Recent 8-K filings for ETSY

• May 28, 2026, 4:21 PM ET M&A materiality 0.65 neutral item 9.01

  Etsy gets up to $136M termination fee from eBay if Depop deal fails after July 31

  New Business Disruption Fee ranges $0–$136M depending on termination date: $34M by June 30, $68M by July 15, $102M by July 31, $136M after.

• April 29, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Etsy Q1 2026 GMS $2.5B (+5.5% YoY Etsy marketplace); Depop sale to eBay $1.2B closing Q3

  Active buyers grew sequentially for first time in two years; new buyers and GMS per buyer up YoY.

• February 19, 2026, 6:59 PM ET earnings materiality 0.90 neutral item 2.02item 9.01

  Etsy Q4 2025 revenue $881.6M, Adj EBITDA margin 25.2%; sells Depop to eBay for $1.2B

  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.

• February 18, 2026, 6:59 PM ET M&A materiality 0.85 positive item 1.01item 2.02item 7.01item 9.01 ◈ Material Agreements

  Etsy sells Depop to eBay for ~$1.2B cash; expects close Q2 2026, proceeds for buybacks

  eBay acquires Depop for ~$1.2B cash; Etsy to focus on core marketplace and use proceeds for share repurchases and investment.

• December 19, 2025, 6:59 PM ET other material materiality 0.65 positive item 5.03item 7.01item 8.01item 9.01 ◈ Governance Changes

  Etsy announces $750M share repurchase authorization and appoints Fred Wilson as Lead Independent Director

  New $750M buyback authorization; combined with ~$200M remaining gives near $1B total capacity.

• October 29, 2025, 7:59 PM ET leadership materiality 0.65 neutral item 5.02item 9.01

  Etsy names Kruti Patel Goyal as CEO effective Jan 1, 2026; Josh Silverman becomes Executive Chair

  Kruti Patel Goyal, current President and Chief Growth Officer, will become CEO and join the Board effective Jan 1, 2026.

• October 29, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Etsy Q3 beats expectations; consolidated GMS returns to growth excl Reverb; Depop surges 39%

  Consolidated Q3 GMS $2.72B, up 0.9% YoY (excl Reverb); revenue $678M, up 6.1%; Adjusted EBITDA $172M, margin 25.4%.

• September 29, 2025, 7:59 PM ET other material materiality 0.30 neutral item 3.01item 7.01item 9.01

  Etsy to transfer stock listing from Nasdaq to NYSE effective October 13, 2025

  Listing on Nasdaq ends at market close on October 10, 2025; trading on NYSE begins at open on October 13, 2025.

• July 30, 2025, 7:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  Etsy Q2 revenue $672.7M (+3.8% YoY), net income $28.8M; GMS down 4.8%; Q3 guidance issued

  Revenue $672.7M (+3.8% YoY), net income $28.8M (down 45.6% YoY); non-GAAP EBITDA $169.0M (margin 25.1%).

• June 18, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07item 9.01

  Etsy shareholders elect three Class I directors, approve all proposals at annual meeting

  C. Andrew Ballard, Margaret M. Smyth, and Marc Steinberg elected as Class I directors to serve until 2028.

• June 16, 2025, 7:59 PM ET debt materiality 0.65 neutral item 1.01item 3.02item 8.01item 9.01

  Etsy closes $700M convertible note offering; repurchases 2.5M shares for $150M

  Issued $700M aggregate principal of 1.00% Convertible Senior Notes due 2030; conversion price $85.79 (42.5% premium over June 11 close).

• June 2, 2025, 7:59 PM ET M&A materiality 0.65 neutral item 7.01item 9.01

  Etsy completes sale of Reverb musical instrument marketplace to Servco Pacific affiliate

  Disposition of Reverb Holdings, Inc. completed on June 2, 2025.

• April 30, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Etsy Q1 net loss of $52M on $101.7M Reverb impairment; GMS falls 6.5%

  Consolidated GMS $2.8B (-6.5% YoY); revenue $651M (+0.8%); net loss $52.1M vs net income $63M.

• April 22, 2025, 7:59 PM ET M&A materiality 0.65 neutral item 7.01item 9.01

  Etsy agrees to sell Reverb (musical instrument marketplace) to Servco Pacific affiliate and Creator Partners

  Etsy entered into agreement to divest Reverb Holdings to Reverb IntermediateCo LLC, an affiliate of Servco Pacific and Creator Partners.

• February 19, 2025, 6:59 PM ET earnings materiality 0.90 neutral item 2.02item 9.01

  Etsy Reports Q4 and Full Year 2024 Results; Q4 Revenue Up 1.2% to $852M, GMS Down 6.8%

  Consolidated Q4 revenue reached record $852.2M, up 1.2% YoY; net income $129.9M, up 56%.

• December 16, 2024, 6:59 PM ET other materiality 0.40 neutral item 5.02item 9.01

  Etsy Board approves 2024 Inducement Plan reserving 1M shares for new-hire equity grants

  Etsy, Inc. Board approved 2024 Inducement Plan on December 12, 2024.

• December 5, 2024, 6:59 PM ET leadership materiality 0.70 neutral item 5.02item 7.01item 8.01item 9.01

  Etsy names Kruti Patel Goyal President & Chief Growth Officer, Lanny Baker as CFO; Moskowitz and Kumar depart

  Kruti Patel Goyal, current Depop CEO, becomes President & Chief Growth Officer effective Jan 1, 2025.

• October 30, 2024, 7:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  Etsy Q3 revenue up 4.1% to $662.4M; Adj. EBITDA margin 27.7%; board approves new $1B buyback

  Consolidated GMS $2.9B, down 4.1% YoY; Etsy marketplace GMS $2.5B, down 6.0% YoY.

• July 31, 2024, 7:59 PM ET earnings materiality 0.85 neutral item 2.02item 5.02item 7.01item 9.01 ◈ executive_change

  Etsy Q2 revenue $647.8M (+3% YoY), GMS -2.1%; CFO Glaser to retire

  Consolidated revenue $647.8M (+3% YoY); net income $53.0M, diluted EPS $0.41.

• June 18, 2024, 7:59 PM ET other material materiality 0.55 neutral item 5.02item 5.07item 5.03item 9.01

  Etsy shareholders approve 2024 Equity Incentive Plan adding up to ~20.2M shares

  Plan adds 8M shares plus returning shares from prior plans; reserve capped at 20,182,314 shares.

• May 1, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Etsy Q1 GMS falls 3.7% YoY; net income down to $63M as consumer discretionary weakness persists

  Consolidated GMS $3.0B, down 3.7% YoY; Etsy marketplace GMS $2.6B, down 5.3% YoY.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.70 · Most common event earnings

4 positive 2 negative 15 neutral

source · ETSY on sec.gov