1stDibs names Bradford Shellhammer CEO effective January 1, 2027
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.
Key points
- 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.
The filing
Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.