{"schema_version":"secwatch.filing_event.v1","accession":"0001370637-25-000098","form_type":"8-K","ticker":"ETSY","cik":"0001370637","company_name":"ETSY INC","filed_at":"2025-10-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.244426+00:00","generated_at":"2026-05-17T01:36:30.640687+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Etsy Q3 beats expectations; consolidated GMS returns to growth excl Reverb; Depop surges 39%","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001370637-25-000098","json":"https://secwatch.observer/filing/0001370637-25-000098.json","markdown":"https://secwatch.observer/filing/0001370637-25-000098.md","text":"https://secwatch.observer/filing/0001370637-25-000098.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1370637/000137063725000098/0001370637-25-000098-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1370637/000137063725000098/etsy-20251029.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T01:36:30.640687+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"}