earnings
confidence high
sentiment positive
materiality 0.65
Commerce.com Q3 revenue $86M (+3%); GAAP loss narrows; non-GAAP net income $6.2M; guides Q4 rev $87.8-92.8M
Commerce.com, Inc.
2025-Q3 EPS reported
-$0.14
revenue$252,832,000
- 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.