earnings
confidence high
sentiment neutral
materiality 0.65
Commerce.com FY2025 revenue $342.3M (+3% YoY); GAAP net loss narrows to $19.3M
Commerce.com, Inc.
2025-FY EPS reported
-$0.24
revenue$342,349,000
- Q4 2025 revenue $89.5M (+3% YoY); subscription revenue $65.2M (+5% YoY).
- Enterprise ARR $287.2M (+10% YoY), now 80% of total ARR ($359.1M, +3% YoY).
- Full-year GAAP loss from operations improved to ($16.2M) from ($41.7M); adjusted EBITDA $31.7M vs $23.5M.
- Q1 2026 revenue guidance $82.5M-$83.5M; FY2026 revenue guidance $347.5M-$369.5M.
- Non-GAAP Q4 EPS $0.07 vs $0.11 YoY; cash & securities $143.0M.