CMRC Q2 Earnings Beat Estimates on Cost Discipline, Revenues Miss
Commerce.com's Q2 earnings doubled and beat estimates on operating leverage, but revenues miss as AI costs and a softer outlook weigh on results.
Commerce.com's Q2 earnings doubled and beat estimates on operating leverage, but revenues miss as AI costs and a softer outlook weigh on results.
CMRC cut its 2026 outlook as B2C replatforming and partner revenues softened, while shifting investment to AI, payments and product intelligence.
Commerce.com, Inc. (CMRC) Q2 2026 Earnings Call Transcript
Commerce.com (CMRC) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.04 per share a year ago.
AUSTIN, Texas, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC), a provider of an open, intelligent ecosystem of technology solutions that empower businesses to unlock data potential and deliver seamless, personalized experiences at scale, today announced that Chief Financial Officer and Chief Operating Officer Daniel Lentz will be presenting at the following upcoming investor conferences: Canaccord Genuity's 46th Annual Growth Conference: The in-person Commerce.com presentation is scheduled for Tuesday, August 11, 2026 at 4:00 p.m. Eastern Time (3:00 p.m.
Commerce.com heads into Q2 with AI shopping, payments and enterprise gains in focus, even as guidance signals softer sequential revenues and profit.
Commerce.com is navigating an early-stage turnaround, returning to profitability in Q1 after extensive restructuring and cost control. Despite Q1 GAAP profitability and positive cash flow, CMRC trades at a heavily discounted 0.79x forward EV/Sales, reflecting market skepticism about sustainable growth. AI-driven commerce, particularly agentic integrations and cross-selling within the ecosystem, is central to CMRC's strategy for reigniting top-line and ARR growth.
AUSTIN, Texas--(BUSINESS WIRE)-- #BigCommerce--WP Engine, a global web enablement company providing premium products and solutions for websites built on WordPress®1, today announced it has entered into a strategic partnership agreement with Commerce (NASDAQ: CMRC), a data-centric provider of an open, AI-driven commerce ecosystem and the parent company of leading eCommerce platform BigCommerce®2. The new strategic partnership will launch WP Engine Commerce Connect for BigCommerce to help high-growth mid-market.
AUSTIN, Texas and SYDNEY, July 27, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), a data-centric provider of an open, AI-driven commerce ecosystem and the parent company of ecommerce platform BigCommerce, has today announced that Waterco, a global manufacturer and distributor of swimming pool products, has launched a new B2B buying experience on BigCommerce . By moving from a phone- and email-based ordering process to a modern self-service experience, Waterco is making it easier for customers to browse products, check inventory, place orders and manage their accounts online at any time.
Company improves Enterprise Edition ranking and scores more gold medals than other platforms in the Midmarket Edition; receives accolades for its vision & strategy, total cost of ownership, ability to execute, customer support and more Company improves Enterprise Edition ranking and scores more gold medals than other platforms in the Midmarket Edition; receives accolades for its vision & strategy, total cost of ownership, ability to execute, customer support and more
AUSTIN, Texas, July 16, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC), a provider of an open, intelligent ecosystem of technology solutions that empower businesses to unlock data potential and deliver seamless, personalized experiences at scale, today announced it will report its financial results for the second quarter ended June 30, 2026, before market open on Thursday, August 6, 2026. The financial results and business highlights will be discussed on a conference call and webcast scheduled at 7:00 a.m.
Global aesthetics and skincare provider replaces rigid legacy architecture with scalable headless commerce experience supporting nearly 200 clinic locations Global aesthetics and skincare provider replaces rigid legacy architecture with scalable headless commerce experience supporting nearly 200 clinic locations
LONDON, June 23, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), a data-centric provider of an open, AI-driven commerce ecosystem that enables businesses to unlock data, power intelligent discovery and deliver personalised experiences at scale, and PayPal today released new research revealing strong consumer interest in agentic shopping experiences alongside a clear demand for safeguards that keep consumers in control of purchases. The study, conducted by Logica Research, surveyed 1,000 online shoppers across the United Kingdom, as well as a further 2,000 across the US and Australia, to better understand consumer attitudes toward agentic shopping tools — AI-powered assistants that can research products, compare options and make purchases on a shopper's behalf.
AUSTIN, Texas, June 23, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), a data-centric provider of an open, AI-driven commerce ecosystem that enables businesses to unlock data, power intelligent discovery and deliver personalized experiences at scale, and PayPal today released new research revealing strong consumer interest in agentic shopping experiences alongside a clear demand for safeguards that keep consumers in control of purchases. The study, conducted by Logica Research, surveyed 3,000 online shoppers across the United States, United Kingdom and Australia to better understand consumer attitudes toward agentic shopping tools — AI-powered assistants that can research products, compare options and make purchases on a shopper's behalf.
AUSTIN, Texas, June 16, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC), a data-centric provider of an open, AI-driven commerce ecosystem and the parent company of BigCommerce, today announced that TrustRadius, an HG Insights Company, has recognized BigCommerce with a 2026 Top Rated Award. With a trScore of 7.8 out of 10 and over 700 verified reviews, BigCommerce is recognized by their customer reviews as a top player in the ecommerce software category.
Commerce.com, Inc. (CMRC) Q1 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Commerce.com (CMRC) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Commerce.com (CMRC) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.07 per share a year ago.
First Quarter Total Revenue of $86.8 Million, an Increase of 5% Versus Prior Year. Total ARR of $359.8 Million, an Increase of 3% Versus Prior Year.
AUSTIN, Texas, May 06, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), a data-centric provider of an open, AI-driven commerce ecosystem and the parent company of BigCommerce, today announced that BigCommerce Payments by PayPal is now available to U.S. merchants. The embedded payments solution brings payments, balances and payouts together in one place, helping merchants operate more efficiently and scale more seamlessly.