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    Luke Edward MeindlCitizens JMP

    Luke Edward Meindl is an Equity Research Associate at Citizens JMP Securities, LLC, specializing in coverage of the software and cybersecurity sectors. He analyzes and publishes investment research on prominent companies including Axonius, Cato Networks, Aqua Security, Malwarebytes, Tanium, and Lacework, contributing to influential industry reports that help investors understand key trends and performance drivers in cyber and software markets. Meindl began his professional career in financial services and has held regulated roles at BNP Paribas Securities before joining Citizens JMP, where he has demonstrated expertise in technology sector analysis since at least 2023. He holds FINRA registration (CRD#: 7066220), evidencing current securities licenses and professional compliance as a broker and research analyst.

    Luke Edward Meindl's questions to 1stdibs.Com Inc (DIBS) leadership

    Luke Edward Meindl's questions to 1stdibs.Com Inc (DIBS) leadership • Q1 2025

    Question

    Speaking on behalf of Nick Jones, Luke Edward Meindl requested more detail on the company's market share gains during the quarter and asked for an update on the progress and adoption of the new machine learning (ML) pricing models.

    Answer

    CEO David Rosenblatt clarified that market share is measured by comparing 1stdibs's GMV growth against syndicated credit card data for the online and luxury furniture markets, noting the company has gained share for five consecutive quarters. Regarding ML models, he stated they are now live in all categories. Adoption is very high (over 90%) for items under $9,000 but lower for higher-priced items due to sparse data. Future ML priorities include calculating shipping prices to increase pre-quote coverage and developing an ML-based customer service agent.

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