1stdibs.Com, Inc. (NASDAQ:DIBS) Q2 2022 Earnings Conference Call August 10, 2022 8:00 AM ET Company Participants Kevin LaBuz - Head, IR and Corporate Development David Rosenblatt - CEO Tom Etergino - CFO Conference Call Participants Trevor Young - Barclays Nick Jones - JMP Securities Justin Post - Bank of America Mark Mahaney - Evercore ISI Ralph Schackart - William Blair Operator Good day, and thank you for standing by. Welcome to the 1stdibs.Com Second quarter 2022 Earnings Conference Call. [Operator Inst ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to __________ Commission file number 333-256188 1STDIBS.COM, INC. (Exact name of registrant as specified in its charter) Delaware 94-3389618 (State o ...

1stdibs.Com, Inc. (NASDAQ:DIBS) Q1 2022 Results Conference Call May 11, 2022 5:00 PM ET Company Participants Kevin LaBuz - Head, IR and Corporate Development David Rosenblatt - CEO Tom Etergino - CFO Conference Call Participants Ralph Schackart - William Blair Justin Post - Bank of America Merrill Lynch Ross Sandler - Barclays Spencer Tan - Evercore ISI Kevin LaBuz Good evening, and welcome to 1stDibs earnings call for the quarter ended March 31, 2020. I'm Kevin LaBuz, Head of Investor Relations and Corpora ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to __________ Commission file number 333-256188 1STDIBS.COM, INC. (Exact name of registrant as specified in its charter) Delaware 94-3389618 (State ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 333-256188 1stdibs.com, Inc (Exact name of registrant as specified in its charter) Delaware 94-3389618 (State or ot ...

Financial Data and Key Metrics Changes - For the full year 2021, GMV grew 31% and revenue grew 25% [5] - In Q4 2021, GMV was $117 million, up 11%, with a two-year stack growth of 52% [24] - Net revenue for Q4 was $26.9 million, growing 13% driven by GMV growth [27] - Gross profit was $16.6 million, down 3%, with a gross profit margin of 61.7%, down from 72% a year ago [27][28] - Adjusted EBITDA loss was $6.8 million, compared to a loss of $0.9 million a year ago, reflecting a margin loss of 25% versus 4% last year [31] Business Line Data and Key Metrics Changes - Active buyers increased to nearly 72,500, up 25% year-over-year [26] - Average order value (AOV) increased 8% in Q4, driven by new and custom furniture growth [26] - Trade GMV growth outpaced consumer GMV growth, with consumer GMV growing 61% and trade GMV growing 41% on a two-year stack basis [25] Market Data and Key Metrics Changes - Over 40% of sellers and one-third of traffic were located outside the United States, indicating significant international engagement [13] - International conversion rates are about half of U.S. conversion rates, highlighting the potential for improvement through localization [13] Company Strategy and Development Direction - The company plans to enhance growth by focusing on four levers: auctions, product localization, supply growth, and NFTs [9][31] - Auctions launched in November 2021 have shown early success, with over 15% of sellers listing items for auction [10][41] - Product localization will begin with French and German sites, aiming to improve conversion rates for non-U.S. traffic [12][70] Management's Comments on Operating Environment and Future Outlook - Management noted a slowdown in consumer demand in December, attributed to early holiday shopping and IDFA impacts [38] - The company expects GMV growth to gain momentum in the second half of 2022, despite current macroeconomic uncertainties [33] - Management expressed confidence in the strength of the marketplace fundamentals and the potential for growth through strategic initiatives [20][31] Other Important Information - The CFO, Tu Nguyen, announced her departure, with Thomas Etergino set to succeed her [21][22] - The company ended 2021 with $168 million in cash and cash equivalents, indicating a strong financial position [32] Q&A Session Summary Question: Insights on December slowdown and January performance - Management noted a strong start to Q4 but a drop in consumer demand in December, partly due to early holiday shopping and IDFA impacts [38] Question: Incrementality of auctions and revenue potential - Early results from auctions validated the launch thesis, with most auction GMV considered incremental [41][43] Question: Interest from buyers in auction items - Engagement from buyers has been positive, with a focus on educating sellers about effective pricing for auctions [46] Question: Long-term strategy regarding seller subscription fees - Management believes reducing subscription fees could increase supply and conversion rates, enhancing overall marketplace traffic [51] Question: Shipping cost impacts on gross margin - Shipping losses in Q4 were attributed to unexpected increases in shipping costs, which are not expected to recur [57] Question: Localization opportunities in Germany and France - Localization is viewed as a long-term opportunity, with initial investments in translation and marketing planned for 2022 [69][71] Question: IDFA headwinds and first-party data initiatives - The company is focused on increasing first-party data volume and testing new remarketing tactics to mitigate IDFA impacts [72]

1stdibs.Com, Inc. (NASDAQ:DIBS) Q3 2021 Results Conference Call November 10, 2021 5:00 PM ET Company Participants Kevin LaBuz - Head Of IR David Rosenblatt - CEO and Director Tu Nguyen - CFO Conference Call Participants Justin Post - Bank of America Ross Sandler - Barclays Spencer Tan - Evercore ISI Mary Ann Farrell - William Blair Operator Good day and thank you for standing by. Welcome to the 1stdibs.com Third Quarter 2021 Earnings Conference Call. At this time, all participants are in a listen-only mode. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to __________ Commission file number 333-256188 1STDIBS.COM, INC. (Exact name of registrant as specified in its charter) Delaware 94-3389618 (St ...

1stdibs.Com, Inc. (NASDAQ:DIBS) Q2 2021 Earnings Conference Call August 11, 2021 5:30 PM ET Company Participants Kevin LaBuz - Head Of IR David Rosenblatt - CEO and Director Tu Nguyen - CFO Conference Call Participants Justin Post - Bank of America Merrill Lynch Ross Sandler - Barclays Ralph Schackart - William Blair Mark Mahaney - Evercore ISI Aaron Kessler - Raymond James Ron Josey - JMP Securities Operator Thank you for standing by. And welcome to 1stDibs’ Second Quarter 2021 Earnings Conference Call. At ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to __________ Commission file number 333-256188 1STDIBS.COM, INC. (Exact name of registrant as specified in its charter) Delaware 94-3389618 (State o ...