Highest-materiality recent filing
SPS Commerce stockholders elect 9 directors, ratify KPMG, approve say-on-pay
All nine director nominees elected; Michael McConnell had 24.6M for vs. 6.7M against.
SPS Commerce CFO Kimberly Nelson to retire June 1, 2026; equity awards treated as retirement
Retirement date set to June 1, 2026, following prior six-month notice given in February 2026.
SPS Commerce Q1 revenue $192.1M (+6%); non-GAAP EPS $1.10; guides Q2 $194.5-$196.5M
Revenue $192.1M, +6% YoY; recurring revenue +7%. Net income $19.7M ($0.53 diluted) vs $22.2M ($0.58) a year ago.
SPS Commerce amends PSU awards to double-trigger vesting upon change in control
Committee amended 2024 PSUs from single-trigger to double-trigger vesting on change in control, aligning with 2025/2026 awards.
SPS Commerce Q4 revenue $192.7M (+13% YoY), CFO transition, buyback expanded
Q4 revenue $192.7M (+13% YoY); net income $25.8M ($0.68 diluted EPS); recurring revenue +14% YoY.
SPS Commerce appoints two independent directors, boosts buyback to $300M after pact with Anson
Michael McConnell and Fumbi Chima appointed as independent directors, effective immediately.
SPS Commerce Q3 revenue up 16% to $189.9M, appoints new CCO, authorizes $100M buyback
Revenue $189.9M (+16% YoY); recurring revenue +18%; net income $25.6M vs $23.5M.
SPS Commerce appoints Mark Partin to Board of Directors, increases board size to eight
Board expanded from 7 to 8 directors; Mark Partin appointed effective August 18, 2025.
SPS Commerce Q2 revenue $187.4M (+22% YoY); recurring revenue up 24%
Q2 revenue $187.4M, up 22% YoY; recurring revenue grew 24%.
SPS Commerce stockholders elect all 7 director nominees, ratify KPMG at 2025 annual meeting
All seven director nominees elected with at least 32.0M votes for; Sven Wehrwein and Anne Sempowski Ward received lowest support (~32.1M).
SPS Commerce Q1 revenue $181.5M (+21% YoY); non-GAAP EPS $1.00 beats $0.86
Revenue $181.5M (+21% YoY); recurring revenue +23%. GAAP net income $22.2M ($0.58 diluted EPS).
Board expands to 8, appoints Razat Gaurav; director Ramsey to retire at 2025 meeting
Board increased from seven to eight members; Razat Gaurav appointed independent director effective March 6, 2025.
SPS Commerce Q4 revenue $170.9M (+18% YoY); FY2025 guidance 19-20% growth
Q4 2024 revenue $170.9M (+18% YoY); recurring revenue +19% YoY.
SPS Commerce closes $210M acquisition of Carbon6 Technologies; issues 378,100 shares
Total purchase price ~$210M in cash and stock; 378,100 SPSC shares issued as partial payment.
SPS Commerce acquires Carbon6 Technologies for ~$210M in cash and stock
Total consideration approximately $210 million, subject to customary purchase price adjustments.
SPS Commerce Q3 revenue $163.7M (+21% YoY); non-GAAP EPS $0.92 vs $0.75
Revenue $163.7M, up 21% YoY; recurring revenue also +21%.
SPS Commerce acquires SupplyPike for $206M; adds $25M revenue in FY2025
Acquisition consideration: ~$206M ($119M cash net of cash acquired + $87M in SPSC stock).
Q2 revenue $153.6M (+18% YoY); net income $18.0M ($0.48 EPS); non-GAAP EPS $0.80 vs $0.69.
SPS Commerce Q2 revenue $153.6M (+18% YoY); new $100M buyback authorized
Q2 revenue $153.6M (+18% YoY); net income $18.0M ($0.48 diluted EPS) vs $14.7M ($0.39) YoY.
CFO Kimberly Nelson designated as participant in Executive Management Team Severance Plan; prior severance agreement terminated.
it was determined that Ms. Nelson’s effective retirement date would be June 1, 2026
appointed Razat Gaurav as a director, effective March 6, 2025
James Ramsey, an independent member of the Board, advised the Company that he will not stand for re-election to the Board at the Company's 2025 annual meeting of stockholders and intends to retire from the Board at that time.
Max materiality 0.80 · Median 0.70 · Most common event earnings