NYSE$ETSY
Etsy Inc · Q4 2019 earnings
Q4 2019 earnings · · Investor relations
Briefing
Etsy's Q4 2019 financial results were released, showcasing significant growth in GMS and revenue.
Etsy reported a strong Q4 2019 with consolidated GMS growing by 32.8% and revenue increasing by 35.0%. The company's investments in marketing, product development, and technology drove the positive results.
- Consolidated GMS increased by 32.8% year-over-year.
- Revenue grew by 35.0% compared to the previous year.
- Active buyers and sellers increased by 17.5% and 27.6% year-over-year, respectively.
- The transition to the cloud played a key role in product development efforts.
Headline financials
Revenue & EPS history
Etsy · Revenue · Quarterly
$270M
Revenue by segment
Etsy · $270M total across 2 segments · Q4 2019
- Marketplace Revenue$190M+25.3%70.2%
- Services Revenue$80.3M+65.2%29.8%
Forward guidance
Etsy expects to continue improving search and discovery, building trust and human connections, expanding its integrated marketing approach, and investing to fuel sellers’ success. Etsy marketplace is expected to grow 16-20% in 2020, outpacing e-commerce growth, and revenue is expected to grow at a faster rate.
Tailwinds
- Continue improving search and discovery
- Building trust and human connections in the marketplace
- Expanding our integrated marketing approach
- Investing to fuel our sellers’ success
- Etsy marketplace expected to grow 16-20% in 2020
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2019
-0.8%
Avg return
Earnings day
+1.4%
Avg return
5 days after
+2.4%
Avg return
30 days after
45%
20 / 44 earnings
Positive
+27.8%
Q4 2021
Best reaction
-32.8%
Q2 2015
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +10.2% | +1.4% | +7.4% | |
| Q4 2025 | +9.3% | +23.5% | +20.0% | |
| Q3 2025 | -12.5% | -18.3% | -27.5% | |
| Q1 2025 | -5.7% | -2.3% | +20.0% | |
| Q4 2024 | -10.1% | -7.1% | -21.3% | |
| Q3 2024 | +8.3% | +10.1% | +15.5% | |
| Q2 2024 | -6.8% | -14.1% | -14.6% | |
| Q1 2024 | -13.7% | -9.0% | -7.6% | |
| Q4 2023 | -6.9% | -5.2% | -10.6% | |
| Q3 2023 | -1.1% | +1.3% | +31.7% | |
| Q2 2023 | -15.9% | -14.4% | -24.3% | |
| Q1 2023 | -6.7% | -6.5% | -14.3% | |
| Q4 2022 | +5.4% | -3.4% | -14.4% | |
| Q3 2022 | +9.4% | +8.5% | +53.7% | |
| Q2 2022 | +12.5% | +11.1% | +11.7% | |
| Q1 2022 | -9.5% | -14.1% | -19.4% | |
| Q4 2021 | +27.8% | +35.2% | +13.6% | |
| Q3 2021 | +12.7% | +8.4% | -3.9% | |
| Q2 2021 | -4.2% | -3.9% | +15.7% | |
| Q1 2021 | -16.3% | -11.3% | -12.9% | |
| Q4 2020 | +5.3% | +14.0% | -3.2% | |
| Q3 2020 | -9.2% | -13.3% | +10.1% | |
| Q2 2020 | +0.7% | +3.8% | -13.7% | |
| Q1 2020 | +5.2% | +10.3% | +8.1% | |
| Q4 2019 | +16.1% | +17.9% | -22.5% | |
| Q3 2019 | -18.2% | -17.8% | -20.3% | |
| Q2 2019 | -10.9% | -17.4% | -21.2% | |
| Q1 2019 | -9.3% | -14.5% | -4.6% | |
| Q4 2018 | +21.1% | +28.4% | +15.6% | |
| Q3 2018 | +18.7% | +23.5% | +31.7% | |
| Q2 2018 | +5.5% | +10.9% | +14.1% | |
| Q1 2018 | -4.6% | -4.5% | +6.4% | |
| Q4 2017 | +19.8% | +21.7% | +32.9% | |
| Q3 2017 | +1.6% | +0.8% | +13.0% | |
| Q2 2017 | +8.1% | +11.4% | +16.3% | |
| Q1 2017 | -5.0% | +5.4% | +22.5% | |
| Q4 2016 | -16.4% | -20.3% | -18.7% | |
| Q3 2016 | -13.2% | -11.8% | -8.1% | |
| Q2 2016 | +16.7% | +16.1% | +16.2% | |
| Q1 2016 | +3.6% | — | — | |
| Q4 2015 | -0.6% | — | — | |
| Q3 2015 | -6.7% | — | — | |
| Q2 2015 | -32.8% | — | — | |
| Q1 2015 | -16.3% | — | — | |
| Q4 2014 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2014 | — | — | — | |
| Q4 2013 | — | — | — | |
| Q3 2013 | — | — | — | |
| Q2 2013 | — | — | — | |
| Q1 2013 | — | — | — |
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