Every material Form 8-K 1stdibs.com, Inc. has filed with the SEC since August 05, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
1stDibs reported third quarter 2026 net revenue of $23.1 million, up 5% year over year, and a net loss of $1.2 million, narrower than the $3.5 million loss a year earlier. The same day, the company said Chief Product and Marketing Officer Bradford Shellhammer will succeed David Rosenblatt as CEO on January 1, 2027, with Rosenblatt moving to Executive Chairperson.
Q3 2026 net revenue was $23.1 million, up 5% year over year; gross margin was 73.2%, compared with 74.3% in Q3 2025.
Q3 2026 Adjusted EBITDA was $1.0 million (4.5% margin), compared with $(0.2) million a year earlier; the company called it its fourth consecutive quarter of positive Adjusted EBITDA.
Q4 2026 guidance: net revenue $22.2 million to $23.4 million; Adjusted EBITDA margin 1% to 4%.
Shellhammer succeeds Rosenblatt as CEO on January 1, 2027; the board authorized a $5.0 million share repurchase on November 3, 2026.
1stDibs furnished an investor presentation dated September 2, 2026 under Regulation FD, posted on its investor relations website for use in management meetings with investors and analysts. The presentation reviews 2026 roadmap initiatives in search, personalization, Tastemakers social content, customer service and shipping. The filing reports no new earnings, revenue or guidance figures, so shareholders receive management's stated targets and early metrics rather than financial results.
Presentation states that buyers who search convert at nearly 4x the rate of buyers who do not search.
Company targets reducing shipping quotes by up to 30% and on-time shipping above 85%.
AI customer service resolution rate for inbound chat rose from 14% to 25% between June launch and late August, per the presentation.
Presentation cites 26% of orders still lacking delivery data, which drives a Q3 tracking mandate.
1stDibs reported second quarter 2026 results, with net revenue up 5% year over year and GAAP net loss narrowing to $1.0 million from $4.3 million. Third quarter guidance for GMV and net revenue falls below the second quarter actuals, so shareholders will watch whether growth holds as the company reduces costs.
Net revenue was $23.3 million, up 5% year over year; gross margin was 73.9% versus 71.8%.
GMV was $96.0 million, up 7%, while active buyers fell 10% to about 58K.
Adjusted EBITDA was $1.3 million (5.6% margin) versus a $(1.8) million loss a year earlier.
Q3 2026 guidance: GMV $89.0 million to $94.0 million; net revenue $22.0 million to $22.9 million.
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