Earnings history

last 4 reports each · paired by recencyMethod

SHOP2 of 4 reports

0 of 1at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±12.7%−8.74%×0.69

Q2 FY26—+16.98%—

ETSY2 of 4 reports

0 of 1at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±7.1%+5.35%×0.75

Q2 FY26—−4.19%—

= impliedSHOP realized, solidETSY realized, hatchedOne scale, both sides: full bar = 17%× = |realized| ÷ impliedSource: market data

SHOP compared with ETSY: revenue, margins and what each company keeps, and the suppliers and customers both name