{
  "docId": "019de076-ce48-734e-b680-1e47f800fb84",
  "docSlug": "b8a25857eb4dde462951a1f1615da0f5",
  "documentTitle": "Etsy | Results Presentation Deck | 46 slides",
  "authorId": "etsy",
  "authorName": "Etsy",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-02-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 4,
  "pageCount": 46,
  "prevPage": 3,
  "nextPage": 5,
  "slideType": "kpi_overview",
  "function": "summarize",
  "density": "dense",
  "nDataPoints": 8,
  "notes": "The slide highlights the decoupling of GMS growth from revenue and EBITDA growth.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de076-ce48-734e-b680-1e47f800fb84/4",
  "deckHref": "/decks/019de076-ce48-734e-b680-1e47f800fb84",
  "deckJsonHref": "/decks/019de076-ce48-734e-b680-1e47f800fb84.json",
  "deckAnchorHref": "/decks/019de076-ce48-734e-b680-1e47f800fb84#slide-4",
  "components": [
    {
      "bbox": {
        "h": 0.15,
        "w": 0.2,
        "x": 0.45,
        "y": 0.2
      },
      "kind": "metric",
      "text": "$13.2B",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4097f5f1-afcc-4ce1-9b76-47a769f83b0d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.2,
        "x": 0.45,
        "y": 0.6
      },
      "kind": "metric",
      "text": "$754.3M",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "49919648-eef7-482a-8ea5-62c46a195cf7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.2,
        "x": 0.75,
        "y": 0.6
      },
      "kind": "metric",
      "text": "$665.6M",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "858292a9-5ede-499d-b36f-78b336ca516a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.2,
        "x": 0.75,
        "y": 0.2
      },
      "kind": "metric",
      "text": "$2.7B",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ef654ee3-b7af-47fb-96ec-5ffd79b262c3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.33,
        "x": 0.05,
        "y": 0.68
      },
      "kind": "paragraph",
      "text": "Etsy marketplace GMS, revenue 4 Yr CAGR of 25% and 34% respectively; consolidated adjusted EBITDA 4 Yr CAGR of 42%",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d6a0abaa-934e-4283-87df-ad8b90a03953",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.55,
        "x": 0.42,
        "y": 0.85
      },
      "kind": "source-note",
      "text": "Reconciliation of non-GAAP financial measures is contained in the Appendix. Y/Y reflects FY 2023 vs. FY 2022. GMS, revenue, and adjusted EBITDA are consolidated unless otherwise noted",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2773cd1f-1681-4972-9f99-cd9edc86c7f4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.33,
        "x": 0.05,
        "y": 0.15
      },
      "kind": "title",
      "text": "Essentially flat GMS, yet we delivered record revenue and adjusted EBITDA dollars, and very strong FCF in 2023",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "79bad427-11d2-4285-a2d5-b8f031dab4f2",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 5,
      "from": 1,
      "beatId": "77cce989-1d3f-4c90-bbb7-49758b8170a9",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Attention",
      "beatSlug": "monroes-sequence-attention",
      "evidence": "The presentation starts with an overview of Etsy's financial performance and key takeaways",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Hook",
      "parentBeatSlug": "hook"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}