NASDAQ$CMRC

Commerce.com Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Commerce.com reported Q1 2025, revenue of $82.4M, net loss of $353K, diluted EPS of $-0.01.

For Q1 2025, Commerce.com reported revenue of $82.4M, a net loss of $353K, diluted EPS was $-0.01. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Q1 2025 revenue $82.4M.
  • Net loss $353K.
  • Diluted EPS $-0.01.

Headline financials

Total Revenue

$82.4M

Previous: $80.4M+2.5%
EPS (adj)

-$0.01

Previous: -$0.08+87.5%
Total ARR

$351M

Previous: $351M+0.0%
Enterprise Accounts ARR

$264M

Previous: $264M+0.0%
Number of Enterprise Accounts

5.8K

Previous: 5.8K+0.0%
ARPA of Enterprise Accounts

$45.3K

Previous: $45.3K+0.0%
Adjusted EBITDA

$8.83M

Previous: $4.18M+111.2%
Non-GAAP Operating Income

$7.59M

Previous: $3.16M+139.9%
Non-GAAP Net Income

$5.72M

Previous: $5M+14.3%
Net Income

-$353K

Previous: -$6.39M+94.5%
Operating Income

-$2.4M

Previous: -$8.23M+70.8%
Gross Profit

$65.4M

Previous: $61.9M+5.6%

Revenue & EPS history

BigCommerce · Revenue · Quarterly

$82.4M

Q1 2025+2.5%vs Q1 2024
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

BigCommerce · $78M total across 2 segments · Q3 2023

  • Subscription solutions
    $58.7M+10.3%
  • Partner and services
    $19.3M+0.9%

Forward guidance

Digital platforms emphasize user growth, monetization, and adjusted profitability metrics; GAAP EPS may swing with stock-based compensation and fair-value items.

Tailwinds

  • MAU/ARPU and subscription trends support revenue.
  • AI and commerce tools deepen engagement.
  • Operating leverage as scale improves.

Headwinds

  • Ad market cyclicality and competition.
  • SBC and fair-value volatility on GAAP earnings.
  • Macro pressure on SMB customers for some names.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-2.4%

Avg return

Earnings day

-2.7%

Avg return

5 days after

-2.9%

Avg return

30 days after

43%

10 / 23 earnings

Positive

+30.4%

Q3 2021

Best reaction

-32.1%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+23.3%-1.0%-2.1%
Q4 2025-10.2%+6.2%+0.0%
Q3 2025+0.6%+11.1%-0.6%
Q1 2025+0.6%+2.5%+1.2%
Q4 2024-6.7%+2.7%-10.5%
Q3 2024+9.5%+13.5%+36.2%
Q2 2024-23.8%-27.4%-27.7%
Q1 2024+13.5%+17.5%+19.6%
Q4 2023-4.8%-4.7%-11.8%
Q3 2023-16.3%-15.3%-9.4%
Q2 2023+20.4%+9.0%+8.2%
Q1 2023+3.4%+0.0%+32.5%
Q4 2022-18.9%-15.6%-24.4%
Q3 2022-32.1%-39.5%-29.5%
Q2 2022+3.3%+4.4%-15.7%
Q1 2022+12.7%+4.8%+2.2%
Q4 2021-13.7%-17.3%-12.3%
Q3 2021+30.4%+39.1%-9.8%
Q2 2021-8.7%-9.9%-14.3%
Q1 2021-10.5%-2.5%+24.9%
Q4 2020-10.5%-16.5%-23.7%
Q3 2020-3.8%-9.7%-2.8%
Q2 2020-12.8%-14.3%+2.5%
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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