Profile
Provides an integrated commerce platform combining storefront control, data optimization, and AI tools for businesses.
Commerce.com, Inc. (Nasdaq: CMRC), formerly BigCommerce Holdings, Inc., operates as a data-centric provider of an open, AI-driven commerce ecosystem. The company, headquartered in Austin, Texas, enables businesses to unlock data potential and deliver personalized experiences at scale. Commerce.com serves as the parent company of BigCommerce, Feedonomics, and Makeswift, integrating these platforms to provide a unified commerce solution.
The company reported Q1 2026 revenue of $86.8 million, a 5% year-over-year increase, with a total ARR of $359.8 million. GAAP net income for the quarter was $3.7 million, marking a turnaround from a net loss in the prior year period. Operating cash flow stood at $18.4 million.
Commerce.com's strategy focuses on shifting from foundation-building to execution and monetization, particularly in payments, AI-driven commerce, and core platform enhancements. The company targets mid-market and enterprise merchants, emphasizing data orchestration and multi-channel demand capture. Recent initiatives include the launch of BigCommerce Payments by PayPal and AI-driven product innovations showcased at Commerce Live 2026.
Who buys this
- Mid-market e-commerce businesses
- Enterprise retailers
- B2B commerce operators
- Brands expanding direct-to-consumer channels
- Companies needing multi-channel commerce solutions
Publicly disclosed clients
- Coldwater Creek
- Cole Haan
- Dell
- Harvey Nichols
- Skechers
- Uplift Desk
Strengths and what to watch
Strengths
- Integrated ecosystem combining BigCommerce, Feedonomics, and Makeswift platforms
- Growing GMV (up 14% YoY to $8.3B in Q1 2026)
- Positive GAAP net income turnaround ($3.7M in Q1 2026 vs prior year loss)
Watch for
- Declining gross margins (77% in Q1 2026 vs 79% prior year)
- Modest ARR growth of 3% YoY suggesting plateauing expansion
- Increasing competition in AI-driven commerce from Shopify and Salesforce
Recent moves
Key Information
- Founded
- 1993
- Headquarters
- Austin, Texas
Frequently Asked Questions
What does Commerce.com do?
Commerce.com provides an integrated commerce platform combining storefront control, data optimization, and AI tools. The company, formerly BigCommerce Holdings, offers solutions through BigCommerce, Feedonomics, and Makeswift, helping businesses manage multi-channel commerce with data-driven personalization at scale.
How is Commerce.com performing financially?
In Q1 2026, Commerce.com reported $86.8M revenue (5% YoY growth) with $359.8M ARR. The company achieved $3.7M GAAP net income, reversing prior losses, and $18.4M operating cash flow. Gross margins slightly declined to 77% from 79% year-over-year.
What types of businesses use Commerce.com?
Commerce.com serves mid-market e-commerce businesses, enterprise retailers, B2B operators, and brands expanding direct-to-consumer channels. Notable clients include Skechers, Dell, and Cole Haan. The platform specializes in multi-channel commerce solutions with AI-driven personalization capabilities.
What are Commerce.com's recent product updates?
Commerce.com recently launched BigCommerce Payments by PayPal and showcased AI-driven innovations at Commerce Live 2026. These updates focus on payment simplification and AI-enhanced commerce tools, building on their open ecosystem combining BigCommerce, Feedonomics, and Makeswift platforms.
How does Commerce.com compare to Shopify?
Commerce.com competes with Shopify in AI-driven commerce, offering an integrated ecosystem with BigCommerce, Feedonomics, and Makeswift. While Shopify dominates SMBs, Commerce.com targets mid-market and enterprise clients with data orchestration and multi-channel capabilities, though faces margin pressure and slower ARR growth.
What are the risks of using Commerce.com?
Commerce.com shows declining gross margins (77% vs 79% YoY) and modest 3% ARR growth, suggesting plateauing expansion. The company faces increasing competition from Shopify and Salesforce in AI commerce, though maintains strengths in integrated platforms and enterprise client base.
Sources
- investors.commerce.com — Q1 2026 financial results announcement
- investors.commerce.com — Corporate profile and investor relations information
- finance.yahoo.com — Detailed Q1 2026 financial results
- investors.commerce.com — BigCommerce Payments by PayPal launch