Etsy

Etsy’s Q3 revenue grows **11% year-over-year to $692.5 million**, exceeding analyst estimates of $668 million. The platform’s gross merchandise sales also increase **9% YoY to $2.65 billion**, driven by rising active buyer engagement. Net income reaches **$853.5 million**, partly from the sale of Depop.

Oct 2026Wall Street JournalNews article

Etsy prohibits the sale of AI-generated recipes, patterns, and functional guides on its platform, requiring sellers to demonstrate real, handmade results instead. The move aims to address buyer confusion and seller concerns over misleading AI-generated content, which has become a top barrier to trust. Sellers must now include unedited photos of actual items and disclose AI use transparently, though AI-assisted art remains allowed under strict guidelines. Etsy cites growing competition and a push to reinforce its artisan reputation amid rising generic, mass-produced listings.

Oct 2026CNBC TechNews article

Microsoft’s board nominates **Stripe co-founder John Collison** to join as a director, replacing departing members Reid Hoffman (LinkedIn co-founder) and Hugh Johnston (Disney CFO). Collison, 36, brings expertise in payments and platform businesses, having co-founded Stripe, which processed **$1.9 trillion in payments in 2025**. Microsoft and Stripe already collaborate on **Copilot Checkout** and **real-time card payments in Microsoft Teams**. Collison will be the first-time board candidate at Microsoft’s December 8 annual meeting.

Oct 2026GeekWireNews article

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