Commerce Q2 FY26 swings to GAAP net income of $1.1 million; revenue rises 0.1% to $84.5 million vs year-ago quarter - CMRC News | RalliesCommerce Q2 FY26 swings to GAAP net income of $1.1 million; revenue rises 0.1% to $84.5 million vs year-ago quarter
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CMRC• Outlook
- Forecast Q3 revenue of $82.5 million-$85.5 million.
- Expects full-year revenue of $336.5 million-$344.5 million.
Q2 FY26 results
- Commerce.com posted GAAP net income of $1.1 million in Q2 2026, swinging from a loss; GAAP operating income was $2.7 million.
- Revenue edged up 0.1% year over year to $84.5 million; total ARR rose 2% to $360.5 million.
- Non-GAAP operating income increased to $8.1 million from $4.8 million; non-GAAP operating margin widened to 9.6% from 5.7%.
- GMV climbed 14% year over year to $8.8 billion; NRR improved 1.3 percentage points to 95.8%.
