{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-047630","form_type":"8-K","ticker":"CMRC","cik":"0001626450","company_name":"Commerce.com, Inc.","filed_at":"2026-02-12T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.676324+00:00","generated_at":"2026-05-16T03:02:18.932060+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Commerce.com FY2025 revenue $342.3M (+3% YoY); GAAP net loss narrows to $19.3M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-047630","json":"https://secwatch.observer/filing/0001193125-26-047630.json","markdown":"https://secwatch.observer/filing/0001193125-26-047630.md","text":"https://secwatch.observer/filing/0001193125-26-047630.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1626450/000119312526047630/0001193125-26-047630-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1626450/000119312526047630/bigc-20260212.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T03:02:18.932060+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}