Earnings summaries and quarterly performance for 1stdibs.com.
Executive leadership at 1stdibs.com.
Board of directors at 1stdibs.com.
Research analysts who have asked questions during 1stdibs.com earnings calls.
Ralph Schackart
William Blair
4 questions for DIBS
Also covers: APP, CARG, DLB +6 more
Austin Riddick
Evercore ISI
2 questions for DIBS
Also covers: EXPE
Mark Mahaney
Evercore ISI
2 questions for DIBS
Also covers: ABNB, AMZN, BKNG +22 more
Nicholas Jones
Citizens JMP
2 questions for DIBS
Also covers: ACVA, ANGI, CARG +14 more
Luke Edward Meindl
Citizens JMP
1 question for DIBS
Recent press releases and 8-K filings for DIBS.
1stdibs Reports Strong Q3 2025 Results
DIBS
Earnings
Share Buyback
Guidance Update
- 1stdibs reported stronger-than-expected third-quarter 2025 results, with revenue increasing 4% to $22 million.
- The company significantly narrowed its net loss to $3.5 million from $5.7 million a year ago and achieved an adjusted EBITDA loss of only $200,000, a sharp improvement from the prior year's $3 million loss.
- Gross merchandise value (GMV) rose 5% to $89.1 million, and gross profit margins increased to 74.3%.
- A $12 million share buyback program was announced, and the company provided guidance aiming for positive adjusted EBITDA in Q4 and full-year 2026.
- At the end of the quarter, 1stdibs held $93.4 million in cash, cash equivalents, and short-term investments.
Nov 8, 2025, 2:09 AM
DIBS announces Q3 2025 financial results
DIBS
Earnings
- DIBS reported its Q3 2025 financial results on November 7, 2025.
- The company achieved Gross Merchandise Value (GMV) of $89.1 million and revenue of $22.0 million for the quarter.
- Gross Margin for Q3 2025 was 55%.
- Adjusted EBITDA for Q3 2025 was $(243) thousand, resulting in an Adjusted EBITDA Margin of -1.1%. This represents a significant improvement from $(2,983) thousand and -14.1% in Q3 2024.
Nov 7, 2025, 1:00 PM
1stdibs.com Reports Q3 2025 Results, Achieves Best Adjusted EBITDA Margin, and Authorizes Share Repurchase
DIBS
Earnings
Guidance Update
Share Buyback
- 1stdibs.com (DIBS) reported Q3 2025 net revenue of $22 million, an increase of 4% year-over-year, and GMV grew by 5%. The company achieved its best adjusted EBITDA margin as a public company at negative 1%, a 13 percentage point improvement year-over-year, with an adjusted EBITDA loss of approximately $240,000.
- The company implemented a strategic realignment, including a net headcount reduction and $7 million in annual cost savings, reallocating resources towards product and engineering to enhance efficiency and long-term growth.
- DIBS forecasts positive adjusted EBITDA margins of 2% to 5% for Q4 2025, with net revenue projected between $22.3 million and $23.5 million. The company expects to achieve positive adjusted EBITDA and free cash flow in Q4 2025 and for the full year 2026.
- The board authorized a new $12 million share repurchase program, reflecting confidence in future free cash flow generation and the belief that shares are trading at a discount to their intrinsic value.
- A subscription pricing increase was implemented on October 1st for approximately 20% of sellers, resulting in roughly a 10% increase for those affected, without a meaningful increase in churn.
Nov 7, 2025, 1:00 PM
1stDibs Reports Third Quarter 2025 Financial Results
DIBS
Earnings
Guidance Update
Share Buyback
- 1stDibs reported net revenue of $22.0 million for the third quarter ended September 30, 2025, an increase of 4% year-over-year, with a GAAP net loss of $3.5 million.
- The company achieved a non-GAAP Adjusted EBITDA of $(0.2) million and an Adjusted EBITDA Margin of (1.1)% for Q3 2025, compared to $(3.0) million and (14.1)% respectively, in the third quarter of 2024.
- Gross Merchandise Value (GMV) for Q3 2025 was $89.1 million, an increase of 5% year-over-year.
- For the fourth quarter of 2025, 1stDibs provides guidance of GMV between $90 million and $96 million, net revenue between $22.3 million and $23.5 million, and an Adjusted EBITDA margin of 2% to 5%.
- On November 4, 2025, the Board of Directors authorized a $12.0 million share repurchase program, replacing a prior program.
Nov 7, 2025, 12:04 PM
1stDibs Reports Third Quarter 2025 Financial Results and Issues Q4 Guidance
DIBS
Earnings
Guidance Update
Share Buyback
- 1stDibs reported net revenue of $22.0 million, an increase of 4% year-over-year, and a gross profit of $16.3 million, up 9% year-over-year, for the third quarter ended September 30, 2025.
- The company achieved a GAAP net loss of $3.5 million and non-GAAP Adjusted EBITDA of $(0.2) million for Q3 2025, significantly improving from a net loss of $5.7 million and Adjusted EBITDA of $(3.0) million in Q3 2024.
- As of September 30, 2025, 1stDibs held $93.4 million in cash, cash equivalents, and short-term investments.
- The Board of Directors authorized a $12 million share repurchase program on November 4, 2025, replacing a prior program.
- For the fourth quarter of 2025, 1stDibs provided guidance of net revenue between $22.3 million and $23.5 million and an Adjusted EBITDA margin between 2% and 5%.
Nov 7, 2025, 12:00 PM
1stdibs.Com Inc Provides Business Update at Midwest Ideas Conference
DIBS
Demand Weakening
New Projects/Investments
Earnings
- 1stdibs.Com Inc operates a two-sided marketplace for luxury design, connecting roughly 6,000 professional sellers with 2 million individual listings to consumers and interior designers. Since its inception around February 2001, the company has facilitated over $3 billion worth of transactions across more than 1 million orders.
- For Q2, the company reported $90 million in GMV, $22 million in revenue, and an adjusted EBITDA loss of negative $1.8 million. The business maintains high gross margins of north of 70% and contribution margins approaching 60%.
- Despite a double-digit shrinking market, particularly in furniture, 1stdibs has maintained flat GMV and revenue over the last five quarters, indicating market share gains. The company's average order value (AOV) is over $2,500, significantly higher than other luxury online marketplaces.
- The company's strategy focuses on achieving profitability even without a market recovery, optimizing its cost structure, and leveraging AI/machine learning for pricing recommendations and customer service. It also plans to expand brand awareness and customer acquisition through increased focus on social media channels.
Aug 27, 2025, 3:20 PM
Quarterly earnings call transcripts for 1stdibs.com.
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