Commerce.com, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 38/100
What the filing says
Commerce.com reported Q2 2026 revenue of $84.5M (flat YoY), with GAAP net income of $1.1M versus a $8.4M loss in Q2 2025. Total ARR reached $360.5M, up 2% YoY. Gross margin declined from 79% to 75% GAAP (76% non-GAAP). GMV grew 14% to $8.8B; NRR improved to 95.8% from 94.5% YoY. Operating cash flow was $5.1M; free cash flow $0.1M. Full-year 2026 guidance: revenue $336.5M–$344.5M; non-GAAP operating income $28M–$34M.
Why this rating
Profitability inflection and improving unit economics are positive, but revenue stagnation and margin compression offset gains. Relative to $394.6M market cap, modest $360.5M ARR represents ~91% annualization—mature, slow-growth SaaS profile.
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