{"schema_version":"secwatch.filing_event.v1","accession":"0001370637-24-000011","form_type":"8-K","ticker":"ETSY","cik":"0001370637","company_name":"ETSY INC","filed_at":"2024-02-21T23:59:59+00:00","discovered_at":"2026-05-14T18:03:23.973204+00:00","generated_at":"2026-06-05T21:52:47.401942+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Etsy Q4 2023 revenue record $842M, EBITDA record $236M; active buyers hit 92M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001370637-24-000011","json":"https://secwatch.observer/filing/0001370637-24-000011.json","markdown":"https://secwatch.observer/filing/0001370637-24-000011.md","text":"https://secwatch.observer/filing/0001370637-24-000011.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1370637/000137063724000011/0001370637-24-000011-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1370637/000137063724000011/etsy-20240221.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T21:52:47.401942+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":"cc7db2d3d0400ff2ec22c3fb839831f74ce2cf9b","claim":"ETSY INC reported fourth quarter and full year ended December 31, 2023 results: revenue $842.3 million, net income $83.3 million, EPS $0.62.","evidence_excerpt":"over 7 million. ◦ GMS ex-U.S. domestic for the Etsy marketplace was 47% of overall GMS, with GMS ex-U.S. domestic up 4% year-over-year. • Consolidated revenue reached a record $842.3 million, up 4.3% versus the fourth quarter of 2022, with take rate (i.e., consolidated revenue divided by consolidated GMS) of 21%. Solid revenue growth was primarily driven by growth in","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1370637/000137063724000011/0001370637-24-000011-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter and full year ended December 31, 2023"},{"label":"Revenue","value":"$842.3 million"},{"label":"Net income","value":"$83.3 million"},{"label":"EPS","value":"$0.62"},{"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"}