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Commerce.com (CMRC)
NASDAQ:CMRC
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.1Last Year’s EPS
0.07Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a constructive operational and strategic story: stable and sizable GMV growth (12%), meaningful improvements in profitability, strengthened balance sheet (cash $143M and net debt down ~67%), clear product and AI partnerships, and planned R&D investment (+30%) to drive monetization (payments, Surface, MakeSwift). However, the company faces important near-term execution challenges — notably a 95.2% NRR below target, a gap between GMV growth and ARR/take rates driven by B2B mix, modest overall revenue growth (~3% YoY), and a wide guidance range reflecting execution and macro uncertainty. Overall, the positives (scale, profitability gains, product momentum and clear monetization roadmap) outweigh the negatives, contingent on successful execution of planned initiatives in 2026.Company Guidance
Revenue and Profitability Improvement
Full-year 2025 revenue of $342,000,000, up ~3% YoY; Q4 2025 revenue $89,500,000, up 3% YoY. Full-year non-GAAP operating income of $28,000,000 with expanded non-GAAP operating margin +230 bps vs 2024 and +990 bps vs 2023.
GMV Scale and Growth
Introduced GMV metric: platform GMV nearly $32,000,000,000 in 2025, growing 12% in 2025 (and 11% in 2024), signaling large and consistent double-digit transaction volume growth.
ARR, Cash and Balance Sheet Strength
Total ARR $359,000,000; ended year with $143,000,000 in cash, cash equivalents and marketable securities. Net debt reduced from $33,000,000 in 2024 to $11,000,000 in 2025 (≈67% reduction). Operating cash flow $27,000,000 for 2025.
Product Innovation and AI Partnerships
Expanded AI and agentic commerce positioning with partnerships (OpenAI, Microsoft Copilot, Google Gemini, Perplexity) and being one of two platforms featured in Google's universal commerce protocol — positioning Commerce.com as an AI-ready infrastructure layer.
Surface (Feedonomics Self-Service) Early Performance
Launched Surface late Q3; merchants using Surface saw average +24 percentage points higher GMV growth in Q4 versus nonusers (initial release included only built-in advertising channels) — early proof of product-led monetization potential.
Payments Roadmap and Monetization Initiatives
Announced BigCommerce Payments partnership with PayPal (on track ~2026) and plan to integrate payments, product cross-sell and bundling to narrow ARR-to-GMV gap; R&D investment planned to increase nearly 30% in 2026 to accelerate these initiatives.
Guidance and Path to GAAP Profitability
FY2026 guidance: revenue $347.5M–$369.5M (2%–8% growth) and non-GAAP operating income $34M–$53M. Company expects GAAP profitability for full-year 2026 and mid-2026 cash > long-term debt after restructuring payments.
Operational Efficiency Gains
Material efficiency improvements: expanded full-year non-GAAP operating margin, stronger cash generation, and organizational simplification enabling reinvestment into product and R&D.
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 |
|---|---|---|---|
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% |
May 08, 2025 | $5.20 | $5.24 | +0.77% |
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 (CMRC) report earnings?
Commerce.com (CMRC) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Commerce.com (CMRC) earnings time?
Commerce.com (CMRC) earnings time is at May 07, 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 (Q1) is 0.1.