-000098","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q3 beats expectations; consolidated GMS returns to growth excl Reverb; Depop surges 39%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated Q3 GMS $2.72B, up 0.9% YoY (excl Reverb); revenue $678M, up 6.1%; Adjusted EBITDA $172M, margin 25.4%.","Etsy marketplace GMS $2.43B, down 2.4% YoY but improved sequentially; Depop GMS $292M, up 39.4% YoY.","Net income $75.5M ($0.63 diluted EPS) vs $57.4M a year ago; repurchased $120M of stock in Q3.","Partnership with OpenAI to let ChatGPT users shop Etsy; new seller AI tools and app enhancements.","Q4 guidance: GMS $3.5B-$3.65B, take rate ~24.5%, Adj EBITDA margin ~24% — sequential improvement expected."],"consensus_eps_estimate":null,"consensus_eps_actual":0.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":2001865000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119567,"accession_number":"0001370637-25-000097","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Etsy names Kruti Patel Goyal as CEO effective Jan 1, 2026; Josh Silverman becomes Executive Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kruti Patel Goyal, current President and Chief Growth Officer, will become CEO and join the Board effective Jan 1, 2026.","Josh Silverman steps down as CEO on Dec 31, 2025, to serve as Executive Chair through 2026, then Senior Advisor until Apr 1, 2027.","Fred Wilson steps down as Board Chair but remains on the Board.","Patel Goyal receives base salary $700k, 100% target bonus, and ~$16M equity award (50% RSU, 50% PSU). Silverman receives $420k salary, ~$8M PSU award.","Transition follows rigorous succession planning; under Silverman, GMS grew 4x, revenue nearly 8x, share price up 7x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136134,"accession_number":"0001370637-25-000077","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2025-09-29T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"Etsy to transfer stock listing from Nasdaq to NYSE effective October 13, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Listing on Nasdaq ends at market close on October 10, 2025; trading on NYSE begins at open on October 13, 2025.","Common stock will trade under symbol 'ETSY' on NYSE, same as on Nasdaq.","Board of Directors authorized the voluntary transfer and withdrawal from Nasdaq.","CEO Josh Silverman expressed excitement about joining NYSE and creating long-term shareholder value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136133,"accession_number":"0001370637-25-000064","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q2 revenue $672.7M (+3.8% YoY), net income $28.8M; GMS down 4.8%; Q3 guidance issued","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $672.7M (+3.8% YoY), net income $28.8M (down 45.6% YoY); non-GAAP EBITDA $169.0M (margin 25.1%).","Consolidated GMS $2.8B (-4.8% YoY); Etsy marketplace GMS $2.4B (-5.4% YoY); Depop GMS $249.6M (+35.3% YoY).","Sold Reverb on June 2, 2025; completed $700M convertible note private placement; repurchased $335M of stock in Q2.","Active buyers 87.3M (-4.6% YoY); GMS per active buyer $120 on TTM, stable sequentially.","Q3 guidance: GMS $2.6B-$2.7B, take rate ~24.5%, adjusted EBITDA margin ~25%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":1323839000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153195,"accession_number":"0001370637-25-000057","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Etsy shareholders elect three Class I directors, approve all proposals at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["C. Andrew Ballard, Margaret M. Smyth, and Marc Steinberg elected as Class I directors to serve until 2028.","Advisory vote on named executive officer compensation approved (62.0M for, 8.7M against).","Ratification of PricewaterhouseCoopers as independent auditor for FY2025 approved (86.5M for).","Amendment to certificate of incorporation approved (70.5M for, 0.2M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153194,"accession_number":"0001370637-25-000054","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"Etsy closes $700M convertible note offering; repurchases 2.5M shares for $150M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $700M aggregate principal of 1.00% Convertible Senior Notes due 2030; conversion price $85.79 (42.5% premium over June 11 close).","Net proceeds of ~$688.5M after underwriter discount and expenses.","Used $150M to repurchase ~2.5M shares at $60.20 per share in privately negotiated transactions.","Remaining proceeds earmarked for general corporate purposes including possible debt repayment or repurchase.","Notes are senior unsecured obligations; redeemable by Etsy on or after June 20, 2028 at 100% plus accrued interest."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153193,"accession_number":"0001370637-25-000048","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Etsy completes sale of Reverb musical instrument marketplace to Servco Pacific affiliate","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Disposition of Reverb Holdings, Inc. completed on June 2, 2025.","Buyer is Reverb IntermediateCo LLC, an affiliate of Servco Pacific Inc. and Creator Partners LLC.","No financial terms of the transaction were disclosed in the filing.","Reverb was Etsy's musical instrument marketplace, acquired in 2019."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153192,"accession_number":"0001370637-25-000038","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q1 net loss of $52M on $101.7M Reverb impairment; GMS falls 6.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated GMS $2.8B (-6.5% YoY); revenue $651M (+0.8%); net loss $52.1M vs net income $63M.","Etsy marketplace GMS $2.3B (-8.9% YoY); active buyers 88.5M (-3.4%); habitual buyers 6.2M (-11%).","Non-GAAP adjusted EBITDA $171.1M (26.3% margin); Q2 guidance ~25% adjusted EBITDA margin.","Goodwill impairment of $101.7M on Reverb; definitive agreement signed to sell Reverb announced April 22.","Repurchased $189M shares in Q1; cash and investments $997M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":651176000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153191,"accession_number":"0001370637-25-000027","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2025-04-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Etsy agrees to sell Reverb (musical instrument marketplace) to Servco Pacific affiliate and Creator Partners","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Etsy entered into agreement to divest Reverb Holdings to Reverb IntermediateCo LLC, an affiliate of Servco Pacific and Creator Partners.","Transaction expected to close in coming months; no purchase price disclosed.","Etsy cites focus on core marketplace and Depop as reason for divestiture.","Additional details to be provided in Q1 2025 Form 10-Q."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171966,"accession_number":"0001370637-25-000015","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Reports Q4 and Full Year 2024 Results; Q4 Revenue Up 1.2% to $852M, GMS Down 6.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated Q4 revenue reached record $852.2M, up 1.2% YoY; net income $129.9M, up 56%.","Q4 consolidated GMS $3.7B, down 6.8% YoY; Etsy marketplace GMS $3.3B, down 8.6%.","Record adjusted EBITDA of $250.6M in Q4, margin 29.4%; full year adj. EBITDA $781.5M.","Etsy repurchased $260M of shares in Q4; share count reduced by 12.2M shares in FY2024.","Q1 2025 guidance: GMS decline similar to Q4, take rate ~23%, adj. EBITDA margin ~25-26%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":2808332000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188963,"accession_number":"0001370637-24-000062","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2024-12-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Etsy Board approves 2024 Inducement Plan reserving 1M shares for new-hire equity grants","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Etsy, Inc. Board approved 2024 Inducement Plan on December 12, 2024.","Plan reserves 1,000,000 shares of common stock for inducement awards to new employees.","Awards may be stock options, SARs, restricted stock, or stock units, subject to Nasdaq rules.","Grants must be approved by a majority of independent directors or compensation committee.","Plan is effective immediately; terms align with Etsy's 2024 Equity Incentive Plan except eligibility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188962,"accession_number":"0001370637-24-000059","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["5.02","7.01","8.01","9.01"],"status":"ready","headline":"Etsy names Kruti Patel Goyal President & Chief Growth Officer, Lanny Baker as CFO; Moskowitz and Kumar depart","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kruti Patel Goyal, current Depop CEO, becomes President & Chief Growth Officer effective Jan 1, 2025.","Lanny Baker (ex-Eventbrite CFO) appointed CFO effective Jan 1, 2025; Baker receives $525K base, $140K sign-on bonus, and $7.7M equity grant.","COO Raina Moskowitz departs to become CEO elsewhere; Brad Minor promoted to CMO effective Jan 3, 2025.","CTO Rachana Kumar departs Dec 31, 2024; search for successor underway with interim VPs of engineering."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188961,"accession_number":"0001370637-24-000050","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q3 revenue up 4.1% to $662.4M; Adj. EBITDA margin 27.7%; board approves new $1B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated GMS $2.9B, down 4.1% YoY; Etsy marketplace GMS $2.5B, down 6.0% YoY.","Revenue $662.4M (+4.1% YoY); net income $57.4M (down $30.5M YoY); diluted EPS $0.45.","Adjusted EBITDA $183.6M, margin 27.7% (ahead of guidance).","Board approved new $1B stock repurchase program; $156M shares repurchased in Q3.","Active buyers 91.2M (-0.4% YoY); habitual buyers 6.8M (-4.8% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":1956170000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205433,"accession_number":"0001370637-24-000041","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Etsy Q2 revenue $647.8M (+3% YoY), GMS -2.1%; CFO Glaser to retire","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated revenue $647.8M (+3% YoY); net income $53.0M, diluted EPS $0.41.","Consolidated GMS $2.9B (-2.1% YoY); Etsy marketplace GMS $2.5B (-3.2% YoY).","Adjusted EBITDA $179.4M (27.7% margin), above guidance; active buyers 91.5M (+1% YoY).","CFO Rachel Glaser retiring; will stay until successor appointed or Apr 2025 then advisory till Jun 2025.","Repurchased $150M of common stock in Q2; $1.1B cash & investments."],"consensus_eps_estimate":null,"consensus_eps_actual":0.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":1293760000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222348,"accession_number":"0001370637-24-000037","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2024-06-18T23:59:59+00:00","items":["5.02","5.07","5.03","9.01"],"status":"ready","headline":"Etsy shareholders approve 2024 Equity Incentive Plan adding up to ~20.2M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan adds 8M shares plus returning shares from prior plans; reserve capped at 20,182,314 shares.","Say-on-pay passed with 50.6M for vs 34.9M against; PwC ratified with 97M for.","All three Class III director nominees (Blow, Briggs, Reiff) re-elected with >68M votes each.","Non-employee director annual compensation limit set at $750K ($1M for first-year appointees).","Change of registered agent and office to United Agent Group Inc., Wilmington, DE 19803."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222347,"accession_number":"0001370637-24-000028","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q1 GMS falls 3.7% YoY; net income down to $63M as consumer discretionary weakness persists","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated GMS $3.0B, down 3.7% YoY; Etsy marketplace GMS $2.6B, down 5.3% YoY.","Consolidated revenue $646M (+0.8% YoY); net income $63M ($0.48 diluted EPS), down $11.5M YoY.","Non-GAAP Adjusted EBITDA $167.9M, margin 26.0%; active buyers 91.6M (+1.9% YoY).","Habitual buyers 7M (-2.9% YoY); GMS per active buyer TTM $125 (-3.5% YoY).","Repurchased ~$158M of shares in Q1; ended with $1.1B cash & investments."],"consensus_eps_estimate":null,"consensus_eps_actual":0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":645954000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6292569319.624353,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}