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AI brief of an SEC Form 8-K · Commerce.com, Inc. (CMRC)

Commerce.com Q2 revenue up 0.1% to $84.5 million; GAAP profit $1.1 million

Positive Impact 3 of 5 earnings Written later

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%.

Key points

  • 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.

The filing

CompanyCommerce.com, Inc. (CMRC)
Form8-K, current report
Filed with the SECAug 6, 2026, 7:06 AM ET
Accession number0001193125-26-336701

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:53 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 06, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.