Commerce.com Inc Q3 revenue slightly misses estimates

Commerce.com

06/11/2025 12:33

Overview

Commerce.com Q3 revenue slightly missed analyst expectations, growing 3% yr/yr to $86 mln

Non-GAAP operating income for Q3 increased to $8 mln from $4.3 mln last year

GAAP net loss for Q3 reduced to $2.2 mln from $7 mln last year

Outlook

Company expects Q4 revenue between $87.8 mln and $92.8 mln

Commerce.com forecasts 2025 revenue between $340.6 mln and $345.6 mln

Non-GAAP operating income for Q4 expected between $4.3 mln and $9.3 mln

Result Drivers

ENTERPRISE ACCOUNT GROWTH - ARR from enterprise accounts increased by 5%, indicating strong growth in high-value customer segments

AI-ENABLED EXPERIENCES - Strategic partnerships with AI leaders like Perplexity, Google, and PayPal are driving momentum across B2B and B2C

REGIONAL REVENUE VARIATION - Revenue in EMEA grew by 9%, while APAC revenue declined by 3%

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Miss*
$86 mln
$86.05 mln (10 Analysts)
Q3 Gross Margin
78.00%
Q3 Adjusted Gross Margin
79.00%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 7 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy."

Wall Street's median 12-month price target for Commerce.com Inc is $6.50, about 28.2% above its November 5 closing price of $4.67

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nGNX8rR1wY

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)