Commerce.com, Inc. 8K

Commerce.com, Inc. announced improved Q1 2026 profitability and cash flow with modest revenue and ARR growth, issued Q2 and full-year 2026 guidance, and highlighted expanded AI and payments partnerships with PayPal, Stripe, Google, and major AI discovery platforms.

Commerce.com, Inc. (Nasdaq: CMRC) reported first quarter 2026 results, showing 5% year-over-year revenue growth to $86.8 million, a 3% increase in ARR to $359.8 million, and a swing to GAAP net income of $3.7 million from a prior-year loss, alongside stronger operating cash flow and free cash flow, while providing Q2 and full-year 2026 guidance and highlighting new AI-driven commerce and payments partnerships with PayPal, Stripe, Google, and key AI discovery channels. The company delivered GAAP income from operations of $5.8 million and Non-GAAP operating income of $12.4 million, improved Adjusted EBITDA of $13.8 million, and total cash, cash equivalents, restricted cash, and marketable securities of $157.0 million as of March 31, 2026. Management emphasized strategic progress in payments and AI-driven commerce, including the launch of BigCommerce Payments by PayPal, integration of PayPal Store Sync, expansion of the Stripe partnership, endorsement of Google’s Universal Commerce Protocol, and new Feedonomics ACE services enabling product syndication to platforms such as OpenAI, Google Gemini, Microsoft Copilot, Meta, and Perplexity, alongside notable enterprise customer launches. The company’s outlook calls for Q2 2026 revenue of $84.5–$85.5 million and Non-GAAP operating income of $4–$5 million, and full-year 2026 revenue of $347.5–$369.5 million with Non-GAAP operating income of $34–$53 million, while cautioning that assumptions underlying this guidance are subject to change and numerous risks.

Filing Facts

CIK

1626450

Ticker

-

Form

8K

Source Type

sec

Accession

0001193125-26-210317

Alert Tier

6