AI Earnings Predictions for Commerce.com Inc. (CMRC)

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EX-99.1

Exhibit 99.1

Commerce Announces Second Quarter 2026 Financial Results

Total ARR of $360.5 Million, an Increase of 2% Versus Prior Year. GAAP Net Income of $1.1 Million Versus Net Loss in Prior Year Period. Operating Cash Flow of $5.1 Million.

AUSTIN, Texas – August 6, 2026 – Commerce.com, Inc. (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, today announced financial results for its second quarter ended June 30, 2026.

“Our second quarter results reflect another period of disciplined execution, with revenue of $84.5 million, 14% GMV growth, positive GAAP net income for the second consecutive quarter, and a third consecutive quarter of sequential improvement in net revenue retention,” said Travis Hess, CEO of Commerce. “Just as importantly, we're making deliberate decisions to strengthen the quality and durability of our business by investing in product intelligence, AI-driven commerce, and the open architecture merchants need as commerce becomes increasingly distributed. We believe those disciplined trade-offs position Commerce to deliver stronger merchant outcomes and create long-term value for both our customers and shareholders."

Second Quarter Financial Highlights:

• Total revenue was $84.5 million, up 0.1% compared to the three months ended June 30, 2025.

• Total annual revenue run-rate (“ARR”) as of June 30, 2026 was $360.5 million, up 2% compared to June 30, 2025.

• Subscription solutions revenue was $63.1 million, down 1% compared to the three months ended June 30, 2025.

• Gross Merchandise Volume (GMV) was $8.8 billion, up 14% compared to the three months ended June 30, 2025.

• Net Revenue Retention (NRR) was 95.8%, compared to 95.4% in the three months ended March 31, 2026 and 94.5% in the three months ended June 30, 2025.

• GAAP gross margin was 75%, compared to 79% in the three months ended June 30, 2025.

• Non-GAAP gross margin was 76%, compared to 80% in the three months ended June 30, 2025.

Other Key Business Metrics

• Revenue in the United States declined by 1% compared to the three months ended June 30, 2025.

• Revenue in EMEA grew by 12% and revenue in APAC declined by 4% compared to the three months ended June 30, 2025.

Income (Loss) from Operations and Non-GAAP Operating Income

• GAAP income from operations was $2.7 million, compared to a loss of ($6.8) million in the three months ended June 30, 2025.

• Non-GAAP operating income was $8.1 million, compared to $4.8 million in the three months ended June 30, 2025.

• Non-GAAP operating margin was 9.6%, compared to 5.7% in the three months ended June 30, 2025.

Exhibit 99.1

GAAP Net Income (Loss), Non-GAAP Net Income and Earnings Per Share

• GAAP net income was $1.1 million, compared to a net loss of ($8.4) million in the three months ended June 30, 2025.

• Non-GAAP net income was $6.5 million or 8% of revenue, compared to $3.2 million or 4% of revenue in the three months ended June 30, 2025.

• GAAP basic net income per share was $0.01 based on 82.6 million weighted average shares outstanding, compared to ($0.10) based on 80.1 million weighted average shares outstanding in the three months ended June 30, 2025.

• GAAP diluted net income per share was $0.01 based on 82.8 million weighted average shares outstanding compared to ($0.10) based on 80.1 million weighted average shares outstanding for the three months ended June 30, 2025.

• Non-GAAP basic net income per share was $0.08 based on 82.6 million shares of weighted average shares outstanding, compared to $0.04 based on 80.1 million shares of weighted average shares outstanding in the three months ended June 30, 2025.

• Non-GAAP diluted net income per share was $0.08 based on 82.8 million shares of dilutive shares, compared to $0.04 based on 81.0 million dilutive shares in the three months ended June 30, 2025.

Adjusted EBITDA

• Adjusted EBITDA was $9.7 million, compared to $5.7 million in the three months ended June 30, 2025.

Cash

• Cash, cash equivalents, restricted cash, and marketable securities totaled $157.5 million as of June 30, 2026.

• For the three months ended June 30, 2026, net cash provided by operating activities was $5.1 million, compared to $13.6 million provided by operating activities for the same period in 2025.

• Free cash flow of $0.1 million in the three months ended June 30, 2026, compared to $11.9 million in the three months ended June 30, 2025.

Business Highlights:

Corporate Highlights

• In April, Commerce announced that merchants, including Dell, are now syndicating catalog data to key agentic discovery channels including OpenAI and Google Gemini, using Feedonomics Agentic Catalog Exports (ACE), a new enterprise service designed to help merchants make their product catalogs discoverable across emerging AI-powered and agent-driven shopping environ

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EX-99.1

Exhibit 99.1

Commerce Announces First Quarter 2026 Financial Results

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. GAAP Net Income of $3.7 Million Versus Net Loss in Prior Year Period. Operating Cash Flow of $18.4 Million.

AUSTIN, Texas – May 7, 2026 – Commerce.com, Inc. (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, today announced financial results for its first quarter ended March 31, 2026.

“We’re off to a strong start in 2026, delivering solid financial results while continuing to execute against the strategy we laid out at the beginning of the year,” said Travis Hess, CEO of Commerce. “This quarter reflects our shift from foundation-building to execution and monetization, with meaningful progress across payments, AI-driven commerce and our core platform. We’re operating at the center of a structural shift as commerce evolves from a storefront-centric model to one that is increasingly AI-driven and distributed across channels. The storefront remains critical, but it’s no longer the sole driver of demand. We’ve been positioning the business for this transition over the past 18 months, integrating our platform across product intelligence, experience orchestration and transactions. In this environment, data and orchestration become increasingly important, and we’re well positioned to help merchants capture demand wherever it originates and convert it efficiently. This business has never been better positioned. We have the scale, the infrastructure, the financial profile and the product momentum to deliver on the growth potential of this product suite. Our focus is execution.”

First Quarter Financial Highlights:

• Total revenue was $86.8 million, up 5% compared to the three months ended March 31, 2025.

• Total annual revenue run-rate (“ARR”) as of March 31, 2026 was $359.8 million, up 3% compared to March 31, 2025.

• Subscription solutions revenue was $63.7 million, up 3% compared to the three months ended March 31, 2025.

• Gross Merchandise Volume (GMV) was $8.3 billion, up 14% compared to the three months ended March 31, 2025.

• Net Revenue Retention (NRR) was 95.4%, compared to 95.0% in the three months ended March 31, 2025.

• GAAP gross margin was 77%, compared to 79% in the three months ended March 31, 2025.

• Non-GAAP gross margin was 77%, compared to 80% in the three months ended March 31, 2025.

Other Key Business Metrics

• Revenue in the United States grew by 5% compared to the three months ended March 31, 2025.

• Revenue in EMEA grew by 14% and revenue in APAC was largely unchanged compared to the three months ended March 31, 2025.

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Income (Loss) from Operations and Non-GAAP Operating Income

• GAAP income from operations was $5.8 million, compared to a loss of ($2.4) million in the three months ended March 31, 2025.

Exhibit 99.1

• Non-GAAP operating income was $12.4 million, compared to $7.6 million in the three months ended March 31, 2025.

GAAP Net Income (Loss), Non-GAAP Net Income and Earnings Per Share

• GAAP net income was $3.7 million, compared to a net loss of ($0.4) million in the three months ended March 31, 2025.

• Non-GAAP net income was $10.4 million or 12% of revenue, compared to $5.7 million or 7% of revenue in the three months ended March 31, 2025.

• GAAP basic net income per share was $0.05 based on 82.0 million weighted average shares outstanding, compared to ($0.00) based on 78.8 million weighted average shares outstanding in the three months ended March 31, 2025.

• GAAP diluted net income per share was $0.05 based on 82.3 million weighted average shares outstanding compared to ($0.00) based on 78.8 million weighted average shares outstanding for the three months ended March 31, 2025.

• Non-GAAP basic net income per share was $0.13 based on 82.0 million shares of weighted average shares outstanding, compared to $0.07 based on 78.8 million shares of weighted average shares outstanding in the three months ended March 31, 2025.

• Non-GAAP diluted net income per share was $0.13 based on 82.3 million shares of dilutive shares, compared to $0.07 based on 80.5 million dilutive shares in the three months ended March 31, 2025.

Adjusted EBITDA

• Adjusted EBITDA was $13.8 million, compared to $8.8 million in the three months ended March 31, 2025.

Cash

• Cash, cash equivalents, restricted cash, and marketable securities totaled $157.0 million as of March 31, 2026.

• For the three months ended March 31, 2026, net cash provided by operating activities was $18.4 million, compared to $0.4 million provided by operating activities for the same period in 2025.

• Free cash flow of $14.1 million in the three months ended March 31, 2026, compared to ($2.9) million in the three m

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Exhibit 99.1

Commerce Announces Fourth Quarter and Fiscal Year 2025 Financial Results

Full-Year Total Revenue of $342.3 Million, an Increase of 3% Versus Prior Year. Total ARR of $359.1 Million, an Increase of 3% Versus Prior Year. Enterprise ARR of $287.2 Million, an Increase of 10% Versus Prior Year. Full-Year Operating Cash Flow of $27.4 Million

AUSTIN, Texas – February 12, 2026 – 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 financial results for its fourth quarter and fiscal year ended December 31, 2025.

“2025 was a year of material business transformation. We improved efficiency, expanded margins, and realigned investment to our highest-impact growth areas, culminating in our rebrand as Commerce and a clear position in AI-powered agentic commerce,” said Travis Hess, CEO of Commerce. “With key elements of our transformation complete, we are operating with greater leverage, stronger product-market fit, and clear line of sight to durable ARR growth.”

Fourth Quarter Financial Highlights:

• Total revenue was $89.5 million, up 3% compared to the three months ended December 31, 2024.

• Total annual revenue run-rate (“ARR”) as of December 31, 2025 was $359.1 million, up 3% compared to December 31, 2024.

• Subscription solutions revenue was $65.2 million, up 5% compared to the three months ended December 31, 2024.

• ARR from accounts with at least one enterprise plan (“Enterprise Accounts”) was $287.2 million as of December 31, 2025, up 10% from December 31, 2024.

• ARR from Enterprise Accounts as a percent of total ARR was 80% as of December 31, 2025, compared to 75% as of December 31, 2024.

• Gross Merchandise Volume (GMV) was $8.9 billion in the three months ended December 31, 2025.

• Net Revenue Retention (NRR) was 95.2%, compared to 95.0% in the three months ended December 31, 2024.

• GAAP gross margin was 78%, compared to 78% in the three months ended December 31, 2024. Non-GAAP gross margin was 79%, compared to 78% in the three months ended December 31, 2024.

Other Key Business Metrics

• Number of enterprise accounts was 6,648, up 13% compared to the three months ended December 31, 2024.

• Average revenue per account (ARPA) of enterprise accounts was $43,200 down 3% compared to the three months ended December 31, 2024.

• Revenue in the United States grew by 2% compared to the three months ended December 31, 2024.

• Revenue in EMEA grew by 20% and revenue in APAC declined by 5% compared to the three months ended December 31, 2024.

Loss from Operations and Non-GAAP Operating Income

Exhibit 99.1

• GAAP loss from operations was ($6.6) million, compared to ($0.8) million in the three months ended December 31, 2024.

• Non-GAAP operating income was $7.4 million, compared to $10.1 million in the three months ended December 31, 2024.

GAAP Net Loss, Non-GAAP Net Income and Earnings Per Share

• GAAP net loss was ($8.4) million, compared to ($2.4) million in the three months ended December 31, 2024.

• Non-GAAP net income was $5.6 million or 6% of revenue, compared to $8.4 million or 10% of revenue in the three months ended December 31, 2024.

• GAAP basic net loss per share was ($0.10) based on 81.4 million weighted average shares outstanding, compared to ($0.03) based on 78.4 million weighted average shares outstanding in the three months ended December 31, 2024.

• Non-GAAP basic net income per share was $0.07 based on 81.4 million shares of weighted average shares outstanding, compared to $0.11 based on 78.4 million shares of weighted average shares outstanding in the three months ended December 31, 2024.

• Non-GAAP diluted net income per share was $0.07 based on 82.0 million shares of dilutive shares, compared to $0.11 based on 80.1 million dilutive shares in the three months ended December 31, 2024.

Adjusted EBITDA

• Adjusted EBITDA was $8.3 million, compared to $11.0 million in the three months ended December 31, 2024.

Cash

• Cash, cash equivalents, restricted cash, and marketable securities totaled $143.0 million as of December 31, 2025.

• In the three months ended December 31, 2025, net cash provided by operating activities was $2.9 million, compared to $12.4 million provided by operating activities for the same period in 2024. We reported free cash flow of ($0.3) million in the three months ended December 31, 2025, compared to $11.6 million in the three months ended December 31, 2024.

Fiscal Year 2025 Financial Highlights:

• Total revenue was $342.3 million, up 3% compared to fiscal year 2024.

• Subscription solutions revenue was $255.6 million, up 3% compared to fiscal year 2024.

• GAAP gross margin was 79%, compared to 77% in fiscal year 2024. Non-GAAP gross margin was 79%, compared to 78% in fiscal year 2024.

•