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SPSC-News
SPSC-Events
Company Cuts FY26 Revenue Outlook to $788.4M-$793.4M
Consensus $4.74. Cuts FY26 revenue view to $788.4M-$793.4M from $796M-$802M, consensus $796.22M. Raises FY26 adjusted EBITDA view to $264.6M-$269.1M from $262.8M-$267.3M. The company said, "As a result of the divestiture of the 3P Revenue Recovery business on June 30, 2026, guidance factors in a reduction of approximately $10.5 million in revenue to the second half of 2026. The divestiture is expected to be neutral to Adjusted EBITDA in the second half of 2026."
SPS Commerce Sees Q3 Revenue of $196.3M-$198.3M
Sees Q3 revenue $196.3M-$198.3M, consensus $201.91M. Sees Q3 adjusted EBITDA $67.4M-$69.4M. "Solid second-quarter performance reflects up-sell and cross-sell momentum across our core business," said Joe Del Preto, CFO of SPS Commerce. "We continue to demonstrate operational rigor, exceeding our margin expansion goals while simultaneously rolling out our AI strategy across the SPS network."
SPS Commerce Q2 Revenue $197.82M Beats Expectations
Reports Q2 revenue $197.82M, consensus $195.45M. "SPS Commerce is executing its growth and innovation roadmap. MAX, our agentic capabilities embedded within SPS' supply chain network, has already delivered tangible value to beta users, equating to hundreds of thousands of dollars in savings to individual customers in just a matter of three months. We are excited about MAX's launch to all SPS Fulfillment customers later this summer," said Chad Collins, CEO of SPS Commerce. "No other company can match the unique combination of AI capabilities, 25 years of proprietary data, deep domain expertise, and expansive network access to drive this kind of tangible value, collaboration, and operational efficiencies that SPS offers today."
SPS Commerce Completes Sale of Third-Party Revenue Recovery Business for $9.5M
SPS Commerce announced the completed sale of its third-party revenue recovery business, which was previously acquired through its purchase of Carbon6 Technologies in early 2025. Under the terms of the asset purchase agreement, the company received a cash payment of $9.5M at closing. SPS Commerce expects to incur an estimated loss on the sale of approximately $20M in Q2. The company will retain its first-party revenue recovery business. "Divesting the 3P portion of the Revenue Recovery business focuses SPS on the strategic opportunity with 1P suppliers who operate multi-retailer trading relationships and are better positioned to benefit from our intelligent supply chain network and other solutions like Fulfillment and Analytics," said Chad Collins, CEO of SPS Commerce.
SPS Commerce Explores Sale Amid Activist Pressure
SPS Commerce (SPSC) is exploring a sale amid pressure from activist investors, according to Reuters, citing three people familiar with the matter. The supply chain software maker is working with investment bankers at Morgan Stanley (MS) on the potential sale, which is expected to draw interest from private equity firms, the sources are reported to have said.
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