{"schema_version":"secwatch.filing_event.v1","accession":"0001370637-25-000064","form_type":"8-K","ticker":"ETSY","cik":"0001370637","company_name":"ETSY INC","filed_at":"2025-07-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:43.829985+00:00","generated_at":"2026-05-17T22:55:53.214658+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Etsy Q2 revenue $672.7M (+3.8% YoY), net income $28.8M; GMS down 4.8%; Q3 guidance issued","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001370637-25-000064","json":"https://secwatch.observer/filing/0001370637-25-000064.json","markdown":"https://secwatch.observer/filing/0001370637-25-000064.md","text":"https://secwatch.observer/filing/0001370637-25-000064.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1370637/000137063725000064/0001370637-25-000064-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1370637/000137063725000064/etsy-20250730.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T22:55:53.214658+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}