Commerce.Com, Inc. (CMRC)
NASDAQ:CMRC
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational discipline, milestone first-time GAAP profitability, accelerating GMV growth (14% YoY), healthy cash flow and numerous product and AI/agentic integrations—these are material positives that show momentum and strategic positioning. Offsetting items are modest revenue growth (5% YoY), ARR flatness, NRR below 100%, short-term guide seasonality and some OpEx headwinds from hiring and R&D ramp, plus potential friction from payment-fee changes and a governance matter. On balance, the company demonstrated concrete progress on profitability, balance sheet strength and product traction with manageable near-term challenges.Company Guidance
Revenue and Profitability Beats
Q1 2026 revenue of $86.8M, up 5% year-over-year and above the company's guidance range ($82.5M–$83.5M). Non-GAAP operating income was $12.4M (non-GAAP operating margin ~14.3%), also above guidance ($9.3M–$10.3M). The company delivered positive GAAP net income of $3.7M — its first quarter of GAAP profitability as a public company.
Strong GMV Growth and Platform Scale
GMV for Q1 was $8.3B, up 14% year-over-year (accelerating from 12% for FY2025). GMV over the prior four quarters reached roughly $32.7B (nearly $33B), signaling scale and sustained double-digit GMV growth.
Cash Flow and Balance Sheet Strength
Generated operating cash flow of $18.4M and free cash flow of $14.1M in Q1. Ended the quarter with approximately $157M in cash, cash equivalents and marketable securities, no material debt maturities until 2028, and eliminated remaining net debt earlier than planned.
Product Momentum and AI/Agentic Progress
Significant product launches and integrations: BigCommerce Payments (built with PayPal) launched; Agentic Checkout live on Perplexity, Copilot and Meta via PayPal StoreSync; endorsed and built to Google's Universal Commerce Protocol; released BigCommerce model context protocol (MCP); launched Commerce Companion AI assistant; Feedonomics, Makeswift and BigCommerce integration positioned as a differentiated 3-layer architecture for data, experience and transaction.
Customer Wins and B2B Capabilities
Notable Feedonomics customers added including H&M, The RealReal, Petco, Grainger and industrial/B2B customers such as StatLab, Helix and Linear. New B2B features shipped: purchase order agent, cascading price lists and expanded B2B quoting/pricing capabilities.
Product Velocity and Checkout Improvements
Core platform improvements delivered: 37% faster checkout, advanced promotions (coupon stacking, margin caps), multi-language storefront support, backorder controls, improved catalog management, and Surface channel expansion (Meta, Google Ads, Pinterest, TikTok, Microsoft).
Disciplined Cost Management and Low Equity Dilution
Operational discipline yielded margin expansion and early GAAP profitability. Stock-based compensation as a percent of revenue was roughly 5.4% (well below the peer average ~13.2%), signaling conservative dilution management.
Reaffirmed Full-Year Outlook
Company reaffirmed full-year 2026 guidance: revenue $347.5M–$369.5M (2%–8% growth) and non-GAAP operating income $34M–$53M (non-GAAP operating margins 10%–14%), implying a Rule of 40 outcome of roughly 11%–22% depending on execution.
CMRC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CMRC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $2.88 | $3.56 | +23.61% |
Feb 12, 2026 | $2.74 | $2.46 | -10.22% |
Nov 06, 2025 | $4.67 | $4.70 | +0.64% |
Jul 31, 2025 | $4.78 | $4.78 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Commerce.Com, Inc. (CMRC) report earnings?
Commerce.Com, Inc. (CMRC) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Commerce.Com, Inc. (CMRC) earnings time?
Commerce.Com, Inc. (CMRC) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CMRC EPS forecast?
CMRC EPS forecast for the fiscal quarter 2026 (Q2) is 0.04.