财务数据和关键指标变化 - 第四季度GMV为1.039亿美元,同比下降11% [44] - 收入为2300万美元,同比下降15% [56] - 毛利率为71%,同比提升9个百分点 [57] - 调整后EBITDA亏损450万美元,亏损率为19%,同比亏损收窄 [61] 各条业务线数据和关键指标变化 - 珠宝业务占GMV比重创新高,达25%,同比提升3个百分点 [46] - 家具、艺术品等其他品类占新客户订单比重约60% [46] - 平均订单价值下降,47%订单低于1000美元,同比提升4个百分点 [19][47] 各个市场数据和关键指标变化 - 德国和法国市场流量同比增长超375%,订单量增长超60% [35][36] - 德国和法国市场占总流量10%,但仅占总订单的3% [36] 公司战略和发展方向及行业竞争 - 公司将重点投入提升转化率,尤其是新客户转化率 [13][22][23] - 拍卖业务和国际扩张战略持续推进,取得进展 [15][35][36] - 供应商数量和商品数量持续增长,分别达到7300家和150万件 [29][30] 管理层对经营环境和未来前景的评论 - 2022年面临多重挑战,包括消费者行为转变、通胀和房地产市场放缓等 [8][9] - 2023年仍将面临挑战,但公司有信心在需求反弹时抓住机会 [10][42] - 公司将继续优化成本结构,提高运营效率 [11][52][53] 问答环节重要的提问和回答 问题1 **Curtis Nagle 提问** 注册用户增长的驱动因素是什么?如何提升转化率? [68] **David Rosenblatt 回答** 主要是SEO流量增长带动注册用户增加,但新客户转化率下降是关键问题。公司正集中资源提升转化率,包括改善核心产品体验和推进战略举措如拍卖和国际扩张 [69][70][71][72][73] 问题2 **Trevor Young 提问** 公司是否在研究AI技术应用?关于战略评估的进展如何? [82] **David Rosenblatt 回答** 公司正在研究将AI应用于提升转化率和欺诈监控等领域。关于战略评估,公司正在积极评估各种选择,包括资本运用和业务调整,但在有结果前不会对外透露 [84][86] 问题3 **Mark Mahaney 提问** 拍卖业务在买卖家端的反响如何? [89] **David Rosenblatt 回答** 拍卖业务的主要目标是提升新客户转化率,从买家端来看,参与度和重复购买率都有提升。从卖家端来看,接受拍卖模式不是问题,关键是教育卖家如何合理定价 [91][92][93][94]

1stdibs.Com, Inc. (NASDAQ:DIBS) Q3 2022 Earnings Conference Call November 9, 2022 8:00 AM ET Company Participants Kevin LaBuz - Head, IR and Corporate Development David Rosenblatt - CEO Tom Etergino - CFO Conference Call Participants Mark Mahaney - Evercore ISI Trevor Young - Barclays Ralph Schackart - William Blair Curtis Nagle - Bank of America Nick Jones - JMP Securities Aaron Kessler - Raymond James Operator Good day, and welcome to the 1stdibs.com Inc. Q3 2022 Earnings Conference Call. At this time, al ...

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, 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 (St ...

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 ...

1stdibs.com, Inc. (NASDAQ:DIBS) Q4 2021 Earnings Conference Call March 1, 2022 5:00 PM ET Company Participants Kevin LaBuz – Head-Investor Relations David Rosenblatt – Chief Executive Officer Tu Nguyen – Chief Financial Officer Conference Call Participants Justin Post – Bank of America Ross Sandler – Barclays Spencer Tan – Evercore Mary Donaldson – William Blair Andrew Boone – JMP Securities Operator Good day, ladies and gentlemen, and thank you for standing by. Welcome to the 1stdibs.Com Incorporated Fourt ...

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. ...