Contradictory Insights: Navigating the Impact of Macroeconomics and AI on Business Performance

Revenue and Financial Performance:
- EverCommerce reported revenue of $148 million for Q2 2025, up 5.3% year-over-year, and an adjusted EBITDA of $45 million, representing a 30.4% margin.
- The growth was driven by strong performance in payments revenue (excluding fitness solutions), which grew by 6.8% year-over-year, and efficient cost management that led to expanded EBITDA margins.

Payment Volume and Utilization:
- EverCommerce's annualized total payment volume (TPV) expanded to approximately $12.9 billion, reflecting a 7% year-over-year growth.
- The increase was due to investments in product capabilities and go-to-market motions to prioritize payments attachments at the point of initial sale, leading to higher TPV growth at top solutions.

Customer Adoption and Retention:
- At the end of Q2, 261,000 customers were enabled for more than one solution, reflecting a 32% year-over-year growth, and 112,000 customers were utilizing more than one solution, representing a 29% year-over-year growth.
- The increase was a result of prioritizing attachments and facilitating customer usage, which leads to higher net revenue retention (NRR) of 97% over the trailing 12 months.

AI Integration and Operational Efficiency:
- EverCommerce has been actively integrating AI into its products, such as AI-powered features and customer experience solutions, enhancing customer engagement and efficiency.
- The AI integration has led to improvements in customer support operations, with AI agents resolving between 25% to 50% of support tickets and maintaining high customer satisfaction scores.