The earnings call reflected a balanced view with strong financial performance and strategic progress in areas like conversion growth, cost management, and product enhancements. However, challenges such as a decline in GMV, a soft luxury home goods market, and a decrease in unique sellers counterbalance the positive aspects.

Company Guidance

During the 1stdibs Q2 2025 earnings call, the company reported performance metrics that exceeded expectations, with GMV and revenue performing above the midpoint of guidance and adjusted EBITDA surpassing the high end. Operating expenses declined by 4% year-over-year, showcasing effective cost management. Despite a slight decline in GMV, the company gained market share in the contracting luxury home goods market. Conversion rates have increased for seven consecutive quarters, aided by product enhancements and a strategic focus on organic traffic growth, with over 70% of traffic originating from organic sources. The platform's average order value remained nearly flat at $2,600, while median order value increased by 10% to approximately $1,350. Listings grew by 3% to nearly 1.9 million, despite a 21% year-over-year decrease in unique sellers, attributed to subscription pricing optimizations. The company forecasts Q3 GMV of $83 million to $89 million and a net revenue of $21 million to $22.1 million, with an adjusted EBITDA margin loss of 12% to 8%.

Exceeding Financial Guidance

GMV and revenue performed above the midpoint of guidance, and adjusted EBITDA exceeded the high end.

Continued Conversion Growth

The company reported conversion gains for the seventh consecutive quarter, reflecting continuous optimization efforts.

Cost Management Success

Operating expenses declined by 4% year-over-year, demonstrating effective cost management.

Organic Traffic Strategy

Over 70% of traffic originates from organic sources, driven by improvements in site performance and structure.

Enhanced User Experience

Refinements in the user experience and checkout process led to increased engagement and higher conversion rates.

Product Road Map Progress

Sustained progress across the product road map, enhancing both buyer and seller experiences and boosting market share.

Machine Learning Pricing Models

The rollout of machine learning-based pricing models across all verticals has shown promising results in increasing sell-through rates and reducing price negotiations.

Leadership Addition

Bradford Shellhammer joined as Chief Marketing Officer and Chief Product Officer, bringing relevant skills and experience.

Jewelry Segment Growth

Jewelry, accounting for approximately 20% of total GMV, increased by high single digits.

1stdibs.com (DIBS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DIBS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.13 / -	-0.15	―	―	―
Aug 06, 2025	2025 (Q2)	-0.17 / -0.12	-0.12	0.00% (0.00)
May 09, 2025	2025 (Q1)	-0.13 / -0.14	-0.08	-75.00% (-0.06)	―
Feb 28, 2025	2024 (Q4)	-0.17 / -0.14	-0.07	-100.00% (-0.07)	―
Nov 08, 2024	2024 (Q3)	-0.13 / -0.15	-0.08	-87.50% (-0.07)	―
Aug 06, 2024	2024 (Q2)	-0.11 / -0.12	-0.21	42.86% (+0.09)	―
May 08, 2024	2024 (Q1)	-0.09 / -0.08	-0.21	61.90% (+0.13)	―
Feb 28, 2024	2023 (Q4)	-0.09 / -0.07	-0.18	61.11% (+0.11)	―
Nov 08, 2023	2023 (Q3)	-0.13 / -0.08	-0.23	65.22% (+0.15)	―
Aug 09, 2023	2023 (Q2)	-0.22 / -0.21	-0.01	-2000.00% (-0.20)	―

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
Aug 06, 2025	$2.63	$2.75	+4.56%
May 09, 2025	$2.67	$2.66	-0.37%
Feb 28, 2025	$3.76	$3.68	-2.13%
Nov 08, 2024	$4.35	$4.02	-7.59%

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 Nov 05, 2025, After Close (Confirmed).

What is 1stdibs.com (DIBS) earnings time?

1stdibs.com (DIBS) earnings time is at Nov 05, 2025, 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 2025 (Q3) is -0.13.

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