{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-22-006836","form_type":"8-K","ticker":"SPSC","cik":"0001092699","company_name":"SPS COMMERCE INC","filed_at":"2022-10-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:49.584712+00:00","generated_at":"2026-06-22T23:30:01.269590+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"SPS Commerce Q3 revenue $114.5M (+17% YoY); non-GAAP EPS $0.63 beats $0.47","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-22-006836","json":"https://secwatch.observer/filing/0001171843-22-006836.json","markdown":"https://secwatch.observer/filing/0001171843-22-006836.md","text":"https://secwatch.observer/filing/0001171843-22-006836.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1092699/000117184322006836/0001171843-22-006836-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1092699/000117184322006836/f8k_102722.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T23:30:01.269590+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"55557d5ced8412602fc5d2c8a1c350bafd1b1e19","claim":"SPS COMMERCE INC reported Full Year 2022 results: revenue $448.9 million to $449.9 million, net income $1.35 to $1.36 per diluted share, EPS $1.35 to $1.36 per diluted share. Guidance reaffirmed.","evidence_excerpt":"Revenue is expected to be in the range of $448.9 million to $449.9 million, representing 17% growth over 2021. Net income per diluted share is expected to be in the range of $1.35 to $1.36, with fully diluted weighted average shares outstanding of 37.0 million shares.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1092699/000117184322006836/0001171843-22-006836-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full Year 2022"},{"label":"Revenue","value":"$448.9 million to $449.9 million"},{"label":"Net income","value":"$1.35 to $1.36 per diluted share"},{"label":"EPS","value":"$1.35 to $1.36 per diluted share"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"d42d483adf736826b1a49053d296b87dc0ffb502","claim":"SPS COMMERCE INC reported three and nine months ended September 30, 2022 results: revenue $114.5 million, net income $15.9 million or $0.43 per diluted share, EPS $0.43 per diluted share.","evidence_excerpt":"SPSC), a leader in retail cloud services, today announced financial results for the third quarter ended September 30, 2022. Third Quarter 2022 Financial Highlights Revenue was $114.5 million in the third quarter of 2022, compared to $97.9 million in the third quarter of 2021, reflecting 17% growth. Recurring revenue grew 18% from the third quarter of 2021. Net income","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1092699/000117184322006836/0001171843-22-006836-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three and nine months ended September 30, 2022"},{"label":"Revenue","value":"$114.5 million"},{"label":"Net income","value":"$15.9 million or $0.43 per diluted share"},{"label":"EPS","value":"$0.43 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"df2b0b3870ce6c92743620bbcea4c9b607577aa0","claim":"SPS COMMERCE INC reported Fourth Quarter 2022 results: revenue $120.0 million to $121.0 million, net income $0.29 to $0.30 per diluted share, EPS $0.29 to $0.30 per diluted share. Guidance reaffirmed.","evidence_excerpt":"Revenue is expected to be in the range of $120.0 million to $121.0 million. Net income per diluted share is expected to be in the range of $0.29 to $0.30, with fully diluted weighted average shares outstanding of 37.2 million shares.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1092699/000117184322006836/0001171843-22-006836-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fourth Quarter 2022"},{"label":"Revenue","value":"$120.0 million to $121.0 million"},{"label":"Net income","value":"$0.29 to $0.30 per diluted share"},{"label":"EPS","value":"$0.29 to $0.30 per diluted share"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}