SPS Commerce Announces Date of Fourth Quarter and Fiscal Year 2025 Financial Results
Rhea-AI Summary
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.
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Negative
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News Market Reaction
On the day this news was published, SPSC declined 1.61%, reflecting a mild negative market reaction. Argus tracked a trough of -2.6% from its starting point during tracking. Our momentum scanner triggered 5 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $51M from the company's valuation, bringing the market cap to $3.13B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Pre-announcement, SPSC gained 0.35% with above-average volume, while key software peers were mixed (e.g., KC -4.28%, FRSH +1.79%, WK +0.98%). No coordinated sector move or momentum flags appeared.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 08 | Product innovation update | Positive | +0.7% | Announced AI-powered and automation capabilities to address key supply-chain trends. |
| Jan 06 | Conference presentation | Positive | +1.3% | Management participation in the 28th Annual Needham Growth Conference with webcast access. |
| Dec 02 | Conference presentation | Positive | +1.5% | Nasdaq Investor Conference appearance and reiteration of customer base and growth streak. |
| Oct 30 | Quarterly earnings | Positive | -1.2% | Q3 2025 beat with 16% revenue growth and higher EBITDA plus new buyback program. |
| Oct 16 | Earnings date notice | Neutral | +1.8% | Announced reporting date and call details for Q3 2025 financial results. |
Recent news has been mostly positive or neutral, with four of five prior items seeing price moves aligned with the news tone and one earnings report showing a mild divergence.
This announcement schedules the release of Q4 and full-year 2025 results, following a series of mostly constructive updates. In Q3 2025, SPS Commerce reported revenue of $189.9M, up 16% YoY, recurring revenue growth of 18%, and guided FY 2025 revenue to $751.6M–$753.6M. Earlier, the company highlighted new product innovations and multiple investor conference appearances, each accompanied by modest positive price reactions. The prior earnings-date notice on October 16, 2025 also saw a favorable move, suggesting investors monitor timing announcements around results.
Market Pulse Summary
This announcement sets the timing for SPS Commerce’s Q4 and full-year 2025 results on February 12, 2026, giving investors a clear catalyst date. Recent history shows steady growth, including Q3 2025 revenue of $189.9M and an FY 2025 revenue outlook of $751.6M–$753.6M. Prior earnings-date notices and conference appearances have often coincided with modest gains. Investors may focus on how upcoming results compare with that guidance and prior momentum in recurring revenue and profitability.
AI-generated analysis. Not financial advice.
MINNEAPOLIS, Feb. 02, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that it will issue its financial results for the fourth quarter and year ended December 31, 2025, after the market close on Thursday, February 12, 2026. SPS Commerce will host a call to discuss the results at 3:30 p.m. Central Time (4:30 p.m. Eastern Time) on the same day.
To access the call, please dial 1-833-816-1382, or outside the U.S. 1-412-317-0475 at least 15 minutes prior to the 3:30 p.m. CT start time. Please ask to join the SPS Commerce conference call. A live webcast of the call will be available at http://investors.spscommerce.com under the Events and Presentations menu. The replay will also be available on our website at http://investors.spscommerce.com.
About SPS Commerce
SPS Commerce is the world’s leading retail network, connecting trading partners around the globe to optimize supply chain operations for all retail partners. We support data-driven partnerships with innovative cloud technology, customer-obsessed service, and accessible experts so our customers can focus on what they do best. Over 50,000 recurring revenue customers in retail, grocery, distribution, supply, manufacturing, and logistics are using SPS as their retail network. SPS has achieved 99 consecutive quarters of revenue growth and is headquartered in Minneapolis. For additional information, contact SPS at 866-245-8100 or visit www.spscommerce.com.
SPS COMMERCE, SPS, SPS logo and INFINITE RETAIL POWER are marks of SPS Commerce, Inc. and registered in the U.S. Patent and Trademark Office, along with other SPS marks. Such marks may also be registered or otherwise protected in other countries.
Contact:
Investor Relations
The Blueshirt Group
Irmina Blaszczyk
SPSC@blueshirtgroup.com
415-217-4962
SPS-F
FAQ
When will SPS Commerce (SPSC) report its Q4 and FY2025 results?
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