BROOKLYN, N.Y., July 16, 2025 /PRNewswire/ -- Etsy, Inc. (Nasdaq: ETSY), which operates two-sided online marketplaces that connect millions of passionate and creative buyers and sellers around the world, plans to release its second quarter 2025 financial results before the opening of the market on Wednesday, July 30, 2025. The press release can be accessed on the Etsy Investor Relations website (investors.etsy.com).Etsy will also host a video webcast conference call to discuss those results at 8:30 a.m.  Ea ...

Financial Data and Key Metrics Changes - Reported earnings per share (EPS) increased to $2.17 compared to $2.15 in the prior year period, marking an 18% year-over-year increase when excluding notable items [7][9] - Total revenue increased by 9% year-over-year, while fee revenue rose by 12%, both excluding notable items [18] - Pre-tax margin expanded to nearly 30%, and return on tangible common equity (ROTCE) was approximately 19%, excluding notable items [19] Business Line Data and Key Metrics Changes - Investment Services secured over $1 trillion in new asset servicing wins, generating $145 million in new servicing fee revenue [9][10] - Asset management business, rebranded as State Street Investment Management, achieved a record AUM exceeding $5 trillion, with quarterly net inflows over $80 billion [10][11] - FX trading revenue increased by 27% year-over-year, driven by record client volumes [24] Market Data and Key Metrics Changes - AUCA reached a record $49 trillion, up 11% year-over-year, supported by higher market levels and client flows [19] - The U.S. low-cost ETF market segment saw continued market share gains, with State Street's ETFs leading in trading volume [11][22] - Securities finance revenues increased by 17% year-over-year, reflecting strong balance growth across agency lending and prime services [25] Company Strategy and Development Direction - The company remains focused on disciplined execution of its strategy, aiming for consistent growth and operational excellence [6][14] - The rebranding of the asset management business reflects a commitment to innovation and deepening client relationships [10] - The next generation of the operating model transformation is a priority, with a focus on operational efficiency and productivity gains supported by AI [14][30] Management's Comments on Operating Environment and Future Outlook - Management acknowledged significant financial market volatility due to geopolitical and economic uncertainty but highlighted strong business momentum and financial performance [5][6] - The company expects total fee revenue growth for 2025 to be in the range of 5% to 7%, an improvement from the previous outlook of 3% to 5% [32] - Management remains committed to returning capital to shareholders, with plans to increase the quarterly dividend by 11% [13][31] Other Important Information - Notable items totaled $138 million pretax, primarily due to a repositioning charge associated with the operating model transformation [17] - The company generated over $1 billion in expense savings over the last three years, with expectations to increase that to over $1.5 billion by year-end 2025 [13][29] Q&A Session Summary Question: Inquiry on fees and fee operating leverage - Management indicated that the pace of sales remains strong, with a target of $350 million to $400 million in servicing fees for the year, supported by a record level of fees to be installed [35][36][38] Question: Clarification on new wins and client rescoping - Management does not anticipate further issues related to client rescoping and emphasized the importance of back-office elements in new mandates [39][40][42] Question: Discussion on net interest income (NII) and its outlook - Management confirmed guidance for NII to remain roughly flat year-over-year, acknowledging variability due to factors like deposit mix and interest rates [45][49][54] Question: Thoughts on M&A activity in the industry - Management expressed confidence in organic growth capabilities but remains open to M&A as a complement to strategy, emphasizing a high bar for any potential acquisitions [56][58] Question: Insights on asset management business and net inflows - Management noted consistent organic growth in the institutional channel, driven by innovative products and strong relationships with investment consultants [62][64] Question: Regulatory environment and tier one leverage ratio - Management acknowledged the current constraints of the tier one leverage ratio but indicated a constructive environment for potential regulatory changes in the future [67][68]

Key Narratives - PinLinkAi is positioned at the forefront of three top narratives in crypto: RWA Marketplace, BTCFi, and Stablecoin Access [1] RWA Marketplace - Offers fractional ownership of real Bitcoin mining fleets on-chain [1] BTCFi - Provides non-custodial BTC hashrate futures, enabling users to earn daily mining yield with monthly BTC payouts [2] Stablecoin Access - Allows the use of USDC to invest in BTC-mining operations via USDCShop [2] - Fees generated go back into the ecosystem [2] Financial Performance & Ecosystem Value - PinLink has executed over $670 thousand in buybacks from real BTC yield [2] - On-chain value backs $PIN [2] Market Positioning - $PIN is undervalued compared to other RWA leaders like Ondo, Clearpool, and Plume [2]

Core Insights - Fineqia International's Bitcoin Yield ETP product, YBTC, has quickly gained traction, surpassing C$14.9 million in assets under management due to high demand for bitcoin, Europe's regulatory framework, and institutional interest in passive income products [1][2][5] Market Demand and Trends - There is a significant demand for bitcoin, with companies emulating MicroStrategy's strategy of holding bitcoin as a long-term asset [2][4] - In 2022, approximately $35 billion flowed into bitcoin-based ETFs, marking an unprecedented interest in the ETF market [3][4] - Europe leads in the crypto ETF space, with around 60% of crypto-based ETFs and ETPs located there, totaling about $17.5 billion in assets under management [4][5] Institutional Interest - Surveys indicate that 70% of institutions are interested in digital asset-based products that provide passive income, with many looking to increase their allocations to digital assets in the coming year [5][6] - YBTC targets a 6% annual yield through DeFi lending and liquidity provisioning, appealing to institutional investors seeking consistent returns [6][10] Competitive Advantage - YBTC differentiates itself by offering yield from on-chain activities, unlike most competitors that do not provide yield or cap upside through covered call strategies [8][10] - The product aims to bridge the gap between pure bitcoin appreciation and yield generation, providing both benefits to investors [10] Future Developments - Fineqia is exploring additional products and coins with similar yield strategies, tapping into the growing digital asset treasury space [11][12] - The company is considering listings on various European exchanges, including Euronext, to expand its market reach [14][16]

Group 1 - Instacart, also known as Maplebear Inc. (NASDAQ: CART), is currently an overlooked marketplace stock that has shown steady outperformance since its public listing in Q3 of 2023 [1] - The company has a conservative balance sheet and a steady growth profile, which may appeal to long-term investors seeking stability [1] - The article emphasizes the potential for safe and growing dividends, positioning Instacart as a long-only investment opportunity [1] Group 2 - The author has a background in both equity and real estate markets, with experience in sourcing over $100 million in commercial real estate investments [1] - The focus on correlation across asset classes and sectors, along with a strong foundation in economics, supports the analysis of investment opportunities [1] - The article aims to provide timely analyses and strategies for investors looking to enhance their portfolios [1]

→ How I'd Build an NFT Marketplace in 2025~~ A Schematic by @wmpeaster ~~--@jessewldn, a founder and managing partner of @variantfund, recently asked an interesting question:> You're building an NFT marketplace in 2025 from scratch—what are you focusing on and why?The tweet got dozens of replies. Some suggested better discovery flows, others better display options.But one of the most interesting came from @0xDesigner:> NFT marketplaces have always focused more on buying and selling and less on what you can ...

⚡️LATEST: What if AI infrastructure wasn’t just for the few?https://t.co/X8rNNdlFZd offers a decentralized GPU marketplace, letting anyone rent compute power on demand.[Brought to you by @clore_ai] https://t.co/Zj1O1cIIMJ ...

Financial Performance - ACV achieved a 95% year-over-year revenue growth[10], reaching $208 million in revenue[10] - Marketplace units increased to 391,000+[10], compared to 128,000+ in Q1 2020[10] - Gross Merchandise Volume (GMV) exceeded $3 billion[10], a significant increase from $1.3 billion in Q1 2020[10] - Adjusted EBITDA margin improved from -58% in Q1 2020 to -18% in Q1 2021[55] Market Opportunity and Growth Strategy - ACV operates in a large addressable market, estimated at ~$1.7 trillion annually in the US vehicle market[17] - The company is pursuing a long-term strategy focused on marketplace growth, product expansion, and operating scale[10] - ACV sees significant opportunities in commercial wholesale, dealer wholesale, and dealer-to-consumer transactions[21] - The company is focused on expanding its data services offerings to dealers and commercial partners[21] Future Outlook - ACV anticipates Q2 2021 revenue between $72 million and $75 million, representing a 60% to 67% year-over-year growth[74] - Full-year 2021 revenue is projected to be between $307 million and $313 million, a 47% to 50% increase year-over-year[74] - The company expects an Adjusted EBITDA loss between $20 million and $22 million for Q2 2021, and between $79 million and $82 million for the full year[74]

Q2 2021 Performance Highlights - Revenue reached $97 million, demonstrating a 117% year-over-year growth compared to $45 million in Q2 2020[6, 40] - Marketplace Gross Merchandise Volume (GMV) exceeded $2.1 billion, a 234% year-over-year increase [6, 10] - Marketplace Units transacted totaled over 153,000, representing a 74% year-over-year increase [6, 10] - Auction Marketplace Revenue grew to $47 million, a 98% year-over-year increase [19] Strategic Growth Initiatives - The company is expanding its national footprint and is on track to reach a target of 160 territories in 2021 [12] - Consumer sourcing experienced over 150% year-over-year unit growth in Q2 2021, representing a high single-digit percentage of total units sold [22] - Value-added services are gaining traction, with a Q2 2021 transportation attach rate of approximately 45%, representing around 70,000 transports [36] Financial Outlook and Operating Efficiency - Q3 2021 revenue is projected to be between $82 million and $85 million, with full-year 2021 revenue guidance revised to $332 million to $338 million [50] - Adjusted EBITDA loss for Q3 2021 is expected to be between $20 million and $22 million, with a full-year 2021 adjusted EBITDA loss projected at $62 million to $65 million [50] - Non-GAAP Total Operating Cost (excluding Cost of Revenue) decreased from 61% of revenue in Q2 2020 to 50% in Q2 2021 [43] - The company maintains a strong balance sheet with $664 million in cash and cash equivalents as of June 30, 2021 [51]

RT Token Terminal 📊 (@tokenterminal)Historical data on Ethereum’s top 10 GDP contributors reveals a structural shift whereby NFT marketplaces (OpenSea & LooksRare) have been replaced by stablecoin issuers as the leading drivers of the Ethereum economy. https://t.co/xD9AuQFKqX ...