---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-387279"
form_type: "8-K"
ticker: "CMRC"
cik: "0001626450"
company_name: "Commerce.com, Inc."
filed_at: "2026-09-10T12:06:08+00:00"
generated_at: "2026-09-10T12:10:07.262070+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-387279
- form_type: 8-K
- ticker: CMRC
- cik: 0001626450
- company_name: Commerce.com, Inc.
- filed_at: 2026-09-10T12:06:08+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.05, 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1626450/000119312526387279/0001193125-26-387279-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1626450/000119312526387279/bigc-20250515.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-387279
- JSON: https://secwatch.observer/filing/0001193125-26-387279.json
- Plain text: https://secwatch.observer/filing/0001193125-26-387279.txt

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