[8-K] Etsy, Inc. Reports Material Event

Rhea-AI Filing Summary

InMode Ltd. (INMD) filed a Form 6-K that covers two key disclosures.

• Q2 2025 earnings release: The company issued its second-quarter results on 30 July 2025, provided only via the attached press release (Exhibit 99.1). No revenue, EPS, margin or guidance figures appear in the body of the filing.
• Securities class action status: A putative class action, originally filed 14 Feb 2024, challenges alleged misstatements made between 18 Feb 2020 and 6 Dec 2023. Lead plaintiffs were appointed on 4 Dec 2024 and filed an amended complaint on 31 Jan 2025. InMode moved to dismiss on 11 Apr 2025; briefing concluded 21 Jul 2025 and the motion is now pending. The company has recorded no liability, stating it cannot estimate a potential loss but will continue to contest the claims.

No additional operational, financial or transactional information is included.

Insights

Litigation Risk Analyst

TL;DR: Motion to dismiss fully briefed; liability unquantified, but no new allegations—overall risk profile unchanged for now.

The filing does not introduce fresh claims or settlement discussions; it merely confirms procedural progress. Courts often take months to decide such motions, so headline litigation risk persists until a ruling. Absence of a loss reserve signals management’s view that an adverse outcome is not probable at this stage, but investors should still consider potential costs—class actions of similar size in MedTech have settled for 1‒3 % of market cap. Because the information was previously disclosed and no financial metrics were provided, the market impact should be muted.

Equity Research Analyst

TL;DR: Earnings numbers withheld in 6-K; investors must await Exhibit 99.1 to gauge performance.

From a fundamentals standpoint this 6-K is thin. It merely flags that Q2 figures exist but does not supply them. Without revenue or margin data, valuation models remain unchanged. The litigation update is procedural and likely priced in since the February 2024 filing. Therefore, I view the disclosure as non-impactful to near-term share price, pending review of the separate press release.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

_____________________________________

FORM 8-K

_____________________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d) of

the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 30, 2025

ETSY, INC.

(Exact name of registrant as specified in its charter)

_____________________________________

Delaware

001-36911

20-4898921

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

117 Adams Street

Brooklyn, New York 11201

(Address of principal executive offices, including zip code)

(718) 880-3660

(Registrant's telephone number, including area code)

N/A

(Former name or former address, if changed since last report)

_____________________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, $0.001 par value per share			ETSY			The Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

    Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. □

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Item 2.02. Results of Operations and Financial Condition.

On July 30, 2025, Etsy, Inc. issued a press release announcing its financial results for the quarter ended June 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Form 8-K and is hereby incorporated by reference.

Information in Item 2.02 and Exhibit 99.1 of this Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.			Description
99.1			Press Release issued by Etsy, Inc. on July 30, 2025
104			Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

ETSY, INC.

By: /s/ Charles Baker

Charles Baker

Chief Financial Officer

Dated: July 30, 2025

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