Etsy, Inc. (ETSY) Q1 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:04.176 Hi, everyone, and welcome to Etsy's first quarter 2026 earnings conference call. 00:00:04.176 -- 00:00:08.861 I'm Deb Wasser, VP of Investor Relations. Today's prepared remarks have been pre-recorded. 00:00:08.861 -- 00:00:13.246 Joining me today are Kruthi Patel-Goyal, CEO, and our CFO, Lani Baker. 00:00:13.246 -- 00:00:16.931 This quarter, we've changed our earnings process to feature a shareholder letter, which 00:00:16.931 -- 00:00:20.875 we encourage you to read in detail, and have shortened our prepared remarks to enable 00:00:20.875 -- 00:00:25.221 more time for Kruthi and Lani to to take questions from our publishing sell side analysts. 00:00:25.221 -- 00:00:29.546 We hope you find that this shift helps drive efficiency and transparency in our process, 00:00:29.546 -- 00:00:34.412 both for us and for all of you. Please keep in mind that our remarks today include forward-looking 00:00:34.412 -- 00:00:38.898 statements related to our financial outlook, our business and operating results, as noted 00:00:38.898 -- 00:00:42.202 in the shareholder letter posted to our website for your reference. 00:00:42.202 -- 00:00:46.669 Our actual results may differ materially. Forward-looking statements involve risks and 00:00:46.669 -- 00:00:50.537 uncertainties, some of which are described in today's shareholder letter and our most 00:00:50.537 -- 00:00:54.625 recent periodic report, and which will be updated in future periodic reports that we 00:00:54.625 -- 00:00:59.214 file with the SEC. Any forward-looking statements that we make on this call are based 00:00:59.214 -- 00:01:03.903 on our beliefs and assumptions today, and we disclaim any obligation to update them. 00:01:03.903 -- 00:01:08.173 Also during the call, we'll present both GA...