{"schema_version":"secwatch.filing_event.v1","accession":"0001370637-26-000017","form_type":"8-K","ticker":"ETSY","cik":"0001370637","company_name":"ETSY INC","filed_at":"2026-02-19T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.930286+00:00","generated_at":"2026-05-16T01:41:38.513606+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Etsy Q4 2025 revenue $881.6M, Adj EBITDA margin 25.2%; sells Depop to eBay for $1.2B","bullets":["Q4 2025 consolidated GMS $3.59B (-3.8% YoY as reported, +2.4% ex-Reverb); revenue $881.6M (+3.5%); net income $110.7M, diluted EPS $0.92.","Etsy marketplace GMS $3.29B (+0.1% YoY); active buyers 86.5M (-3.4%); gross buyer additions 17.2M (+2.7% YoY).","Agreed to sell Depop to eBay for $1.2B cash; expected close Q2 2026. Depop Q4 GMS $299.7M (+37.2% YoY currency-neutral).","Q1 2026 guidance: GMS $2.38B-2.43B, take rate ~25.5%, Adj EBITDA margin 28-30%; FY 2026 expects slight GMS growth with positive YoY each quarter.","Repurchased $133M of stock in Q4 2025; cash and investments $1.8B at December 31, 2025."],"urls":{"canonical":"https://secwatch.observer/filing/0001370637-26-000017","json":"https://secwatch.observer/filing/0001370637-26-000017.json","markdown":"https://secwatch.observer/filing/0001370637-26-000017.md","text":"https://secwatch.observer/filing/0001370637-26-000017.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1370637/000137063726000017/0001370637-26-000017-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1370637/000137063726000017/etsy-20260219.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T01:41:38.513606+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"}