Commerce.com, Inc. Stock Price, News & Analysis

Commerce (Nasdaq: CMRC) reported Q3 2025 results for the quarter ended September 30, 2025: Total revenue $86.0M (+3% YoY) and ARR $355.7M (+2% YoY). Subscription solutions revenue was $64.7M (+3% YoY) and Enterprise ARR was $269.2M (+5% YoY), representing 76% of total ARR.

Profitability improved: GAAP gross margin 78%, Non‑GAAP operating income $8.0M, Adjusted EBITDA $8.8M, GAAP net loss ($2.2M), Non‑GAAP net income $6.2M. Cash and equivalents totaled $143.2M.

Company announced new Feedonomics Surface, PayPal‑powered payments (U.S. launch 2026) and agentic commerce pilots. Q4 2025 revenue guidance: $87.8M–$92.8M.

Commerce (NASDAQ: CMRC) on November 5, 2025 launched two new Feedonomics apps for Shopify: Feedonomics for Advertising and Feedonomics for Listings & Orders. The apps centralize product data automation, governance, and order orchestration to help Shopify merchants improve product discoverability, increase advertising performance, and scale operations.

Key features include syncing Shopify product data to hundreds of channels, treating Shopify as a channel for unified data sources, managing fulfillment at scale, and using transformation and validation tools to enhance data integrity and compliance for enterprises and agencies.

Commerce (Nasdaq: CMRC) announced an integration with PayPal to enable pilot merchants on BigCommerce to offer agentic checkout via Feedonomics-optimized product data, supporting discovery and one-click purchases inside AI channels. Pilot merchants can sync catalog, pricing, tax and inventory into AI platforms while retaining merchant-of-record post-purchase control. Feedonomics structures product feeds to PayPal’s commerce schema and sends AI-ready data to LLMs and AI discovery channels; Perplexity integration was previously established. The company invites eligible BigCommerce merchants to join a PayPal agentic commerce beta, with merchant discoverability on Perplexity expected before year-end.

Commerce (NASDAQ: BIGC) announced five BigCommerce B2B Edition customers were named finalists in the 2025 B2B Ecommerce Industry Awards - Americas Edition on October 27, 2025. Finalists include Movora and Sellars for Mid-Market B2B Ecommerce Manufacturer of the Year, and Marshall Wolf Automation, Prime-Line Products and Zogics for Small B2B Ecommerce Distributor of the Year.

The release cites customer results and an IDC study showing 391% three-year ROI, a 7-month payback, $393,446 average annual benefits per 1,000 customers, 24% sales productivity gain and 82% platform stability improvement.

Commerce (NASDAQ:BIGC) will report third quarter 2025 financial results for the period ended September 30, 2025 before market open on Thursday, November 6, 2025.

The company will discuss results on a conference call and webcast at 7:00 a.m. CT / 8:00 a.m. ET on November 6, 2025. Dial-in numbers: (833) 634-1254 (US/Canada) or (412) 317-6012 (international); request the “Commerce conference call.”

A telephone replay (conference ID 6059610) will be available through 11:59 p.m. ET on November 13, 2025, and a webcast replay will be available at http://investors.commerce.com for 12 months.

Commerce (Nasdaq: BIGC) announced BigCommerce Payments, an embedded, co-branded payments solution powered by PayPal, planned to launch for U.S. merchants in 2026 with international expansion later.

The service embeds PayPal payment processing and Pay Later (BNPL) into the BigCommerce Control Panel, introduces a dedicated Money dashboard with real-time balance insights, top-ups, payouts, bank/card connections and currency management, and offers direct access to the PayPal dashboard for advanced settings. Existing merchants using PayPal Complete Payments will receive personalized communications and an option to migrate to BigCommerce Payments.

Commerce (Nasdaq: CMRC) on October 14, 2025 launched Feedonomics Surface, a self-service feed management solution that lets merchants create, manage and synchronize product catalogs for advertising channels such as Google Shopping and Meta.

The solution is available to BigCommerce merchants and targets direct-to-consumer and B2B brands, offering a free starter tier with upgrade paths, AI-driven product categorization, automated syncing, channel-specific data optimization, and manual overrides for control.

Commerce says future enhancements will add more agentic AI, generative AI features, additional advertising and marketplace channels, and expanded platform availability.

Commerce (Nasdaq: BIGC) has achieved significant security and AI governance milestones by obtaining ISO 9001 certification for Quality Management and testing against ISO/IEC 42001 for Artificial Intelligence Management. The certifications, awarded by cybersecurity auditor Coalfire, demonstrate Commerce's commitment to security, reliability, and ethical innovation.

The company's comprehensive security infrastructure includes weekly patching, daily encrypted backups across four data centers, mandatory secure development training, and continuous third-party security monitoring. This robust security framework recently helped Commerce secure a contract with the Marine Corps Community Services (MCCS) for their digital commerce initiative.

BigCommerce (Nasdaq: CMRC) has formed a strategic partnership with Fortis to enhance payment processing capabilities for its enterprise ecommerce platform. The integration provides BigCommerce customers with access to Fortis' embedded payments technology, offering features like real-time transactions, next-day funding, and simplified reconciliation.

The partnership targets mid-market B2B sellers, distributors, and service-based businesses, eliminating the need for third-party gateways. Key features include support for 135+ currencies, built-in fraud protection, PCI compliance, and developer-friendly tokenized APIs. The collaboration aims to streamline checkout processes and improve operational efficiency for merchants.