1stdibs is the premier luxury marketplace for rare and desirable objects in furniture, fashion, fine art, and jewelry. we connect the world’s most respected dealers and makers with sophisticated collectors who share in the pursuit of beautiful design. in doing so, we partner closely with progressive dealers to define and shape the future of antique, vintage, and contemporary buying-and-selling. we consider ourselves unique among other start-ups because we’ve been around since 2001, yet still exhibit strong entrepreneurial dna that informs how we operate and function as a company. some may call us a “mature start-up” -- one without the day-to-day uncertainty of a start-up, but with enough nimbleness and willingness to question the status quo that we can adapt quickly to unexpected changes. it helps that we are led by a seasoned executive team that has seen it all: ceo david rosenblatt formerly ran doubleclick and negotiated its sale to google for $3.2 billion. other top executives have
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DIBS
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Subsidiaries
1stdibs.com, Ltd ...
DIBS stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
28 Mar 24
DEF 14A
Definitive proxy
28 Mar 24
S-8
Registration of securities for employees
29 Feb 24
10-K
2023 FY
Annual report
29 Feb 24
8-K
1stDibs Reports Fourth Quarter and Full Year 2023 Financial Results
28 Feb 24
8-K
1STDIBS Appoints Everette Taylor to Its Board of Directors
15 Feb 24
10-Q
2023 Q3
Quarterly report
9 Nov 23
8-K
1stDibs Reports Third Quarter 2023 Financial Results
8 Nov 23
8-K
Entry into a Material Definitive Agreement
22 Aug 23
10-Q
2023 Q2
Quarterly report
10 Aug 23
Transcripts
DIBS
Earnings call transcript
2023 Q4
28 Feb 24
DIBS
Earnings call transcript
2023 Q3
8 Nov 23
DIBS
Earnings call transcript
2023 Q2
9 Aug 23
DIBS
Earnings call transcript
2023 Q1
10 May 23
DIBS
Earnings call transcript
2022 Q4
1 Mar 23
DIBS
Earnings call transcript
2022 Q3
9 Nov 22
DIBS
Earnings call transcript
2022 Q2
10 Aug 22
DIBS
Earnings call transcript
2022 Q1
12 May 22
DIBS
Earnings call transcript
2021 Q4
2 Mar 22
DIBS
Earnings call transcript
2021 Q3
12 Nov 21
Latest ownership filings
4
Change in insider ownership
17 Apr 24
4
Thomas J Etergino
10 Apr 24
4
Change in insider ownership
8 Apr 24
144
Notice of proposed sale of securities
8 Apr 24
4
Change in insider ownership
3 Apr 24
4
Change in insider ownership
29 Mar 24
144
Notice of proposed sale of securities
28 Mar 24
144
Notice of proposed sale of securities
28 Mar 24
144
Notice of proposed sale of securities
28 Mar 24
144
Notice of proposed sale of securities
28 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | |
---|---|---|---|
Revenue | |||
Cost of revenue | |||
Operating income | |||
Operating margin | |||
Net income | |||
Net profit margin | |||
Cash on hand | |||
Change in cash | |||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 35.78 mm | 35.78 mm | 35.78 mm | 35.78 mm | 35.78 mm | 35.78 mm |
Cash burn (monthly) | 4.32 mm | 10.59 mm | 1.74 mm | 2.87 mm | 735.67 k | 1.41 mm |
Cash used (since last report) | 28.78 mm | 70.49 mm | 11.61 mm | 19.13 mm | 4.90 mm | 9.42 mm |
Cash remaining | 7.00 mm | -34.71 mm | 24.16 mm | 16.65 mm | 30.88 mm | 26.36 mm |
Runway (months of cash) | 1.6 | -3.3 | 13.9 | 5.8 | 42.0 | 18.6 |
Institutional ownership, Q2 2023
73.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 76 |
Opened positions | 12 |
Closed positions | 18 |
Increased positions | 12 |
Reduced positions | 26 |
13F shares | Current |
---|---|
Total value | 72.97 bn |
Total shares | 29.18 mm |
Total puts | 10.70 k |
Total calls | 400.00 |
Total put/call ratio | 26.8 |
Largest owners | Shares | Value |
---|---|---|
Insight | 5.06 mm | $18.94 bn |
Insight Venture Partners IX | 5.06 mm | $63.36 mm |
Benchmark Capital Partners V L P | 3.65 mm | $0.00 |
Foxhaven Asset Management | 2.01 mm | $7.52 bn |
FIL | 1.58 mm | $5.91 bn |
Beck Mack & Oliver | 1.50 mm | $5.61 bn |
BABA Alibaba Group Holding | 1.46 mm | $5.48 bn |
Philosophy Capital Management | 993.48 k | $3.72 bn |
Harbert Fund Advisors | 843.32 k | $3.15 bn |
Joel Isaacson & Co. | 730.43 k | $2.73 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
17 Apr 24 | Insight | Common Stock | Sell | Dispose S | Yes | No | 5.0034 | 559 | 2.80 k | 50,235 |
17 Apr 24 | Insight | Common Stock | Sell | Dispose S | Yes | No | 5.0034 | 2,965 | 14.84 k | 266,646 |
17 Apr 24 | Insight | Common Stock | Sell | Dispose S | Yes | No | 5.0034 | 13,907 | 69.58 k | 1,250,497 |
17 Apr 24 | Insight | Common Stock | Sell | Dispose S | Yes | No | 5.0034 | 27,989 | 140.04 k | 2,516,724 |
16 Apr 24 | Insight | Common Stock | Sell | Dispose S | Yes | No | 5.0044 | 331 | 1.66 k | 50,794 |
16 Apr 24 | Insight | Common Stock | Sell | Dispose S | Yes | No | 5.0044 | 1,759 | 8.80 k | 269,611 |
16 Apr 24 | Insight | Common Stock | Sell | Dispose S | Yes | No | 5.0044 | 8,249 | 41.28 k | 1,264,404 |
16 Apr 24 | Insight | Common Stock | Sell | Dispose S | Yes | No | 5.0044 | 16,603 | 83.09 k | 2,544,713 |
15 Apr 24 | Insight | Common Stock | Sell | Dispose S | Yes | No | 5.0534 | 434 | 2.19 k | 51,125 |
15 Apr 24 | Insight | Common Stock | Sell | Dispose S | Yes | No | 5.0534 | 2,306 | 11.65 k | 271,370 |
News
Evercore ISI Group Upgrades 1stdibs.com to Outperform, Raises Price Target to $8
18 Mar 24
1stdibs.com Q1 Outlook: Revenue $20.6M - $21.9M vs. $19.4M Estimate, GMV $83M - $90M,
28 Feb 24
1stdibs.com Q4 2023 GAAP EPS $(0.07) Beats $(0.10) Estimate, Sales $20.92M Beat $20.74M Estimate
28 Feb 24
Earnings Scheduled For February 28, 2024
28 Feb 24
11 Consumer Discretionary Stocks Moving In Wednesday's After-Market Session
7 Feb 24
Press releases
1stDibs to Announce First Quarter 2024 Financial Results on May 8, 2024
17 Apr 24
1stDibs Announces the 1stDibs 50 for 2024
9 Apr 24
Journey Health and Lifestyle Brands Announces Appointment of Adam Karp as Chief Executive Officer and Director
20 Feb 24
1stDibs Appoints Everette Taylor to Its Board of Directors
14 Feb 24
1stDibs to Announce Fourth Quarter and Year End 2023 Financial Results on February 28, 2024
7 Feb 24