Commerce.com unveils cost-savings plan, raises FY2026 op income guidance, $50M buyback

Commerce.com, Inc.

Plan targets $60-80M annualized cost savings ($0.73-0.97/diluted share) and non-GAAP op margin >=20% from 2027.
Restructuring charges: $4.2-8.8M in Q3 2026, $4.3-17.5M in Q4 2026; plan substantially complete by Q2 2027.
FY2026 guidance: revenue reaffirmed $336.5-344.5M; non-GAAP op income raised to $31-37M from $28-34M.
Board authorizes $50M share repurchase over two years (Sept 10, 2026 - Sept 10, 2028).
$353M NOL carryforwards expected to reduce cash taxes and support free cash flow conversion.

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