---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-268062"
form_type: "8-K"
ticker: "CMRC"
cik: "0001626450"
company_name: "Commerce.com, Inc."
filed_at: "2025-11-06T23:59:59+00:00"
generated_at: "2026-05-16T23:43:15.320100+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Commerce.com Q3 revenue $86M (+3%); GAAP loss narrows; non-GAAP net income $6.2M; guides Q4 rev $87.8-92.8M

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-25-268062
- form_type: 8-K
- ticker: CMRC
- cik: 0001626450
- company_name: Commerce.com, Inc.
- filed_at: 2025-11-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1626450/000119312525268062/0001193125-25-268062-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1626450/000119312525268062/bigc-20251106.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-268062
- JSON: https://secwatch.observer/filing/0001193125-25-268062.json
- Plain text: https://secwatch.observer/filing/0001193125-25-268062.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.