SPS Commerce reports developments for a cloud-based retail supply chain network that connects retailers, grocers, distributors, suppliers, manufacturers and logistics firms through the SPS Commerce platform. Its news commonly covers quarterly results, recurring subscription revenue, operating leverage, share repurchases and cross-selling activity within its Supply Chain Management Solutions business.
Company updates also address product innovation for supply chain collaboration, including AI-enabled Fulfillment capabilities, Billable Overages and MAX, a set of AI capabilities embedded in existing supply chain workflows. Governance-related announcements include board refreshment, committee assignments and cooperation agreements tied to shareholder engagement.
SPS Commerce (NASDAQ: SPSC) appointed Michael McConnell and Fumbi Chima as independent directors effective Feb 12, 2026, increasing Board refreshment. McConnell joins the Finance & Strategy Committee; Chima joins the Audit Committee. Director Sven Wehrwein will not stand for re-election under the company’s age limit.
The Board will total nine directors (eight independent) following the 2026 annual meeting; four directors were appointed in the past year. The company increased its share repurchase authorization to $300 million and entered a cooperation agreement with Anson Funds that includes standstill, voting and confidentiality commitments; the agreement will be filed as an exhibit on Form 8-K.
SPS Commerce (NASDAQ: SPSC) reported fourth-quarter 2025 revenue of $192.7 million (up 13% YoY) and fiscal 2025 revenue of $751.5 million (up 18% YoY). Recurring revenue grew 14% Q/Q and 20% FY. Fiscal 2025 adjusted EBITDA rose 24% to $231.4 million. The company announced a CFO transition to Joseph Del Preto (effective March 16, 2026) and an increase to its share repurchase program to $300 million total authorization through December 1, 2027.
SPS Commerce (NASDAQ: SPSC) announced MAX, an agentic AI platform embedded in its supply chain network that leverages 300,000 trading connections, proprietary network intelligence and billions of transactions to automate workflows and surface proactive insights.
MAX launches with three features — Chat, Monitor, and Connect — and will begin beta enrollment with a customer webinar on March 26, 2026. The company highlights integration with ERPs, CRMs, MCP support, and initial focus on Fulfillment capabilities.
SPS Commerce (NASDAQ: SPSC) will release fourth quarter and fiscal year 2025 results after market close on Thursday, February 12, 2026. A conference call to discuss results is scheduled for 3:30 p.m. Central Time / 4:30 p.m. Eastern Time the same day.
Dial-in numbers and a live webcast at investors.spscommerce.com under Events and Presentations are available; replays will be posted on the same site.
SPS Commerce (NASDAQ:SPSC) announced new product capabilities to address four supply‑chain trends: AI-powered orchestration, omnichannel precision, regionalized trade networks, and adaptive commerce. Key offerings include AI-enabled Fulfillment (launching early 2026), participation as a Founding Member of the Commerce Operations Foundation and the Order Network eXchange (onX), PDF Order Automation, System Automation for SAP S/4HANA and Shopify, Relationship Center and Manufacturing Suite, plus a Performance Dashboard, Revenue Recovery, and Billable Overages to protect supplier revenue. The company cites its network scale—750 million transactions annually and 50,000+ recurring revenue customers—and says these tools aim to improve visibility, reduce errors, and speed omnichannel operations.
SPS Commerce (NASDAQ: SPSC) said management will present at the 28th Annual Needham Growth Conference on Tuesday, January 13, 2026 at 12:45 PM ET. A live webcast will be available on the company’s investor relations site for those who want to watch the presentation.
SPS Commerce (NASDAQ: SPSC) said management will present at the Nasdaq 53rd Investor Conference on Tuesday, December 9, 2025 at 3:00 PM GMT. A live webcast will be available on the company investor relations site at http://investors.spscommerce.com/events.cfm.
The company describes itself as a leader in retail supply chain cloud services, serving over 50,000 recurring revenue customers and reporting 99 consecutive quarters of revenue growth. SPS Commerce is headquartered in Minneapolis and provided investor contact details for follow-up.
SPS Commerce (NASDAQ: SPSC) reported third quarter 2025 results with revenue of $189.9M, up 16% YoY, and recurring revenue +18% YoY. Net income was $25.6M or $0.67 per diluted share; non-GAAP income per diluted share was $1.13. Adjusted EBITDA rose 25% to $60.5M. The company repurchased $30.0M of stock in Q3 and the board authorized a new $100M repurchase program effective Dec 1, 2025 through Dec 1, 2027. SPS appointed Eduardo Rosini as EVP & Chief Commercial Officer effective Dec 1, 2025; current CRO Dan Juckniess will retire Dec 31, 2025. Guidance: Q4 2025 revenue $192.7M–$194.7M (13%–14% YoY); FY2025 revenue guidance $751.6M–$753.6M (18% growth).
SPS Commerce (NASDAQ: SPSC) will report third-quarter 2025 financial results for the period ended September 30, 2025, after market close on Thursday, October 30, 2025. The company will host an earnings call the same day at 3:30 p.m. Central Time (4:30 p.m. Eastern Time). Participants can join by dialing 1-833-816-1382 (U.S.) or 1-412-317-0475 (outside U.S.) and should call at least 15 minutes before the start. A live webcast and later replay will be available on the SPS Commerce investor website under Events and Presentations.
SPS Commerce (NASDAQ: SPSC) announced it will host an Investor Day on September 23, 2025 at 8:30 a.m. Central Time. The event will feature presentations from CEO Chad Collins, CFO Kim Nelson, and other senior leaders who will discuss strategic investments and growth opportunities.
The company, which provides retail supply chain cloud services, has achieved 98 consecutive quarters of revenue growth and serves over 50,000 recurring revenue customers across retail, grocery, distribution, supply, manufacturing, and logistics sectors. A live video webcast will be available, with a replay accessible through the company's investor relations website.