{"schema_version":"secwatch.filing_event.v1","accession":"0001370637-23-000077","form_type":"8-K","ticker":"ETSY","cik":"0001370637","company_name":"ETSY INC","filed_at":"2023-11-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.781249+00:00","generated_at":"2026-06-09T02:09:21.830219+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Etsy Q3 revenue $636M (+7% YoY), net income $87.9M, active buyers 92M record","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001370637-23-000077","json":"https://secwatch.observer/filing/0001370637-23-000077.json","markdown":"https://secwatch.observer/filing/0001370637-23-000077.md","text":"https://secwatch.observer/filing/0001370637-23-000077.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1370637/000137063723000077/0001370637-23-000077-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1370637/000137063723000077/etsy-20231101.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T02:09:21.830219+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":"1433d8d90e4de30fc647ad55c37b031bfadabaa3","claim":"ETSY INC reported third quarter ended September 30, 2023 results: revenue $636.3 million, net income $87.9 million, EPS $0.64.","evidence_excerpt":"for the Etsy marketplace was 47% of overall GMS, with GMS ex-U.S. domestic up 7% year-over-year as positive trends accelerated in the third quarter. • Consolidated revenue was $636.3 million, up 7.0% versus the third quarter of 2022, with a take rate (i.e., consolidated revenue divided by consolidated GMS) of 20.9%. Solid revenue growth was primarily driven by growth","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1370637/000137063723000077/0001370637-23-000077-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended September 30, 2023"},{"label":"Revenue","value":"$636.3 million"},{"label":"Net income","value":"$87.9 million"},{"label":"EPS","value":"$0.64"},{"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"}