earnings
confidence high
sentiment neutral
materiality 0.65
Commerce.com Q2 2026: GAAP net income $1.1M, revenue flat at $84.5M, GMV up 14%
Commerce.com, Inc.
2026-Q2 EPS reported
$0.06
revenue$171,353,000
- GAAP net income $1.1M ($0.01 diluted EPS) vs net loss $8.4M ($0.10 loss) in Q2 2025; non-GAAP EPS $0.08 vs $0.04.
- Total revenue $84.5M (+0.1% YoY); ARR $360.5M (+2% YoY); GMV $8.8B (+14% YoY).
- GAAP gross margin 75% (down from 79%); non-GAAP gross margin 76% (down from 80%).
- Adjusted EBITDA $9.7M vs $5.7M; operating cash flow $5.1M vs $13.6M; free cash flow $0.1M vs $11.9M.
- Q3 2026 guidance: revenue $82.5M-$85.5M; full-year 2026 revenue $336.5M-$344.5M.