Quarterly ResultAug 6, 2026, 07:12 AM
Commerce.com Q2 GAAP Net Income $1.1M; Revenue $84.5M
AI Summary
Commerce.com, Inc. announced its second quarter 2026 financial results, reporting GAAP net income of $1.1 million, a significant improvement from a net loss in the prior year. Total revenue reached $84.5 million, with Annual Recurring Revenue (ARR) growing 2% to $360.5 million. The company also highlighted a 14% increase in Gross Merchandise Volume (GMV) and a third consecutive quarter of sequential improvement in Net Revenue Retention (NRR) to 95.8%.
Key Highlights
- GAAP Net Income was $1.1 million, compared to a net loss of ($8.4) million in Q2 2025.
- Total revenue was $84.5 million, a 0.1% increase compared to Q2 2025.
- Total Annual Recurring Revenue (ARR) grew 2% to $360.5 million as of June 30, 2026.
- Gross Merchandise Volume (GMV) increased 14% to $8.8 billion compared to Q2 2025.
- Net Revenue Retention (NRR) improved to 95.8%, up from 94.5% in Q2 2025.
- Non-GAAP operating income rose to $8.1 million from $4.8 million in Q2 2025.
- Q3 2026 revenue guidance is $82.5 million to $85.5 million.
- Full-year 2026 revenue guidance is $336.5 million to $344.5 million.
Price Impact
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