---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-336701"
form_type: "8-K"
ticker: "CMRC"
cik: "0001626450"
company_name: "Commerce.com, Inc."
filed_at: "2026-08-06T11:06:43+00:00"
generated_at: "2026-08-06T11:11:07.411156+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Commerce.com Q2 2026: GAAP net income $1.1M, revenue flat at $84.5M, GMV up 14%

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-336701
- form_type: 8-K
- ticker: CMRC
- cik: 0001626450
- company_name: Commerce.com, Inc.
- filed_at: 2026-08-06T11:06:43+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1626450/000119312526336701/0001193125-26-336701-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1626450/000119312526336701/bigc-20260806.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-336701
- JSON: https://secwatch.observer/filing/0001193125-26-336701.json
- Plain text: https://secwatch.observer/filing/0001193125-26-336701.txt

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