earnings
confidence high
sentiment neutral
materiality 0.65
1stDibs Q1 revenue $22.4M (-1% YoY); GAAP loss narrows to $2.2M; Adj EBITDA positive $0.6M
1stdibs.com, Inc.
2026-Q1 EPS
reported -$0.06
vs consensus -$0.04
▼ miss
(-47.1%)
- Net revenue $22.4M (-1% YoY); GMV $89.7M (-5%); orders ~31K (-12%); active buyers ~58K (-10%).
- GAAP net loss narrowed to $2.2M from $4.8M YoY; Non-GAAP Adj EBITDA positive at $0.6M (margin 2.5%).
- Gross margin expanded to 74.4% from 72.4% YoY; cash and short-term investments $85.3M.
- Q2 guidance: GMV $86-91M, revenue $21.6-22.6M, Adj EBITDA margin -2% to 2%.
- CEO expects GMV growth return by Q4; CFO notes second consecutive positive Adj EBITDA and free cash flow.