Jun 30, 2024

Etsy Q2 2024 Earnings Report

Consolidated results came in at the high end or ahead of guidance for key performance metrics.

Key Takeaways

Etsy, Inc. reported Q2 2024 results with consolidated revenue up 3.0% year-over-year to $647.8 million and consolidated net income of $53.0 million. The company saw a decrease in consolidated GMS by 2.1% year-over-year. Active buyers increased by 1.0% year-over-year to 91.5 million.

Consolidated GMS was $2.9 billion, down 2.1% year-over-year.

Etsy marketplace GMS was $2.5 billion, down 3.2% year-over-year.

Active buyers increased 1.0% year-over-year to 91.5 million.

Consolidated revenue was $647.8 million, up 3.0% versus the second quarter of 2023.

Total Revenue
$648M
Previous year: $629M
+3.0%
EPS
$0.41
Previous year: $0.93
-55.9%
GMS
$2.95B
Previous year: $3B
-1.7%
Active sellers (thousands)
6.6M
Previous year: 8.31K
+79303.3%
Active buyers (thousands)
91.5M
Previous year: 96.25K
+94964.9%
Gross Profit
$464M
Previous year: $440M
+5.3%
Cash and Equivalents
$759M
Previous year: $842M
-9.8%
Free Cash Flow
$155M
Previous year: $135M
+15.0%
Total Assets
$2.45B
Previous year: $2.57B
-4.7%

Etsy

Etsy

Etsy Revenue by Segment

Etsy Revenue by Geographic Location

Forward Guidance

Etsy anticipates GMS to decline in the low single digit range year-over-year. Take rate is expected to be similar to Q2 2024, and adjusted EBITDA margin is expected to be approximately 27%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income