Earnings Releases·Nov 5, 2026, 7:07 AM ET

1stDibs — Third Quarter 2026 Earnings Summary

Net revenue increased 5% year-over-year to $23.1 million, while GAAP net loss narrowed to $1.2 million from $3.5 million in the prior year period; Non-GAAP Adjusted EBITDA turned positive at $1.0 million compared to a loss of $0.2 million.
Gross Merchandise Value (GMV) rose 4% year-over-year to $92.6 million, marking the first year-over-year order growth since Q4 2024 despite continued softness in the high-end furniture market.
Management provided Q4 2026 guidance for net revenue of $22.2–$23.4 million and Non-GAAP Adjusted EBITDA margin of 1%–4%, citing a focus on expense discipline and product-driven share gains.
The Board authorized a new $5.0 million common stock repurchase program, while net cash used in financing activities for the nine months ended September 30, 2026, totaled $24.3 million, primarily driven by $20.7 million in stock repurchases.