Etsy, Inc. (ETSY) Presents at Raymond James TMT & Consumer Conference Transcript

SA Transcripts157.27K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Etsy, Inc. (ETSY) Raymond James TMT & Consumer Conference December 9, 2025 1:40 PM EST Company Participants Kruti Goyal - President & Chief Growth OfficerJoshua Silverman - CEO & Director Conference Call Participants Rakesh Patel - Raymond James & Associates, Inc., Research Division Presentation Rakesh PatelRaymond James & Associates, Inc., Research Division All right. Thank you. Good afternoon, everyone, and thanks for joining us at Raymond James 2025 TMT & Consumer Conference. I'm Rick Patel, senior research analyst covering digital commerce, softlines, retail and global brands here at Raymond James. I'm happy to host Etsy, which is a digital 2-sided marketplace with a focus on unique and handmade goods. Before we begin, I do want to point you to Etsy's safe harbor statement, which you'll find on their Investor Relations website. I'm thrilled to be on stage with Josh Silverman, who's been Etsy's CEO since 2017 and will be stepping down at the end of the year to become Executive Chair. And also Kruti Patel Goyal, who is currently Etsy's Chief Growth Officer and will become CEO this January. So congrats to both of you on the upcoming roles. Kruti GoyalPresident & Chief Growth Officer Thank you so much. Joshua SilvermanCEO & Director Thank you. Question-and-Answer Session Rakesh PatelRaymond James & Associates, Inc., Research Division So thanks so much for being here. Very exciting news about the upcoming CEO transition. Josh, we recognize this is likely to be your last investor -- formal investor event at Etsy. What made now the right time to pass the torch to Kruti? And how do you envision your role as Executive Chair? Joshua SilvermanCEO & Director Yes. Thanks so much for having us. Thank you for getting Kruti's name right. It's great. TH, it's Kruti, but everyone pronounces is Kruti, sorry about that.

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