{"filings":[{"id":443159,"accession_number":"0001193125-26-224115","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2026-05-14T20:21:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Commerce.com stockholders elect directors, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Directors Donald E. Clarke (28.9M for, 15.8M withheld) and Ellen Siminoff (30.6M for, 14.1M withheld) elected.","Ratification of Ernst & Young as auditor for FY2026: 58.9M for, 1.0M against, 42k abstain.","Advisory vote on executive compensation approved: 41.8M for, 2.0M against, 0.8M abstain.","All three proposals passed at the May 14, 2026 Annual Meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94175,"accession_number":"0001193125-26-210317","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Commerce.com Q1 revenue $86.8M (+5% YoY), GAAP net income $3.7M vs prior loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $86.8M (+5% YoY); ARR $359.8M (+3% YoY); GMV $8.3B (+14% YoY).","GAAP net income $3.7M ($0.05 diluted EPS) vs net loss of $0.4M in Q1 2025.","Non-GAAP operating income $12.4M vs $7.6M; adjusted EBITDA $13.8M vs $8.8M.","Q2 2026 guidance: revenue $84.5-$85.5M; FY2026 revenue $347.5-$369.5M.","Free cash flow $14.1M vs ($2.9M) in prior year; operating cash flow $18.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":86842000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94174,"accession_number":"0001193125-26-154879","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2026-04-14T23:59:59+00:00","items":["1.01","3.03","5.03","9.01"],"status":"ready","headline":"Commerce.com (CMRC) adopts rights plan to block Rezolve Ai's (RZLV) unsolicited bid at 47% discount","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rezolve Ai proposed exchanging 1 share for every 2 Commerce.com shares, implying a 47% discount based on $2.88 closing on April 7.","Board determined proposal significantly undervalues the company and does not warrant further engagement.","Rights plan triggers at 10% beneficial ownership (20% for passive institutional investors), exercise price $13.00, expires April 12, 2027.","One right per share distributed to holders of record on April 27, 2026; rights redeemable at $0.01 before a triggering event.","Plan is limited duration, designed to protect stockholder interests and ensure fair treatment in any takeover attempt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106363,"accession_number":"0001193125-26-047630","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Commerce.com FY2025 revenue $342.3M (+3% YoY); GAAP net loss narrows to $19.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $89.5M (+3% YoY); subscription revenue $65.2M (+5% YoY).","Enterprise ARR $287.2M (+10% YoY), now 80% of total ARR ($359.1M, +3% YoY).","Full-year GAAP loss from operations improved to ($16.2M) from ($41.7M); adjusted EBITDA $31.7M vs $23.5M.","Q1 2026 revenue guidance $82.5M-$83.5M; FY2026 revenue guidance $347.5M-$369.5M.","Non-GAAP Q4 EPS $0.07 vs $0.11 YoY; cash & securities $143.0M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":342349000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106362,"accession_number":"0001193125-26-006391","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["2.02","2.05","5.02","9.01"],"status":"ready","headline":"Commerce.com workforce reduction plan charges $7.4M; CFO adds COO role","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Workforce realignment plan committed Dec 31, 2025; $7.4M expense recorded in Q4 FY2025, $6.5M expected in FY2026.","Total operating cash flow impact estimated at $12.2M in FY2026, with $3.4M in Q1 FY2026.","CFO Daniel Lentz appointed additional COO role effective Jan 1, 2026; compensation unchanged.","Company reaffirmed prior Q4 and full-year FY2025 financial outlook issued Nov 6, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122698,"accession_number":"0001193125-25-268062","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Commerce.com Q3 revenue $86M (+3%); GAAP loss narrows; non-GAAP net income $6.2M; guides Q4 rev $87.8-92.8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $86.0M (+3% YoY); subscription solutions revenue $64.7M (+3%).","GAAP net loss ($2.2M) vs ($7.0M) prior year; non-GAAP net income $6.2M (7% margin).","Enterprise ARR $269.2M (+5% YoY), 76% of total ARR; total ARR $355.7M (+2%).","Adjusted EBITDA $8.8M vs $5.4M; free cash flow $7.6M; cash $143.2M.","Q4 revenue guidance $87.8-92.8M; full-year revenue guidance $340.6-345.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":252832000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122697,"accession_number":"0001193125-25-235862","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2025-10-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Commerce.com CCO Russell Klein to retire Nov 1, 2025; Weber assumes duties","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Russell Klein, Chief Commercial Officer, mutually agreed to retire effective November 1, 2025.","Klein eligible for 6 months base salary plus 6 months healthcare premiums upon signing release.","Michaela Weber, SVP Payments & Global Business Development, will take over CCO responsibilities.","Company thanks Klein for his leadership and service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139384,"accession_number":"0000950170-25-114540","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2025-09-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Commerce.com extends Executive Chair Siminoff's term through Sept 2026 with $200K and options","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board extended Ellen F. Siminoff's term as Executive Chair for one year, beginning October 1, 2025.","Approved annual cash payment of $200,000, payable quarterly.","Granted option to purchase 247,963 shares of CMRC common stock, vesting monthly over 12 months.","Option awarded under 2020 Equity Incentive Plan, subject to continued service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139383,"accession_number":"0000950170-25-100556","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","5.03","7.01","8.01","9.01"],"status":"ready","headline":"Commerce.com Q2 revenue $84.4M (+3% YoY), net loss narrows to $8.4M; ticker changes to CMRC Aug 1","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $84.4M (+3% YoY); GAAP net loss ($8.4M) vs ($11.3M); Enterprise ARR $269.3M (+6%)","Non-GAAP operating income $4.8M vs $1.9M; adjusted EBITDA $5.7M vs $3.0M YoY","Name changed to Commerce.com, Inc.; ticker changes from BIGC to CMRC on Nasdaq effective Aug 1, 2025","Strategic partnerships with PROS Holdings (NYSE: PRO) for B2B pricing/CPQ and with Google Cloud for AI tools","Q3 revenue guidance $85-87M; FY2025 revenue $339.6-346.6M; non-GAAP op income guidance $19-25M"],"consensus_eps_estimate":null,"consensus_eps_actual":-0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":166803000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139382,"accession_number":"0000950170-25-092283","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BigCommerce board member Lawrence Bohn resigns; Anil Kamath appointed director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lawrence Bohn retired from Board effective July 1, 2025; resignation not due to any disagreement.","Anil Kamath appointed Class I director effective July 1, 2025; term expires at 2027 annual meeting.","Kamath also appointed to Compensation Committee and Nominating and Corporate Governance Committee.","Kamath was Vice President of Technology at Adobe (2012-2025) and founded Efficient Frontier and eBoodle."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156969,"accession_number":"0000950170-25-072669","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"BigCommerce annual meeting: directors elected, say-on-pay passes narrowly after strong opposition","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Class II directors Sally Gilligan and Satish Malhotra elected with 73.7% and 64.5% of votes cast, respectively; Malhotra had 15.8M withheld.","Advisory say-on-pay passed with ~53% of votes cast (23.5M for, 20.7M against, 0.3M abstain, 11.4M broker non-votes).","Ratification of Ernst & Young as auditor approved overwhelmingly: 54.6M for, 1.2M against, 0.07M abstain.","Meeting held May 15, 2025; all proposals were voted on at the Annual Meeting of Stockholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.15,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156968,"accession_number":"0000950170-25-066365","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BigCommerce Q1 revenue up 3% to $82.4M; narrows net loss; adds CRO, CMO, CPO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $82.4M (+3% YoY); Enterprise ARR $263.8M (+6%), now 75% of total ARR.","GAAP net loss improved to $0.4M from $6.4M; Non-GAAP net income $5.7M (7% revenue); Adj. EBITDA $8.8M.","Appointed Rob Walter (CRO), Michelle Suzuki (CMO), Vipul Shah (CPO), Andrew Norman (SVP EMEA) in Q1.","Q2 2025 guidance: revenue $82.5-83.5M; FY2025: revenue $335.1-351.1M, Non-GAAP op income $16-28M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":82370000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175342,"accession_number":"0000950170-25-047873","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BigCommerce CTO Brian Dhatt to leave April 30; SVP Eng Marcus Groff assumes duties","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brian Dhatt and BigCommerce mutually agreed he will separate as CTO and employee effective April 30, 2025.","Eligible for 6 months' base salary plus 6 months of company-paid healthcare premiums, subject to release and covenants.","Marcus Groff, Senior Vice President of Engineering, immediately assumes Dhatt's engineering responsibilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175341,"accession_number":"0000950170-25-033858","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2025-03-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BigCommerce amends CEO Hess's severance; adds 12-month base pay for certain terminations","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Compensation Committee approved letter amending CEO Travis Hess's employment agreement.","CIC Termination now defined as termination w/o cause or resignation for good reason within 3 months before or 18 months after a change in control.","For qualifying termination other than CIC, Hess receives 12 months base salary and healthcare premiums payable over 3 months.","All other terms of October 2024 offer letter remain unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175340,"accession_number":"0000950170-25-023738","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BigCommerce FY2024 revenue $332.9M (+8%), GAAP net loss narrows to $27M; guides FY2025 revenue $342-350M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $87.0M (+3% YoY); FY revenue $332.9M (+8% YoY).","Q4 non-GAAP net income $8.4M ($0.11 diluted EPS); FY non-GAAP net income $22.0M ($0.28 diluted EPS).","Total ARR $349.6M (+4% YoY); Enterprise ARR $261.6M (+7% YoY); enterprise accounts 5,884 (-2% YoY).","Repurchased $59.0M principal of 2026 Convertible Notes for $54.0M cash; total debt ~$154.1M.","Q1 2025 revenue guide $81.2-83.2M; FY2025 revenue guide $342.1-350.1M; non-GAAP op income $20-24M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":332927000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175339,"accession_number":"0000950170-25-003813","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2025-01-10T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"BigCommerce subleases 65,000 sq ft Austin office from Expedia for new HQ; 6-year term, $8.3M net rent","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sublease with Expedia for ~65,000 sq ft at Domain 11 in Austin, effective Jan 3, 2025.","Net rent approx $8.3M over 6-year term; cash security deposit of ~$0.3M.","Commencement expected Oct 1, 2025; company plans to relocate principal executive office there.","Sublease is part of Nov 2024 restructuring and early lease termination of prior HQ."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192282,"accession_number":"0000950170-24-133085","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"BigCommerce customers post 26% Cyber Week GMV increase, outperforming global benchmarks","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["GMV up 26% globally during Cyber Week; total orders +13%, AOV +11%.","U.S. customers saw 27% GMV increase; overall US online sales rose 7% per Salesforce.","EMEA customers achieved 39% GMV increase, led by Italy (+112%) and UK (+38%).","Top sectors: apparel & accessories (+52%), toys & games (+44%), sporting goods (+38%).","Social commerce GMV +15% YoY; Buy Now, Pay Later purchases +10%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192281,"accession_number":"0000950170-24-122728","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BigCommerce Q3 revenue $83.7M (+7% YoY); appoints Travis Hess as CEO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss narrowed to $7.0M from $20.3M; non-GAAP net income $4.4M vs $0.7M YoY.","Non-GAAP EPS $0.06; GAAP loss per share ($0.09). Total ARR $347.8M, +5% YoY.","Travis Hess appointed CEO, replacing Brent Bellm; Ellen Siminoff named Executive Chair.","Q4 revenue guidance $85.8M-$87.8M (2-4% growth); full-year FY2024 guide $331.7M-$333.7M.","Restructuring charge $9.8M in Q3; exchanged $161.2M of 2026 notes for $150M of 2028 notes at 7.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":245899000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192280,"accession_number":"0001193125-24-231224","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2024-10-02T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"BigCommerce CEO Brent Bellm terminated; Travis Hess appointed CEO, Ellen Siminoff named Executive Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brent Bellm terminated as CEO effective Sep 30; receives 12 months base salary + healthcare; serves as advisor through Oct 18.","Travis Hess (former President) becomes CEO and board member as of Oct 1; granted 100k PSUs (0-200% vesting) and 100k option shares.","Ellen Siminoff appointed Executive Chair; receives $200k cash and 190k option shares vesting over 12 months.","Company reaffirms Q3 FY2024 guidance as provided on Aug 1, 2024; no change to outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208775,"accession_number":"0000950170-24-093094","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"BigCommerce exchanges $161.2M of 0.25% convertible notes for $150M of 7.5% notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanged $161.2M of 0.25% notes due 2026 for $150M of 7.5% notes due 2028.","New notes mature Oct 1, 2028; interest semi-annual at 7.5% starting Oct 1, 2024.","Initial conversion price $16.00/share (62.5 shares per $1,000 principal).","Issuer may redeem notes after Oct 7, 2026 if stock exceeds 130% of conversion price.","Holders can force repurchase on Fundamental Change at principal plus accrued interest."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208774,"accession_number":"0000950170-24-088945","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["1.01","2.02","8.01","9.01"],"status":"ready","headline":"Q2 rev $81.8M (+8% YoY); GAAP loss narrows; exchanges & repurchases convertible notes","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $81.8M (+8% YoY); subscription solutions revenue $61.8M (+10% YoY).","GAAP net loss ($11.3M) vs ($19.1M) YoY; non-GAAP net income $4.1M vs ($1.5M) YoY.","Adjusted EBITDA $3.0M vs ($2.5M) YoY; cash & securities $276.9M.","Exchanged $161.2M of 0.25% 2026 notes for $150M of new 7.5% 2028 notes; repurchased $120.6M for $108.7M cash.","Q3 revenue guidance $82-84M (5-8% growth); FY2024 revenue $330.2-335.2M (7-8% growth)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":162189000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226520,"accession_number":"0000950170-24-061851","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2024-05-17T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"BigCommerce shareholders elect three Class I directors, ratify EY as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Brent Bellm re-elected with 45,982,225 votes for, 1,221,935 withheld; broker non-votes 10,874,578.","Lawrence Bohn re-elected with 30,694,795 for, 16,509,365 withheld; Jeff Richards with 33,293,808 for, 13,910,352 withheld.","Ratification of Ernst & Young as independent auditor approved: 56,588,883 for, 1,088,942 against, 400,913 abstain.","Advisory vote on named executive officer compensation passed: 32,001,436 for, 14,396,456 against, 806,268 abstain (broker non-votes 10,874,578)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226519,"accession_number":"0000950170-24-056268","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BigCommerce Q1 revenue $80.4M (+12% YoY); GAAP net loss narrows to $6.4M from $22.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $80.4M, up 12% YoY; subscription revenue $61.0M, up 13%.","GAAP net loss $6.4M ($0.08/sh) vs $22.1M loss; non-GAAP net income $5.0M ($0.07/sh).","Adjusted EBITDA $4.2M vs ($5.5M); free cash flow ($4.2M); cash $266.3M.","Enterprise ARR $248.2M (+8% YoY); total ARR $340.1M (+7%); enterprise accounts 5,970.","Appointed Travis Hess as President; Q2 rev guidance $79.8-81.8M, FY24 rev $329.7-335.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":80360000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226518,"accession_number":"0000950170-24-053216","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"BigCommerce appoints Travis Hess as President; former Accenture ecommerce leader to lead go-to-market","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Travis Hess appointed President, effective May 28, 2024; leads global go-to-market and operations.","Base salary $460,000, target bonus 80% of base, RSU grant of 360,264 shares vesting over four years.","Hess previously managing director at Accenture, leading DTC commerce and Shopify partnership.","Severance: 12 months base + healthcare in change-in-control; 6 months otherwise.","Also hires Thom Armstrong as VP Americas enterprise sales; previously at Stylitics and Salesforce."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245518,"accession_number":"0000950170-24-028787","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2024-03-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"BigCommerce grants performance-based RSUs to six executives tied to EBITDA, revenue, and TSR","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Brent Bellm (CEO) receives 63,493 target EBITDA RSUs, 63,493 revenue RSUs, and 63,494 TSR RSUs.","Daniel Lentz receives 34,130 target units in each of the three performance categories.","Russell Klein, Brian Dhatt, Chuck Cassidy, and Hubert Ban also receive proportionate target awards.","Performance period runs Jan 1, 2024 to Dec 31, 2026; vesting ranges 0%–200% of target based on achievement.","TSR RSUs include a cap at 100% if absolute TSR is negative; relative performance vs. Russell 2000 Index."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245517,"accession_number":"0000950170-24-018424","cik":1626450,"company_name":"Commerce.com, Inc.","ticker":"CMRC","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BigCommerce Q4 revenue $84.1M (+16% YoY), adjusted EBITDA $6.5M; guides FY2024 rev $327-335M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $84.1M (+16% YoY); GAAP net loss ($3.2M) vs ($33.0M) a year ago; EPS ($0.04).","Q4 adjusted EBITDA $6.5M (8% margin) vs ($8.6M); operating cash flow $13.3M (16% of revenue).","FY2023 revenue $309.4M (+11% YoY); GAAP net loss ($64.7M) vs ($139.9M); adjusted EBITDA ($1.6M) vs ($43.6M).","Q1 2024 guidance: revenue $76-78M (6-9% YoY); Non-GAAP op income $1-2M. FY2024: rev $327-335M (6-8% YoY).","Launched Catalyst storefront, B2B Invoice Portal; customer wins include NVIDIA, MUJI, Mizuno."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":309394000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":247124179.58163267,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}