NASDAQ$CMRC

Commerce.com Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Commerce.com Inc reported Q2 2025 revenue of $84.4 million with a narrowed net loss of $8.4 million.

The company achieved 3.2% year-over-year revenue growth driven by subscription solutions and partner services. Operating expenses declined as restructuring initiatives took effect, resulting in improved operating loss. Cash position remained solid at $46.3 million with continued focus on annual contract conversions.

  • Q2 revenue reached $84.4 million, up 3.2% from prior year.
  • Net loss improved to $8.4 million from $11.3 million year-over-year.
  • Subscription solutions revenue grew to $63.7 million while partner revenue increased to $20.8 million.
  • ARR stood at $354.6 million with enterprise accounts representing 76% of total ARR.

Headline financials

Total Revenue

$84.4M

Previous: $81.8M+3.2%
EPS (adj)

-$0.10

Previous: -$0.15+33.3%
ARR

$355M

Previous: $344M+3.0%
ARPA

$46.4K

Previous: $42.6K+9.0%
Enterprise ARR % of total ARR

76.0%

Previous: 73.0%+4.1%
Net Income

-$8.38M

Previous: -$11.3M+25.5%
Operating Income

-$6.79M

Previous: -$13.5M+49.7%
Gross Profit

$66.7M

Previous: $62M+7.5%
Cash & Equivalents

$46.3M

Previous: $133M-65.2%
Total Assets

$303M

Previous: $453M-33.1%

Revenue & EPS history

BigCommerce · Revenue · Quarterly

$84.4M

Q2 2025+3.2%vs Q2 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

BigCommerce · $84.4M total across 2 segments · Q2 2025

  • Subscription solutions
    $63.7M
  • Partner and services
    $20.8M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-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
Q2 2025
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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