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CMRC News
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Commerce Q2 Revenue at $84.51M, Below Consensus
Reports Q2 revenue $84.51M, consensus $85.15M. "Our second quarter results reflect another period of disciplined execution, with revenue of $84.5 million, 14% GMV growth, positive GAAP net income for the second consecutive quarter, and a third consecutive quarter of sequential improvement in net revenue retention," said Travis Hess, CEO of Commerce. "Just as importantly, we're making deliberate decisions to strengthen the quality and durability of our business by investing in product intelligence, AI-driven commerce, and the open architecture merchants need as commerce becomes increasingly distributed. We believe those disciplined trade-offs position Commerce to deliver stronger merchant outcomes and create long-term value for both our customers and shareholders."
Cuts FY26 Operating Income Outlook to $28M-$34M
Consensus $355.37M. Cuts FY26 operating income view to $28M-$34M from $34M-$53M.
Sees Q3 Operating Income of $3.3M-$5.3M
Sees Q3 operating income $3.3M-$5.3M.
WP Engine Enters Strategic Partnership with Commerce
WP Engine entered into a strategic partnership agreement with Commerce. The new strategic partnership will launch WP Engine Commerce Connect for BigCommerce to help high-growth mid-market brands compete in the new era of content-driven commerce.
Commerce Reports Q1 Revenue of $86.84M, Beating Expectations
Reports Q1 revenue $86.84M, consensus $83.21M. "We're off to a strong start in 2026, delivering solid financial results while continuing to execute against the strategy we laid out at the beginning of the year," said Travis Hess, CEO of Commerce. "This quarter reflects our shift from foundation-building to execution and monetization, with meaningful progress across payments, AI-driven commerce and our core platform. We're operating at the center of a structural shift as commerce evolves from a storefront-centric model to one that is increasingly AI-driven and distributed across channels. The storefront remains critical, but it's no longer the sole driver of demand. We've been positioning the business for this transition over the past 18 months, integrating our platform across product intelligence, experience orchestration and transactions. In this environment, data and orchestration become increasingly important, and we're well positioned to help merchants capture demand wherever it originates and convert it efficiently. This business has never been better positioned. We have the scale, the infrastructure, the financial profile and the product momentum to deliver on the growth potential of this product suite. Our focus is execution."
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