{"filings":[{"id":723960,"accession_number":"0001092699-26-000054","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2026-05-28T21:00:25+00:00","items":["5.07","9.01"],"status":"ready","headline":"SPS Commerce stockholders elect 9 directors, ratify KPMG, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected; Michael McConnell had 24.6M for vs. 6.7M against.","KPMG LLP ratified as independent auditor for FY 2026 with 32.6M votes for, 166k against.","Advisory say-on-pay approved: 28.7M for, 2.6M against, 1.5M broker non-votes.","Broker non-votes of 1,455,500 on director elections and say-on-pay items.","Annual meeting held May 28, 2026; all results are binding or advisory as described."],"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":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":581808,"accession_number":"0001092699-26-000051","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2026-05-21T20:05:14+00:00","items":["5.02"],"status":"ready","headline":"SPS Commerce CFO Kimberly Nelson to retire June 1, 2026; equity awards treated as retirement","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Retirement date set to June 1, 2026, following prior six-month notice given in February 2026.","Compensation Committee waives six-month notice requirement in equity award agreements for retirement treatment.","Nelson will not receive any cash severance or other payments in connection with retirement.","Successor Joseph Del Preto has served as CFO since March 16, 2026; transition period completed."],"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":1946507522.3174608,"market_cap_bucket":"not_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":91240,"accession_number":"0001092699-26-000042","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SPS Commerce Q1 revenue $192.1M (+6%); non-GAAP EPS $1.10; guides Q2 $194.5-$196.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $192.1M, +6% YoY; recurring revenue +7%. Net income $19.7M ($0.53 diluted) vs $22.2M ($0.58) a year ago.","Non-GAAP diluted EPS $1.10 vs $1.00; adjusted EBITDA $57.9M, +7% YoY.","Share repurchases in Q1 totaled $47.1M.","FY2026 revenue guidance $796M-$802M (6-7% growth); non-GAAP EPS $4.73-$4.76.","Launched MAX, a new AI capability embedded into supply chain workflows, powered by proprietary network data."],"consensus_eps_estimate":null,"consensus_eps_actual":0.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":192121000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":91239,"accession_number":"0001092699-26-000028","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2026-04-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SPS Commerce amends PSU awards to double-trigger vesting upon change in control","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Committee amended 2024 PSUs from single-trigger to double-trigger vesting on change in control, aligning with 2025/2026 awards.","Double-trigger: accelerated vesting only if employment terminated without cause or resignation for good reason within 1 year post-change in control, or if awards not assumed.","Retired executives holding PSUs will receive greater of target or actual-performance-based vesting upon change in control.","New PSU Agreement form effective April 10, 2026 will govern all outstanding and future PSU grants."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":101204,"accession_number":"0001092699-26-000008","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"SPS Commerce appoints two independent directors, boosts buyback to $300M after pact with Anson","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Michael McConnell and Fumbi Chima appointed as independent directors, effective immediately.","Company increased share repurchase authorization from prior level to $300M, signaling confidence.","Sven Wehrwein, director since 2008, will not stand for reelection at 2026 annual meeting.","Cooperating with Anson Funds; standstill limits voting and share purchases to 9.9% of SPSC.","Four of nine directors appointed in the past year; eight of nine independent post-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":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":101203,"accession_number":"0001092699-26-000007","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","5.02","7.01","8.01","9.01"],"status":"ready","headline":"SPS Commerce Q4 revenue $192.7M (+13% YoY), CFO transition, buyback expanded","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $192.7M (+13% YoY); net income $25.8M ($0.68 diluted EPS); recurring revenue +14% YoY.","FY25 revenue $751.5M (+18% YoY); net income $93.3M ($2.46 diluted EPS); non-GAAP EPS $4.27; adj. EBITDA $231.4M.","Q1 2026 revenue guidance $191.6M-$193.6M (6-7% growth); FY26 revenue guidance $798.5M-$806.9M (6-7% growth).","Joseph Del Preto appointed EVP & CFO effective March 16, 2026, succeeding Kimberly Nelson who is retiring.","Board approved additional $200M share repurchase authority, total program now $300M, expiring Dec 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":2.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":751505000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":117546,"accession_number":"0001092699-25-000062","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","5.02","8.01","9.01"],"status":"ready","headline":"SPS Commerce Q3 revenue up 16% to $189.9M, appoints new CCO, authorizes $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $189.9M (+16% YoY); recurring revenue +18%; net income $25.6M vs $23.5M.","Non-GAAP EPS $1.13 vs $0.92; Adjusted EBITDA $60.5M (+25%).","Q4 guidance: revenue $192.7-$194.7M, non-GAAP EPS $0.98-$1.02.","Eduardo Rosini appointed EVP & Chief Commercial Officer effective Dec 1, replacing retiring Dan Juckniess (Dec 31).","Board authorized $100M share repurchase program effective Dec 1, 2025 through Dec 1, 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":1.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":558853000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":133983,"accession_number":"0001092699-25-000056","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2025-08-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"SPS Commerce appoints Mark Partin to Board of Directors, increases board size to eight","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 7 to 8 directors; Mark Partin appointed effective August 18, 2025.","Partin will serve until the 2026 annual meeting; qualifies as independent under Nasdaq and SEC rules.","Appointed to the Audit Committee; compensation per standard non-employee director program.","No arrangements or transactions requiring disclosure under Item 404(a) exist."],"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":1946507522.3174608,"market_cap_bucket":"not_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":133982,"accession_number":"0001092699-25-000047","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SPS Commerce Q2 revenue $187.4M (+22% YoY); recurring revenue up 24%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $187.4M, up 22% YoY; recurring revenue grew 24%.","GAAP diluted EPS $0.52 vs $0.48; non-GAAP diluted EPS $1.00 vs $0.80.","Adjusted EBITDA $56.1M, up 27% YoY.","Q3 revenue guidance $191.7-193.2M (17-18% growth); FY2025 revenue $759-763M (19-20%).","Share repurchases totaled $20.0M in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":1.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":368949000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":150724,"accession_number":"0001092699-25-000040","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"SPS Commerce stockholders elect all 7 director nominees, ratify KPMG at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All seven director nominees elected with at least 32.0M votes for; Sven Wehrwein and Anne Sempowski Ward received lowest support (~32.1M).","KPMG ratified as independent auditor for 2025 with 34.6M for, 216,546 against.","Say-on-pay approved on advisory basis with 31.9M for, 1.35M against.","Stockholders voted for an annual say-on-pay frequency (32.8M for 1 year); board will continue annual votes."],"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":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":150723,"accession_number":"0001092699-25-000036","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SPS Commerce Q1 revenue $181.5M (+21% YoY); non-GAAP EPS $1.00 beats $0.86","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $181.5M (+21% YoY); recurring revenue +23%. GAAP net income $22.2M ($0.58 diluted EPS).","Non-GAAP EPS $1.00 vs $0.86; adjusted EBITDA $54.4M (+22%). Share repurchases $40M in Q1.","Q2 2025 revenue guidance $184.5M-$186.2M (20-21% YoY). FY2025 revenue $758.5M-$763M (19-20%).","97th consecutive quarter of topline growth; CEO cites $11B TAM and resilient business model."],"consensus_eps_estimate":null,"consensus_eps_actual":0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":181549000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":169658,"accession_number":"0001092699-25-000014","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Board expands to 8, appoints Razat Gaurav; director Ramsey to retire at 2025 meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from seven to eight members; Razat Gaurav appointed independent director effective March 6, 2025.","James Ramsey, independent director since 2014, will not stand for re-election and will retire at the 2025 annual meeting.","Mr. Ramsey's retirement was not due to any disagreement with the Company or management.","Mr. Gaurav will receive standard non-employee director compensation and enter an indemnification agreement.","No committee assignments have been determined for Mr. Gaurav."],"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":1946507522.3174608,"market_cap_bucket":"not_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":169657,"accession_number":"0001092699-25-000005","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2025-02-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SPS Commerce Q4 revenue $170.9M (+18% YoY); FY2025 guidance 19-20% growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 revenue $170.9M (+18% YoY); recurring revenue +19% YoY.","GAAP net income $17.6M ($0.46 diluted); non-GAAP EPS $0.89 vs $0.75 YoY.","FY2024 revenue $637.8M (+19%); non-GAAP EPS $3.48 vs $2.85 YoY.","Q1 2025 revenue guided $178.5-180.0M (+19-20%); non-GAAP EPS $0.82-0.84.","FY2025 revenue guided $758-763M (+19-20%); adjusted EBITDA $227.5-231.0M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":637765000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":169655,"accession_number":"0001193125-25-022267","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K/A","filed_at":"2025-02-07T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"SPS Commerce closes $210M acquisition of Carbon6 Technologies; issues 378,100 shares","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total purchase price ~$210M in cash and stock; 378,100 SPSC shares issued as partial payment.","Registration Rights and Lock-Up Agreement: 50% shares locked 30 days, remainder 90 days; max 20% daily sales.","Carbon6 provides software tools for Amazon sellers, specializing in revenue recovery for 1P/3P suppliers.","CEO Chad Collins says acquisition establishes SPS as a leading provider in the revenue recovery category."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":169656,"accession_number":"0001193125-25-000693","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2025-01-02T23:59:59+00:00","items":["3.02","7.01","9.01"],"status":"ready","headline":"SPS Commerce acquires Carbon6 Technologies for ~$210M in cash and stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration approximately $210 million, subject to customary purchase price adjustments.","~40% of purchase price to be paid in SPS Commerce common stock to Carbon6 stockholders.","Stock issuance exempt from registration under Section 4(a)(2) of Securities Act and Canadian securities laws.","Investors subject to lock-up: 50% for 30 days, remaining 50% for 90 days; max 20% per trading day.","Closing subject to regulatory approvals and other customary conditions."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":186716,"accession_number":"0001092699-24-000072","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SPS Commerce Q3 revenue $163.7M (+21% YoY); non-GAAP EPS $0.92 vs $0.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $163.7M, up 21% YoY; recurring revenue also +21%.","Net income $23.5M ($0.62 diluted) vs $16.8M ($0.45) in Q3 2023.","Non-GAAP EPS $0.92 vs $0.75; adjusted EBITDA $48.4M (+19% YoY).","Q4 2024 revenue guidance $168.5-169.5M (16-17% growth); non-GAAP EPS $0.83-0.84.","FY 2024 revenue guidance $635.4-636.4M (18-19% growth); non-GAAP EPS $3.41-3.42."],"consensus_eps_estimate":null,"consensus_eps_actual":1.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":466858000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":203279,"accession_number":"0001092699-24-000066","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"SPS Commerce acquires SupplyPike for $206M; adds $25M revenue in FY2025","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition consideration: ~$206M ($119M cash net of cash acquired + $87M in SPSC stock).","Revenue impact: +$3M in Q3 2024, +$8M in FY2024, +$25M in FY2025.","Adjusted EBITDA impact: -$0.75M in Q3 2024, -$1.5M in FY2024; breakeven in FY2025.","SupplyPike is an automated invoice deduction management and prevention SaaS solution."],"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":1946507522.3174608,"market_cap_bucket":"not_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":203277,"accession_number":"0001092699-24-000062","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K/A","filed_at":"2024-07-26T23:59:59+00:00","items":["8.01","2.02","9.01"],"status":"ready","headline":"SPS Commerce corrects FY2024 non-GAAP EPS guidance down from $3.63-$3.66 to $3.36-$3.39; Q2 revenue up 18%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $153.6M (+18% YoY); net income $18.0M ($0.48 EPS); non-GAAP EPS $0.80 vs $0.69.","Recurring revenue grew 18% YoY; adjusted EBITDA $44.2M (+16%).","Board authorized new $100M share repurchase program effective Aug 23, 2024 through July 24, 2026.","FY2024 non-GAAP EPS guidance corrected to $3.36-$3.39 (previously $3.63-$3.66).","Q3 revenue guidance $157.6-$158.6M; non-GAAP EPS $0.83-$0.84."],"consensus_eps_estimate":null,"consensus_eps_actual":0.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":303172000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":203278,"accession_number":"0001092699-24-000058","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"SPS Commerce Q2 revenue $153.6M (+18% YoY); 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shareholders approve charter amendment for officer exculpation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CFO Kimberly Nelson designated as participant in Executive Management Team Severance Plan; prior severance agreement terminated.","Severance: 1x salary + prorated bonus + 12 months health (pre-CIC); 1.5x salary + prorated bonus + 18 months health (CIC-related).","Stockholders approved amendment to certificate of incorporation to allow officer exculpation under Delaware law.","Annual meeting: all 7 director nominees elected, KPMG ratified, advisory say-on-pay approved, charter amendment passed."],"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":1946507522.3174608,"market_cap_bucket":"not_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":219632,"accession_number":"0001092699-24-000045","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SPS Commerce Q1 revenue $149.6M (+19% YoY); EPS $0.48, non-GAAP $0.86","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $149.6M, recurring revenue +19% YoY; 93rd consecutive quarter of topline growth.","GAAP net income $18.0M ($0.48 diluted EPS) vs $15.3M ($0.41) in Q1 2023.","Non-GAAP EPS $0.86 vs $0.67; Adjusted EBITDA $44.4M, up 20% YoY.","Q2 2024 guidance: revenue $150.9-151.7M; non-GAAP EPS $0.75-0.76.","FY2024 guidance: revenue $619.9-621.9M (15-16% growth); non-GAAP EPS $3.28-3.32."],"consensus_eps_estimate":null,"consensus_eps_actual":0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":149576000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":239430,"accession_number":"0001092699-24-000015","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2024-02-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SPS Commerce Executive Chair Archie Black to retire at May 16, 2024 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Archie Black will not stand for re-election and his director term ends May 16, 2024.","Black to retire from Executive Chair and as an employee effective May 16, 2024.","Black will receive retirement benefits under his existing severance and change in control agreement.","Black had transitioned from CEO to Executive Chair when Chad Collins became CEO in Oct 2023."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":239429,"accession_number":"0001092699-24-000006","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2024-02-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SPS Commerce Q4 revenue $145M (+19% YoY); guides FY2024 revenue $616.5-619M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $145.0M (+19% YoY); recurring revenue also up 19%.","Q4 non-GAAP EPS $0.75 vs $0.63; GAAP EPS $0.51 (up from $0.43).","FY2023 revenue $536.9M (+19%); net income $65.8M ($1.76 diluted).","FY2024 revenue guidance $616.5-619M (+15%); non-GAAP EPS $3.11-3.13.","Q4 adjusted EBITDA $42.0M (+20% YoY); FY2023 $157.6M (+19%)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":536910000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":256962,"accession_number":"0001171843-23-006474","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SPS Commerce Q3 revenue $135.7M (+18% YoY); CEO transition to Chad Collins","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $135.7M, +18% YoY; recurring revenue grew 20% to $122.5M.","GAAP diluted EPS $0.45 vs $0.43; non-GAAP diluted EPS $0.75 vs $0.63.","Adjusted EBITDA $40.5M (+17% YoY); Q3 net income $16.8M.","CEO succession: Archie Black becomes Executive Chair, Chad Collins appointed CEO effective Oct 26, 2023.","Q4 revenue guidance $142.2-143.2M; FY2023 revenue guidance $534.2-535.2M (18-19% growth)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":391945000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":274294,"accession_number":"0001171843-23-004742","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SPS Commerce Q2 revenue $130.4M (+19% YoY); non-GAAP EPS $0.69","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $130.4M (up 19% YoY); recurring revenue up 20% YoY.","Net income $14.7M ($0.39 diluted EPS) vs $10.8M ($0.29) in Q2 2022.","Non-GAAP diluted EPS $0.69, compared to $0.53; adjusted EBITDA $38.2M (+24%).","Q3 2023 guidance: revenue $133.6M-$134.4M; non-GAAP EPS $0.65-$0.67.","Full year 2023 guidance: revenue $528.5M-$530.0M (17%-18% growth); adj. EBITDA $155.8M-$156.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":256284000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":274293,"accession_number":"0001092699-23-000047","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2023-07-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"SPS Commerce appoints Chad Collins CEO; Archie Black to Executive Chair; COO James Frome to retire Dec 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chad Collins appointed CEO effective Oct 2, 2023; Archie Black transitions to Executive Chair.","Collins joins from Körber Supply Chain; receives $525k base salary, $6.5M sign-on RSUs, $4.5M sign-on PSUs.","COO James Frome to retire Dec 31, 2024; 2024 comp includes $425k base, $425k target bonus, $5M RSU grant.","Philip Soran, former Chair, becomes Lead Independent Director."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":291526,"accession_number":"0001092699-23-000039","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2023-05-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"SPS Commerce stockholders elect all director nominees, ratify KPMG, approve say-on-pay at 2023 meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven director nominees elected; Archie Black received 32.5M votes for, 1.5M against.","Ratification of KPMG LLP as independent auditor for 2023 passed with 34.5M votes for.","Advisory vote on executive compensation approved with 32.75M votes for, 1.2M against.","Broker non-votes were 946,943 on director elections and say-on-pay; none on auditor ratification."],"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":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":291525,"accession_number":"0001171843-23-002582","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SPS Commerce Q1 revenue $125.9M (+20% YoY); EPS $0.41 vs $0.34 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Recurring revenue grew 20% YoY; net income $15.3M ($0.41 diluted) vs $12.6M ($0.34) YoY.","Non-GAAP EPS $0.67 vs $0.55 YoY; Adjusted EBITDA $37.0M (+16% YoY).","Q2 2023 revenue guidance $128.0M-$128.8M; non-GAAP EPS $0.62-$0.63.","FY 2023 revenue guidance $525.5M-$527.6M (+17%); non-GAAP EPS $2.67-$2.70.","CEO cites omnichannel retail tailwinds; company's 89th consecutive quarter of topline growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":125868000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":312315,"accession_number":"0001092699-23-000011","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2023-03-02T23:59:59+00:00","items":["5.02","7.01","8.01","9.01"],"status":"ready","headline":"SPS Commerce CEO Archie Black to retire, transition to Executive Chair upon successor appointment","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Archie Black to retire; will become Executive Chair upon appointment of successor.","Board initiated search for new CEO; Black remains CEO during transition to ensure seamless succession.","Philip Soran, current Chair, to become lead independent director when Black assumes Executive Chair role.","Amendments to severance agreements for Black, CFO Nelson, and COO Frome modify retirement provisions."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":312314,"accession_number":"0001171843-23-000849","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2023-02-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SPS Commerce Q4 revenue $122M (+19% YoY); guides FY23 revenue $523-526M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $122.0M (+19% YoY); recurring revenue up 20%. Net income $15.9M ($0.43 diluted EPS) vs $12.8M ($0.34).","Non-GAAP diluted EPS $0.63 vs $0.46 in Q4 2021; adjusted EBITDA $35.0M (+26%).","FY2022 revenue $450.9M (+17%); net income $55.1M ($1.49 diluted EPS) vs $44.6M ($1.21).","Q1 2023 guidance: revenue $123.3-124.3M; non-GAAP EPS $0.56-0.57; adjusted EBITDA $35.0-35.7M.","FY2023 guidance: revenue $523-526M (16-17% growth); non-GAAP EPS $2.63-2.69; adj. EBITDA $152.5-154.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":450875000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":330875,"accession_number":"0001092699-22-000019","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2022-11-25T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"SPS Commerce files revised equity award forms under 2010 Plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Updated Non-Statutory Stock Option, RSU, and Performance Stock Unit forms filed as Exhibits 10.1–10.3.","Retirement vesting accelerated at age 58 with 10 years service or age 65; 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non-GAAP EPS $0.63 beats $0.47","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $114.5M, up 17% YoY; recurring revenue +18%.","GAAP net income $15.9M ($0.43 diluted) vs $11.4M ($0.31) a year ago.","Non-GAAP diluted EPS $0.63 vs $0.47; Adjusted EBITDA $34.7M (+31% YoY).","Q4 guidance: revenue $120-121M, non-GAAP EPS $0.52-0.53.","Full-year 2022 guidance: revenue $448.9-449.9M, non-GAAP EPS $2.23-2.24."],"consensus_eps_estimate":null,"consensus_eps_actual":1.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":328857000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":348407,"accession_number":"0001171843-22-005034","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2022-07-27T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"SPS Commerce Q2 revenue $109.2M (+15% YoY), non-GAAP EPS $0.53; 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broker non-votes of 1,028,864.","KPMG LLP ratified as independent auditor for 2022: 34,253,109 for, 271,401 against.","Advisory say-on-pay approved: 32,622,950 for, 870,461 against, with 1,028,864 broker non-votes.","All proposals passed with majority support; no dissident director challenges."],"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":1946507522.3174608,"market_cap_bucket":"not_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":365099,"accession_number":"0001171843-22-002972","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2022-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SPS Commerce Q1 revenue $105.2M (+17% YoY); 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EBITDA $107.0M (+23%); non-GAAP EPS $1.82.","Q1 2022 revenue guided $103.8-104.8M; non-GAAP EPS $0.46-0.47.","FY2022 revenue guidance $442.5-445.5M (15-16% growth); non-GAAP EPS $1.99-2.02."],"consensus_eps_estimate":null,"consensus_eps_actual":1.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":385276000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1946507522.3174608,"market_cap_bucket":"not_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":384692,"accession_number":"0001193125-22-003531","cik":1092699,"company_name":"SPS COMMERCE INC","ticker":"SPSC","form_type":"8-K","filed_at":"2022-01-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"SPS Commerce appoints James Frome as President and COO; CEO Black steps down from President role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James J. 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