REAL · TheRealReal, Inc. · Webcasts, Transcripts & Audio
$8.90
-0.05 (-0.56%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$1.07B
Shares
121.67M
Volume · Oct 2
2.02M
Avg daily vol (3M)
2.91M
TheRealReal, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for TheRealReal, Inc. (REAL), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲20.1%
$142.70M
−$47.26M
'22 Q3
22-11-08
▲10%
$159.66M
−$38.61M
'22 Q4
23-02-28
▼3.3%
$141.90M
−$82.50M
'23 Q1
23-05-09
▼15.3%
$130.85M
−$41.33M
'23 Q2
23-08-08
▼6.7%
$133.17M
−$22.95M
'23 Q3
23-11-07
▼10.2%
$143.37M
−$21.69M
'23 Q4
24-02-29
▲1.3%
$143.80M
−$31.10M
'24 Q1
24-05-07
▲10.8%
$144.93M
−$16.71M
'24 Q2
24-08-06
▲11%
$147.75M
−$17.94M
'24 Q3
24-11-04
▲14.4%
$164.00M
−$68.45M
'24 Q4
25-02-10
▲11.3%
$160.03M
$62.40M
'25 Q1
25-05-08
▲14%
$165.19M
−$11.37M
'25 Q2
25-08-07
▲17.5%
$173.57M
−$54.05M
'25 Q3
25-11-10
▲18.3%
$194.05M
−$38.78M
'25 Q4
26-02-26
▲18.5%
$189.72M
$38.94M
'26 Q1
26-05-07
LATEST
▲16.6%
$192.57M
−$27.23M
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
TheRealReal, Inc. (REAL) Q2 2026 Earnings Call Transcript
Confident tone
Supply channels and sales team
GMV and revenue growth
Adjusted EBITDA and margin expansion
Revenue
$192.57M
▲ 16.6% YoY Diluted EPS
$-0.23
Gross margin
74.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
TheRealReal, Inc. (REAL) Q1 2026 Earnings Call
Revenue
$189.72M
▲ 18.5% YoY Diluted EPS
$-0.07
Gross margin
74.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
TheRealReal, Inc. (REAL) Q4 2025 Earnings Call Transcript
Confident tone
Growth Playbook and Supply Acquisition
AI and Technology Initiatives
Profitability and Margin Expansion
Revenue
$194.05M*
▲ 18.3% YoY Gross margin
74.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-10
TheRealReal, Inc. (REAL) Q3 2025 Earnings Call Transcript
Confident tone
GMV and revenue growth
Supply growth playbook and sales team
Adjusted EBITDA and margin expansion
Revenue
$173.57M
▲ 17.5% YoY Diluted EPS
$-0.49
Gross margin
74.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
TheRealReal, Inc. (REAL) Q2 2025 Earnings Call Transcript
Confident tone
Supply growth and consignors
Direct revenue gross margins
Athena and AI/automation
Revenue
$165.19M
▲ 14% YoY Diluted EPS
$-0.13
Gross margin
74.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
TheRealReal, Inc. (REAL) Q1 2025 Earnings Call Transcript
Confident tone
Supply growth and growth playbook
Get Paid Now / direct business
Profitability and adjusted EBITDA
Revenue
$160.03M
▲ 11.3% YoY Diluted EPS
$-0.14
Gross margin
75.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-10
TheRealReal, Inc. (REAL) Q4 2024 Earnings Call Transcript
Confident tone
Growth playbook and supply unlocking
Marketing and brand
Sales team and SmartSales AI
Revenue
$164.00M*
▲ 14.4% YoY Gross margin
74.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-04
TheRealReal, Inc. (REAL) Q3 2024 Earnings Call Transcript
Confident tone
Growth playbook and supply generation
Profitability and EBITDA improvement
Consumer trends and demand
Revenue
$147.75M
▲ 11% YoY Diluted EPS
$-0.17
Gross margin
74.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
TheRealReal, Inc. (REAL) Q2 2024 Earnings Call Transcript
Confident tone
GMV and revenue growth
Profitability and adjusted EBITDA
Supply and consignor growth
Revenue
$144.93M
▲ 10.8% YoY Diluted EPS
$-0.20
Gross margin
74.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-07
TheRealReal, Inc. (REAL) Q1 2024 Earnings Call Transcript
Confident tone
AI, automation, and operational efficiency
Consumer demand and order trends
Gross margin expansion
Revenue
$143.80M
▲ 1.3% YoY Diluted EPS
$-0.30
Gross margin
74.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-29
TheRealReal, Inc. (REAL) Q4 2023 Earnings Call Transcript
Confident tone
Consignment and supply strategy
Consumer health and demand
Capital structure and debt
Revenue
$143.37M*
▼ 10.2% YoY Gross margin
74.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-07
TheRealReal, Inc. (REAL) Q3 2023 Earnings Call Transcript
Revenue
$133.17M
▼ 6.7% YoY Diluted EPS
$-0.22
Gross margin
70.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-08
TheRealReal, Inc. (REAL) Q2 2023 Earnings Call Transcript
Revenue
$130.85M
▼ 15.3% YoY Diluted EPS
$-0.41
Gross margin
65.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
TheRealReal, Inc. (REAL) Q1 2023 Earnings Call Transcript
Revenue
$141.90M
▼ 3.3% YoY Diluted EPS
$-0.83
Gross margin
63.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-28
TheRealReal, Inc. (REAL) Q4 2022 Earnings Call Transcript
Revenue
$159.66M*
▲ 10% YoY Gross margin
60.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-08
TheRealReal, Inc. (REAL) Q3 2022 Earnings Call Transcript
Revenue
$142.70M
▲ 20.1% YoY Diluted EPS
$-0.49
Gross margin
60.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-09
TheRealReal, Inc. (REAL) Q2 2022 Earnings Call Transcript
Revenue
$154.44M
▲ 47.2% YoY Diluted EPS
$-0.56
Gross margin
56.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-10
TheRealReal, Inc. (REAL) Q1 2022 Earnings Call Transcript
Revenue
$146.70M
▲ 48.5% YoY Diluted EPS
$-0.61
Gross margin
53.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-23
TheRealReal, Inc. (REAL) Q4 2021 Earnings Call Transcript
Revenue
$145.12M*
▲ 67.1% YoY Gross margin
55.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q2
2021-08-09
TheRealReal, Inc. (REAL) Q2 2021 Earnings Call Transcript
Revenue
$104.91M
▲ 83.1% YoY Diluted EPS
$-0.78
Gross margin
60.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-10
TheRealReal, Inc. (REAL) Q1 2021 Earnings Call Transcript
Revenue
$98.82M
▲ 26.6% YoY Diluted EPS
$-0.62
Gross margin
59.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-22
TheRealReal, Inc. (REAL) Q4 2020 Earnings Call Transcript
Revenue
$86.83M*
▼ 5.7% YoY Gross margin
61.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-09
TheRealReal, Inc. (REAL) Q3 2020 Earnings Call Transcript
Revenue
$77.80M
▼ 4.6% YoY Diluted EPS
$-0.50
Gross margin
63.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
TheRealReal, Inc. (REAL) Q2 2020 Earnings Call Transcript
Revenue
$57.29M
▼ 20.7% YoY Diluted EPS
$-0.49
Gross margin
62.3%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-26
TheRealReal, Inc. (REAL) Q4 2019 Earnings Call
Revenue
$92.05M*
Gross margin
66.1%
Rev · 5q
Audio
Transcript
Slides
8-K10-K
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