ETSY · Etsy Inc
$81.68
-1.47 (-1.77%)
At close · Jul 31
Market Cap
$7.75B
Shares
94.90M
Etsy Inc Earnings Call Transcripts
Every quarterly earnings call for Etsy Inc (ETSY) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲11.7%
$594.47M
−$963.07M
'22 Q3
22-11-02
▲12.6%
$807.24M
$109.55M
'22 Q4
23-02-22
▲10.6%
$640.88M
$74.54M
'23 Q1
23-05-03
▲7.5%
$628.88M
$61.91M
'23 Q2
23-08-02
▲7%
$636.30M
$87.85M
'23 Q3
23-11-01
▲4.3%
$842.32M
$83.27M
'23 Q4
24-02-21
▲0.8%
$645.95M
$63.00M
'24 Q1
24-05-01
▲3%
$647.81M
$53.01M
'24 Q2
24-07-31
▲4.1%
$662.41M
$57.37M
'24 Q3
24-10-30
▲1.2%
$852.16M
$129.91M
'24 Q4
25-02-19
▼5.2%
$612.20M
−$52.10M
'25 Q1
25-04-30
▲3.8%
$672.66M
$28.84M
'25 Q2
25-07-30
▲2.4%
$678.03M
$75.50M
'25 Q3
25-10-29
▲8%
$920.61M
$110.73M
'25 Q4
26-02-19
LATEST
▲3.1%
$631.28M
$69.68M
'26 Q1
26-04-29
Earnings call
FY26 · Q2
2026-08-06
Q2 2026 Etsy Inc. Earnings Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
Etsy Inc Q1 FY2026 Earnings Call
Confident tone
Forward outlook and timing uncertainty
Buyer frequency and active buyer recovery
Mobile app growth and engagement
Revenue
$631.28M
▲ 3.1% YoY Diluted EPS
$0.60
Gross margin
72.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-03
Morgan Stanley Technology, Media & Telecom Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-19
Etsy Inc Q4 FY2025 Earnings Call
Positive tone
Core marketplace recovery
App performance
Depop sale to eBay
Revenue
$920.61M*
▲ 8% YoY Gross margin
71.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Etsy Inc Q3 FY2025 Earnings Call
Positive tone
Strategic priorities and growth initiatives
Depop performance and investment
Agentic commerce / AI integration
Revenue
$678.03M
▲ 2.4% YoY Diluted EPS
$0.63
▲ 40% YoY Gross margin
71.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Etsy Inc Q2 FY2025 Earnings Call
Positive tone
App and customer experience improvements
Etsy marketplace GMS performance
Depop growth
Revenue
$672.66M
▲ 3.8% YoY Diluted EPS
$0.25
▼ 39% YoY Gross margin
71.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
Etsy Inc Q1 FY2025 Earnings Call
Positive tone
AI and personalization flywheel
Discovery / browsable experience
Q1 financial results vs outlook
Revenue
$612.20M
▼ 5.2% YoY Diluted EPS
$-0.49
▼ 202.1% YoY Gross margin
72.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-19
Etsy Inc Q4 FY2024 Earnings Call
Balanced tone
GMS trajectory and growth recovery
App and discovery
Marketing efficiency
Revenue
$852.16M*
▲ 1.2% YoY Gross margin
74.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Etsy Inc Q3 FY2024 Earnings Call
Balanced tone
GMS decline and macro headwinds
Gifting and customer experience initiatives
Search and quality improvements
Revenue
$662.41M
▲ 4.1% YoY Diluted EPS
$0.45
▼ 29.7% YoY Gross margin
72.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Etsy Inc Q2 FY2024 Earnings Call
Positive tone
Search quality and marketplace curation
Gifting initiatives and performance
Fraud and gross margin
Revenue
$647.81M
▲ 3% YoY Diluted EPS
$0.41
▼ 8.9% YoY Gross margin
71.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
Etsy Inc Q1 FY2024 Earnings Call
Cautious tone
Financial guidance and outlook
Listing quality and handmade policy enforcement
Gift Mode and gifting strategy
Revenue
$645.95M
▲ 0.8% YoY Diluted EPS
$0.48
▼ 9.4% YoY Gross margin
71.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-21
Etsy Inc Q4 FY2023 Earnings Call
Positive tone
Gift Mode / Gifting initiative
Buyer consideration and frequency
Profitability and cash flow
Revenue
$842.32M*
▲ 4.3% YoY Gross margin
69.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Etsy Inc Q3 FY2023 Earnings Call
Revenue
$636.30M
▲ 7% YoY Diluted EPS
$0.64
Gross margin
70.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Etsy Inc Q2 FY2023 Earnings Call
Revenue
$628.88M
▲ 7.5% YoY Diluted EPS
$0.45
▼ 11.8% YoY Gross margin
70.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Etsy Inc Q1 FY2023 Earnings Call
Revenue
$640.88M
▲ 10.6% YoY Diluted EPS
$0.53
▼ 11.7% YoY Gross margin
69.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
Etsy Inc Q4 FY2022 Earnings Call
Revenue
$807.24M*
▲ 12.6% YoY Gross margin
72.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Etsy Inc Q3 FY2022 Earnings Call
Revenue
$594.47M
▲ 11.7% YoY Diluted EPS
$-7.62
▼ 1329% YoY Gross margin
70.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
Etsy Inc Q2 FY2022 Earnings Call
Revenue
$585.13M
▲ 10.6% YoY Diluted EPS
$0.51
▼ 25% YoY Gross margin
70.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Etsy Inc Q1 FY2022 Earnings Call
Revenue
$579.27M
▲ 5.2% YoY Diluted EPS
$0.60
▼ 40% YoY Gross margin
70.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Etsy Inc Q4 FY2021 Earnings Call
Revenue
$717.14M*
▲ 16.2% YoY Gross margin
70.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-03
Etsy Inc Q3 FY2021 Earnings Call
Revenue
$532.43M
▲ 17.9% YoY Diluted EPS
$0.62
▼ 11.4% YoY Gross margin
71.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Etsy Inc Q2 FY2021 Earnings Call
Revenue
$528.90M
▲ 23.4% YoY Diluted EPS
$0.68
▼ 9.3% YoY Gross margin
71.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Etsy Inc Q1 FY2021 Earnings Call
Revenue
$550.65M
▲ 141.5% YoY Diluted EPS
$1.00
▲ 900% YoY Gross margin
74.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
Etsy Inc Q4 FY2020 Earnings Call
Revenue
$617.36M*
▲ 128.7% YoY Gross margin
75.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Etsy Inc Q3 FY2020 Earnings Call
Revenue
$451.48M
▲ 128.1% YoY Diluted EPS
$0.70
▲ 483.3% YoY Gross margin
73.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Etsy Inc Q2 FY2020 Earnings Call
Revenue
$428.74M
▲ 136.7% YoY Diluted EPS
$0.75
▲ 435.7% YoY Gross margin
74.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-02
Etsy Inc Q1 FY2020 Earnings Call
Revenue
$228.06M
▲ 34.7% YoY Diluted EPS
$0.10
▼ 58.3% YoY Gross margin
63.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-26
Etsy Inc Q4 FY2019 Earnings Call
Revenue
$270.00M*
▲ 35% YoY Gross margin
66.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1370637
CUSIP
29786A106
13F (30d)
194 filings
165 filers
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