Etsy | Investor Presentation Deck | 29 slides

Etsy · 2023-05

arc beats above · slides in the middle · loops below · scroll → 3 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 20 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

What Is 5 slides 100% 5/5 slides 100% 5/5 slides · 30 hits

— 0/5 slides

40% 2/5 slides 40% 2/5 slides 100% 5/5 slides 20% 1/5 slides What Could Be 5 slides 100% 5/5 slides 100% 5/5 slides · 31 hits

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40% 2/5 slides · 3 hits 20% 1/5 slides 100% 5/5 slides 100% 5/5 slides What Is 6 slides 100% 6/6 slides 100% 6/6 slides · 31 hits

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50% 3/6 slides · 4 hits 50% 3/6 slides 100% 6/6 slides 66.7% 4/6 slides New Bliss 4 slides 100% 4/4 slides 100% 4/4 slides · 25 hits

— 0/4 slides

75% 3/4 slides · 5 hits 50% 2/4 slides 100% 4/4 slides 50% 2/4 slides

Slide inventory

every slide · same image gating as the playbook

front_matter

Open slide detailBeat · What Is

Page 2 of the deck, typical legal boilerplate.other

Open slide detailBeat · What Is

summarize

Open slide detailBeat · What Is

The slide uses a 'Right to Win' framework to describe competitive advantage.summarize

Open slide detailBeat · What Is

The slide uses a circular flywheel diagram to explain the network effects between buyers and sellers across the Etsy portfolio.present_framework

Open slide detailBeat · What IsLoop · Aha Moment

show_traction

Open slide detailBeat · What Could BeLoop · Aha Moment

summarize

Open slide detailBeat · What Could BeLoop · Aha Moment

The slide uses a four-column layout to categorize strategic product initiatives.plan_implementation

Open slide detailBeat · What Could BeLoop · Aha Moment

The slide outlines a technical roadmap for search evolution, moving from traditional keyword matching to semantic and generative AI.present_solution

Open slide detailBeat · What Could BeLoop · Aha Moment

Uses a visual additive equation structure to explain growth drivers.show_traction

Open slide detailBeat · What Could BeLoop · Aha Moment

The slide highlights operational efficiency by showing revenue growth outpacing headcount growth compared to peers.compare_peers

Open slide detailBeat · What Is

The slide uses a visual flow to connect marketing channels (TV, PLA, Social, CRM) to the outcome of increased ROI.plan_implementation

Open slide detailBeat · What Is

The slide highlights key financial performance indicators for Q1 2023, comparing them to the previous year.show_traction

Open slide detailBeat · What IsLoop · Cost Of Inaction

The slide uses a waterfall chart to explain revenue growth and a combo bar/line chart for EBITDA performance.analyze_data

Open slide detailBeat · What IsLoop · Cost Of Inaction

The slide uses a dual-chart layout to show short-term quarterly trends alongside long-term annual performance.show_traction

Open slide detailBeat · What IsLoop · Cost Of Inaction

The chart includes a specific callout for 4-year growth (+164% Y/4Y) comparing Q1 2023 to Q1 2019.show_traction

Open slide detailBeat · What IsLoop · Cost Of Inaction

The slide highlights Y/4Y growth metrics to emphasize long-term performance over short-term fluctuations.show_traction

Open slide detailBeat · New Bliss

The slide uses a split-screen layout to compare two distinct buyer metrics. Includes specific definitions and exclusions for the data.show_traction

Open slide detailBeat · New Bliss

Uses a multiplicative framework to explain GMS growth drivers.summarize

Open slide detailBeat · New BlissLoop · Paradox Resolver

Uses a nested box visualization to represent TAM, SAM, and SOM concepts without explicitly naming them.size_opportunity

Open slide detailBeat · New BlissLoop · Paradox Resolver

The slide uses a list-based comparison format to profile three distinct business units.other