Commerce to Announce Fourth Quarter 2025 and Full Year 2025 Financial Results on February 12th, 2026
Rhea-AI Summary
Commerce (Nasdaq: CMRC) will report fourth quarter 2025 and full year 2025 results before market open on February 12, 2026, and will host a conference call and webcast at 7:00 a.m. CT (8:00 a.m. ET) the same day.
The company reaffirmed its previously issued outlook for Q4 2025 and full-year 2025 revenue and non-GAAP operating income. Management said recent operational and organizational changes aim to improve non-GAAP profitability and operating cash flow while maintaining platform revenue growth. A workforce realignment will simplify operating complexity and management layers, with efficiencies from expanded AI and automation. The majority of benefits are expected in fiscal 2026, with full annualized impact anticipated in fiscal 2027. Daniel Lentz, CFO, was appointed to the expanded role of chief operating officer.
AI-generated analysis. Not financial advice.
Positive
- Reaffirmed outlook for Q4 2025 and full-year 2025 revenue and non-GAAP operating income
- Company expects meaningful improvement in non-GAAP profitability
- Expected improvement in operating cash flow supported by ongoing revenue growth
- Workforce realignment to simplify operations and expand AI/automation
- Appointment of Daniel Lentz to COO to strengthen operational execution
Negative
- Majority of cost-efficiency benefits expected in fiscal 2026, full impact delayed until fiscal 2027
News Market Reaction – CMRC
On the day this news was published, CMRC declined 1.48%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
CMRC was up 1.98% while key peers were mostly down: BIGC -7.72%, LAW -2.83%, PUBM -2.68%, API -3.41%, with only OOMA higher at +2.19%, indicating a stock-specific move to this earnings-date/update.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| 2025-12-18 | Partnership / AI | Positive | +1.9% | Stripe Agentic Commerce integration enabling AI-agent discovery and checkout. |
| 2025-12-15 | Customer win / platform | Positive | +0.5% | EuroOptic composable ecommerce launch driving higher sales and traffic. |
| 2025-11-25 | Investor conferences | Positive | +1.6% | Announcements of December technology conference presentations and investor meetings. |
| 2025-11-06 | Industry recognition | Positive | +0.6% | BigCommerce named Challenger in 2025 Gartner Magic Quadrant for commerce. |
| 2025-11-06 | Q3 2025 earnings | Positive | +0.6% | Q3 2025 results with revenue growth and improved profitability metrics. |
Recent company news, including product updates, partnerships, and earnings, has generally been followed by modest positive price reactions, suggesting the stock has tended to respond constructively to operational and strategic updates.
Over the last few months, Commerce has reported steady operational progress. Q3 2025 earnings showed improved profitability and positive non‑GAAP metrics, alongside revenue growth and new product initiatives like agentic commerce pilots and payments partnerships. Additional news highlighted customer wins, platform recognition in the Gartner Magic Quadrant, and participation in investor conferences. These events all saw small positive price moves (0.46%–1.88%), framing today’s reaffirmation of Q4 and full‑year 2025 outlook and the organizational efficiency actions ahead of the February 12, 2026 earnings release.
Market Pulse Summary
This announcement sets expectations ahead of the February 12, 2026 earnings release, pairing an earnings date with reaffirmed outlook for Q4 and full year 2025. Management highlighted efficiency initiatives, workforce realignment, and expanded use of artificial intelligence and automation aimed at improving non‑GAAP profitability and operating cash flow. Recent news has focused on product progress and steady financial improvement, so investors may watch for updated revenue trends, margin trajectory, and details on how the new COO role supports execution of these initiatives.
Key Terms
non-gaap operating income financial
operating cash flow financial
artificial intelligence technical
AI-generated analysis. Not financial advice.
Conference Call Scheduled for 8:00 a.m. ET on February 12th, 2026
AUSTIN, Texas, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC) (“Commerce”), a provider of an open, intelligent commerce ecosystem that enables businesses to unlock data potential and deliver seamless, personalized experiences at scale, today announced that it will report financial results for the three months ended December 31, 2025 and the full year ended December 31, 2025 before market open on Thursday, February 12th, 2026. Commerce will host a conference call and webcast to discuss its results the same day.
As disclosed in the Company’s January 7, 2026 Form 8-K, Commerce continues to make progress improving the efficiency and financial profile of the business while maintaining growth across the platform. In connection with this update, the Company reaffirmed its previously issued financial outlook for the three months ended December 31, 2025 and the full year ended December 31, 2025 for both revenue and non-GAAP operating income. The operational and organizational changes recently implemented are expected to deliver meaningful improvement in non-gaap profitability and operating cash flow, supported by ongoing revenue growth. The workforce realignment announced is primarily focused on simplifying operating complexity and management layers, with efficiencies driven by expanded use of artificial intelligence and automation across the organization. The Company expects these actions to deliver benefits over time, with the majority reflected in fiscal year 2026 and the full annualized impact anticipated in fiscal year 2027. The Company also announced the appointment of Chief Financial Officer Daniel Lentz to the expanded role of Chief Operating Officer in order to further strengthen operational execution and alignment. Management will provide additional detail on these initiatives during the February 12, 2026 earnings call.
The financial results and business highlights will be discussed on a conference call and webcast scheduled at 7:00 a.m. CT (8:00 a.m. ET) on Thursday, February 12, 2026. The conference call can be accessed by dialing (833) 634-1254 from the United States and Canada or (412) 317-6012 internationally and requesting to join the “Commerce conference call.” The live webcast of the conference call can be accessed from Commerce’s investor relations website at http://investors.commerce.com.
Following the completion of the call through 11:59 p.m. ET on Thursday, February 19, 2026, a telephone replay will be available by dialing (855) 669-9658 from the United States and Canada or (412) 317-0088 internationally with conference ID 2151747. A webcast replay will also be available at http://investors.commerce.com for 12 months.
About Commerce
Commerce (Nasdaq: CMRC) empowers businesses to innovate, grow, and thrive by providing an open, AI-driven commerce ecosystem. As the parent company of BigCommerce, Feedonomics, and Makeswift, Commerce connects the tools and systems that power growth, enabling businesses to unlock the full potential of their data, deliver seamless and personalized experiences across every channel, and adapt swiftly to an ever-changing market. Trusted by leading businesses like Coldwater Creek, Cole Haan, Harvey Nichols, King Arthur Baking Co., Mizuno, Perry Ellis, SportsShoes and Uplift Desk, Commerce delivers the storefront control, optimized data, and AI-ready tools businesses need to grow, serve diverse buyers, and operate with confidence in an increasingly intelligent, multi-surface world. For more information, visit commerce.com or follow us on X and LinkedIn.
BigCommerce®, the Commerce logo, and other brands are the trademarks or registered trademarks of BigCommerce Pty. Ltd. Third-party trademarks and service marks are the property of their respective owner
Media Relations Contact
Brad Hem
PR@Commerce.com
Investor Relations Contact
Tyler Duncan
InvestorRelations@Commerce.com
