Symbols

CMRC

Commerce.com·NASDAQ

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CMRC fundamentals

CMRC Q4 2025 Earnings

Commerce.com (CMRC) released its earnings on Feb 12, 2026: revenue was 89.52M (YoY +2.86%), missed estimates; EPS was 0.07 (YoY -36.36%), beat estimates.

Revenue / YoY

89.52M

+2.86%

EPS / YoY

0.07

-36.36%

Report date

Feb 12, 2026

CMRC Earnings Call Summary for Q4,2025

Revenue Growth: FY2025 revenue $342M (+3% YoY), Q4 ARR up 1.5x sequential.
B2B Dominance: B2B ARR +20% YoY, 95%+ retention, 20+ new industrial customers.
AI Innovation: Surface drove 24% GMV lift, 30% R&D increase for AI, payments.
Financial Strength: $143M cash, first GAAP profitable year in 2026, 67% debt reduction.
Key Metrics: GMV $32B (+12%), NRR 95.2%, targeting mid-90s.
Payments Play: Launching PayPal-powered payments Q1, 50%+ new merchant adoption.

Earnings

EPS

Revenue

Revenue & Expenses

CMRC has released its 2025 Q4 earnings report, with revenue of 89.52M, reflecting a YoY change of 2.86%, and net profit of -8.36M, showing a YoY change of -249.96%. The Sankey diagram below clearly presents CMRC's revenue sources and cost distribution.

Key Indicators

Commerce.com (CMRC) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Commerce.com (CMRC)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

Commerce.com (CMRC)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Commerce.com (CMRC)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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