Highest-materiality recent filing
Commerce.com Q1 revenue $86.8M (+5% YoY), GAAP net income $3.7M vs prior loss
Total revenue $86.8M (+5% YoY); ARR $359.8M (+3% YoY); GMV $8.3B (+14% YoY).
Commerce.com (CMRC) adopts rights plan to block Rezolve Ai's (RZLV) unsolicited bid at 47% discount
Rezolve Ai proposed exchanging 1 share for every 2 Commerce.com shares, implying a 47% discount based on $2.88 closing on April 7.
Commerce.com FY2025 revenue $342.3M (+3% YoY); GAAP net loss narrows to $19.3M
Q4 2025 revenue $89.5M (+3% YoY); subscription revenue $65.2M (+5% YoY).
Commerce.com workforce reduction plan charges $7.4M; CFO adds COO role
Workforce realignment plan committed Dec 31, 2025; $7.4M expense recorded in Q4 FY2025, $6.5M expected in FY2026.
Q3 revenue $86.0M (+3% YoY); subscription solutions revenue $64.7M (+3%).
Commerce.com Q2 revenue $84.4M (+3% YoY), net loss narrows to $8.4M; ticker changes to CMRC Aug 1
Revenue $84.4M (+3% YoY); GAAP net loss ($8.4M) vs ($11.3M); Enterprise ARR $269.3M (+6%)
BigCommerce Q1 revenue up 3% to $82.4M; narrows net loss; adds CRO, CMO, CPO
Total revenue $82.4M (+3% YoY); Enterprise ARR $263.8M (+6%), now 75% of total ARR.
Q4 revenue $87.0M (+3% YoY); FY revenue $332.9M (+8% YoY).
BigCommerce Q3 revenue $83.7M (+7% YoY); appoints Travis Hess as CEO
GAAP net loss narrowed to $7.0M from $20.3M; non-GAAP net income $4.4M vs $0.7M YoY.
Brent Bellm terminated as CEO effective Sep 30; receives 12 months base salary + healthcare; serves as advisor through Oct 18.
BigCommerce exchanges $161.2M of 0.25% convertible notes for $150M of 7.5% notes due 2028
Exchanged $161.2M of 0.25% notes due 2026 for $150M of 7.5% notes due 2028.
Q2 rev $81.8M (+8% YoY); GAAP loss narrows; exchanges & repurchases convertible notes
Revenue $81.8M (+8% YoY); subscription solutions revenue $61.8M (+10% YoY).
BigCommerce Q1 revenue $80.4M (+12% YoY); GAAP net loss narrows to $6.4M from $22.1M
Revenue $80.4M, up 12% YoY; subscription revenue $61.0M, up 13%.
Travis Hess appointed President, effective May 28, 2024; leads global go-to-market and operations.
BigCommerce Q4 revenue $84.1M (+16% YoY), adjusted EBITDA $6.5M; guides FY2024 rev $327-335M
Q4 revenue $84.1M (+16% YoY); GAAP net loss ($3.2M) vs ($33.0M) a year ago; EPS ($0.04).
Brian Dhatt, the Company’s Chief Technology Officer, mutually agreed that Mr. Dhatt would separate from his position as Chief Technology Officer and an employee of the Company effective as of April 30, 2025.
Concurrently, the Board elected Mr. Hess as a director of the Company, to fill the vacancy created by Mr. Bellm’s departure.
On September 30, 2024, the Board of Directors (the “Board”) of the Company notified Brent Bellm that his employment as the Company’s Chief Executive Officer was terminated.
On October 1, 2024, Mr. Bellm notified the Company of his resignation from the Board, including all committees on which he serves, effective immediately.
On September 30, 2024, the Board appointed Travis Hess, previously President of the Company, to succeed Mr. Bellm as the Company’s Chief Executive Officer, effective October 1, 2024.
On April 24, 2024, BigCommerce Holdings, Inc. (the “Company”), appointed Travis Hess, age 52, as its President, effective May 28, 2024.
Max materiality 0.80 · Median 0.65 · Most common event earnings