Commerce.com, Inc. reported second-quarter 2026 results with revenue essentially flat year over year at $84.51M and net income of $1.1M, compared with a net loss of $(8.38)M a year earlier; diluted EPS was $0.01 versus $(0.10) in Q2 2025.
Financial Highlights
- Revenue: $84.51M for Q2 2026, essentially flat vs $84.43M in Q2 2025 (0.1% YoY).
- Net income: $1.10M for Q2 2026, improved from a loss of $(8.38)M in Q2 2025.
- Diluted EPS: $0.01 for Q2 2026, vs $(0.10) in Q2 2025.
Business Highlights
- Revenue growth was modest: total revenue up 0.1% quarter-over-quarter and 2.7% year-over-year year-to-date, with subscription revenue up 0.8% YTD and partner/services up 8.6% YTD, driven by integrations.
- Company continues shifting toward an AI-driven, composable platform connecting BigCommerce (transactions), Feedonomics (product intelligence) and Makeswift (experience) to improve merchant solutions.
- Expanded Feedonomics Surface and BigCommerce Payments to boost SMB adoption and streamline merchant onboarding.
- Operational-efficiency measures, including cost optimization and restructures, reduced operating expenses (notably sales & marketing) and improved operating income trends.
- Management is prioritizing AI, B2B/B2C enhancements, pricing and packaging updates and partner focus to drive retention, expansion and scalable monetization.
Original SEC Filing:
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