{"schema_version":"secwatch.filing_event.v1","accession":"0001370637-23-000010","form_type":"8-K","ticker":"ETSY","cik":"0001370637","company_name":"ETSY INC","filed_at":"2023-02-22T23:59:59+00:00","discovered_at":"2026-05-14T18:03:44.653963+00:00","generated_at":"2026-06-19T04:28:43.523773+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Etsy Q4 revenue rises 12.6% to $807.2M; net income falls 32.2% to $109.5M; GMS down 4% YoY","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001370637-23-000010","json":"https://secwatch.observer/filing/0001370637-23-000010.json","markdown":"https://secwatch.observer/filing/0001370637-23-000010.md","text":"https://secwatch.observer/filing/0001370637-23-000010.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1370637/000137063723000010/0001370637-23-000010-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1370637/000137063723000010/etsy-20230222.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T04:28:43.523773+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"850f4bb9cce157852682ee3d136c50ed1c30b77d","claim":"ETSY INC reported fourth quarter ended December 31, 2022 results: revenue $807.2 million, net income $109.5 million, EPS $0.77.","evidence_excerpt":"• Consolidated revenue wa s a recor d $807.2 million, up 12.6% y ear-over-year , with t ake rate (i.e., consolidated revenue divided by consolidated GMS) increasing to 20% . • Consolidated net income was $109.5 million, with consolidated net income margin (i.e., net income divided by revenue) of 14%, down 32.2% y ear-over-y ear, with diluted earnings per share of $0.77.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1370637/000137063723000010/0001370637-23-000010-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter ended December 31, 2022"},{"label":"Revenue","value":"$807.2 million"},{"label":"Net income","value":"$109.5 million"},{"label":"EPS","value":"$0.77"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}