Commerce.com sees Q3 revenue between $82.5 mln and $85.5 mln
Company expects Q3 non-GAAP operating income between $3.3 mln and $5.3 mln
Commerce.com forecasts 2026 revenue between $336.5 mln and $344.5 mln
Quarterly results
US commerce platform's Q2 revenue was flat yr/yr, missing analyst expectations
Adjusted EPS for Q2 beat analyst expectations
Company saw 14% GMV growth and improved net revenue retention
Result drivers and key details
GMV growth - Co reported a 14% yr/yr increase in Gross Merchandise Volume, indicating higher transaction activity
Net revenue retention - Co saw a third consecutive quarter of sequential improvement in net revenue retention
Product investment - Co said it is investing in product intelligence, AI-driven commerce, and open architecture to strengthen business quality and durability, per CEO Travis Hess
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