Sign In
Buy ETSY
Etsy Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $0.620 |
| EPS actual | $0.89 |
| EPS Surprise | 43.55% |
| Revenue estimate | 621.443M |
| Revenue actual | 631.277M |
| Revenue Surprise | 1.58% |
| Release date | Feb 19, 2026 |
| EPS estimate | $0.88 |
| EPS actual | $0.92 |
| EPS Surprise | 4.55% |
| Revenue estimate | 884.314M |
| Revenue actual | 881.636M |
| Revenue Surprise | -0.303% |
| Release date | Oct 29, 2025 |
| EPS estimate | $0.520 |
| EPS actual | $0.630 |
| EPS Surprise | 21.15% |
| Revenue estimate | 884.004M |
| Revenue actual | 678.026M |
| Revenue Surprise | -23.30% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.540 |
| EPS actual | $0.250 |
| EPS Surprise | -53.70% |
| Revenue estimate | 646.891M |
| Revenue actual | 672.663M |
| Revenue Surprise | 3.98% |
Last 4 Quarters for Etsy
Below you can see how ETSY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $61.98 |
| EPS estimate | $0.540 |
| EPS actual | $0.250 |
| EPS surprise | -53.70% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $63.98 |
| Jul 25, 2025 | $62.46 |
| Jul 28, 2025 | $62.75 |
| Jul 29, 2025 | $60.30 |
| Jul 30, 2025 | $61.98 |
| Jul 31, 2025 | $58.27 |
| Aug 01, 2025 | $58.77 |
| Aug 04, 2025 | $57.31 |
| Aug 05, 2025 | $55.98 |
| 4 days before | -3.13% |
| 4 days after | -9.68% |
| On release day | -5.99% |
| Change in period | -12.50% |
| Release date | Oct 29, 2025 |
| Price on release | $65.21 |
| EPS estimate | $0.520 |
| EPS actual | $0.630 |
| EPS surprise | 21.15% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $73.88 |
| Oct 24, 2025 | $73.90 |
| Oct 27, 2025 | $75.56 |
| Oct 28, 2025 | $74.78 |
| Oct 29, 2025 | $65.21 |
| Oct 30, 2025 | $61.93 |
| Oct 31, 2025 | $62.00 |
| Nov 03, 2025 | $61.08 |
| Nov 04, 2025 | $58.27 |
| 4 days before | -11.74% |
| 4 days after | -10.64% |
| On release day | -5.03% |
| Change in period | -21.13% |
| Release date | Feb 19, 2026 |
| Price on release | $48.14 |
| EPS estimate | $0.88 |
| EPS actual | $0.92 |
| EPS surprise | 4.55% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $46.24 |
| Feb 13, 2026 | $45.73 |
| Feb 17, 2026 | $44.36 |
| Feb 18, 2026 | $44.05 |
| Feb 19, 2026 | $48.14 |
| Feb 20, 2026 | $52.18 |
| Feb 23, 2026 | $52.37 |
| Feb 24, 2026 | $54.40 |
| Feb 25, 2026 | $53.44 |
| 4 days before | 4.11% |
| 4 days after | 11.01% |
| On release day | 8.39% |
| Change in period | 15.57% |
| Release date | Apr 29, 2026 |
| Price on release | $69.60 |
| EPS estimate | $0.620 |
| EPS actual | $0.89 |
| EPS surprise | 43.55% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $63.48 |
| Apr 24, 2026 | $62.79 |
| Apr 27, 2026 | $65.11 |
| Apr 28, 2026 | $63.21 |
| Apr 29, 2026 | $69.60 |
| Apr 30, 2026 | $64.34 |
| May 01, 2026 | $63.17 |
| May 04, 2026 | $64.04 |
| May 05, 2026 | $62.95 |
| 4 days before | 9.64% |
| 4 days after | -9.55% |
| On release day | -7.56% |
| Change in period | -0.83% |
Etsy Earnings Call Transcript Summary of Q1 2026
Etsy reported an encouraging start to 2026 with Etsy Marketplace GMS of $2.5B (up 5.5% YoY), revenue of $631M, and adjusted EBITDA of $185M (29.3% margin). Management (new CEO Kruti Patel Goyal) emphasized a strategic focus on four priorities—showing up where shoppers discover, better matching via personalization/ML/AI, building loyalty, and amplifying human connection—to rebuild purchase frequency over time. The mobile app is a central lever: app GMS grew faster than non-app and now represents ~47% of total GMS. Early personalization and matching changes are producing improved engagement and conversion signals, and management highlighted experiments with AI agents and partnerships (OpenAI, Microsoft, Google) to accelerate product iterations. On monetization, take rate expanded to 25.7% (up 180 bps YoY), driven by ads, Offsite Ads, and payments, with continued emphasis on growing GMS as the healthiest long-term revenue lever. The company announced the pending sale of Depop to eBay for $1.2B (regulatory reviews ongoing; expected close by end of Q3 2026), and plans to use proceeds to accelerate share repurchases. Balance sheet and cash flow remain strong ($1.6B in cash/investments; 50% conversion of adjusted EBITDA to free cash flow in Q1) and management repurchased $145M of stock in the quarter. Outlook: Q2 Etsy Marketplace GMS $2.48–$2.53B (≈ +3–5% YoY); Q2 take rate ~25.7%; Q2 adjusted EBITDA margin 27–29%. Full-year GMS expected to be low single-digit growth, with full-year adjusted EBITDA margin 28–30%. Management cautioned progress won’t be linear but signaled early, constructive momentum across KPIs (active buyers grew sequentially for the first time in 2 years; active sellers +3.3%).
