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Commerce.com, Inc. — Third Quarter 2026 Earnings Summary

  • Total revenue declined 2.1% year-over-year to $84.2 million, while Gross Merchandise Volume (GMV) grew 14% to $9.0 billion; Non-GAAP operating income remained flat at $8.0 million, though GAAP operating loss widened to $1.8 million from $0.4 million.
  • Full-year 2026 revenue guidance is set between $339.0 million and $342.0 million, with a strategic target to achieve a Non-GAAP operating margin of at least 20% starting in 2027 via an estimated $60 million to $80 million annualized cost reduction plan.
  • Leadership transition occurred with the departure of CFO/COO Daniel Lentz and the appointment of Tyler Duncan as Interim CFO, alongside the hiring of Emily Harnish as Chief Marketing Officer.
  • The company announced new AI-driven capabilities including Feedonomics Enrichment and a Cloudflare partnership for AI agents, while maintaining its position as a Gartner Magic Quadrant Challenger for the seventh consecutive year.
Company
COMMERCECOM INC
Sector
Technology
Industry
Software - Application