Commerce.com, Inc. (CMRC) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Commerce.com, Inc. (CMRC) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Seeking Alpha • Dec 11, 2025

Commerce.com's AI Focus May Be Ahead Of Real Demand

Commerce.com delivered Q3 2025 results in line with revenue expectations and beat on EPS, but enterprise ARR declined. CMRC trades at a steep discount to SaaS peers, reflecting anemic 5% forward revenue growth and subpar 98–99% net dollar retention. The company's AI-centric rebrand and focus on larger clients may lengthen sales cycles and lead to lumpy revenue growth.

Seeking Alpha • Dec 2, 2025

Commerce to Present at Upcoming Investor Conferences

AUSTIN, Texas, Nov. 25, 2025 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC) (formerly BigCommerce Holdings, Inc.), 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 the following upcoming investor conference presentations.

GlobeNewsWire • Nov 25, 2025

Commerce.com Sees AI Agents Driving a New Era in Digital Commerce

Commerce.com's third-quarter 2025 earnings results, released Thursday (Nov. 6) ahead of the bell, suggest that merchants are embracing a shift to agentic commerce. Formerly known as BigCommerce, the company showed steady top-line performance and rising profitability as it pivots toward artificial intelligence as the next growth engine.

PYMNTS • Nov 6, 2025

Commerce.com, Inc. (CMRC) Q3 2025 Earnings Call Transcript

Commerce.com, Inc. ( CMRC ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Tyler Duncan - Senior Director of Finance & Investor Relations Christopher Hess - CEO & Director Daniel Lentz - Chief Financial Officer Conference Call Participants Hoi-Fung Wong - Oppenheimer & Co. Inc., Research Division David Hynes - Canaccord Genuity Corp., Research Division Madison Schrage - KeyBanc Capital Markets Inc., Research Division Scott Berg - Needham & Company, LLC, Research Division Kathleen Alexis Keyser - Morgan Stanley, Research Division Brian Peterson - Raymond James & Associates, Inc., Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to the Commerce Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.

Seeking Alpha • Nov 6, 2025

Commerce Announces Third Quarter 2025 Financial Results

Third Quarter Total Revenue of $86.0 Million, an Increase of 3% Versus Prior Year. Total ARR of $355.7 Million, an Increase of 2% Versus Prior Year. Enterprise ARR of $269.2 Million, an Increase of 5% Versus Prior Year Third Quarter Total Revenue of $86.0 Million, an Increase of 3% Versus Prior Year. Total ARR of $355.7 Million, an Increase of 2% Versus Prior Year. Enterprise ARR of $269.2 Million, an Increase of 5% Versus Prior Year

GlobeNewsWire • Nov 6, 2025

Commerce.com (CMRC) Q3 Earnings Beat Estimates

Commerce.com (CMRC) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to earnings of $0.06 per share a year ago.

Zacks Investment Research • Nov 6, 2025

BigCommerce Named as a Challenger in 2025 Gartner® Magic Quadrant™ for Digital Commerce Platforms

AUSTIN, Texas, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), an open, intelligent ecosystem of technology solutions and the parent company of leading ecommerce platform BigCommerce, today announced that Gartner has recognized BigCommerce as a Challenger in the 2025 Gartner Magic Quadrant for Digital Commerce Platforms. BigCommerce was again recognized as a Challenger for the sixth consecutive year.

GlobeNewsWire • Nov 6, 2025

Commerce Launches New Feedonomics Apps for Shopify Merchants to Optimize Product Listings and Streamline Order Fulfillment Across Channels

New Feedonomics for Advertising and Feedonomics Listing & Orders apps deliver enhanced data automation and governance for Shopify merchants New Feedonomics for Advertising and Feedonomics Listing & Orders apps deliver enhanced data automation and governance for Shopify merchants

GlobeNewsWire • Nov 5, 2025

Commerce Unlocks Agentic Checkout Within AI-Powered Discovery Platforms

AUSTIN, Texas, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), an open, intelligent ecosystem of technology solutions and the parent company of leading ecommerce platform BigCommerce and AI-enriched product feed management solution Feedonomics, today announced a new agentic commerce feature with seamless agentic checkout through Commerce's integration with PayPal, enabling pilot merchants to participate in seamless agentic checkout experiences. On Tuesday, PayPal announced the launch of its agentic commerce services, featuring Commerce as a strategic partner, to help drive the early wave of commerce capabilities for the emerging era of AI-driven shopping.

GlobeNewsWire • Oct 29, 2025