Every material Form 8-K Commerce.com, Inc. has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Commerce reported third-quarter 2026 revenue of $84.2 million, down 2.1% from a year earlier, and a GAAP net loss of $3.2 million, wider than the $2.2 million loss a year earlier. The company also said CFO and COO Daniel Lentz will leave effective November 13, 2026, and Tyler Duncan will serve as interim CFO while the board searches for a permanent successor.
Q3 revenue was $84.2 million, down 2.1%; non-GAAP operating income was $8.0 million, flat year over year.
GAAP net loss was $3.2 million, compared with $2.2 million a year earlier; non-GAAP net income rose to $6.6 million from $6.2 million.
Full-year 2026 revenue outlook is $339.0 million to $342.0 million; fourth-quarter revenue outlook is $83.4 million to $86.4 million.
Lentz departs effective November 13, 2026; Duncan becomes interim CFO, and Chuck Cassidy received a $150,000 retention bonus and 25,000 RSUs.
On September 10, 2026, Commerce.com (Nasdaq: CMRC) announced a strategic operating plan to reduce costs, along with its Board's authorization of up to $50 million in share repurchases through September 10, 2028. The company raised its full-year 2026 non-GAAP operating income guidance by $3 million and reaffirmed its revenue guidance, but it expects restructuring charges of $8.5 million to $26.3 million across the third and fourth quarters of 2026.
The plan is expected to generate annualized cost savings of $60 million to $80 million, or $0.73 to $0.97 per diluted share, with about $3 million realized in 2026.
Restructuring and one-time expenses are estimated at $4.2 million to $8.8 million in the quarter ending September 30, 2026, and $4.3 million to $17.5 million in the fourth quarter of 2026.
Full-year 2026 non-GAAP operating income guidance was raised to $31.0 million to $37.0 million from $28.0 million to $34.0 million; revenue guidance was reaffirmed at $336.5 million to $344.5 million.
The Board authorized repurchases of up to $50 million of common stock, to be funded from available cash, with no obligation to buy any specific amount.
Commerce.com, Inc. reported second-quarter 2026 revenue of $84.5 million, up 0.1% from a year earlier, and GAAP net income of $1.1 million versus a net loss of $8.4 million in the prior-year quarter. The company gave a full-year 2026 revenue outlook of $336.5 million to $344.5 million, but the filing does not state whether this changes earlier guidance. Subscription solutions revenue fell 1%, and GAAP gross margin declined to 75% from 79%.
Total revenue was $84.5 million, up 0.1% from $84.4 million in the second quarter of 2025; subscription solutions revenue was $63.1 million, down 1%.
GAAP net income was $1.1 million, or $0.01 per diluted share, compared with a net loss of $8.4 million in the second quarter of 2025.
Full-year 2026 revenue is expected between $336.5 million and $344.5 million; third-quarter revenue is expected between $82.5 million and $85.5 million.
Annual revenue run-rate was $360.5 million as of June 30, 2026, up 2%; GAAP gross margin was 75% versus 79% a year earlier.
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