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

Commerce Q3 revenue falls 2.1% to $84.2 million as CFO Daniel Lentz steps down

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyCommerce.com, Inc. (CMRC)
Form8-K, current report
Filed with the SECNov 5, 2026, 7:04 AM ET
Accession number0001193125-26-448533

Items reported: 2.02 Results of Operations5.02 Director / Officer Change7.01 Regulation FD Disclosure

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 November 05, 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.