🚀 Etsy leverages search engine marketing, especially Google PLA, to enhance marketplace growth and revenue in Q2 2025, optimizing spend and auction performance. 📈
Generated by Dafinchi AI. Source-grounded AI analysis, not investment advice.
Search engine
The term "search engine" appears in the context of Etsy’s marketing spend and strategy, specifically relating to search engine marketing (SEM) as part of their broader performance marketing efforts. The discussion highlights how Etsy is investing in paid search channels, including Google Product Listing Ads (PLA), to drive growth in Gross Merchandise Sales (GMS) and revenue.
Marketing Spend Increase Including Search Engine Marketing:
Etsy increased its consolidated marketing spend by 16% year-over-year to $212 million, which represented 31.5% of revenue. This increase was primarily driven by higher performance marketing spend, explicitly including search engine marketing, PLA, and paid social channels.
"Second quarter consolidated marketing spend increased 16% year-over-year to $212 million, representing 31.5% of revenue primarily due to increased performance marketing spend versus the prior year, including search engine marketing, PLA and paid social."
Google PLA Market Dynamics and Auction Performance:
Etsy benefited from competitive spending patterns in Google PLA markets during Q2 2025. While cost-per-click (CPC) remained stable, Etsy gained a higher click share in auctions, enabling more productive marketing spend. This suggests Etsy’s ads were more competitive and efficient in capturing shopper attention on Google’s search engine platforms.
"First, competitive spending patterns in the Google PLA markets were helpful to the Etsy marketplace during the second quarter. While CPCs were relatively stable, we gained a higher click share in auctions to drive more productive spend, and we leaned into investments in an ROI-positive way."
New Segmentation Tactic for Google Shopping Listings:
Etsy implemented a new segmentation tactic to optimize Google Shopping listings by prioritizing listings with stronger click history and higher investment returns. This tactic provided Google with a stronger performance signal, resulting in significant lifts to both GMS and revenue. Etsy plans to expand this approach in the U.S. and test it in the U.K.
"During the quarter, we successfully implemented a new segmentation tactic to optimize Google Shopping listings. This approach allowed us to prioritize listings with more click history and higher investment returns, thus providing Google with a stronger performance signal, which resulted in significant lifts to both GMS and revenue."
Focused Investment in Search Engine Marketing:
Etsy views search engine marketing as a critical lever to drive marketplace growth and revenue. The company is actively optimizing its spend to improve efficiency and returns, indicating a data-driven approach to SEM.
Leveraging Google’s Ecosystem:
By improving auction performance and optimizing Google Shopping listings, Etsy is deepening its integration with Google’s search engine advertising ecosystem, which is a key channel for customer acquisition and product discovery.
Balanced Marketing Mix:
Search engine marketing is part of a broader marketing strategy that also includes paid social and owned channels (email, push notifications). Etsy is balancing investments across these channels to maximize visibility and GMS growth.
Etsy’s mention of "search engine" centers on its strategic use of search engine marketing, particularly Google PLA, as a vital component of its performance marketing efforts. The company increased marketing spend in this area, optimized listing segmentation to improve ad performance, and gained auction share to drive more efficient spend. These actions contributed to meaningful lifts in GMS and revenue, underscoring Etsy’s commitment to leveraging search engine platforms to enhance marketplace growth.
"We believe we cut some momentum from this dynamic, but that's only part of the story... We'll continue expanding this segmentation tactic in the United States and are also testing it in the U.K."
Disclaimer: The output generated by dafinchi.ai, a Large Language Model (LLM), may contain inaccuracies or "hallucinations." Users should independently verify the accuracy of any mathematical calculations, numerical data, and associated units, as well as the credibility of any sources cited. The developers and providers of dafinchi.ai cannot be held liable for any inaccuracies or decisions made based on the LLM's output.
Etsy's Q1 2026 earnings highlight mobile app growth as a leading indicator of future demand and marketplace strength, signaling a turning point in customer engagement and retention strategies.
Sources used
Research questionHow does the growth of Etsy's mobile app in Q1 2026 influence demand and backlog signals?
Answer outline
This discussion explores Etsy's Q1 2026 growth trajectory, focusing on how increased mobile app engagement influences demand and backlog signals for the year.
Sources used
Research questionHow does the growth of Etsy's mobile app in Q1 2026 influence demand and backlog signals?
Answer outline
Analysis of Etsy's Q1 2026 growth trends in relation to market demand signals and operational efficiency.
Sources used
Research questionHow does the growth of Etsy's mobile app in Q1 2026 influence demand and backlog signals?
Answer outline
Etsy's mobile app growth in Q1 2026 significantly enhances demand signals and marketplace engagement, indicating a strengthening flywheel for future transaction growth.
Sources used
Research questionHow does the growth of Etsy's mobile app in Q1 2026 influence demand and backlog signals?
Answer outline
🌟 Etsy's Q3 2025 earnings reveal excitement and early success in leveraging AI-driven agentic commerce through its pioneering OpenAI partnership, positioning the company for future growth and innovation! 🤖📈
Sources used
Research questionAgentic Commerce
Answer outline
The 2027 PBM selling season for Evernorth PBS shows strong renewals with retention in the mid-90s, and new business momentum above the prior two seasons combined. Specialty incrementality is solid, driven by biosimilars and specialty generics adoption, while broader PBM contracting changes center on the Signature rebate-free model with early 2027 adoption for Cigna Healthcare fully insured and scale planned for 2028.
Sources used
Research questionPlease summarize the 2027 PBM selling season: renewals versus new business wins, and detail any incremental opportunities within Specialty and whether there are carve-outs or broader PBM contracting changes?
Answer outline
IFF attributes the Scent recovery to a rebuilt R&D engine, stronger go-to-market execution, and a rebound in Fragrance Ingredients, with normalization expected in the second half. In 2H 2026, Fine Fragrance is expected to dip modestly in Q3 and rebound in Q4, while Consumer Fragrance stabilizes in the low single digits, supported by an intensified R&D program aimed at a stronger 2027.
Sources used
Research questionWhat are the drivers of Scent's recovery, how will Fine Fragrance and Consumer Fragrance evolve in the second half, and what is the plan for R&D to support 2027?
Answer outline
BNY's management frames value-based pricing as a lever built on differentiated, integrated solutions rather than sole price competition, and highlights cross-sell as a core growth driver. The firm notes pricing pressure has eased versus 2–3 years ago thanks to lower cost-to-serve, while multi-line cross-sell—3+ lines in the last three years—has risen more than 60%, underscoring a white-space growth approach.
Sources used
Research questionWhat did management say about Value-based pricing and cross-sell?
Answer outline
Lockheed Martin outlines a 45-day concept-to-delivery timeline for counter-UAS, emphasizing faster integration of proven components. The company ties this approach to backlog growth and potential market-share gains, but does not provide a counter-UAS-specific revenue forecast.
Sources used
Research questionJim, you called out how the Grizzly counter UAS demonstrator went from concept to test fire in just 45 days. by leveraging existing systems and rapidly integrating proven technologies. 45 days is pretty impressive for what you delivered -- so can you size the revenue opportunity that you can tackle on with this new development approach and how you see your potential market share for incremental programs evolve with this with this faster turnaround?
Answer outline
Goldman Sachs explains that advisory fees do not convert into a fixed percentage of downstream revenue. Instead, they describe a 'virtuous flywheel' where trusted advisory relationships spur broader engagement in financing, risk management, and capital markets, supported by One GS connectivity. The dynamic is qualitative, with advisory backlog and cross-franchise momentum signaling enhanced wallet share across divisions in Q2 2026.
Sources used
Research questionWhat is the multiplier effect of advisory fees on other activities such as financing, risk management, and execution?
Answer outline
Oracle frames the AI data-center market as a full-stack service play anchored in reliability, security, and ongoing operational excellence. Capacity expansion is presented as essential to meet structurally high demand, sustain renewals, unlock new customer acquisitions, and drive margin improvement as utilization reaches full contractual levels. The discussion highlights very high utilization (97.5%), rapid capacity reallocation at renewals, and BYOH/prepaid contracts that support margin stability as the business scales.
Sources used
Research questionWhat is Oracle's view of competitive dynamics in the AI infrastructure/data-center space, and how will capacity expansion affect customer renewals, new customer acquisitions, and margins?
Answer outline
Costco's Q3 2026 earnings reveal a nuanced inflation strategy focusing on gas price management, targeted price investments, and holistic margin control to protect member value during inflationary pressures.
Sources used
Research questionHow is Costco adjusting its pricing strategies during inflation in Q3 2026?
Answer outline
Dafinchi