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Etsy ETSY

Etsy reports $692.47M revenue for Q3 2026

Quarterly report, 3 new risk factors

Form
10-Q
Filed
Importance
Major
  1. Revenue: $692.47 million for the three months ended Sep 30, 2026
  2. Net income: $853.52 million for the three months ended Sep 30, 2026
  3. Diluted EPS: $7.31 for the three months ended Sep 30, 2026
  4. Cash and equivalents: $2.07 billion at Sep 30, 2026

Written from the 10-Q on EDGAR. Check the filing before you rely on it.

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What changed since last quarter

3 new risk factors · 6 removed

Compared with the 10-Q for the period ended Jun 30, 2026.

Key numbers from the XBRL in this filing and the previous one.
This filingPreviousChange vs prior 10-Q
Revenue$692.47M$668.31M+3.6%
Operating income and margin$111.43M · 16.1%$125.27M · 18.7%−11%, margin −2.6 pts
Net income$853.52M−$46.65M+1930%
Operating cash flow$159.69M$40.56M+294%
Cash$2.07B$901.28M+129%
New risk factors (3)
  • the impact of competitive developments and our response to those developments; and our ability to recruit and retain employees.
  • continuing to find promotion and internal mobility opportunities to retain key employees for leadership positions; and responding to competitive pressures and changing business conditions in ways that do not divert us from our guiding principles.
  • U.S. state laws governing the processing of biometric information, broadly defined, as well as laws governing our use of cookies, trackers, web beacons, and similar technologies.
Removed risk factors (6)
  • the impact of our Restructuring Plan approved in August 2026; and our ability to recruit and retain employees.
  • Additionally, implementation of the Restructuring Plan and any other strategic initiatives may be costly and disruptive to our business, the expected costs and charges may be greater than we have forecasted, and any positive impacts may be lower than we have forecasted or may not be achieved. In addition, our…
  • GMS and revenue generated from new buyers and sellers may not be as high as the GMS and revenue generated from the ones who leave, or reduce their activity level on our marketplace.
  • fluctuations of currency exchange rates, including the strengthening or weakening of the U.S. dollar against foreign currencies; and uncertainties and instability in the U.K. and E.U. markets caused by the patchwork of cross-border service agreements triggered by Brexit.
  • continuing to find promotion and internal mobility opportunities to retain key employees for leadership positions; +1 more paragraph
  • and 1 more in the filing

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