Commerce.com Q2 revenue beats expectations
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:
