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Jun 30, 2024

SPS Commerce Q2 2024 Earnings Report

SPS Commerce delivered its 94th consecutive quarter of topline growth, driven by recurring revenue growth and a strong performance in the second quarter.

Key Takeaways

SPS Commerce reported strong second-quarter results with revenue of $153.6 million, reflecting 18% growth year-over-year. Recurring revenue also grew by 18%. The company's performance was driven by the increasing demand for its retail supply chain cloud services.

Revenue reached $153.6 million, an 18% increase compared to the second quarter of 2023.

Recurring revenue grew by 18% year-over-year.

Net income was $18.0 million, or $0.48 per diluted share, compared to $14.7 million, or $0.39 per diluted share in the second quarter of 2023.

Non-GAAP income per diluted share was $0.80, compared to $0.69 in the second quarter of 2023.

Total Revenue
$154M
Previous year: $130M
+17.8%
EPS
$0.8
Previous year: $0.69
+15.9%
Gross Profit
$96.7M
Previous year: $85.9M
+12.7%
Cash and Equivalents
$240M
Previous year: $209M
+14.8%
Free Cash Flow
$24.4M
Previous year: $29.5M
-17.4%
Total Assets
$855M
Previous year: $736M
+16.2%

SPS Commerce

SPS Commerce

SPS Commerce Revenue by Segment

Forward Guidance

The company provided guidance for the third quarter of 2024, expecting revenue in the range of $157.6 million to $158.6 million, net income per diluted share in the range of $0.52 to $0.53, and non-GAAP income per diluted share in the range of $0.83 to $0.84.

Positive Outlook

  • Revenue is expected to be in the range of $157.6 million to $158.6 million.
  • Net income per diluted share is expected to be in the range of $0.52 to $0.53.
  • Non-GAAP income per diluted share is expected to be in the range of $0.83 to $0.84.
  • Adjusted EBITDA is expected to be in the range of $46.9 million to $47.7 million.
  • Revenue is expected to be in the range of $624.2 million to $626.0 million for the full year 2024.