{"filings":[{"id":2078907,"accession_number":"0001370637-26-000079","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2026-08-05T20:06:57+00:00","items":["2.02","2.05","7.01","8.01","9.01"],"status":"ready","headline":"Etsy Q2 GMS +7.5% YoY, net income $114M; announces 12% workforce reduction and $2B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 Etsy marketplace GMS $2.6B (+7.5% YoY); revenue $668M (+9.3% YoY); net income $114M (+$67M YoY).","Adjusted EBITDA $195M (29.2% margin); company raises 2026 outlook.","Restructuring plan cuts ~220 jobs (12% of workforce); expects ~$35M in severance charges, substantially complete by Q3 2026.","Board authorizes new $2B stock repurchase program with no expiration.","Completed sale of Depop to eBay on July 30, 2026; Depop reported as discontinued operations."],"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":0.75,"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":1967762,"accession_number":"0001370637-26-000071","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2026-07-30T20:06:02+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"Etsy completes sale of Depop to eBay for ~$1.4B in cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Aggregate cash consideration of ~$1.4B: $1.2B base price plus $200M net adjustments and interest.","Net proceeds subject to post-closing adjustments; Etsy plans to accelerate share repurchases.","Pro forma gain on sale of $805M recorded to accumulated deficit; Depop classified as discontinued operation.","Etsy will focus exclusively on its core marketplace; CEO Kruti Patel Goyal highlighted strong shareholder outcome."],"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":0.9,"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":"2026-07-30","daily_digest_url":"/daily/2026-07-30","daily_digest_rank":4},{"id":1674317,"accession_number":"0001370637-26-000066","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2026-07-16T12:30:37+00:00","items":["1.01","9.01"],"status":"ready","headline":"Etsy's sale of Depop to eBay cleared by UK CMA; closing expected July 30, 2026","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["UK Competition and Markets Authority cleared the transaction on July 15, 2026.","Closing expected on July 30, 2026, subject to satisfaction of remaining conditions.","Termination fee reset: $68M if terminated after June 30 but on/before July 15; $158M after July 15.","Lockbox date set to July 17, 2026; purchase price adjusted as of that date.","Buyer to pay interest on closing purchase price at SOFR + 0.40% from lockbox date to closing."],"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":0.6,"calibrated_materiality_score":0.6,"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":1027796,"accession_number":"0001370637-26-000058","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2026-06-12T20:19:20+00:00","items":["5.07","9.01"],"status":"ready","headline":"Etsy Reports Shareholder Votes from 2026 Annual Meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders elected M. Michele Burns, Josh Silverman, and Fred Wilson as Class II directors, with Silverman receiving 64,027,414 votes for.","Advisory vote on named executive officer compensation passed with 62,788,368 votes for and 5,012,269 against.","PricewaterhouseCoopers LLP was ratified as independent auditor for 2026 with 78,173,008 votes for.","Amendment to the 2024 Equity Incentive Plan to increase shares was approved (40,813,424 for, 26,995,586 against).","A stockholder proposal to govern by majority vote was rejected, with 59,798,856 votes 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":0.3,"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":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},{"id":241874,"accession_number":"0001370637-24-000011","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q4 2023 revenue record $842M, EBITDA record $236M; active buyers hit 92M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 consolidated revenue $842.3M (+4.3% YoY); GMS $4.0B (-0.7% YoY).","Net income $83.3M (-24% YoY) due to $27M restructuring costs; EPS $0.62.","Adjusted EBITDA record $235.5M (28% margin); FY 2023 consolidated Adj. EBITDA $754M at 27.4% margin.","Active buyers all-time high 92M (+3% YoY); record nearly 10M lapsed buyers reactivated.","Q4 share repurchases ~$93M (1.35M shares); CFO notes shift to returning higher % of FCF."],"consensus_eps_estimate":null,"consensus_eps_actual":2.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":2748377000.0,"consensus_period":"2023-FY","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":241873,"accession_number":"0001370637-24-000004","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2024-02-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Etsy appoints Elliott Management's Marc Steinberg to board, effective Feb 5, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Marc Steinberg (Elliott Investment Management) appointed to Etsy board as Class I director, effective Feb 5.","Board size increased to 10; Steinberg will also join the Audit Committee.","Steinberg also serves on board of Pinterest (PINS) and three private companies.","Elliott is a sizable investor in Etsy; Steinberg cited opportunity for value creation."],"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":0.5,"calibrated_materiality_score":0.5,"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":259319,"accession_number":"0001370637-23-000091","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2023-12-13T23:59:59+00:00","items":["2.05","5.02","7.01","8.01","9.01"],"status":"ready","headline":"Etsy cuts ~11% of workforce (225 roles), CMO and CHRO depart; Q4 guidance: GMS down 1-2%, rev up 2-3%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Restructuring plan approved Dec 12, 2023; ~225 employees (~11% of marketplace workforce) eliminated.","Estimated restructuring charges of $25M–$30M, primarily in Q4 2023; execution substantially complete by Q1 2024.","CMO Ryan Scott and CHRO Kimaria Seymour depart Dec 31; Raina Moskowitz becomes COO & CMO; Toni Thompson becomes CHRO.","Q4 2023 guidance: GMS decline ~(2)% to (1)%, revenue growth ~2% to 3%, adjusted EBITDA margin ~27% to 28%.","Restructuring expected to deliver operational efficiencies and cost savings; core headcount returning to early 2022 levels (~1,770)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","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":259318,"accession_number":"0001370637-23-000087","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2023-12-12T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Etsy amends bylaws to adopt majority voting for director elections","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board changed voting standard from plurality to majority for uncontested director elections.","Plurality voting retained for contested elections where number of nominees exceeds seats.","Change effective December 12, 2023; Corporate Governance Guidelines also updated.","Majority voting requires directors to receive more 'for' than 'against' votes to be elected."],"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":0.35,"calibrated_materiality_score":0.35,"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":259317,"accession_number":"0001370637-23-000077","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q3 revenue $636M (+7% YoY), net income $87.9M, active buyers 92M record","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated GMS $3.0B, up 1.2% YoY; Etsy marketplace GMS $2.7B, up 1.0% YoY.","Revenue $636.3M (+7% YoY), net income $87.9M ($0.64 diluted EPS).","Non-GAAP adjusted EBITDA $182.2M, margin 28.6%.","Active buyers 92M all-time high, up 4% YoY; 6M new buyers acquired, reactivated 6M.","Repurchased $297M of stock in Q3 (3.9M shares) under repurchase program."],"consensus_eps_estimate":null,"consensus_eps_actual":1.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":1906055000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","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":276577,"accession_number":"0001370637-23-000073","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2023-08-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Etsy closes sale of Brazil-based Elo7 marketplace to Enjoei S.A.","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sale of parent holding company of Elo7 Serviços de Informática completed on August 10, 2023.","Buyer is Enjoei S.A., a Brazilian corporation; no financial terms disclosed in the filing.","Elo7 was Etsy's handmade marketplace in Brazil, acquired in 2021.","Divestiture follows Etsy's strategic review of non-core assets."],"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":276576,"accession_number":"0001370637-23-000070","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q2 2023 revenue up 7.5% to $628.9M, active buyers hit 91M all-time high","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated GMS flat at $3.0B, down 0.6% YoY; Etsy marketplace GMS $2.6B down 0.7%.","Revenue $628.9M (+7.5% YoY); net income $61.9M (-$11.2M YoY), diluted EPS $0.45.","Non-GAAP Adj. EBITDA $166.2M (26.4% margin); take rate 20.9%.","Active buyers reached 91M (+3% YoY); acquired 6M new buyers, retention improving.","Board authorized new $1B stock repurchase program; Q2 repurchased $39M in shares."],"consensus_eps_estimate":null,"consensus_eps_actual":0.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":1269753000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","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":276575,"accession_number":"0001370637-23-000060","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2023-07-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Etsy agrees to sell Elo7 to Enjoei S.A.; expects Q3 2023 close","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Etsy entered a quota purchase agreement to sell Elo7, its Brazil-based marketplace, to Enjoei S.A.","Transaction expected to close in Q3 2023; post-close House of Brands includes Etsy, Reverb, and Depop.","CEO Josh Silverman cited macroeconomic headwinds and Elo7's underperformance since 2021 acquisition.","Further details to be provided on Etsy's Q2 2023 earnings call."],"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":294341,"accession_number":"0001370637-23-000056","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2023-06-16T23:59:59+00:00","items":["5.07","8.01"],"status":"ready","headline":"Etsy board authorizes $1B stock repurchase program replacing $600M plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New June 2023 program allows repurchase of up to $1B of common stock with no time limit.","Prior May 2022 program had ~$153M remaining; both programs now active.","Repurchases may occur via open market or Rule 10b5-1 plans depending on market conditions.","Annual meeting votes: all director nominees elected; say-on-pay and 1-year frequency approved; anti-harassment report proposal rejected."],"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":0.75,"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":294340,"accession_number":"0001370637-23-000047","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q1 2023: GMS down 4.6% YoY, revenue up 10.6%, net income $74.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated GMS $3.1B (-4.6% YoY); Etsy marketplace GMS $2.7B (-4.7% YoY).","Revenue $640.9M (+10.6% YoY) driven by transaction fee hike from April 2022.","Net income $74.5M, down $11.6M YoY; diluted EPS $0.53.","Non-GAAP Adjusted EBITDA $170.3M, margin 26.6%.","Repurchased $148M of stock in Q1; cash and investments $1.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":640877000.0,"consensus_period":"2023-Q1","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":314945,"accession_number":"0001370637-23-000030","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2023-03-27T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Etsy enters $400M senior secured revolving credit facility maturing 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $400M revolver replaces 2019 facility; matures March 2028; $60M LC and $20M swingline sublimits.","Interest at SOFR + 1.50%-2.25% or base rate + 0.50%-1.25%; unused commitment fee 0.20%-0.35%.","Financial covenant: senior secured net leverage ≤3.50x, can step to 4.00x for material acquisitions.","No borrowings drawn at March 27, 2023; negative covenants restrict debt, dividends, and stock buybacks.","Obligations secured by all or substantially all assets of Etsy and domestic subsidiaries."],"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":0.6,"calibrated_materiality_score":0.6,"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":314944,"accession_number":"0001370637-23-000010","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2023-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q4 revenue rises 12.6% to $807.2M; net income falls 32.2% to $109.5M; GMS down 4% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $807.2M (+12.6% YoY); net income $109.5M (-32.2% YoY); diluted EPS $0.77.","Consolidated GMS $4.0B (-4% YoY); Etsy marketplace GMS $3.7B (-3.5% YoY).","Record non-GAAP Adjusted EBITDA $227.2M; margin 28% (down ~300 bps YoY).","Repurchased $150M of common stock in Q4; ended with $1.2B cash/investments.","Take rate increased to 20% from prior year; new buyers acquired ~9.5M in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":-5.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":2566111000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","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":333303,"accession_number":"0001370637-22-000084","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2022-12-02T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Etsy amends bylaws to add proxy access for 3% holders for 3+ years","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Proxy access allows a stockholder or group of up to 20 to nominate up to 2 directors or 20% of board (greater).","Owners must hold at least 3% of outstanding voting power continuously for at least 3 years.","Bylaws also update director nomination procedures and conform to recent Delaware law changes.","Effective November 30, 2022; full text in Exhibit 3.1."],"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":0.35,"calibrated_materiality_score":0.35,"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":333302,"accession_number":"0001370637-22-000078","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy reports Q3 net loss of $963.1M on $1B goodwill impairment; revenue up 11.7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $963.1M vs prior-year income; diluted EPS loss of $7.62 includes $8.20 impairment impact.","Consolidated revenue $594.5M (+11.7% YoY); GMS $3.0B (-3.3% YoY, +0.7% currency-neutral).","Non-GAAP Adjusted EBITDA $167.8M, margin 28% (-500 bps YoY).","Etsy marketplace GMS $2.6B (-3.8% YoY; +134% vs Q3 2019); acquired ~6M new buyers.","Repurchased $151M in stock during Q3; ended with $1.1B cash and investments."],"consensus_eps_estimate":null,"consensus_eps_actual":-6.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":1758870000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","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":333301,"accession_number":"0001370637-22-000072","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2022-10-27T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Etsy names Rachana Kumar as CTO effective Jan 1, 2023; current CTO Mike Fisher to depart","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mike Fisher steps down as CTO Dec 31, 2022, stays advisory through April 2023.","Rachana Kumar, VP of Engineering since 8+ years, promoted to CTO effective Jan 1, 2023.","Kumar led mobile growth, product development, and built Mexico City office (~130 staff).","Fisher departs to spend time with family; CEO cites his five-year transformative impact.","Kumar will report to CEO Josh Silverman and join Etsy's executive team."],"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":0.5,"calibrated_materiality_score":0.5,"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":350792,"accession_number":"0001370637-22-000065","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2022-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q2 2022: GMS flat at $3.0B, revenue up 10.6% to $585M, EPS $0.51","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated GMS $3.0B (-0.4% YoY); Etsy marketplace GMS $2.6B (-6% YoY); ~6M new buyers added.","Revenue $585.1M (+10.6% YoY); take rate 19.3% driven by April 2022 transaction fee increase.","Net income $73.1M (-25.6% YoY); diluted EPS $0.51.","Non-GAAP Adj EBITDA $162.7M, margin 28% (+200 bps YoY).","Ended quarter with $1.1B cash; repurchased $62M of common stock."],"consensus_eps_estimate":null,"consensus_eps_actual":1.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":1164401000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","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":350791,"accession_number":"0001370637-22-000057","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2022-07-20T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Etsy names Kruti Patel Goyal CEO of Depop, promotes Nick Daniel to CPO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kruti Patel Goyal becomes Depop CEO on Sept 12; leaves Etsy CPO role July 29.","Nick Daniel promoted from VP of Product Management to Etsy Chief Product Officer.","Maria Raga resigns as Depop CEO; remains as advisor through Sept 30.","Both Patel Goyal and Daniel will report to Etsy CEO Josh Silverman."],"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":367994,"accession_number":"0001370637-22-000053","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2022-06-17T23:59:59+00:00","items":["5.07","5.02"],"status":"ready","headline":"Etsy shareholders elect directors at annual meeting; Ballard appointed to compensation committee","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["C. Andrew Ballard elected with 94.5M votes for, 0.3M withheld; Jonathan Klein (62.9M for) and Margaret Smyth (59.3M for) also elected.","Advisory vote on executive compensation approved: 78.4M for, 16.3M against, 0.1M abstentions.","Ratification of PricewaterhouseCoopers as auditor for FY2022: 105.6M for, 3.0M against, 58k abstentions.","C. Andrew Ballard appointed to the Compensation Committee effective June 15, 2022."],"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":367993,"accession_number":"0001370637-22-000047","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2022-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q1 revenue up 5.2% to $579.3M; net income falls 40.1%, EPS $0.60","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated GMS $3.3B (+3.5% YoY); Etsy marketplace GMS $2.8B (-2% YoY).","Net income $86.1M, down 40.1% from Q1 2021; diluted EPS $0.60.","Non-GAAP Adjusted EBITDA $159.2M, margin 27.5% (down 600 bps YoY).","Etsy marketplace added ~7M new buyers; non-U.S. GMS was 45% of total.","Repurchased $63M of common stock in Q1; ended quarter with $1.0B cash."],"consensus_eps_estimate":null,"consensus_eps_actual":0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":579266000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","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":387319,"accession_number":"0001370637-22-000032","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2022-03-22T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Etsy names Raina Moskowitz COO and Kim Seymour CHRO effective March 22 and April 26, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Raina Moskowitz, previously Chief Operations, Strategy and People Officer, becomes COO effective March 22, 2022.","Kim Seymour to join as Chief Human Resources Officer on or about April 26, 2022; previously Chief People Officer at WW International.","Both executives report to CEO Josh Silverman; Moskowitz will oversee payments, fulfillment, member services, trust & safety, strategy & operations, impact.","No changes to Moskowitz's employment arrangements other than annual compensation adjustments consistent with other executives.","The appointments are part of Etsy's efforts to scale marketplace capabilities and unlock growth opportunities."],"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":0.5,"calibrated_materiality_score":0.5,"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":387318,"accession_number":"0001370637-22-000020","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2022-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Etsy Q4 revenue $717.1M (+16.2% YoY), net income $161.6M, record GMS $4.2B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated GMS record $4.2B, +16.5% YoY; Etsy marketplace GMS $3.8B, +11.8% YoY.","Net income $161.6M (+8.8% YoY), diluted EPS $1.11; Adjusted EBITDA $218.8M, margin 31%.","Acquired ~10M new buyers in Q4; habitual buyers grew 26% YoY.","Full-year revenue and GMS both grew over 30% YoY.","Q4 stock repurchases of ~$68M; cash & investments $1.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":3.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":2329114000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","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":405265,"accession_number":"0001370637-21-000069","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Etsy Q3 GMS up 18% to $3.1B, revenue $532M; appoints Marla Blow to board","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated GMS $3.1B (+17.9% YoY); Etsy marketplace GMS ex-masks +23.7% YoY.","Revenue $532.4M (+17.9% YoY); net income $89.9M (-2%); diluted EPS $0.62.","Non-GAAP adjusted EBITDA $174.2M (33% margin); added ~7M new buyers; habitual buyers +65%.","Marla Blow appointed to board effective Nov 30, 2021; joins Audit Committee; board increases to nine."],"consensus_eps_estimate":null,"consensus_eps_actual":2.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":1611975000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","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":405264,"accession_number":"0001370637-21-000062","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2021-10-12T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Etsy extends Brooklyn headquarters lease to 2039; annual rent ~$12.6M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["First Amendment to Lease signed Oct 7, 2021, effective Oct 1, 2021.","Original lease term extended from July 31, 2026 to July 31, 2039.","Annualized rent after concessions and allowances is approximately $12.6 million.","Tenant improvement allowance starts April 2022; escalating rent commitments from 2028 to 2038.","Property located at 117 Adams St and 55 Prospect St, Brooklyn, NY."],"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":424297,"accession_number":"0001370637-21-000059","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2021-09-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Etsy appoints C. Andrew Ballard to Board of Directors effective Sept 30, 2021","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ballard appointed as Class I director for term expiring at 2022 annual meeting.","Compensated under Etsy's Amended and Restated Director Compensation Program for Non-Employee Directors (effective March 5, 2021).","Etsy expects to enter into its standard indemnification agreement for directors with Ballard.","No arrangements or understandings with any other person; no related party transactions requiring disclosure."],"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":0.2,"calibrated_materiality_score":0.2,"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":424296,"accession_number":"0001370637-21-000056","cik":1370637,"company_name":"ETSY INC","ticker":"ETSY","form_type":"8-K","filed_at":"2021-09-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Edith Cooper resigns from Etsy board effective Sept 14, 2021","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Resignation is voluntary to focus on other commitments and not due to any disagreement.","Cooper's departure not related to Etsy's operations, policies, or practices.","Etsy thanked Cooper for her service and commitment."],"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":0.35,"calibrated_materiality_score":0.35,"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":"2021-09-20T23:59:59+00:00|424296"}