DIBS

MKT CAP:$202M

1stdibs.Com, Inc.

Market Cap

$202M

Consumer Cyclical·Specialty Retail·🇺🇸 United States·NASDAQ

Consumer Cyc.·Specialty Retail·🇺🇸·NASDAQ

Stock Price

$5.49-$0.41 (-6.96%)

Apr 24, 2026

Company Details

1stdibs.Com, Inc. operates an online marketplace for vintage, antique, and contemporary furniture, home décor, jewelry, watches, art, and fashion products worldwide. The company offers online marketplace that enables commerce between seller...

CEO

David S. Rosenblatt

IPO Date

Jun 10, 2021

Website

www.1stdibs.com

Key Metrics TTM

Revenue

$90M

+1.5% YoY

Net Income

-$14M

EPS (Diluted)

-$0.39

Free Cash Flow

-$3M

Revenue / Share

$2.48

Gross Margin

73.0%

Operating Margin

-21.2%

Net Margin

-15.2%

FCF Margin

-3.8%

P/S

2.3x

P/E

—

Earnings Reports

Q1 2026

May 8, 2026

PENDING

FY 2025

Feb 27, 2026

$90M+1.5%EPS -$0.38

Q4 2025

Feb 27, 2026

$23M+0.9%EPS -$0.03

Q3 2025

Nov 7, 2025

$22M+3.7%EPS -$0.10

Q2 2025

Aug 7, 2025

$22M-0.4%EPS -$0.12

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 22	$27M	$19M	-$7M
Q2 22	$25M	$17M	-$620.0K
Q3 22	$23M	$15M	-$10M
Q4 22	$23M	$16M	-$9M
Q1 23	$22M	$15M	-$10M
Q2 23	$21M	$15M	-$10M
Q3 23	$21M	$15M	-$5M
Q4 23	$21M	$15M	-$5M
Q1 24	$22M	$16M	-$5M
Q2 24	$22M	$16M	-$6M
Q3 24	$21M	$15M	-$7M
Q4 24	$23M	$16M	-$7M
Q1 25	$23M	$16M	-$6M
Q2 25	$22M	$16M	-$6M
Q3 25	$22M	$16M	-$5M
Q4 25	$23M	$17M	-$2M

Valuation

Quarter	P/S	P/E
Q1 22	1.9x	—
Q2 22	1.9x	—
Q3 22	2.0x	—
Q4 22	2.1x	—
Q1 23	2.2x	—
Q2 23	2.3x	—
Q3 23	2.3x	—
Q4 23	2.4x	—
Q1 24	2.4x	—
Q2 24	2.3x	—
Q3 24	2.3x	—
Q4 24	2.3x	—
Q1 25	2.3x	—
Q2 25	2.3x	—
Q3 25	2.3x	—
Q4 25	2.3x	—

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 22	-$6M	-$7M
Q2 22	-$12M	-$13M
Q3 22	-$4M	-$5M
Q4 22	-$6M	-$6M
Q1 23	-$3M	-$3M
Q2 23	-$6M	-$7M
Q3 23	-$2M	-$3M
Q4 23	-$2M	-$3M
Q1 24	-$3M	-$4M
Q2 24	-$3M	-$3M
Q3 24	-$3.0K	-$323.0K
Q4 24	$3M	$3M
Q1 25	-$96.0K	-$143.0K
Q2 25	-$5M	-$5M
Q3 25	-$1M	-$2M
Q4 25	$4M	$4M

Capital Expenditures

Quarter	CapEx
Q1 22	$760.0K
Q2 22	$452.0K
Q3 22	$560.0K
Q4 22	$192.0K
Q1 23	$390.0K
Q2 23	$491.0K
Q3 23	$401.0K
Q4 23	$512.0K
Q1 24	$647.0K
Q2 24	$704.0K
Q3 24	$320.0K
Q4 24	$251.0K
Q1 25	$47.0K
Q2 25	$36.0K
Q3 25	$228.0K
Q4 25	$655.0K

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 22	+4.2%	+19.1%
Q2 22	-0.5%	-14.0%
Q3 22	-11.1%	+0.4%
Q4 22	-14.8%	-10.7%
Q1 23	-16.6%	-2.9%
Q2 23	-14.9%	+24.5%
Q3 23	-9.1%	-20.6%
Q4 23	-8.9%	-17.4%
Q1 24	-0.5%	-15.3%
Q2 24	+6.3%	-8.4%
Q3 24	+2.6%	+10.4%
Q4 24	+8.8%	+14.0%
Q1 25	+2.2%	+5.1%
Q2 25	-0.4%	-3.1%
Q3 25	+3.7%	-6.7%
Q4 25	+0.9%	-15.0%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 22	$1M	5.1%
Q2 22	$3M	12.9%
Q3 22	$3M	13.9%
Q4 22	$4M	15.5%
Q1 23	$3M	14.0%
Q2 23	$3M	15.5%
Q3 23	$3M	14.4%
Q4 23	$3M	14.4%
Q1 24	$3M	14.0%
Q2 24	$4M	18.1%
Q3 24	$4M	18.4%
Q4 24	$4M	16.5%
Q1 25	$4M	18.0%
Q2 25	$4M	16.0%
Q3 25	$0	0.0%
Q4 25	$3M	14.0%

OpEx Breakdown

Quarter	R&D	G&A	S&M
Q1 22	$6M	$6M	$12M
Q2 22	$7M	$7M	$11M
Q3 22	$6M	$7M	$11M
Q4 22	$6M	$7M	$11M
Q1 23	$6M	$8M	$10M
Q2 23	$7M	$7M	$10M
Q3 23	$5M	$7M	$8M
Q4 23	$4M	$6M	$9M
Q1 24	$5M	$7M	$9M
Q2 24	$5M	$7M	$9M
Q3 24	$5M	$7M	$9M
Q4 24	$5M	$7M	$11M
Q1 25	$6M	$7M	$9M
Q2 25	$6M	$7M	$8M
Q3 25	$6M	$6M	$9M
Q4 25	$6M	$7M	$5M

Revenue Segments

Quarter	Seller Marketplace Services	Service, Other
Q1 22	$26M	$1M
Q2 22	$24M	$1M
Q3 22	$23M	$225.0K
Q4 22	$23M	$221.0K
Q1 23	$22M	$167.0K
Q2 23	$21M	$160.0K
Q3 23	$20M	$196.0K
Q4 23	$21M	$236.0K
Q1 24	$22M	$224.0K
Q2 24	$22M	$273.0K
Q3 24	$21M	$247.0K
Q1 25	$22M	$259.0K
Q2 25	$22M	$254.0K
Q3 25	$22M	$299.0K
Q4 25	$23M	$355.0K

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 22	$161M	$0	$161M
Q2 22	$163M	$0	$163M
Q3 22	$158M	$0	$158M
Q4 22	$153M	$0	$153M
Q1 23	$88M	$63M	$150M
Q2 23	$45M	$101M	$146M
Q3 23	$32M	$111M	$143M
Q4 23	$37M	$102M	$139M
Q1 24	$34M	$101M	$134M
Q2 24	$24M	$87M	$111M
Q3 24	$22M	$87M	$109M
Q4 24	$26M	$78M	$104M
Q1 25	$20M	$81M	$101M
Q2 25	$22M	$72M	$94M
Q3 25	$20M	$73M	$93M
Q4 25	$23M	$72M	$95M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 22	38M	+0.3%	+3.9%
Q2 22	38M	+0.4%	+2.6%
Q3 22	38M	-0.9%	0.0%
Q4 22	39M	+3.2%	+3.0%
Q1 23	39M	+0.8%	+3.4%
Q2 23	40M	+0.8%	+3.9%
Q3 23	40M	+0.8%	+5.6%
Q4 23	40M	-0.0%	+2.4%
Q1 24	40M	-0.5%	+1.1%
Q2 24	39M	-3.1%	-2.8%
Q3 24	37M	-4.7%	-8.1%
Q4 24	36M	-1.1%	-9.1%
Q1 25	36M	-2.1%	-10.5%
Q2 25	36M	+0.7%	-7.0%
Q3 25	36M	+1.4%	-1.0%
Q4 25	36M	-0.7%	-0.6%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q1 22	$72.8K	365
Q2 22	$67.3K	365
Q3 22	$62.3K	365
Q4 22	$74.1K	310
Q1 23	$71.5K	310
Q2 23	$67.5K	310
Q3 23	$66.7K	310
Q4 23	$88.3K	237
Q1 24	$93.1K	237
Q2 24	$93.8K	237
Q3 24	$89.4K	237
Q4 24	$80.2K	284
Q1 25	$79.4K	284
Q2 25	$77.9K	284
Q3 25	$77.4K	284
Q4 25	$86.3K	266

Revenue / Employee