Etsy | Results Presentation Deck | 39 slides

Etsy · 2022-02
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

39
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
Page number 2 indicated in top right corner.other
Open slide detailBeat · Attention
03
The slide uses a split-pane layout with a dark sidebar for growth metrics and a light main area for absolute financial figures.summarize
Open slide detailBeat · Attention
04
The chart highlights a significant divergence in growth rates starting in Q2 2020.compare_peers
Open slide detailBeat · Need
05
The chart shows a stacked bar breakdown of new, reactivated, and existing buyers.analyze_data
Open slide detailBeat · Need
06
The diagram uses a circular flow to represent the customer journey, connecting stages like Visit, Explore, Collect, Convert, Post Purchase, and Notify and recompresent_solution
Open slide detailBeat · Need
07
The slide highlights the technical scale (4B data points) and business outcomes (conversion improvements) of the XWalk engine.analyze_data
Open slide detailBeat · Satisfaction
08
The slide uses a split-screen layout to contrast product features (left) with operational investments (right).summarize
Open slide detailBeat · Satisfaction
09
The slide uses a split-screen layout to show mobile UI improvements on the left and a desktop dashboard on the right, supported by key performance metrics.present_solution
Open slide detailBeat · SatisfactionLoop · Before After
10
Includes a screenshot of the 'Sell on Etsy' app interface.summarize
Open slide detailBeat · SatisfactionLoop · Before After
11
The slide uses human-centric imagery of creators to soften the announcement of a price hike.present_solution
Open slide detailBeat · Satisfaction
12
Uses a dotted line to suggest a flow or journey across marketing channels.present_solution
Open slide detailBeat · Satisfaction
13
The chart uses a funnel framework to visualize brand health metrics over time.analyze_data
Open slide detailBeat · Satisfaction
14
Slide 14 of a presentation deck.analyze_data
Open slide detailBeat · Satisfaction
15
The slide uses a collage-style layout with a mix of photography and brand messaging.summarize
Open slide detailBeat · Satisfaction
16
establish_context
Open slide detailBeat · Action
17
Includes Y/Y growth percentages and margin data.analyze_data
Open slide detailBeat · Action
18
Includes a specific callout for +154% Y/2Y growth on the final bar and a footnote regarding stimulus checks.analyze_data
Open slide detailBeat · Action
19
Cyber 5 is defined as the five days from Thanksgiving through Cyber Monday.summarize
Open slide detailBeat · Action
20
Includes a marketing image with German text: 'Geschenke, die die Welt bedeuten. Finde sie auf Etsy.de'summarize
Open slide detailBeat · Action
21
The slide highlights GMS Flow-Through, Etsy Ads, and Depop/Elo7 as the drivers of incremental revenue.show_valuation_bridge
Open slide detailBeat · Action
22
The slide uses a vertical additive structure to explain the components of GMS growth.present_solution
Open slide detailBeat · Action
23
The chart uses a dual-axis approach (bar for absolute spend, line for percentage of revenue).analyze_data
Open slide detailBeat · ActionLoop · Quick Win Big Bet
24
The chart shows a stacked bar chart for marketing spend (Brand vs Performance) with an overlay line chart for Brand as % of total spend.analyze_data
Open slide detailBeat · ActionLoop · Quick Win Big Bet
25
The slide uses a combination of a bar chart for buyer count and a line chart for spending per buyer to demonstrate platform health.analyze_data
Open slide detailBeat · Action
26
Metrics exclude Reverb, Depop, and Elo7. Repeat Buyers exclude Habitual Buyers.analyze_data
Open slide detailBeat · Action
27
The slide uses a split-screen layout to contrast two distinct growth metrics.analyze_data
Open slide detailBeat · Action
28
analyze_data
Open slide detailBeat · Action
29
Includes a disclaimer regarding non-GAAP financial measures and reconciliation.summarize
Open slide detailBeat · Action
30
summarize
Open slide detailBeat · Action
32
Slide 32 of a presentation, likely an earnings call deck.summarize
33
Standard financial statement presentation.analyze_data
34
The slide presents standard financial reporting data in thousands of dollars.analyze_data
35
Page 35 of the presentation.analyze_data
36
Financial data presented in thousands.analyze_data
37
Standard financial reconciliation table format.analyze_data
38
The table follows standard GAAP to non-GAAP reconciliation format.analyze_data
39
Includes a disclaimer regarding data correction for 2021 Annual Report.analyze_data