BigCommerce's Q2 2025 Earnings Call: Tariffs, AI Commerce, and Conflicting Insights on B2B Demand

Impact of tariffs on B2B demand, impact of tariffs on commerce, agentic search and discoverability impact, AI-driven commerce and product data evolution, and expected timing of sales capacity ramp are the key contradictions discussed in BigCommerce's latest 2025Q2 earnings call.



Revenue and Profitability Growth:
- BigCommerce Holdings reported revenue of $84.4 million for Q2 2025, growing 3% year-on-year, with non-GAAP operating income of nearly $4.8 million, marking a 335 basis points margin improvement year-over-year.
- Growth was driven by a strong increase in annual revenue run-rate, which reached nearly $355 million, and improvements in operating efficiency and cash flow.

AI-driven Commerce Transformation:
- The company announced a rebrand from BigCommerce to Commerce, reflecting its strategic shift towards AI-driven commerce.
- This move is due to the significant evolution in consumer behavior driven by answer engines and generative AI, redefining how businesses compete for traffic and conversions.

Partnership and Strategic Initiatives:
- BigCommerce has entered into high-impact partnerships to enhance its capabilities in AI-driven commerce, including with Perplexity, Google Cloud, and PROS.
- These partnerships aim to enable merchants to improve discoverability, product data optimization, and pricing strategies to succeed in the evolving landscape of AI-powered shopping.

B2B Focus and Growth:
- The company has seen significant momentum in its B2B offerings, driven by increased demand for capabilities like configure price quote (CPQ).
- This is attributed to the complexities and needs of traditional manufacturing and distribution, where large, complex catalogs and pricing schemas require advanced solutions.