Etsy | Results Presentation Deck | 35 slides

Etsy · 2023-11
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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4
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Slide inventory

35
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
Includes footnote regarding Y/Y comparison and divestiture impact.summarize
Open slide detailBeat · Attention
04
Uses a split-screen layout to contrast negative external factors with positive internal metrics.frame_situation
Open slide detailBeat · NeedLoop · Before After
05
present_solution
Open slide detailBeat · NeedLoop · Before After
06
The slide uses a before-after framework to illustrate a UX improvement in search results.present_solution
Open slide detailBeat · NeedLoop · Before After
07
Includes a 'Great Value' callout badge in the top right.plan_implementation
08
The slide uses a split-screen layout with a dark left side for context and a bright blue right side for the promotional example.illustrate_case
09
The slide uses icons to categorize four distinct operational KPIs.analyze_data
Open slide detailBeat · Satisfaction
10
Features John Legend in a holiday-themed setting, reinforcing the 'Etsy has home' brand messaging.present_solution
Open slide detailBeat · Satisfaction
11
present_solution
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
12
The slide demonstrates a consistent messaging strategy across multiple customer touchpoints.present_solution
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
13
Slide 13 of a presentation deck.summarize
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
14
Includes footnote regarding mid-quarter divestiture impact and CAGR calculation period.analyze_data
Open slide detailBeat · Satisfaction
15
The slide uses a waterfall chart for revenue drivers and a bar chart with a line overlay for EBITDA margin.analyze_data
16
The slide uses a combination of bar charts and trend lines to demonstrate operational efficiency and investment outcomes.analyze_data
17
analyze_data
18
analyze_data
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GMS stands for Gross Merchandise Sales.analyze_data
20
The chart uses a diverging bar structure to show relative performance against peers.compare_peers
21
The slide uses a dark-left, light-right layout common in corporate presentations. The chart shows a dip in Q3 22 followed by a recovery in Q3 23.analyze_data
22
The slide uses a split-screen layout to contrast two key growth metrics.analyze_data
23
Data presented on a Trailing Twelve Month basis for the Etsy marketplace.analyze_data
24
The chart displays negative growth rates (declines) that are narrowing, indicating stabilization.analyze_data
25
analyze_data
26
Includes standard non-GAAP reconciliation disclaimer and guidance assumptions.summarize
27
summarize
Open slide detailBeat · Action
28
appendix
Open slide detailBeat · Action
29
Standard financial reporting slide.analyze_data
Open slide detailBeat · Action
30
The slide shows a significant swing from a large net loss in 2022 (driven by asset impairment charges) to a net profit in 2023.analyze_data
Open slide detailBeat · Action
31
The slide presents a standard financial statement format.analyze_data
Open slide detailBeat · Action
32
Standard financial reporting slide.analyze_data
Open slide detailBeat · Action
33
The table shows adjustments for non-operating items, taxes, D&A, stock-based compensation, FX, acquisition/divestiture costs, asset impairments, and business saanalyze_data
Open slide detailBeat · Action
34
Standard non-GAAP financial reconciliation table.analyze_data
Open slide detailBeat · Action
35
Standard non-GAAP financial measure disclosure.analyze_data
Open slide detailBeat · Action