
Etsy (ETSY) reported its fourth-quarter earnings with actual revenue of $852.16 million, slightly below the estimated $861.69 million. However, the company's earnings per share (EPS) exceeded expectations at $1.03, compared to an estimate of $0.95. Looking ahead, Etsy anticipates a decline in first-quarter consolidated gross merchandise sales (GMS) similar to the year-over-year performance reported for the fourth quarter of 2024. Meanwhile, Klaviyo (KVYO) announced its fourth-quarter results, posting an adjusted EPS of $0.07, beating the estimate of $0.06, and sales of $270.164 million, surpassing the estimated $257.247 million. Klaviyo's guidance for the first quarter suggests revenue between $265 million and $269 million, indicating year-over-year growth. Unity (U) reported fourth-quarter revenue of $457 million, down from $609 million in the previous year, with a net loss per share of $1.68. Unity expects total first-quarter revenues between $405 million and $415 million. The company also announced the upcoming migration of its ad network to a new AI platform called Unity Vector, which is expected to enhance its advertising capabilities.








.@Unity CEO Matthew Bromberg breaks down the company's latest earnings results and its new AI ad platform he calls a "significant investment" for customers https://t.co/gYgffuESYx
With $U today announcing Unity Vector, it's new AI ads platform, it's worth recirculating our report which looks at whether the company can replicate some of the success of $APP. See below. https://t.co/vAvMBlp4dY
$U | Unity Q4 2024 Earning Call Summary ššš - Matt - "We meaningfully exceeded guidance, demonstrating solid execution and real momentum." - "UnityVector will strengthen our ad business, though we expect a gradual ramp-up in performance." - "Unity 6 adoption is tracking⦠https://t.co/4arWacD1LP https://t.co/HGr0MPe7eb