Loading...
•
Dec 31, 2025
BigCommerce Q4 2025 Earnings Report
Commerce.com, Inc. announced its financial results for the fourth quarter and fiscal year ended December 31, 2025, highlighting a year of material business transformation and strategic realignment.
Key Takeaways
Commerce.com, Inc. reported a total revenue of $89.5 million for the fourth quarter of 2025, a 3% increase compared to the same period in 2024. The company achieved a net loss of ($8.4) million and a non-GAAP net income of $5.6 million. Full-year total revenue reached $342.3 million, up 3% from fiscal year 2024, with a full-year operating cash flow of $27.4 million.
Total revenue for Q4 2025 was $89.5 million, an increase of 3% year-over-year.
Full-year total revenue for 2025 was $342.3 million, up 3% compared to fiscal year 2024.
Non-GAAP operating income for Q4 2025 was $7.4 million, while non-GAAP net income was $5.6 million.
The company reported a full-year operating cash flow of $27.4 million for 2025.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For the first quarter of 2026, Commerce expects total revenue between $82.5 million and $83.5 million, and non-GAAP operating income between $9.3 million and $10.3 million. For the full year 2026, total revenue is projected to be between $347.5 million and $369.5 million, with non-GAAP operating income between $34 million and $53 million.
Positive Outlook
- Projected Q1 2026 total revenue of $82.5 million to $83.5 million.
- Anticipated Q1 2026 non-GAAP operating income of $9.3 million to $10.3 million.
- Full-year 2026 total revenue guidance of $347.5 million to $369.5 million.
- Full-year 2026 non-GAAP operating income guidance of $34 million to $53 million.
- Continued focus on AI-powered agentic commerce and strategic partnerships to drive growth.
Challenges Ahead
- Guidance is subject to change and external factors beyond control.
- No guidance provided for GAAP loss from operations due to unavailability of reliable estimates.
- Items not within company control may vary greatly and impact future financial results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...