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1stdibs.com (DIBS)
NASDAQ:DIBS
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.14Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights a major operational inflection—first quarter of adjusted EBITDA profitability, meaningful expense reductions, margin expansion, stronger unit economics (higher AOV, conversion, take rate) and a healthy cash position—offset by continued top‑line pressures (GMV and order volume declines) largely driven by intentional marketing discipline and near‑term reinvestment. Management emphasizes confidence in a multi‑quarter product roadmap (AI search, pricing parity, shipping and service improvements) to drive a GMV recovery by Q4 2026, but that recovery is subject to execution and macro stability.Company Guidance
Adjusted EBITDA Profitability and Margin Expansion
Q4 adjusted EBITDA of $1.3M (6% margin), the company's first quarter of adjusted EBITDA profitability as a public company, a turnaround from a $1.6M loss the prior year and an approximately 1,300 basis point expansion year‑over‑year.
Significant Operating Expense Reduction & Headcount Discipline
Total operating expenses were $19.2M, an 18% decrease; the company reduced annual operating expenses by ~18% (nearly $18M) since 2022 and lowered headcount by more than 30% from peak, while holding headcount flat in 2025 and rebalancing toward product and engineering.
Revenue and Gross Profit Resilience
Net revenue of $23.0M (up 1% YoY) and gross profit of $16.9M (up 3% YoY); reported gross margin ~74%, up ~1 percentage point year‑over‑year.
Improving Transaction Quality and Conversion
Ninth consecutive quarter of conversion growth; on‑platform average order value nearly $2,600 (up 5% YoY) and median order value ~$1,250 (up 4% YoY). GMV outperformed order volume by ~400 basis points, reflecting a higher mix of high‑value, repeat buyer transactions. Organic traffic comprised >80% of traffic, up 8 percentage points YoY.
Higher Take Rates and Sponsored Listings Momentum
Take rates increased ~140 basis points YoY, driven by October pricing increases and growth in sponsored listings; company highlighted expansion opportunities in sponsored listings as a high‑margin revenue lever.
Strong Liquidity and Capital Actions
Cash, cash equivalents and short‑term investments of $95.0M (up from $93.4M sequentially). Executed ~$1.6M in share repurchases during the quarter with $10.4M remaining under a $12.0M authorization.
Focused Product and AI Investment
Reallocated resources toward product and engineering (technology development expense +9% to $6.0M) and reported ~30% of new code is AI‑assisted. Management outlined a roadmap (AI semantic/image search, personalization, pricing, shipping, service) intended to drive discovery, conversion and long‑term GMV gains.
DIBS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DIBS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $5.60 | $4.81 | -14.11% |
Nov 07, 2025 | $3.48 | $4.02 | +15.52% |
Aug 06, 2025 | $2.63 | $2.75 | +4.56% |
May 09, 2025 | $2.67 | $2.66 | -0.37% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does 1stdibs.com (DIBS) report earnings?
1stdibs.com (DIBS) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is 1stdibs.com (DIBS) earnings time?
1stdibs.com (DIBS) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DIBS EPS forecast?
DIBS EPS forecast for the fiscal quarter 2026 (Q1) is -0.05.