Commerce.com Q2 revenue beats expectations

Commerce.com

31/07/2025 12:19

Overview

Commerce.com Q2 2025 rev grows 3% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 beats consensus, reflecting operational efficiency

Co rebrands to Commerce.com, ticker changes to CMRC effective Aug 1

Outlook

Company expects Q3 revenue between $85 mln and $87 mln

Company projects full-year revenue between $339.6 mln and $346.6 mln

Company anticipates Q3 non-GAAP operating income of $2.3 mln to $3.3 mln

Company forecasts full-year non-GAAP operating income of $19 mln to $25 mln

Result Drivers

AI-DRIVEN STRATEGY - Co attributes revenue growth to focus on AI-driven commerce ecosystem, per CEO Travis Hess

ENTERPRISE ACCOUNTS - Despite a 3% decline in enterprise accounts, average revenue per account rose by 9%

GEOGRAPHICAL VARIATION - Revenue in EMEA grew by 7% while APAC declined by 4%

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$84.40 mln
$83.30 mln (11 Analysts)
Q2 Adjusted EPS
Beat
$0.04
$0.03 (10 Analysts)
Q2 Gross Margin
79.0%
Q2 Adjusted Gross Margin
80.0%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "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 Bigcommerce Holdings Inc is $7.00, about 31.7% above its July 30 closing price of $4.78

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nGNXb3rj2q

(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.)