1stdibs.com (DIBS)
NASDAQ:DIBS
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.06Last Year’s EPS
-0.12Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but constructive picture: management emphasized disciplined cost reductions, margin expansion, positive adjusted EBITDA for a second consecutive quarter, improving unit economics (AOV and conversion), and measurable product and AI-driven progress that should compound over time. Offsetting these positives are continued YoY declines in GMV, order volume and active buyers driven by a weak housing market and a deliberate pullback in performance marketing. Near-term guidance carries some uncertainty, but the company reaffirmed its 2026 targets (positive full-year adjusted EBITDA and free cash flow, return to GMV growth by Q4) and laid out concrete product and shipping initiatives intended to drive recovery.Company Guidance
Adjusted EBITDA Profitability and Early Cash Generation
Adjusted EBITDA of approximately $600,000 (≈2.5% margin), positive for the second consecutive quarter. Generated positive free cash flow of $800,000 and $1.1 million of cash flow from operations. Cash, cash equivalents and short-term investments ended the quarter at $85.3 million.
Gross Profit and Margin Expansion
Gross profit was $16.7 million, up 2% year-over-year. Gross margin expanded to ~74%, up ~2 percentage points and at the high end of the company's stated target range (72%–74%).
Higher Order Values and Trade Growth
Average order value (AOV) rose ~7% to approximately $2,750. Median order value increased ~12% to approximately $1,400, reflecting a mix shift toward higher-value transactions, particularly growth in trade customers.
Deliberate Expense Reallocation and Cost Discipline
Total operating expenses declined ~11% year-over-year. Sales & marketing expenses fell ~31% (to $6.3M), reflecting strategic reductions; technology development spend grew ~10% (to $6.2M) as resources were reallocated toward product and engineering.
Sustained Conversion and Product/AI Momentum
Conversion grew for the 10th consecutive quarter. Search success rate improved by nearly 4% and null search results decreased by over 25% after AI-driven metadata enrichment. AI-assisted development now accounts for >50% of new code (up from ~30% last quarter). Road map includes visual search (Q2) and natural language search (Q3).
Shipping and Pricing Improvements
Integrated USPS into shipping infrastructure, delivering ~30%–50% lower parcel rates for packages under 20 lbs. Price parity coverage increased by 44% across resale platforms, and plans announced for ML-powered quoting for large items and expanded real-time tracking (expanding supported carriers from ~10 to over 70).
Marketplace Supply Health and Seller Dependence
Listings grew ~2% to nearly 1.9 million. Annual seller sentiment survey (second year) confirmed 1stDibs is the primary sales channel for sellers. Unique seller count grew modestly sequentially, underpinning supply stability.
Confirmed 2026 Financial Framework
Company reaffirmed its 2026 framework: expected positive full-year adjusted EBITDA and positive free cash flow, third consecutive year of revenue growth, a return to year-over-year GMV growth by Q4, gross margins targeted at 72%–74%, and revenue take rates targeted at 25%–26%.
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 |
|---|---|---|---|
May 08, 2026 | $4.46 | $4.28 | -4.04% |
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% |
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 Aug 12, 2026, After Close (Confirmed).
What is 1stdibs.com (DIBS) earnings time?
1stdibs.com (DIBS) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is DIBS EPS forecast?
DIBS EPS forecast for the fiscal quarter 2026 (Q2) is -0.06.