earnings
confidence high
sentiment positive
materiality 0.75
1stDibs Q2 2026 revenue $23.3M (+5% YoY); GAAP net loss narrows to $1.0M; Adj. EBITDA $1.3M
1stdibs.com, Inc.
- Net revenue $23.3M (+5% YoY); gross margin 73.9% vs 71.8% YoY.
- GAAP net loss $1.0M vs $4.3M loss in Q2 2025; non-GAAP Adj. EBITDA $1.3M (5.6% margin) vs $(1.8)M loss.
- GMV $96.0M (+7% YoY), above high end of guidance; Active Buyers 58K (-10% YoY), Orders ~32K (-4%).
- Q3 2026 guidance: GMV $89-94M, revenue $22.0-22.9M, Adj. EBITDA margin (1%) to 2%.
- Cash and short-term investments $67.7M as of June 30, 2026.