secwatch.observer — SEC 8-K summary
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Issuer:     Commerce.com, Inc. (CMRC)
CIK:        0001626450
Form:       8-K
Filed at:   2026-08-06T11:06:43+00:00
Accession:  0001193125-26-336701
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1626450/000119312526336701/0001193125-26-336701-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1626450/000119312526336701/bigc-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-336701

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