Commerce.com, Inc. announced a strategic operating plan to reduce costs and increase profitability, targeting full-year non-GAAP operating margins of at least 20% beginning in 2027. The company expects annualized cost savings of $60 million to $80 million, with implementation expenses estimated between $4.2 million and $8.8 million in fiscal Q3 ending September 30, 2026, and $4.3 million to $17.5 million through the completion of the plan in fiscal Q4 2026. Concurrently, the Board authorized a new share repurchase program allowing for up to $50 million of common stock buybacks over two years, effective September 10, 2026. The company reaffirmed its full-year revenue guidance of $336.5 million to $344.5 million and raised non-GAAP operating income guidance by $3 million to a range of $31.0 million to $37.0 million. Commerce.com operates in the technology sector, providing an AI-driven commerce ecosystem for businesses.

Commerce.com, Inc. reported financial results for the second quarter ended June 30, 2026, posting total revenue of $84.5 million and GAAP net income of $1.1 million. The company achieved a Total Annual Revenue Run-Rate (ARR) of $360.5 million and Gross Merchandise Volume (GMV) of $8.8 billion. Management provided Q3 2026 revenue guidance between $82.5 million and $85.5 million, with full-year 2026 revenue expected between $336.5 million and $344.5 million. Commerce.com operates in the technology sector as a provider of an open, AI-driven commerce ecosystem.