NASDAQ$CMRC

Commerce.com Inc · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

Commerce.com reported Q3 2025, revenue of $86M, net loss of $5M.

For Q3 2025, Commerce.com reported revenue of $86M, a net loss of $5M. The filing discusses segment trends, liquidity, and management outlook for upcoming periods.

  • Revenue $86M.
  • Net loss $5M.
  • Commerce.com highlights operating priorities and capital allocation.

Headline financials

Total Revenue

$86M

Previous: $83.7M+2.8%
EPS

-$0.03

Previous: -$0.09+66.7%
Free Cash Flow

-$2.24M

Previous: -$8.06M+72.2%
Net Income

-$2.24M

Previous: -$6.99M+67.9%
Operating Income

-$435K

Previous: -$19.2M+97.7%
Gross Profit

$67.4M

Previous: $63.8M+5.6%

Revenue & EPS history

BigCommerce · Revenue · Quarterly

$86M

Q3 2025+2.8%vs Q3 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

The release discusses Commerce.com's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • Commerce.com cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • GAAP profitability remained under pressure in Q3 2025.
  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

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 Q3 2025

Historical avgQ3 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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