---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-210317"
form_type: "8-K"
ticker: "CMRC"
cik: "0001626450"
company_name: "Commerce.com, Inc."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T21:47:19.306841+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Commerce.com Q1 revenue $86.8M (+5% YoY), GAAP net income $3.7M vs prior loss

## Summary
- Total revenue $86.8M (+5% YoY); ARR $359.8M (+3% YoY); GMV $8.3B (+14% YoY).
- GAAP net income $3.7M ($0.05 diluted EPS) vs net loss of $0.4M in Q1 2025.
- Non-GAAP operating income $12.4M vs $7.6M; adjusted EBITDA $13.8M vs $8.8M.
- Q2 2026 guidance: revenue $84.5-$85.5M; FY2026 revenue $347.5-$369.5M.
- Free cash flow $14.1M vs ($2.9M) in prior year; operating cash flow $18.4M.

## SEC filing metadata
- accession: 0001193125-26-210317
- form_type: 8-K
- ticker: CMRC
- cik: 0001626450
- company_name: Commerce.com, Inc.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1626450/000119312526210317/0001193125-26-210317-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1626450/000119312526210317/bigc-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-210317
- JSON: https://secwatch.observer/filing/0001193125-26-210317.json
- Plain text: https://secwatch.observer/filing/0001193125-26-210317.txt

## Source-grounded claims
- claim_id: 67acc6b55d1ba4d8bd842626f26003e9dae50c16
  claim: Commerce.com, Inc. reported for its first quarter ended March 31, 2026 results: revenue $86.8 million, net income $3.7 million, EPS $0.05.
  evidence_excerpt: as otherwise stated in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 Commerce Announces First Quarter 2026 Financial Results First Quarter Total Revenue of $86.8 Million, an Increase of 5% Versus Prior Year. Total ARR of $359.8 Million, an Increase of 3% Versus Prior Year. GAAP Net Income of $3.7 Million Versus Net Loss in Prior Year Period.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1626450/000119312526210317/0001193125-26-210317-index.htm

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