secwatch.observer — SEC 8-K summary
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Issuer:     Commerce.com, Inc. (CMRC)
CIK:        0001626450
Form:       8-K
Filed at:   2025-11-06T23:59:59+00:00
Accession:  0001193125-25-268062
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1626450/000119312525268062/0001193125-25-268062-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1626450/000119312525268062/bigc-20251106.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-268062

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer