Etsy, Inc. (ETSY)

Online marketplaces for handmade and secondhand goods. Read November 11, 2026 from the annual report for the period ending December 31, 2025, filed February 19, 2026. Ranked 9 of the 240 Consumer Cyclical companies read so far, by the share within reach now.

A marketplace operator with one kind of work; the filing states one worldwide total.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 49% now, 65% at the end of 2027, 70% at the end of 2028, 71% at the end of 2030. By the patterns, the work is about 71% desk work, 24% people work and 6% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 29% of the working time stays with people (conversation, in-person and hands-on work), 56% becomes checking a model's work and 13% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

2,375 employees as of December 31, 2025 (stated). Not stated; the filing gives one worldwide total.

The filing: “There were 2,375 total employees worldwide on December 31, 2025, including approximately 475 Depop employees.”

The workforce as industry patterns

What the filing says about the workforce: The total includes approximately 475 Depop employees. A year earlier there were approximately 2,400, including about 400 at Depop and 180 at Reverb.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Web Search Portals, Libraries, Archives, and Other Information Services, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.

• Alphabet (GOOGL, 190,820 employees)49% now, 70% by 2028
• eBay Inc. (EBAY, 12,300 employees)49% now, 70% by 2028
• Clarivate Plc (CLVT, 12,000 employees)50% now, 68% by 2028
• CoStar Group, Inc. (CSGP, 8,441 employees)50% now, 71% by 2028
• Zillow Group, Inc. Class A (ZG, 7,068 employees)50% now, 69% by 2028
• Yelp Inc. (YELP, 5,168 employees)49% now, 70% by 2028
• Reddit, Inc. (RDDT, 2,555 employees)49% now, 70% by 2028
• Angi Inc. (ANGI, 2,300 employees)49% now, 70% by 2028

What the filing says about AI

46 sentences in the filing name AI. The filing names investments in artificial intelligence among its growth strategies, describes machine learning in ad ranking, sets out a Sustainable Compute and AI strategy, and names AI regulation among legal risks.

• “Forward-looking statements include, but are not limited to, statements relating to our mission, our opportunity and potential to grow; the impact of our leadership transition; the impact of our "Right to Win" and other growth strategies, including marketing and product initiatives, investments (including in artificial intelligence), and other levers for growth, on our business and operating res...”
• “Compliance with evolving global legal and regulatory requirements and/or available safe harbors, including privacy and data protection laws, tax laws, product liability laws, laws regulating speech, platform monitoring or moderation, and minors' online safety, laws regulating payments services providers, artificial intelligence regulations, intellectual property and counterfeiting regulations,...”
• “These improvements increased ad relevancy and efficiency through machine learning-based ranking optimizations, more efficient seller budget pacing, and more seamless integration of onsite ads within organic search results.”
• “We are working to increase Etsy's presence across the channels where today's shoppers - particularly younger audiences - find inspiration, including social, streaming, and AI-enabled platforms.”
• “In 2025, we prioritized an app-first, browsable and personalized shopping experience designed to spark curiosity and discovery, and refined our marketing mix so shoppers encounter Etsy more often where they seek inspiration and increasingly come to us directly. 3 Table of Contents Match people with the right content through machine learning.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20218median 0
• Fiscal 20227median 0
• Fiscal 20238median 1
• Fiscal 202415median 4
• Fiscal 202546median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• No count by function; one pattern by description.
• The collector's 2,400 is the prior year's count from the same passage.

Source: the company's annual report on EDGAR, accession 0001370637-26-000019, the filing. Read by Claude Fable 5.2 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.