
Commerce.com, Inc. (CMRC) Q3 2026 Earnings Call Transcript
Commerce.com, Inc. operates a software-as-a-service e-commerce platform for brands and retailers in the United States, North and South America, Europe, the Middle East, Africa, and the Asia Pacific. The company is headquartered in Austin, Texas.
| Revenue (TTM) | $346.90M |
| Gross Profit (TTM) | $267.70M |
| EBITDA | $21.32M |
| Operating Margin | 3.21% |
| Return on Equity | -12.80% |
| Return on Assets | 1.97% |
| Revenue/Share (TTM) | $4.25 |
| Book Value | $0.48 |
| Price-to-Book | 5.70 |
| Price-to-Sales (TTM) | 0.86 |
| EV/Revenue | 0.871 |
| EV/EBITDA | 17.44 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 0.10% |
| Shares Outstanding | $82.86M |
| Float | $57.47M |
| % Insiders | 9.30% |
| % Institutions | 79.25% |
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Commerce.com, Inc. (CMRC) Q3 2026 Earnings Call Transcript

Commerce.com (CMRC) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.08 per share a year ago.

AUSTIN, Texas, Nov. 05, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC), the open commerce ecosystem built to help merchants win as AI reshapes how customers discover and buy, today announced financial results for its third quarter ended September 30, 2026. “Our third quarter results reflect another period of disciplined execution, with total ARR of $357.6 million, 14% GMV growth to $9.0 billion, and $9.4 million in operating cash flow,” said Travis Hess, CEO of Commerce.

AUSTIN, Texas, Nov. 04, 2026 (GLOBE NEWSWIRE) -- Commerce.com (Nasdaq: CMRC), the parent company of product intelligence platform Feedonomics, today announced that Feedonomics is available as a solution provider in Amazon's new Shop Direct Merchant Workspace, a free self-service portal that makes it easy for eligible merchants to register for Shop Direct, connect their stores to Amazon, and manage their participation in Amazon's agentic shopping program. Through the Merchant Workspace, eligible U.S. brands and retailers can select Feedonomics as their solution provider to connect their existing product catalogs to Shop Direct — using feeds they've already built for other shopping destinations.

CMRC, MNDY, SMTC and TLS make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

AUSTIN, Texas, Oct. 29, 2026 (GLOBE NEWSWIRE) -- Commerce.com (Nasdaq: CMRC), the open commerce ecosystem built to help merchants win as AI reshapes how customers discover and buy, today announced that Gartner has recognized Commerce as a Challenger in the 2026 Gartner Magic Quadrant for Digital Commerce Platforms.1 This marks the company's seventh consecutive year of recognition by Gartner. “We believe this placement reflects the strength of bringing BigCommerce and Feedonomics together,” said Michael Scholz, vice president of product marketing at Commerce.

CMRC and GRPN should gain on the back of AI and cost control as the ecommerce industry grapples with macroeconomics, geopolitics and extreme competitiveness.

AUSTIN, Texas, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Commerce.com (Nasdaq: CMRC), the open commerce ecosystem built to help merchants win as AI reshapes how customers discover and buy, today announced a partnership with Cloudflare that lets AI agents in a customer's web browser search, compare and shop directly on BigCommerce merchants' online stores with no setup required. The new functionality is turned on by default for eligible BigCommerce merchants.

AUSTIN, Texas and LONDON, Oct. 20, 2026 (GLOBE NEWSWIRE) -- Commerce.com (Nasdaq: CMRC), the open commerce ecosystem built to help merchants win as AI reshapes how customers discover and buy, today announced that Brompton, the British foldable bicycle manufacturer, has launched its new Brompton Partner Portal on BigCommerce B2B Edition. The portal gives Brompton's global network of independent retailers a modern ordering experience and runs on the same BigCommerce instance and product catalog that powers the company's direct-to-consumer business.

AUSTIN, Texas, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC), the open commerce ecosystem built to help merchants win as AI reshapes how customers discover and buy, today announced it will report its financial results for the third quarter ended September 30, 2026, before market open on Thursday, November 5, 2026.
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