secwatch.observer — SEC 8-K summary
======================================

Issuer:     Commerce.com, Inc. (CMRC)
CIK:        0001626450
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001193125-26-210317
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1626450/000119312526210317/0001193125-26-210317-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1626450/000119312526210317/bigc-20260507.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-210317

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