Commerce.com Reports Strong Second Quarter Performance

Commerce.com Unveils Second Quarter Financial Results
Commerce.com, Inc. (NASDAQ: BIGC), formerly recognized as BigCommerce Holdings, Inc., is redefining the landscape of eCommerce technology. They recently shared impressive financial performances from their latest quarter, which has marked a transformative period for the company.
Key Financial Highlights from the Second Quarter
In the second quarter concluded on June 30, 2025, the company reported total revenue of $84.4 million, reflecting a 3% increase compared to the same period last year. The total annual revenue run-rate (ARR) stood at $354.6 million, also a 3% rise year-on-year.
Subscription Solutions Drive Growth
A significant portion of the revenue, $63.7 million, came from subscription solutions, which grew by 3% over the past year. Moreover, ARR from enterprise accounts—clients holding at least one enterprise plan—was reported at $269.3 million, a 6% growth from June 2024.
Operating Income and Performance Metrics
Despite operating losses of ($6.8 million), a notable reduction from the previous year's loss of ($13.5 million), the company recorded a non-GAAP operating income of $4.8 million, compared to $1.9 million in 2024. Non-GAAP net income was reported at $3.2 million, illustrating the effective management of operating expenses.
Cash Flow and Future Outlook
Commerce.com also shared that cash reserves, including cash equivalents and marketable securities, totaled $135.6 million as of June 30, 2025. For the upcoming third quarter of 2025, the company anticipates revenue in the range of $85 million to $87 million, alongside expected non-GAAP operating income of between $2.3 million and $3.3 million.
Strategic Developments and Initiatives
One of the most significant strategic moves was the introduction of their new parent brand, Commerce, which integrates BigCommerce, Feedonomics, and Makeswift into a unified platform. This rebranding initiative is aimed at boosting their position in the rapidly evolving digital commerce space.
Leadership and Market Recognition
Travis Hess, the CEO of Commerce, believes that this phase is pivotal as they transition fully into execution and expansion. The company also recognized key industry accomplishments, including a perfect score from Paradigm B2B Combines for Digital Commerce Solutions, and new initiatives to help B2B sellers better capitalize on market trends.
Frequently Asked Questions
What are the key financial highlights for Commerce.com in Q2 2025?
Commerce.com reported total revenues of $84.4 million and an ARR of $354.6 million.
How has the subscription revenue changed year-over-year?
Subscription revenue reached $63.7 million, which marks a 3% increase compared to the second quarter of 2024.
What is the outlook for the upcoming quarter?
The company anticipates revenues between $85 million to $87 million with expected non-GAAP operating income of $2.3 million to $3.3 million.
What strategic rebranding has Commerce.com announced?
Commerce.com announced its brand evolution to unify its services, integrating BigCommerce, Feedonomics, and Makeswift under one platform.
What can we expect in terms of leadership growth?
With the addition of industry veterans such as former Adobe VP Anil Kamath, Commerce.com is building a strong leadership team aimed at fostering innovation.
About The Author
Contact Logan Wright privately here. Or send an email with ATTN: Logan Wright as the subject to contact@investorshangout.com.
About Investors Hangout
Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/
The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.