{ "schemaVersion": "deck-intelligence.v1", "id": "019de077-56ae-72ed-805e-a4608ca7d52b", "slug": "5161953d8c336e86ed5fdeb24b6352bf", "title": "Etsy | Results Presentation Deck | 38 slides", "subtitle": "Etsy · 2024-11", "author": "Etsy", "date": "2024-11-01 00:00:00", "pageCount": 38, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de077-56ae-72ed-805e-a4608ca7d52b", "slug": "5161953d8c336e86ed5fdeb24b6352bf", "title": "Etsy | Results Presentation Deck | 38 slides", "rawTitle": "Etsy | Results Presentation Deck | 38 slides", "authorId": "etsy", "authorName": "Etsy", "authorDisplay": "Etsy", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2024-11__etsy__results__5161953d.pdf", "sourceUrl": "https://www.slidebook.io/company/etsy/presentation/5161953d8c336e86ed5fdeb24b6352bf/", "sourceDate": "2024-10-30 00:00:00", "presentationDate": "2024-11-01 00:00:00", "ingestedAt": "2026-04-30 22:16:50.706225+00", "status": "ready", "pageCount": 38, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "internet-retail", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2024-11__etsy__results__5161953d", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 38, "pagesIndexed": 38, "pagesWithImages": 38, "pagesWithMetadata": 38, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 196, "chartCount": 20, "metricSlides": 0, "toolMatches": 25, "documentToolMatches": 0, "frameworkMatches": 6, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "evidence": "The presentation follows a structured sequence of attention, need, satisfaction, and action", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:45:17.182963+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 3, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Attention", "beatId": "27905d05-cc94-4380-af9d-c3a370d88d00", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The presentation starts with an overview of Etsy's Q3 2024 financial results", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Need", "beatId": "8ec21d48-c533-4301-8d2e-da6f6759e2c2", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "Etsy highlights the need for improving customer experiences and optimizing operations", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 6, "name": "Satisfaction", "beatId": "981cb78d-e5b9-42da-a537-e34f8b84db45", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Etsy's progress in improving customer experiences and driving growth", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 21, "from": 20, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "59b1c282-e9d9-4924-8d65-b28a680b8d57", "evidence": "The presentation frames the challenges faced by Etsy and the importance of adapting to changing market conditions", "position": 0, "objective": "Highlighting the consequences of not addressing macro headwinds", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:45:17.372808+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 25, "from": 22, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "8f2cf4ec-e22f-43af-b6e6-897034212051", "evidence": "The presentation connects Etsy's financial results to its strategic priorities", "position": 1, "objective": "Translating financial performance into strategic implications", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:45:17.409956+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "d8f43640-c7a2-4571-9623-32a995237b8b", "evidence": "Q3 2024 Financial Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:59:08.433107+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "24372d84-2956-4011-bf5d-4117981b665d", "evidence": "Quality: Make it easier to find 'the good stuff' on Etsy. Higher-quality search results with greater diversity across items and sellers; more clarity about why items belong on Etsy", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:41.4246+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Pyramid Principle", "slug": "pyramid-principle", "status": "active", "bestFor": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "canonId": "019dd956-7cbd-7219-a477-c871e2bc1aff", "version": 1, "bodyDocId": "88b6ac56-b880-46f9-8621-ef3491ab6235", "description": "Lead with the answer; group three to five MECE supports beneath it; recurse one level down. Top-down hierarchical structure for any document with a single recommendation.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "3ed04bae-aa91-40cb-be33-1356aaf5a7c8", "evidence": "Hierarchical strategy map", "pageRefs": null, "priority": "Core", "whenToUse": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "confidence": 0.6, "extraction": { "at": "2026-07-17 00:48:41.463828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": "Solves the two failure modes of expert communication at once: (1) the long climb where readers wait pages for the answer, and (2) logical mush from non-MECE groupings. Progressive disclosure lets a reader stop at any depth and get the right information.", "antipattern": "Chronological structure (\"what we did, what we found, what we conclude\") instead of logical hierarchy. Top-of-pyramid that is a topic (\"strategic options\") instead of an answer (\"pursue Option B because...\"). Non-MECE supports that overlap or fail to cover the universe.", "cardinality": null, "narrativePurpose": "Transfer conviction with minimum reader effort by mirroring how decision-makers consume information: answer first, scaffolding behind." }, { "tool": { "name": "Deploy / Reshape / Invent (BCG)", "slug": "bcg-deploy-reshape-invent", "status": "active", "bestFor": null, "canonId": "019de52d-2044-72cc-b402-2511b4663d84", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "207882d4-461b-4035-8d45-0d60c9f1514e", "evidence": "Recalibrating our Prod Dev squads for a more balanced portfolio of short and longer-term investments; Fortification and expansion of ML, Analytics, and Design talent", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:48:41.538012+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "eca49766-9bac-4cbc-866a-8b287f5d4c85", "evidence": "Before/After mobile app UI comparison", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:41.613105+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e0de96cb-911f-4455-bba9-ef1887b60c64", "evidence": "chart/waterfall-bridge: Incremental Consolidate Take Rate Bridge Q3 23 vs. Q3 24", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:51.360418+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "dedac7f4-ddff-4659-ade3-bd2aff223e22", "evidence": "chart/waterfall-bridge: Incremental Consolidate Take Rate Bridge Q3 23 vs. Q3 24", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:51.427353+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9db54d14-85a6-4a34-a24e-1c5a8c160806", "evidence": "chart/bar-vertical: Consolidated Q3 24 Product Dev spend reflects leverage gained as a % of revenue", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:48:51.50259+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "6968cf40-b699-4868-8afd-c34192ad4571", "evidence": "chart/bar-grouped: Consolidated Performance & Brand Marketing Spend", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:51.577995+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "387a8bb1-2f4a-4946-820d-3f89f9355a5d", "evidence": "list/bullet: Active seller count declined 8.5% Y/Y - which we believe is the direct result of stepped-up enforcement actions, including new seller set up fee", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:51.803417+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "cdb33296-c5c0-4248-8a75-7ae326f7a343", "evidence": "chart/bar-vertical: Trailing Twelve Month Consolidated Free Cash Flow", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:51.878337+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7cd2fa53-637b-4d1c-b7db-286f5f0ae591", "evidence": "table/kpi: GMS, Take Rate, Adjusted EBITDA Margin guidance for Q4 24 and FY 24", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:51.95422+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "56ea221f-0cfb-438b-bfa3-74f1db34f080", "evidence": "chart/bar-vertical: Active buyers (M) from Q3 19 to Q3 24", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:42.98563+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "fe0705a8-2fb1-4019-8e71-3ae5f76f66e0", "evidence": "chart/bar-vertical: Active buyers (M) from Q3 19 to Q3 24", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:43.023276+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "f4cd6168-3b88-4a58-911c-f9101abe6bc4", "evidence": "chart/bar-vertical: Reactivated Buyers quarterly trend, chart/bar-vertical: New Buyers quarterly trend", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:43.098762+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "8a494dc4-304d-4dd1-a2de-a53cb4791860", "evidence": "chart/bar-vertical: Habitual Buyers (Buyers in M), chart/bar-vertical: Repeat Buyers (Buyers in M)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:43.175723+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "08a57ad7-5d66-4e5a-96e8-d6662f2ca2c1", "evidence": "chart/bar-vertical: Bar chart showing Q/Q percentage change", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:43.25135+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "f41bbfb4-a7b7-4d28-b7a5-de6c2a29520e", "evidence": "chart/bar-vertical: Bar chart showing Q/Q percentage change", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:43.289668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "171b7f75-fb1b-4fdc-a147-a6ff63c9896f", "evidence": "table/data: Condensed Consolidated Balance Sheets table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.364186+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b94aa7b1-f294-48d1-bfc2-dce97fb69660", "evidence": "table/data: Revenue, Cost of revenue, Gross profit, Marketing, Product development, General and administrative, Operating expenses, Income from operations, Other (expense) income, net, Income before income taxes, Provisi", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.437666+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "db8c9ecc-1ceb-42a8-90e1-496789530157", "evidence": "table/data: Revenue, Cost of revenue, Gross profit, Marketing, Product development, General and administrative, Asset impairment charges, Operating expenses, Income from operations, Other income, net, Income before incom", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.512501+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c144020e-9ac3-4095-8382-8c46ccff75b8", "evidence": "table/data: Condensed Consolidated Statement of Cash Flows table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.586775+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5aa93900-5dd5-4238-b0a4-55c4f8fe66a2", "evidence": "table/data: Financial reconciliation table showing Net Income, adjustments, Adjusted EBITDA, Revenue, and Adjusted EBITDA Margin across 3Q24, 2Q24, 1Q24, 4Q23, and 3Q23.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.661306+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0f455562-e172-44f2-99be-800529d595dc", "evidence": "table/data: Reconciliation table showing Net cash provided by operating activities, Purchases of property and equipment, Development of internal-use software, and Free Cash Flow across 5 TTM periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.737652+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "21c82ba0-5383-43c1-99ba-53cd5ae3f131", "evidence": "table/data: Net cash provided by operating activities: 217,416; Purchases of property and equipment: (4,266); Development of internal-use software: (8,767); Free Cash Flow: 204,383", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.81365+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "269de410-be41-46ce-9b1c-08f6d008fd7e", "evidence": "Hierarchical layout connecting a central strategic pillar to three supporting pillars.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:52:56.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "hub-spoke" }, { "matchId": "5ad41181-7005-4456-9773-55129c93ad55", "evidence": "The slide explicitly categorizes initiatives into People, Process, and Technology pillars.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:53:04.898+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "people-process-technology" }, { "matchId": "33d48607-320f-4630-ab9b-ca4413648ebc", "evidence": "The slide explicitly uses a 'Before' and 'After' comparison to demonstrate the impact of UI changes.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:52:57.538+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "before-after-framing" }, { "matchId": "a737b901-100a-4216-a9e0-4b87d1b2c7f9", "evidence": "Explicit mention of 'long-term growth flywheel'", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:52:57.095+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "flywheel" }, { "matchId": "6e835bd2-db53-4107-a9f3-e364f9b825db", "evidence": "Used to visualize the components of change between two periods.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 15:30:05.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "waterfall-bridge" }, { "matchId": "0fc7fe3c-eb6b-49c9-a778-abc72c016c97", "evidence": "The slide title is a full sentence summarizing the key takeaway.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:52:58.11+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "action-titles" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/u7BsIdKcQH4IhZqcqArGGpTSZ6cBvvCVC0e3ZVDlk-M/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81MTYxOTUzZDhjMzM2ZTg2ZWQ1ZmRlYjI0YjYzNTJiZi9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 45, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:55.257+00", "seconds": 2.161, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/1", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-1", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.3, "x": 0.35, "y": 0.8 }, "kind": "paragraph", "text": "October 30, 2024", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:55.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5280c887-5445-47f9-a2e1-b6f20bb42a00", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.45, "y": 0.12 }, "kind": "title", "text": "Etsy", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:55.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d01c5c0-dd89-4fa1-bcd6-7ae39b81a9a2", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.7, "x": 0.15, "y": 0.35 }, "kind": "title", "text": "Q3 2024 Financial Results", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:55.257+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acae185b-c86a-49d8-afbd-7f2822fa584a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "d8f43640-c7a2-4571-9623-32a995237b8b", "evidence": "Q3 2024 Financial Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:59:08.433107+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "27905d05-cc94-4380-af9d-c3a370d88d00", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The presentation starts with an overview of Etsy's Q3 2024 financial results", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/ue5AA2dJ-n3CuMcBPhrRNagzW7F-3i2IADZltJE3NSk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81MTYxOTUzZDhjMzM2ZTg2ZWQ1ZmRlYjI0YjYzNTJiZi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/Uv1KipH5MSbRv03xOgVJQccTubAdaIgkih3POPEiuMs/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81MTYxOTUzZDhjMzM2ZTg2ZWQ1ZmRlYjI0YjYzNTJiZi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/6cMpuDiQYOXFin2gLlUH1Y3rIHP84Dp7pm-ni7mXr7M/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81MTYxOTUzZDhjMzM2ZTg2ZWQ1ZmRlYjI0YjYzNTJiZi9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "title": "Page number 2 in the top right corner.", "function": "front_matter", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 3, "textChars": 701, "nDataPoints": 0, "notes": "Page number 2 in the top right corner.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:55.823+00", "seconds": 2.643, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/2", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-2", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.85, "w": 0.72, "x": 0.25, "y": 0.03 }, "kind": "disclaimer", "text": "This presentation contains forward-looking statements within the meaning of the federal securities laws...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:55.823+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ba0e747-1560-484f-a141-25a2b9cc624d", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.94, "x": 0.03, "y": 0.89 }, "kind": "paragraph", "text": "This presentation is a high-level summary of our Q3 2024 financial results. For more information please refer to our press release dated October 30, 2024 and filings with the SEC. Please see the appendix for a reconciliation of the non-GAAP financial measures used in this presentation to their respective most directly comparable financial measures, where available, calculated in accordance with GAAP. For information about how we define active buyers, new buyers, reactivated buyers, repeat buyers and habitual buyers, see our most recent Annual Report on Form 10-K.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:55.823+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1224bea4-e173-450e-bf48-5040cc9ef1c8", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.23, "x": 0.03, "y": 0.07 }, "kind": "title", "text": "Forward-looking Statements", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:55.823+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "969a9be0-4c7b-4ef7-b4bd-43c590247906", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "27905d05-cc94-4380-af9d-c3a370d88d00", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The presentation starts with an overview of Etsy's Q3 2024 financial results", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "The slide highlights a contrast between consolidated performance and specific marketplace challenges.", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 6, "textChars": 386, "nDataPoints": 6, "notes": "The slide highlights a contrast between consolidated performance and specific marketplace challenges.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:55.983+00", "seconds": 2.765, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/3", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-3", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.1, "x": 0.76, "y": 0.42 }, "kind": "metric", "text": "$184M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:55.983+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d06f7a0-3a75-4e71-8bf2-52fa73f6d4ec", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.34, "y": 0.42 }, "kind": "metric", "text": "$2.9B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:55.983+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57a9b210-390d-4d11-8cda-6f48ab97b338", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.55, "y": 0.42 }, "kind": "metric", "text": "$662M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:55.983+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e018d87c-a56b-4b8b-9192-e845c3a06629", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.05, "y": 0.54 }, "kind": "paragraph", "text": "Etsy marketplace GMS -6% Y/Y,* with macro headwinds and mindshare events headlining a choppy quarter...Depop provides uplift", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:55.983+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b35a73c6-2e65-4ddc-ae2e-599a539855ef", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.34, "y": 0.9 }, "kind": "source-note", "text": "GMS, revenue, and adjusted EBITDA are consolidated unless otherwise indicated. *Etsy marketplace GMS -6.3% Y/Y on a currency neutral basis", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:55.983+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a95d4bcf-0b34-4f87-ac0c-cdacb751d684", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.25, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "We delivered solid consolidated revenue and profit despite a challenging GMS quarter for the Etsy marketplace", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:55.983+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53ece848-119c-4485-b779-1d84e3865acf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "27905d05-cc94-4380-af9d-c3a370d88d00", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The presentation starts with an overview of Etsy's Q3 2024 financial results", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "title": "The slide uses a hierarchical structure to map high-level strategic goals to specific tactical initiatives.", "function": "present_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 6, "textChars": 694, "nDataPoints": 0, "notes": "The slide uses a hierarchical structure to map high-level strategic goals to specific tactical initiatives.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:56.009+00", "seconds": 2.788, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/4", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-4", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "diagram", "text": "Hierarchical strategy map", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:56.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7244f0f-3172-47b7-ace0-c0eb721e8597", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.05, "y": 0.52 }, "kind": "paragraph", "text": "Quality: Make it easier to find 'the good stuff' on Etsy. Higher-quality search results with greater diversity across items and sellers; more clarity about why items belong on Etsy", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:56.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7fd8a35c-82ff-45f6-b88f-2025cd00f3c9", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.26, "x": 0.37, "y": 0.52 }, "kind": "paragraph", "text": "Great Value: Drive association that there are great deals on Etsy. Highlighting and promoting great value; Lower shipping charges on millions of items", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:56.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba912877-59af-40d9-9e73-ae310464e1aa", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.44, "x": 0.28, "y": 0.15 }, "kind": "paragraph", "text": "Consideration: Get buyers to think of Etsy more often. Gifting Destination + Loyalty Program; Investing in more engaging App experiences", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:56.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd1250dc-a8ba-4ba0-ada1-2f3891832c96", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.29, "x": 0.66, "y": 0.52 }, "kind": "paragraph", "text": "Reliability: Make shopping on Etsy more convenient. Faster shipping estimates that better align with actual delivery times; improved customer support", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:56.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea23e4fe-7a2c-4427-a2dd-15c8f661aded", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.74, "x": 0.13, "y": 0.06 }, "kind": "title", "text": "Strong progress improving customer experiences in 2024", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:56.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d722b08b-b28f-4f92-8ae6-495aafc404ca", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "24372d84-2956-4011-bf5d-4117981b665d", "evidence": "Quality: Make it easier to find 'the good stuff' on Etsy. Higher-quality search results with greater diversity across items and sellers; more clarity about why items belong on Etsy", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:41.4246+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Pyramid Principle", "slug": "pyramid-principle", "status": "active", "bestFor": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "canonId": "019dd956-7cbd-7219-a477-c871e2bc1aff", "version": 1, "bodyDocId": "88b6ac56-b880-46f9-8621-ef3491ab6235", "description": "Lead with the answer; group three to five MECE supports beneath it; recurse one level down. Top-down hierarchical structure for any document with a single recommendation.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "3ed04bae-aa91-40cb-be33-1356aaf5a7c8", "evidence": "Hierarchical strategy map", "pageRefs": null, "priority": "Core", "whenToUse": "When the document has a single governing decision or recommendation the reader is asked to accept, and the case can be decomposed into a small number of clean groups. Strategy decks, board memos, investment committee papers.", "confidence": 0.6, "extraction": { "at": "2026-07-17 00:48:41.463828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": "Solves the two failure modes of expert communication at once: (1) the long climb where readers wait pages for the answer, and (2) logical mush from non-MECE groupings. Progressive disclosure lets a reader stop at any depth and get the right information.", "antipattern": "Chronological structure (\"what we did, what we found, what we conclude\") instead of logical hierarchy. Top-of-pyramid that is a topic (\"strategic options\") instead of an answer (\"pursue Option B because...\"). Non-MECE supports that overlap or fail to cover the universe.", "cardinality": null, "narrativePurpose": "Transfer conviction with minimum reader effort by mirroring how decision-makers consume information: answer first, scaffolding behind." } ], "frameworks": [ { "matchId": "269de410-be41-46ce-9b1c-08f6d008fd7e", "evidence": "Hierarchical layout connecting a central strategic pillar to three supporting pillars.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:52:56.009+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "hub-spoke" } ], "arcBeats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Need", "beatId": "8ec21d48-c533-4301-8d2e-da6f6759e2c2", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "Etsy highlights the need for improving customer experiences and optimizing operations", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "setup", "title": "Uses a classic People-Process-Technology framework.", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 8, "textChars": 512, "nDataPoints": 0, "notes": "Uses a classic People-Process-Technology framework.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:04.898+00", "seconds": 11.404, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/5", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-5", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.15, "x": 0.04, "y": 0.47 }, "kind": "framework", "text": "PROCESS", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.898+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72d533dd-2311-4840-a3dc-fc107bb73b27", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.04, "y": 0.72 }, "kind": "framework", "text": "TECHNOLOGY", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.898+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca290245-7367-4d18-8d2b-bbe369f88419", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.04, "y": 0.23 }, "kind": "framework", "text": "PEOPLE", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.898+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0ec35d1-4752-4322-9961-ee8ce242e28e", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.36, "x": 0.64, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.898+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c362801-137c-4a38-8b53-1f616b43e741", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.38, "x": 0.22, "y": 0.72 }, "kind": "list", "text": "Expansion in the breadth + sophistication of our data; Integration of AI and GenAI in key areas in the customer experience and back-end workflows", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.898+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1efe3a64-0def-42c8-a43a-0d345f988d49", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.38, "x": 0.22, "y": 0.47 }, "kind": "list", "text": "Transformation in how we measure and denote \"success\" - incremental GMS plus holistic improvements to customer experiences + engagement", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.898+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f185090-b9e0-47dd-95c6-88641ef1b45a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.38, "x": 0.22, "y": 0.22 }, "kind": "list", "text": "Recalibrating our Prod Dev squads for a more balanced portfolio of short and longer-term investments; Fortification and expansion of ML, Analytics, and Design talent", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.898+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3bdbdd2a-a285-4026-9564-8d23e1555212", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "Optimizing operations to drive future growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.898+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e596c2e8-7cc6-4816-a295-cb8d3ce015d7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Deploy / Reshape / Invent (BCG)", "slug": "bcg-deploy-reshape-invent", "status": "active", "bestFor": null, "canonId": "019de52d-2044-72cc-b402-2511b4663d84", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "207882d4-461b-4035-8d45-0d60c9f1514e", "evidence": "Recalibrating our Prod Dev squads for a more balanced portfolio of short and longer-term investments; Fortification and expansion of ML, Analytics, and Design talent", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:48:41.538012+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "5ad41181-7005-4456-9773-55129c93ad55", "evidence": "The slide explicitly categorizes initiatives into People, Process, and Technology pillars.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:53:04.898+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "people-process-technology" } ], "arcBeats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Need", "beatId": "8ec21d48-c533-4301-8d2e-da6f6759e2c2", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "Etsy highlights the need for improving customer experiences and optimizing operations", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 6, "type": "evidence", "title": "Uses a split-screen layout: left side shows UI optimization (Before/After), right side shows acquisition growth metrics.", "function": "illustrate_case", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 7, "textChars": 506, "nDataPoints": 2, "notes": "Uses a split-screen layout: left side shows UI optimization (Before/After), right side shows acquisition growth metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:57.538+00", "seconds": 3.906, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/6", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-6", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.42, "x": 0.53, "y": 0.0035 }, "kind": "image", "text": "Mobile web download prompt examples", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.538+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59ca5a1c-d5f4-40ac-8443-67a85e749707", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.05, "y": 0.0034 }, "kind": "image", "text": "Before/After mobile app UI comparison", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.538+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67851f28-39de-4840-ac2f-8d3c24196674", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.44, "x": 0.03, "y": 0.0016 }, "kind": "paragraph", "text": "33% reduction in \"rear-view mirror\" impressions - more room for inspiring content", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.538+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c10a2f1-d6ff-4e74-8624-5ead731f7e7b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.44, "x": 0.53, "y": 0.0016 }, "kind": "paragraph", "text": "+3M incremental app downloads from signed out listing page prompt on mobile web", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.538+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acf4ece5-6181-4c21-873f-1da0463286cb", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.45, "x": 0.02, "y": 0.97 }, "kind": "source-note", "text": "1 Results reflect experimentation conducted across all signed-in Buy on Etsy app users on iOS and Android", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.538+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48580393-46d9-477e-a291-2c843218898f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.45, "x": 0.53, "y": 0.97 }, "kind": "source-note", "text": "2 Results reflect incremental app downloads in Q3 24 from signed out listing prompt on mobile web.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.538+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9f285c6-675e-498e-967f-ab151160e38f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.06 }, "kind": "title", "text": "Building better app experiences... ...and driving more buyers to use it", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.538+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04a2254d-9037-4e07-8580-5bf6f219afe1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "eca49766-9bac-4cbc-866a-8b287f5d4c85", "evidence": "Before/After mobile app UI comparison", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:41.613105+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "33d48607-320f-4630-ab9b-ca4413648ebc", "evidence": "The slide explicitly uses a 'Before' and 'After' comparison to demonstrate the impact of UI changes.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:52:57.538+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Satisfaction", "beatId": "981cb78d-e5b9-42da-a537-e34f8b84db45", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Etsy's progress in improving customer experiences and driving growth", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 7, "type": "analysis", "title": "The slide uses a split layout with text-based metrics on the left and a visual grid of product examples on the right.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 9, "textChars": 484, "nDataPoints": 2, "notes": "The slide uses a split layout with text-based metrics on the left and a visual grid of product examples on the right.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:57.295+00", "seconds": 3.632, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/7", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-7", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.1, "x": 0.23, "y": 0.54 }, "kind": "callout", "text": "QUALITY", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15788bc3-06fa-4351-952f-35029f50752e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.1, "x": 0.23, "y": 0.27 }, "kind": "callout", "text": "DIVERSITY", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "267c1aa3-c02d-41d5-8915-83e349621066", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.04, "y": 0.92 }, "kind": "disclaimer", "text": "All data reflect Etsy Marketplace results and show early results since experiments launched for orders placed in Q3 24.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05e7cc23-d316-4299-a930-855a567cb52e", "parentComponentId": null }, { "bbox": { "h": 0.9, "w": 0.3, "x": 0.67, "y": 0.05 }, "kind": "image", "text": "Grid of product images", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c400540c-0211-45ef-b2bf-20b52e44e0d2", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.32, "y": 0.62 }, "kind": "list", "text": "Positive trends in reviews: ↑ 4 and 5 stars, ↓ 3 stars or lower", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02755798-0392-497c-8871-ddb77d587962", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.32, "y": 0.35 }, "kind": "metric", "text": "~40% reduction in search results where ≥25% of listings look alike", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d6dd56e-ebe3-4603-ba13-084df1e1caf0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.04, "y": 0.62 }, "kind": "paragraph", "text": "Improved experience: decrease in the rate at which buyers request refunds", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81d57a88-0a30-4242-8acc-b0acbe58c067", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.04, "y": 0.35 }, "kind": "paragraph", "text": "Expanding work to items with similar images, not just exact matches", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c947dc56-7459-4703-b4a9-895b19afcdd0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.55, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Leading indicators that our Search initiatives are working", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74e08758-2e33-47c6-9fe0-7da23933540d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Satisfaction", "beatId": "981cb78d-e5b9-42da-a537-e34f8b84db45", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Etsy's progress in improving customer experiences and driving growth", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 8, "type": "analysis", "title": "The slide highlights a product feature (Search Visibility Dashboard) and its quantitative success in driving seller actions.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 6, "textChars": 501, "nDataPoints": 2, "notes": "The slide highlights a product feature (Search Visibility Dashboard) and its quantitative success in driving seller actions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:01.403+00", "seconds": 7.499, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/8", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-8", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.4, "x": 0.55, "y": 0.75 }, "kind": "callout", "text": "Ex: Etsy marketplace sellers lowered shipping charges on +2.5 million items in Q3 24", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:01.403+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7afa56d-f1a5-4c7a-aec8-0d11d95812ab", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.05, "y": 0.218 }, "kind": "image", "text": "Etsy Search Visibility dashboard UI", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:01.403+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00779322-7985-4dc7-bd1d-54aa6ba2e8d9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.55, "y": 0.45 }, "kind": "metric", "text": "Beat our Q3 24 seller adoption goal by ~60%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:01.403+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1764e7c2-fba4-4232-b959-9d92f8558405", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.35, "x": 0.55, "y": 0.25 }, "kind": "paragraph", "text": "Includes suggestions for how to make their shops, listings, and customer service even better", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:01.403+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d766475-8060-450d-8e0e-73a584629b7e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.55, "y": 0.62 }, "kind": "paragraph", "text": "The additional visibility, combined with tools that make it easy for sellers to take action, have driven strong adoption, exceeding our ambitious targets", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:01.403+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60b8bfcf-eedf-46f5-8a19-366256005606", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "Search Visibility Dashboard provides sellers with more insights into how they appear in Search", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:01.403+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b016799-0c57-4629-8889-9ade11f8c1f8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Satisfaction", "beatId": "981cb78d-e5b9-42da-a537-e34f8b84db45", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Etsy's progress in improving customer experiences and driving growth", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 9, "type": "resolution", "title": "The slide uses torn-paper style callouts to present quotes/headlines about the brand strategy.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 8, "textChars": 719, "nDataPoints": 0, "notes": "The slide uses torn-paper style callouts to present quotes/headlines about the brand strategy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:03.029+00", "seconds": 8.805, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/9", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-9", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.32, "x": 0.64, "y": 0.43 }, "kind": "callout", "text": "Etsy’s Ad Is a Love Letter to Human Craft in a Tech-Obsessed World", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a32a7ab2-4e46-4c23-8e40-70948ec6d585", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.32, "x": 0.64, "y": 0.24 }, "kind": "callout", "text": "Etsy CEO says company is escaping ‘race to the bottom’ and getting back to its artisan roots", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3b5d66f-af6e-495f-a532-aa65f1fa0a2f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.32, "x": 0.64, "y": 0.62 }, "kind": "callout", "text": "Etsy’s CEO says the human touch gives the e-commerce giant a strong sense of purpose", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8eab37b-2bb1-4a5e-95cc-9c92a7556dd7", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.39, "x": 0.04, "y": 0.269 }, "kind": "image", "text": "Collage of four images showing Etsy products and sellers with labels", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd79c0ad-bb10-4cb6-8402-e7481f195eb2", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.15, "x": 0.42, "y": 0.27 }, "kind": "image", "text": "Vertical advertisement featuring a person and Etsy branding", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a66e97c6-5255-4e37-bd61-d9da47d8052b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.02, "y": 0.95 }, "kind": "source-note", "text": "Research based on prompted message recall; intentional exposure to the Brand Mission spots among U.S. consumers who participated in our surveys.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b3e4f55-c64e-4eef-9835-173cdd36a86c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.15, "y": 0.83 }, "kind": "title", "text": "Top brand marketing themes of ‘supporting small,’ ‘originally made’ and ‘handcrafted’ resonated with buyers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfb248ea-95f4-44c3-8572-1444a21f740b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.92, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "We got clearer about why items belong on Etsy, and we put sellers front and center in our marketing", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65a6f878-0253-4bdf-89b5-1e9033ed6b40", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Satisfaction", "beatId": "981cb78d-e5b9-42da-a537-e34f8b84db45", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Etsy's progress in improving customer experiences and driving growth", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 10, "type": "evidence", "title": "The slide uses screenshots of mobile UI to demonstrate the customer journey for the new loyalty program.", "function": "illustrate_case", "rawType": "customer_journey", "block": null, "metadata": { "slideType": "customer_journey", "slideTypeCanon": { "name": "Customer journey", "slug": "customer_journey", "status": "active", "canonId": "019de52d-0966-70ce-afe3-bc7c98ffc8c9", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 7, "textChars": 463, "nDataPoints": 0, "notes": "The slide uses screenshots of mobile UI to demonstrate the customer journey for the new loyalty program.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:57.327+00", "seconds": 3.056, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/10", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-10", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.16, "x": 0.37, "y": 0.28 }, "kind": "image", "text": "Email Invitation", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "477eebef-ebdb-4a13-8305-f30854b3bba7", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.16, "x": 0.76, "y": 0.28 }, "kind": "image", "text": "Target buyers see bold invitation directly in listings", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48462025-f7be-436e-b841-d922c5845630", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.16, "x": 0.56, "y": 0.28 }, "kind": "image", "text": "Homepage Invitation", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd8f4503-46c0-4f90-9cd7-f5d20b25804c", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.3, "x": 0.05, "y": 0.4 }, "kind": "list", "text": "Free U.S. domestic shipping on millions of items\nDeep discounts and limited time merchandise\nAnnual gift + birthday coupon", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "613c6978-ac03-43bb-954b-eeafd9f8791f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.34 }, "kind": "paragraph", "text": "Paid program with enticing benefits:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a4d7311-6587-46bc-905b-b8f3dbc365b8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.02, "y": 0.94 }, "kind": "source-note", "text": "Etsy Insider is an early stage closed beta program. Program benefits and details are subject to change.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8263deb0-f36e-42a8-8d6a-266a879c1ff9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "In mid-September, we started inviting a targeted cohort of U.S. buyers to our 'Etsy Insider' beta Loyalty program", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.327+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a00711a2-75e5-42ca-9a39-0cc07b174de9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Satisfaction", "beatId": "981cb78d-e5b9-42da-a537-e34f8b84db45", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Etsy's progress in improving customer experiences and driving growth", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 11, "type": "setup", "title": "The slide uses a split-screen layout to contrast 'Gift Mode' improvements (left) with gift card expansion (right).", "function": "present_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 11, "textChars": 436, "nDataPoints": 2, "notes": "The slide uses a split-screen layout to contrast 'Gift Mode' improvements (left) with gift card expansion (right).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 15:30:01.836+00", "seconds": 3.425, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/11", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-11", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.52, "w": 0.19, "x": 0.76, "y": 0.32 }, "kind": "image", "text": "Physical gift card packaging", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0ffa768-2462-4721-ba1b-fc8134ce294b", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.33, "x": 0.05, "y": 0.33 }, "kind": "image", "text": "Etsy app Gift Mode interface", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4833ac03-c44c-4bbb-a2ca-c3f27f0b160f", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.15, "x": 0.55, "y": 0.28 }, "kind": "image", "text": "Etsy digital gift card interface", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3d29013-69e8-4530-b95c-9fe7c858daed", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.12, "x": 0.36, "y": 0.35 }, "kind": "metric", "text": "1.6k Gift Ideas", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ed70871-4346-40bc-b4ec-e222aae5507f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.12, "x": 0.36, "y": 0.65 }, "kind": "metric", "text": "~5k Gift Ideas", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad65d222-5700-48b5-abb9-a78da2328482", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.14, "x": 0.23, "y": 0.89 }, "kind": "paragraph", "text": "Browse by Recipient / Interest", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "240bca97-d0cb-486f-a465-10d676b583d8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.78, "y": 0.89 }, "kind": "paragraph", "text": "Launched physical gift cards", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3219e2e4-357f-47d9-92ae-c5fcc8487365", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.14, "x": 0.07, "y": 0.89 }, "kind": "paragraph", "text": "Browse by Occasion", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b3c244d-4c25-422e-8e19-ce97ccae84a9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.53, "y": 0.89 }, "kind": "paragraph", "text": "Purchase / ship physical gifts cards directly from Etsy", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83ca60a3-9a69-4631-b0f4-7a8aa7dc1c1a", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.45, "x": 0.03, "y": 0.06 }, "kind": "title", "text": "Investments to make Etsy the shopping destination for gifts this holiday season...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bda9bba-b1eb-47f5-9fac-6b08244b48ee", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.45, "x": 0.52, "y": 0.06 }, "kind": "title", "text": "...including expanded digital & physical gift card experience to bolster offerings for last-minute gifting", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afee9dc9-1d97-4dd7-9d93-b91a3fe39bc9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Satisfaction", "beatId": "981cb78d-e5b9-42da-a537-e34f8b84db45", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Etsy's progress in improving customer experiences and driving growth", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "resolution", "title": "The slide highlights both product-led growth and strategic pricing changes.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 7, "textChars": 575, "nDataPoints": 2, "notes": "The slide highlights both product-led growth and strategic pricing changes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:58.069+00", "seconds": 3.569, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/12", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-12", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.15, "x": 0.34, "y": 0.25 }, "kind": "image", "text": "Depop app interface showing 'Sell an item' screen", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.069+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a696915-eaa5-4c19-889e-a279035405be", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.15, "x": 0.09, "y": 0.25 }, "kind": "image", "text": "Depop app interface showing 'Repop' feature", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.069+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc3b1818-c6a0-4af5-8ec1-afae830dea12", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.35, "x": 0.58, "y": 0.4 }, "kind": "list", "text": "Since removing U.S. seller fees, U.S. listings have accelerated by 26 percentage points. U.S. marketing campaign amplified the 'no selling fees' value proposition to +70 million people.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.069+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6fdfccc-1b42-44f9-ac18-d5357d68fb8d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.18, "x": 0.08, "y": 0.85 }, "kind": "paragraph", "text": "'Repop' allows buyers to easily resell items purchased on Depop", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.069+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7dec0a9-5b63-4eda-9684-2c6cecc904f0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.18, "x": 0.32, "y": 0.85 }, "kind": "paragraph", "text": "New AI-powered tool can populate listing attributes based on a single photo", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.069+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fff3052a-a6bc-4708-9cd8-40dfe712e3de", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.58, "y": 0.95 }, "kind": "source-note", "text": "Year-over-year L30D average new listings, acceleration post fee change.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.069+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab850394-e398-46c6-bf06-6053994cdaf9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Depop has been a stellar top-line performer - with GMS accelerating on a sequential basis", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.069+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d4975be-d2f5-4252-82f9-e894ab0239d2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Satisfaction", "beatId": "981cb78d-e5b9-42da-a537-e34f8b84db45", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Etsy's progress in improving customer experiences and driving growth", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 13, "type": "setup", "title": "The slide features a screenshot of a Reverb webpage promoting Fender Certified Pre-Owned gear.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 4, "textChars": 383, "nDataPoints": 0, "notes": "The slide features a screenshot of a Reverb webpage promoting Fender Certified Pre-Owned gear.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:00.674+00", "seconds": 6.106, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/13", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-13", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.164, "x": 0.682, "y": 0.217 }, "kind": "image", "text": "Reverb logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57ba412a-4db1-4aff-9adc-ba476cd2c211", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.52, "x": 0.04, "y": 0.3 }, "kind": "image", "text": "Screenshot of Reverb website showing Fender Certified Pre-Owned program", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27bce5a7-3c46-4e6d-bf69-2c887a3a1eb2", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.38, "x": 0.58, "y": 0.38 }, "kind": "list", "text": "Used and like-new music gear remain popular on the marketplace. Launched Fender's first-ever Certified Pre-Owned program. Enhanced listing management tools for sellers. Launched protection plans to give buyers added piece of mind and value.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef7fd65a-d7d8-4bc9-a552-2b4ac5fd66ff", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Reverb continues to differentiate with used and like-new gear", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.674+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87da349a-44ea-4583-ad07-6e958486a307", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Satisfaction", "beatId": "981cb78d-e5b9-42da-a537-e34f8b84db45", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Etsy's progress in improving customer experiences and driving growth", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "resolution", "title": "The slide uses a collage of seller photos to humanize the corporate strategy. The text emphasizes the 'flywheel' concept.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 4, "textChars": 345, "nDataPoints": 0, "notes": "The slide uses a collage of seller photos to humanize the corporate strategy. The text emphasizes the 'flywheel' concept.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:57.095+00", "seconds": 2.404, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/14", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-14", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": "Collage of Etsy sellers in their workshops", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.095+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "622978a4-17ef-4d1a-a14e-fe7c373a5984", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.56, "x": 0.22, "y": 0.575 }, "kind": "paragraph", "text": "Our Right to Win is more relevant than ever...as we make Etsy even more Etsy.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.095+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bc62eda-c194-42b1-be36-b40d6e14177b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.56, "x": 0.22, "y": 0.45 }, "kind": "paragraph", "text": "We've made Etsy more elevated and differentiated as we work to reignite a long-term growth flywheel.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.095+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15520c7f-816f-4309-87f5-7a455989858d", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.56, "x": 0.22, "y": 0.285 }, "kind": "paragraph", "text": "We grew revenue, protected profitability, and invested in better customer experiences despite a challenging macro environment.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:57.095+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "376319b7-8e2b-483c-9808-5ebb387ec70b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a737b901-100a-4216-a9e0-4b87d1b2c7f9", "evidence": "Explicit mention of 'long-term growth flywheel'", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:52:57.095+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "flywheel" } ], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Satisfaction", "beatId": "981cb78d-e5b9-42da-a537-e34f8b84db45", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Etsy's progress in improving customer experiences and driving growth", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 15, "type": "analysis", "title": "Includes a disclaimer about non-GAAP measures.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 9, "textChars": 316, "nDataPoints": 15, "notes": "Includes a disclaimer about non-GAAP measures.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:58.455+00", "seconds": 3.764, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/15", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-15", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.25, "x": 0.05, "y": 0.45 }, "kind": "chart", "text": "GMS historical trend", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.455+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c5c2094-42c9-492c-8020-fbf2697966f8", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.25, "x": 0.37, "y": 0.45 }, "kind": "chart", "text": "Revenue and Take-rate historical trend", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.455+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae08afc8-f8a6-4a00-82d7-c9902abbd819", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.25, "x": 0.69, "y": 0.45 }, "kind": "chart", "text": "Adjusted EBITDA and Margin historical trend", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.455+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca56ac5c-3d1c-42b9-b6fc-22abf07b7308", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.038, "y": 0.93 }, "kind": "disclaimer", "text": "*Reconciliation of non-GAAP financial measures is contained in the Appendix.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.455+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92d89015-1481-4e9d-a724-b917f9bc8e3c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.42, "y": 0.2 }, "kind": "metric", "text": "Q3 24 Revenue $662M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.455+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bc6a48f-c1ba-42ca-949d-3d0da7b95187", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.12, "y": 0.2 }, "kind": "metric", "text": "Q3 24 GMS $2.9B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.455+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d179da6-7a8d-433d-b2d2-2e56b71d6d14", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.72, "y": 0.2 }, "kind": "metric", "text": "Q3 24 Adjusted EBITDA $184M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.455+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63f5e8e4-d722-4c4e-bb82-1ca2a28e9f17", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.75, "x": 0.038, "y": 0.06 }, "kind": "title", "text": "Q3 24 consolidated results roughly where we expected to be", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.455+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "391b5ef5-0955-437b-b406-bff3a04cc0d9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.038, "y": 0.13 }, "kind": "title", "text": "Consolidated Results", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.455+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a69ee1ed-38ef-4bae-934d-959427b4e000", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 16, "type": "analysis", "title": "The slide uses two waterfall charts to explain the variance in consolidated revenue and consolidated take rate.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 82, "componentCount": 7, "textChars": 701, "nDataPoints": 12, "notes": "The slide uses two waterfall charts to explain the variance in consolidated revenue and consolidated take rate.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 15:30:05.758+00", "seconds": 7.16, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/16", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-16", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.43, "x": 0.53, "y": 0.87 }, "kind": "callout", "text": "Q3 24 consolidated take rate was ahead of guidance, and up from the corresponding period last year", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:05.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c63561d7-9df2-42bb-9aad-311965ec7999", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.55, "y": 0.225 }, "kind": "chart", "text": "Incremental Consolidate Take Rate Bridge Q3 23 vs. Q3 24", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:05.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c148e964-4c39-43c6-9bd0-53402e74f533", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.05, "y": 0.225 }, "kind": "chart", "text": "Incremental Revenue Bridge Q3 23 vs. Q3 24", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:05.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e921ea7a-28ad-4586-a54b-be1d77d6f326", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.46, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "*Revenue items above include the impact of lower Y/Y GMS where applicable. Other revenue primarily includes listing and transaction fee revenue and excludes Offsite Ads which is included elsewhere in the chart. Consolidated Onsite Ads includes expansion in both Etsy and Depop.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:05.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf589ec5-d1e1-4676-836f-de67ce9773e9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.12, "y": 0.83 }, "kind": "subtitle", "text": "Q3 24 Consolidated Revenue $662M, up 4.1% Y/Y", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:05.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b0e4498-65e3-46f2-80b3-32056d0f93f5", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Solid revenue performance with Y/Y growth in both Marketplace and Services", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:05.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "105a83fc-4264-4f17-ad4b-eef80f575409", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.52, "y": 0.04 }, "kind": "title", "text": "Driving value for sellers and improving buyer experiences, while also expanding take rate for Etsy: a win-win", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:05.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4733e307-0a20-4ab4-9434-ff9cdbe334ae", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e0de96cb-911f-4455-bba9-ef1887b60c64", "evidence": "chart/waterfall-bridge: Incremental Consolidate Take Rate Bridge Q3 23 vs. Q3 24", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:51.360418+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "dedac7f4-ddff-4659-ade3-bd2aff223e22", "evidence": "chart/waterfall-bridge: Incremental Consolidate Take Rate Bridge Q3 23 vs. Q3 24", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:51.427353+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "6e835bd2-db53-4107-a9f3-e364f9b825db", "evidence": "Used to visualize the components of change between two periods.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 15:30:05.758+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 17, "type": "analysis", "title": "Includes peer group comparison for revenue per headcount.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 4, "textChars": 490, "nDataPoints": 6, "notes": "Includes peer group comparison for revenue per headcount.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:58.11+00", "seconds": 3.018, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/17", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-17", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.42, "x": 0.06, "y": 0.25 }, "kind": "chart", "text": "Consolidated Q3 24 Product Dev spend reflects leverage gained as a % of revenue", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.11+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "129d9bcd-abc9-40fe-bcae-1b6a4feb4df4", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.42, "x": 0.52, "y": 0.25 }, "kind": "chart", "text": "Continued growth in Revenue per Headcount for the Etsy marketplace", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.11+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81ccc5e4-7ec0-4ef2-ac42-ed482ef31e3b", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.92 }, "kind": "disclaimer", "text": "*Based on revenue and average headcount for TTM ended Q3 2023 and TTM ended Q3 2024. Peer average based on 2023 Revenue and 2023 TTM headcount; Peer set includes Mercado Libre, eBay, Amazon, Walmart, Target, Wayfair, Shopify, Wix, and GoDaddy", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.11+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1e9032d-b9b8-47bd-9316-4d5b6a829e78", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.92, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "We continue to drive leverage in product development spend, while also increasing revenue per headcount", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.11+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bde7d15-7c7e-40ef-85ee-53cd43fe47c2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9db54d14-85a6-4a34-a24e-1c5a8c160806", "evidence": "chart/bar-vertical: Consolidated Q3 24 Product Dev spend reflects leverage gained as a % of revenue", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:48:51.50259+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "0fc7fe3c-eb6b-49c9-a778-abc72c016c97", "evidence": "The slide title is a full sentence summarizing the key takeaway.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:52:58.11+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "action-titles" } ], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 18, "type": "analysis", "title": "Slide 18 of a presentation deck.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 6, "textChars": 414, "nDataPoints": 14, "notes": "Slide 18 of a presentation deck.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:58.575+00", "seconds": 2.984, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/18", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-18", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.4, "x": 0.55, "y": 0.07 }, "kind": "chart", "text": "Consolidated Performance & Brand Marketing Spend", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.575+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf52304a-1b6c-4fcd-93fe-283d9a4df433", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.45, "x": 0.04, "y": 0.45 }, "kind": "chart", "text": "Consolidated Marketing Spend as a % of Revenue", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.575+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e1805ef-30aa-48d6-aced-8d754f071e43", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.55, "y": 0.5 }, "kind": "chart", "text": "Paid Social Share of Performance Marketing Spend", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.575+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8801a7f9-d6cb-456a-8100-5ab6e2ae9ce8", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.45, "x": 0.04, "y": 0.22 }, "kind": "paragraph", "text": "Etsy continues to test and learn in paid social; Depop leans in to support growth, with increases in performance and brand investments", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.575+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1da0844c-50bd-4edc-8011-e1df5f008f33", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.55, "y": 0.95 }, "kind": "source-note", "text": "*Paid social includes paid social video, creator collective, and affiliates", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.575+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d65dc0db-63f9-4298-b7a8-5f85a8385e2b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "Planned increases in consolidated marketing spend during Q3 24:", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.575+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfb7f65f-ebf3-45f8-b696-5542ef73de4b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "6968cf40-b699-4868-8afd-c34192ad4571", "evidence": "chart/bar-grouped: Consolidated Performance & Brand Marketing Spend", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:51.577995+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 19, "type": "analysis", "title": "The slide uses donut charts to visualize market composition and explicitly states performance trends.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 7, "textChars": 416, "nDataPoints": 8, "notes": "The slide uses donut charts to visualize market composition and explicitly states performance trends.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:03.097+00", "seconds": 7.372, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/19", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-19", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.15, "x": 0.02, "y": 0.035 }, "kind": "callout", "text": "Our Top categories declined on a Y/Y basis", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.097+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2312575d-9fe9-494d-88b9-0c28b302b19c", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.35, "x": 0.15, "y": 0.25 }, "kind": "chart", "text": "Etsy marketplace Category GMS (%)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.097+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fae0fdb-f589-4e8a-8b35-20260a2dec92", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.35, "x": 0.6, "y": 0.25 }, "kind": "chart", "text": "Etsy marketplace Geography GMS (%)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.097+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a26e6df8-8f08-4893-aac1-1ea29ad5bd5b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.02, "y": 0.95 }, "kind": "source-note", "text": "Metrics presented represent the Etsy marketplace only. GMS Ex-U.S. Domestic = either buyer, seller, or both are located outside of the United States.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.097+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc5883d0-d501-4468-b4ed-2229cda2e64c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.15, "y": 0.82 }, "kind": "subtitle", "text": "Top 6 categories represented ~87% of GMS", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.097+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a1d91ab-ec69-45c5-9dc3-0b82eb03b683", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.6, "y": 0.82 }, "kind": "subtitle", "text": "GMS US Domestic and Ex-US Domestic both declined Y/Y", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.097+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64ee8543-9450-4ea8-ac45-ff7c9747a546", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Top categories and geographies came under pressure during Q3 24...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.097+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec0e2c94-1135-444f-9212-bdd5dce1d0e0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 20, "type": "tension", "title": "The chart shows a clear peak during the pandemic followed by a steady decline. The bottom right of the slide is obscured by a grey box.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 4, "textChars": 350, "nDataPoints": 18, "notes": "The chart shows a clear peak during the pandemic followed by a steady decline. The bottom right of the slide is obscured by a grey box.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:58.047+00", "seconds": 2.315, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/20", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-20", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.5, "x": 0.05, "y": 0.26 }, "kind": "chart", "text": "U.S. Discretionary Goods Spend as a % of Total Personal Consumption Expenditures", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.047+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c73983a-b80e-4e81-b934-a3e769855272", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.6, "y": 0.33 }, "kind": "paragraph", "text": "The percentage of U.S. personal consumption going to discretionary spend continues to decline versus Covid peaks", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.047+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52d23dac-c747-4e7b-a5c8-52862909722c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.35, "x": 0.6, "y": 0.53 }, "kind": "paragraph", "text": "Additional GMS headwinds during Q3 24 included mindshare events such as:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.047+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87c7f320-264a-44e1-bdc6-75c5e7012789", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.03, "y": 0.06 }, "kind": "title", "text": "...driven by macro headwinds and discrete events which weighed on Etsy marketplace GMS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.047+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6af4d782-bbd6-49d9-a3d7-8429fcc22374", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 21, "from": 20, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "59b1c282-e9d9-4924-8d65-b28a680b8d57", "evidence": "The presentation frames the challenges faced by Etsy and the importance of adapting to changing market conditions", "position": 0, "objective": "Highlighting the consequences of not addressing macro headwinds", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:45:17.372808+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "resolution", "title": "Includes a screenshot of the Etsy mobile app interface for 'Gift Mode'.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 4, "textChars": 658, "nDataPoints": 2, "notes": "Includes a screenshot of the Etsy mobile app interface for 'Gift Mode'.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:58.853+00", "seconds": 3.037, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/21", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-21", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.88, "w": 0.26, "x": 0.69, "y": 0.06 }, "kind": "image", "text": "Etsy mobile app interface showing Gift Mode", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d5b3285-27e1-480a-b56b-cb1365d09d81", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.55, "x": 0.04, "y": 0.25 }, "kind": "paragraph", "text": "Sitewide ‘Gifting’¹ GMS grows Y/Y... ...partially driven by our focus on Birthdays and other important ‘evergreen’ purchase occasions. Personalized / customized items outpace sitewide performance (up 4% Y/Y). In the U.S., ‘Back-to-school’ merchandise² GMS grew 5% Y/Y.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1dfa62b-db14-490a-ab29-d5a5e0e1eee2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.55, "x": 0.04, "y": 0.93 }, "kind": "source-note", "text": "¹Etsy Gifting GMS: Estimate based upon word ‘gift’ in the listing title, shipped with a gift message, or other signal the item was purchased as a gift. ²Back-to-school merchandise GMS is an estimate using seller listing titles for items related to school, teacher and dorm.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d78e5743-fd94-426f-85ae-64df11e3748a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.55, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "‘Gifting’ once again a highlight, along with other pockets of GMS strength", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.853+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ca6fb5b-5eec-4cfa-a165-d09b37b44f53", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 21, "from": 20, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "59b1c282-e9d9-4924-8d65-b28a680b8d57", "evidence": "The presentation frames the challenges faced by Etsy and the importance of adapting to changing market conditions", "position": 0, "objective": "Highlighting the consequences of not addressing macro headwinds", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:45:17.372808+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 22, "type": "analysis", "title": "Metrics exclude Reverb and Depop. Y/Y comparison is Q3 2024 vs Q3 2023.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 9, "textChars": 446, "nDataPoints": 12, "notes": "Metrics exclude Reverb and Depop. Y/Y comparison is Q3 2024 vs Q3 2023.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 15:30:01.785+00", "seconds": 3.153, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/22", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-22", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.55, "x": 0.04, "y": 0.88 }, "kind": "disclaimer", "text": "Metrics presented are for the Etsy marketplace and do not include Reverb and Depop. Y/Y reflects Q3 2024 vs. Q3 2023. 1 TTM GMS per Active Buyer on the Etsy marketplace. See appendix for additional buyer metrics data", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.785+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7ab8608-6454-46bc-8d20-b6417b022aee", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.35, "x": 0.65, "y": 0 }, "kind": "image", "text": "Woman wearing a hat", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.785+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd4a8c62-dc7d-4248-bfa8-72de7fe034f0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.44, "y": 0.65 }, "kind": "metric", "text": "$123 GMS / Active Buyer", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.785+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "293e2f55-c7ad-423a-ab8a-770b3c12813f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.24, "y": 0.65 }, "kind": "metric", "text": "6.8M Habitual Buyers", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.785+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "741225e0-e7e0-4657-8445-167dd5ce6c58", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.04, "y": 0.65 }, "kind": "metric", "text": "36.9M Repeat Buyers", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.785+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4803915-6923-4a04-a647-bea306831084", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.44, "y": 0.35 }, "kind": "metric", "text": "6.4M Reactivated Buyers", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.785+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be3b4149-822c-4944-bb93-123458ca3c0a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.04, "y": 0.35 }, "kind": "metric", "text": "91.2M Active Buyers", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.785+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e67f4620-8979-4897-85f0-f437219faef5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.24, "y": 0.35 }, "kind": "metric", "text": "5.3M New Buyers", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.785+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e73f7ea8-da7c-487b-8759-f1a3e5f0ed68", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.55, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Relative strength in active and reactivated Etsy marketplace buyers; growth in repeat buyers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:30:01.785+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b969168-05a1-40c3-84a1-2ce2075b8ead", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 25, "from": 22, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "8f2cf4ec-e22f-43af-b6e6-897034212051", "evidence": "The presentation connects Etsy's financial results to its strategic priorities", "position": 1, "objective": "Translating financial performance into strategic implications", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:45:17.409956+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 23, "type": "setup", "title": "Includes a footnote referencing the 2022 Etsy Seller Census.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 7, "textChars": 472, "nDataPoints": 4, "notes": "Includes a footnote referencing the 2022 Etsy Seller Census.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:58.686+00", "seconds": 2.663, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/23", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-23", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.4, "x": 0.11, "y": 0.79 }, "kind": "callout", "text": "% of sellers with a sale has been on a steady increase this year", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.686+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4910595e-c316-48cb-81c3-e59dfebf0613", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.35, "x": 0.65, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.686+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68d11675-e285-4f99-87b3-138aeb4b63b9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.08, "y": 0.54 }, "kind": "list", "text": "Active seller count declined 8.5% Y/Y - which we believe is the direct result of stepped-up enforcement actions, including new seller set up fee\nWith 100M+ listings, Etsy is not 'supply constrained'", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.686+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae0fd996-0ebe-4c7b-94c4-1a2f59f40343", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.23, "y": 0.25 }, "kind": "metric", "text": "6.2M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.686+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96eb0771-ee89-4d16-aca4-4186fa7ba2f1", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.35, "x": 0.15, "y": 0.36 }, "kind": "paragraph", "text": "Active Etsy marketplace sellers from nearly every country; 82% are businesses of one", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.686+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "709ef578-c8ee-4bd1-8f65-e8c2f671ae10", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.02, "y": 0.96 }, "kind": "source-note", "text": "¹Source: 2022 Etsy Seller Census published in Annual Report on Form 10K.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.686+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43c86dd0-45b5-4d33-96ff-7966fad4be08", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Helping sellers with the skill and will to succeed", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.686+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05de288f-4d7b-46b5-a244-24447e3ea4c7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "387a8bb1-2f4a-4946-820d-3f89f9355a5d", "evidence": "list/bullet: Active seller count declined 8.5% Y/Y - which we believe is the direct result of stepped-up enforcement actions, including new seller set up fee", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:51.803417+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 25, "from": 22, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "8f2cf4ec-e22f-43af-b6e6-897034212051", "evidence": "The presentation connects Etsy's financial results to its strategic priorities", "position": 1, "objective": "Translating financial performance into strategic implications", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:45:17.409956+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 24, "type": "analysis", "title": "The slide highlights financial health metrics including cash balance, FCF conversion, and capital allocation.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 7, "textChars": 527, "nDataPoints": 7, "notes": "The slide highlights financial health metrics including cash balance, FCF conversion, and capital allocation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:59.456+00", "seconds": 3.43, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/24", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-24", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.4, "x": 0.55, "y": 0.8 }, "kind": "callout", "text": "Earlier today, our Board of Directors approved a new stock repurchase program authorizing Etsy to repurchase up to an additional $1 billion of our common stock", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.456+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe0eac50-a008-49a9-9610-c6dbc58b24a6", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "chart", "text": "Trailing Twelve Month Consolidated Free Cash Flow", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.456+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90d20836-2b29-4943-aa82-e54be37c057a", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.05, "y": 0.55 }, "kind": "metric", "text": "Q3 24 Consolidated Free Cash Flow: $204M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.456+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fd76ec6-535f-4d9a-bb65-0a6094152844", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.05, "y": 0.3 }, "kind": "metric", "text": "Cash Balance 9/30/24: $1.2B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.456+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ec5ebd9-ded9-4a05-afd2-932309b3f55d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.55, "y": 0.65 }, "kind": "paragraph", "text": "In Q3 2024, we converted approx. 90% of our Adj. EBITDA to free cash flow on a trailing twelve month basis", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.456+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf6c41da-f64a-4fd0-8fcd-ba510be66e07", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Cash and Cash Equivalents, Short-term and Long-term Investments.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.456+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71c0ea46-20ef-4eb4-903e-e6724443efb2", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Capital light business model delivers a healthy balance sheet and strong cash flow", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.456+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65a38f1a-d9f9-4703-beb7-294e5a853f2a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "cdb33296-c5c0-4248-8a75-7ae326f7a343", "evidence": "chart/bar-vertical: Trailing Twelve Month Consolidated Free Cash Flow", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:51.878337+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 25, "from": 22, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "8f2cf4ec-e22f-43af-b6e6-897034212051", "evidence": "The presentation connects Etsy's financial results to its strategic priorities", "position": 1, "objective": "Translating financial performance into strategic implications", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:45:17.409956+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 25, "type": "analysis", "title": "Includes a disclaimer regarding GAAP reconciliation and currency assumptions.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 3, "textChars": 389, "nDataPoints": 4, "notes": "Includes a disclaimer regarding GAAP reconciliation and currency assumptions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:58.948+00", "seconds": 2.901, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/25", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-25", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.94, "x": 0.03, "y": 0.85 }, "kind": "disclaimer", "text": "Please note that our guidance assumes currency exchange rates remain unchanged at current levels. With respect to our expectations above, reconciliation of Adjusted EBITDA margin guidance to the closest corresponding GAAP measure is not available without unreasonable efforts...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.948+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7983c956-47b3-4294-b076-9f2c73ab0b6c", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.94, "x": 0.03, "y": 0.225 }, "kind": "table", "text": "GMS, Take Rate, Adjusted EBITDA Margin guidance for Q4 24 and FY 24", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.948+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d95c85a7-a465-4eb5-b8e3-c21ee281e38e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "Consolidated Guidance as of October 30, 2024", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.948+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18174b5b-6882-4d15-bc9a-0e28a8b910ea", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7cd2fa53-637b-4d1c-b7db-286f5f0ae591", "evidence": "table/kpi: GMS, Take Rate, Adjusted EBITDA Margin guidance for Q4 24 and FY 24", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:51.95422+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 25, "from": 22, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "8f2cf4ec-e22f-43af-b6e6-897034212051", "evidence": "The presentation connects Etsy's financial results to its strategic priorities", "position": 1, "objective": "Translating financial performance into strategic implications", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:45:17.409956+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 26, "type": "setup", "function": "transition", "rawType": "transition", "block": null, "metadata": { "slideType": "transition", "slideTypeCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-0693-7766-9f05-887f41f8e41e", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 3, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:58.23+00", "seconds": 2.034, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/26", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-26", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.18, "x": 0.41, "y": 0.44 }, "kind": "title", "text": "Q&A", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.23+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25ef974a-141d-4da9-9670-dce2416d1404", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 15, "name": "Action", "beatId": "376ea8c1-f939-4526-905c-37c018b75257", "matchId": "0bb0f408-ce26-49d7-b76b-7ca9b35b7106", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Etsy outlines its plans for future growth and Q&A", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 27, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:58.966+00", "seconds": 2.445, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/27", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-27", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.124, "w": 0.366, "x": 0.317, "y": 0.438 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:58.966+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ace153c2-8255-41d4-8b12-ad2165cecde3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 28, "type": "analysis", "title": "The slide includes a callout for the -0.4% Y/Y change.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 5, "textChars": 212, "nDataPoints": 6, "notes": "The slide includes a callout for the -0.4% Y/Y change.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:59.379+00", "seconds": 2.755, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/28", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-28", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.075, "w": 0.085, "x": 0.759, "y": 0.145 }, "kind": "callout", "text": "-0.4% Y/Y", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.379+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8a7f752-fc70-483e-978a-7602e52ea1f5", "parentComponentId": null }, { "bbox": { "h": 0.445, "w": 0.439, "x": 0.379, "y": 0.345 }, "kind": "chart", "text": "Active buyers (M) from Q3 19 to Q3 24", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.379+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d924e2ad-ee1d-496b-88d7-2b64fd4c4cf5", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.25, "x": 0.082, "y": 0.418 }, "kind": "paragraph", "text": "Slight decline in U.S. Modest growth in International", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.379+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cec298bf-bf60-404b-8d30-35103c8ca294", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.396, "x": 0.015, "y": 0.938 }, "kind": "source-note", "text": "Active buyers are buyers who have made at least one purchase in the last 12 months.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.379+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25553166-05a3-46aa-8565-f4517f67cfd8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.22, "x": 0.463, "y": 0.07 }, "kind": "title", "text": "Etsy Marketplace Active Buyers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.379+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3f46c64-ebbb-4bfd-ae62-1accce23af14", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "56ea221f-0cfb-438b-bfa3-74f1db34f080", "evidence": "chart/bar-vertical: Active buyers (M) from Q3 19 to Q3 24", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:42.98563+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "fe0705a8-2fb1-4019-8e71-3ae5f76f66e0", "evidence": "chart/bar-vertical: Active buyers (M) from Q3 19 to Q3 24", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:43.023276+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 29, "type": "analysis", "title": "The slide uses a split-background design to contrast two distinct buyer acquisition metrics.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 6, "textChars": 502, "nDataPoints": 18, "notes": "The slide uses a split-background design to contrast two distinct buyer acquisition metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:59.736+00", "seconds": 3.062, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/29", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-29", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.46, "x": 0.04, "y": 0.18 }, "kind": "chart", "text": "New Buyers quarterly trend", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.736+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4555286d-f291-470b-816c-bfda4a4862b1", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.46, "x": 0.54, "y": 0.18 }, "kind": "chart", "text": "Reactivated Buyers quarterly trend", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.736+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7d6f155-75fe-4d21-9084-7b3ba27a4ee4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.48, "x": 0.52, "y": 0.9 }, "kind": "source-note", "text": "*Average reactivated buyers pre-COVID is average of quarterly data for the periods Q1 2017 through Q4 2019.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.736+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55f10187-43e0-41ff-904a-84be48f11a79", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.48, "x": 0.02, "y": 0.9 }, "kind": "source-note", "text": "A buyer is considered new if they use a unique e-mail address that has never been used for a purchase on the Etsy marketplace. Metrics presented are for the Etsy marketplace and do not include Reverb or Depop *Average new buyers pre-COVID is the average of new buyers for the periods Q1 2017 through Q4 2019", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.736+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3666d51-7aea-4f7a-8653-43db60fa5816", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.102, "x": 0.205, "y": 0.125 }, "kind": "title", "text": "New Buyers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.736+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ffdbedf-5fbe-4308-a5e7-315939e442bd", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.15, "x": 0.685, "y": 0.125 }, "kind": "title", "text": "Reactivated Buyers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.736+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9e4431f-7b9c-45b2-aa57-aff9dce535f0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "f4cd6168-3b88-4a58-911c-f9101abe6bc4", "evidence": "chart/bar-vertical: Reactivated Buyers quarterly trend, chart/bar-vertical: New Buyers quarterly trend", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:43.098762+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 30, "type": "analysis", "title": "Data presented on a Trailing Twelve Month basis. Y/5Y represents Q3 19 vs. Q3 24.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 57, "componentCount": 6, "textChars": 239, "nDataPoints": 10, "notes": "Data presented on a Trailing Twelve Month basis. Y/5Y represents Q3 19 vs. Q3 24.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:04.354+00", "seconds": 6.789, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/30", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-30", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.08, "x": 0.89, "y": 0.24 }, "kind": "callout", "text": "134% Y/5Y", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.354+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94aa0ff4-9bf6-443c-95fd-ba79be9dc437", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.38, "y": 0.24 }, "kind": "callout", "text": "186% Y/5Y", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.354+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f7734d6-6278-489f-aa16-07bc39ec4d69", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.44, "x": 0.5, "y": 0.125 }, "kind": "chart", "text": "Repeat Buyers (Buyers in M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.354+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cddd1be8-9774-4d3c-8517-7c2e8da1acbc", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.44, "x": 0.06, "y": 0.125 }, "kind": "chart", "text": "Habitual Buyers (Buyers in M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.354+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "faa1599c-4e17-4a0c-a35d-4f4da3148da6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.52, "y": 0.9 }, "kind": "disclaimer", "text": "Repeat Buyers exclude Habitual Buyers on this slide.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.354+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28b08274-7146-4eec-be80-51d4188f7909", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.48, "x": 0.02, "y": 0.9 }, "kind": "disclaimer", "text": "Metrics presented are for the Etsy marketplace on a Trailing Twelve Month basis. Y/5Y represents Q3 19 vs. Q3 24.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.354+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9eefe9b-5623-4426-84ef-e55b7d734b6d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Small Multiples", "slug": "small-multiples", "status": "active", "bestFor": null, "canonId": "019dd956-b32d-7586-b368-baa1dd388ed4", "version": 1, "bodyDocId": null, "description": "Repeating similar charts for comparison across categories or time", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "8a494dc4-304d-4dd1-a2de-a53cb4791860", "evidence": "chart/bar-vertical: Habitual Buyers (Buyers in M), chart/bar-vertical: Repeat Buyers (Buyers in M)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:43.175723+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 31, "type": "analysis", "title": "The chart displays a consistent downward trend in both the percentage change and the absolute dollar value per active buyer.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 4, "textChars": 183, "nDataPoints": 18, "notes": "The chart displays a consistent downward trend in both the percentage change and the absolute dollar value per active buyer.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:00.469+00", "seconds": 2.883, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/31", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-31", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.66, "x": 0.17, "y": 0.28 }, "kind": "chart", "text": "Bar chart showing Q/Q percentage change", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.469+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aae5a4a0-64a4-4aa3-81ff-b215ae8c2c70", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.64, "x": 0.18, "y": 0.77 }, "kind": "metric", "text": "$135 $131 $129 $128 $127 $126 $125 $124 $123", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.469+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5af6dd4-9b99-4b80-956d-20553f458028", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.64, "x": 0.18, "y": 0.7 }, "kind": "paragraph", "text": "Q3 22 Q4 22 Q1 23 Q2 23 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.469+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47f8e57a-c945-4995-bee3-f130035c9e4d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.44, "x": 0.28, "y": 0.108 }, "kind": "title", "text": "Etsy Marketplace TTM GMS per Active Buyer (Q/Q)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.469+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e329431-2bf2-4b52-a037-9a87169a9e52", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "08a57ad7-5d66-4e5a-96e8-d6662f2ca2c1", "evidence": "chart/bar-vertical: Bar chart showing Q/Q percentage change", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:43.25135+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data-Ink Ratio", "slug": "data-ink-ratio", "status": "active", "bestFor": null, "canonId": "019dd956-afc8-70da-b378-92834d36fde6", "version": 1, "bodyDocId": null, "description": "Maximize data, minimize non-data ink - remove chartjunk and decoration", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "f41bbfb4-a7b7-4d28-b7a5-de6c2a29520e", "evidence": "chart/bar-vertical: Bar chart showing Q/Q percentage change", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:48:43.289668+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 32, "type": "analysis", "title": "Financial data presented in thousands.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 2, "textChars": 80, "nDataPoints": 30, "notes": "Financial data presented in thousands.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:52:59.974+00", "seconds": 2.191, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/32", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-32", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.78, "w": 0.6, "x": 0.35, "y": 0.115 }, "kind": "table", "text": "Condensed Consolidated Balance Sheets table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.974+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89bd4993-35a6-4294-86f2-0b61adb0ee95", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.25, "x": 0.04, "y": 0.095 }, "kind": "title", "text": "Condensed Consolidated Balance Sheets", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:52:59.974+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49a2eb6b-3f5f-4328-b35e-735d44268640", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "171b7f75-fb1b-4fdc-a147-a6ff63c9896f", "evidence": "table/data: Condensed Consolidated Balance Sheets table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.364186+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 33, "type": "analysis", "title": "Page number 33 visible in top right corner.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 2, "textChars": 307, "nDataPoints": 26, "notes": "Page number 33 visible in top right corner.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:03.025+00", "seconds": 5.103, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/33", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-33", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.6, "x": 0.36, "y": 0.165 }, "kind": "table", "text": "Revenue, Cost of revenue, Gross profit, Marketing, Product development, General and administrative, Operating expenses, Income from operations, Other (expense) income, net, Income before income taxes, Provision for income taxes, Net income, Net income per share", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "859d010d-dffc-41bd-a532-0e610f585a76", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.25, "x": 0.04, "y": 0.095 }, "kind": "title", "text": "Condensed Consolidated Statement of Operations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:03.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67e13f7c-5191-4de8-8184-6ecfe75fa2dd", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b94aa7b1-f294-48d1-bfc2-dce97fb69660", "evidence": "table/data: Revenue, Cost of revenue, Gross profit, Marketing, Product development, General and administrative, Operating expenses, Income from operations, Other (expense) income, net, Income before income taxes, Provisi", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.437666+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 34, "type": "analysis", "title": "Page number 34.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 2, "textChars": 343, "nDataPoints": 26, "notes": "Page number 34.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:00.676+00", "seconds": 2.606, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/34", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-34", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.6, "x": 0.36, "y": 0.16 }, "kind": "table", "text": "Revenue, Cost of revenue, Gross profit, Marketing, Product development, General and administrative, Asset impairment charges, Operating expenses, Income from operations, Other income, net, Income before income taxes, (Provision) benefit for income taxes, Net income, Net income per share - diluted", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7d3c47c-7fa7-47f7-b816-77f95dbd6277", "parentComponentId": null }, { "bbox": { "h": 0.39, "w": 0.24, "x": 0.04, "y": 0.095 }, "kind": "title", "text": "Condensed Consolidated Statement of Operations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.676+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "185147d9-4c34-47f7-952d-d6366055e1f5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "db8c9ecc-1ceb-42a8-90e1-496789530157", "evidence": "table/data: Revenue, Cost of revenue, Gross profit, Marketing, Product development, General and administrative, Asset impairment charges, Operating expenses, Income from operations, Other income, net, Income before incom", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.512501+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 35, "type": "analysis", "title": "Page number 35 in the original deck.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 2, "textChars": 98, "nDataPoints": 14, "notes": "Page number 35 in the original deck.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:00.521+00", "seconds": 2.373, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/35", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-35", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.44, "w": 0.612, "x": 0.368, "y": 0.123 }, "kind": "table", "text": "Condensed Consolidated Statement of Cash Flows table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.521+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5e8d0e4-123d-4e90-9486-27aa7a11fbcd", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.25, "x": 0.04, "y": 0.09 }, "kind": "title", "text": "Condensed Consolidated Statement of Cash Flows", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.521+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de9e0a86-6987-40dd-8733-3f7ff66d4044", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c144020e-9ac3-4095-8382-8c46ccff75b8", "evidence": "table/data: Condensed Consolidated Statement of Cash Flows table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.586775+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 36, "type": "analysis", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 2, "textChars": 210, "nDataPoints": 65, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:04.136+00", "seconds": 5.84, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/36", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-36", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.86, "x": 0.07, "y": 0.2 }, "kind": "table", "text": "Financial reconciliation table showing Net Income, adjustments, Adjusted EBITDA, Revenue, and Adjusted EBITDA Margin across 3Q24, 2Q24, 1Q24, 4Q23, and 3Q23.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52e994a3-38e8-4e8c-afdb-17754019271a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Reconciliation of Quarterly Net Income to Adj. EBITDA", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:04.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea8a9b4e-3028-46a6-a95d-c4ca1d51e637", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5aa93900-5dd5-4238-b0a4-55c4f8fe66a2", "evidence": "table/data: Financial reconciliation table showing Net Income, adjustments, Adjusted EBITDA, Revenue, and Adjusted EBITDA Margin across 3Q24, 2Q24, 1Q24, 4Q23, and 3Q23.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.661306+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 37, "type": "analysis", "title": "Standard non-GAAP financial reconciliation table.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 4, "textChars": 546, "nDataPoints": 20, "notes": "Standard non-GAAP financial reconciliation table.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:00.669+00", "seconds": 2.329, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/37", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-37", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "¹TTM is defined as Trailing Twelve Month.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35ae3a47-7925-453d-bb05-9fba9d07bbac", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "subtitle", "text": "Free cash flow is considered to be a non-GAAP financial measure. We believe that free cash flow, which measures our ability to generate cash from our business operations, is an important financial measure for use in evaluating the company's financial performance.", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b43815ca-8279-4e20-9dae-222f61cfeefb", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "table", "text": "Reconciliation table showing Net cash provided by operating activities, Purchases of property and equipment, Development of internal-use software, and Free Cash Flow across 5 TTM periods.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6caee60b-a1db-4001-a5f7-2e4ba71b55d5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "Reconciliation of Operating Cash Flow to Free Cash Flow", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.669+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2df0da94-f910-4f97-952f-d602d70ac09d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0f455562-e172-44f2-99be-800529d595dc", "evidence": "table/data: Reconciliation table showing Net cash provided by operating activities, Purchases of property and equipment, Development of internal-use software, and Free Cash Flow across 5 TTM periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.737652+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 38, "type": "analysis", "title": "Standard non-GAAP financial reconciliation disclosure.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 3, "textChars": 486, "nDataPoints": 4, "notes": "Standard non-GAAP financial reconciliation disclosure.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:53:00.569+00", "seconds": 2.175, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de077-56ae-72ed-805e-a4608ca7d52b/38", "deck": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b", "deckAnchor": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b#slide-38", "deckJson": "/decks/019de077-56ae-72ed-805e-a4608ca7d52b.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.86, "x": 0.07, "y": 0.17 }, "kind": "disclaimer", "text": "Free cash flow is considered to be a non-GAAP financial measure. We believe that free cash flow, which measures our ability to generate cash from our business operations, is an important financial measure for use in evaluating the company's financial performance.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.569+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5720a7e-fdf9-46f4-8f76-11200c95639f", "parentComponentId": null }, { "bbox": { "h": 0.215, "w": 0.424, "x": 0.238, "y": 0.395 }, "kind": "table", "text": "Net cash provided by operating activities: 217,416; Purchases of property and equipment: (4,266); Development of internal-use software: (8,767); Free Cash Flow: 204,383", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.569+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ccc576a-2112-47e5-b982-a4b47fd76fa9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.07, "y": 0.09 }, "kind": "title", "text": "Reconciliation of Operating Cash Flow to Free Cash Flow", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:53:00.569+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eea21a1d-6687-408b-a01c-45c0946057d0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "21c82ba0-5383-43c1-99ba-53cd5ae3f131", "evidence": "table/data: Net cash provided by operating activities: 217,416; Purchases of property and equipment: (4,266); Development of internal-use software: (8,767); Free Cash Flow: 204,383", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:48:43.81365+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 3, "label": "Attention", "description": "The presentation starts with an overview of Etsy's Q3 2024 financial results" }, { "from": 4, "to": 5, "label": "Need", "description": "Etsy highlights the need for improving customer experiences and optimizing operations" }, { "from": 6, "to": 14, "label": "Satisfaction", "description": "The presentation showcases Etsy's progress in improving customer experiences and driving growth" }, { "from": 15, "to": 26, "label": "Action", "description": "Etsy outlines its plans for future growth and Q&A" } ], "loops": [ { "from": 20, "to": 21, "label": "Cost Of Inaction", "description": "Highlighting the consequences of not addressing macro headwinds" }, { "from": 22, "to": 25, "label": "So What Cascade", "description": "Translating financial performance into strategic implications" } ] }