Jun 2026 (Q2 FY26) — Aug 6, 2026
Commerce.com Q2 FY26 — Strategic Investments and AI-Driven Shift Amidst B2C Softness
Read the full callCommerce.com (CMRC) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Commerce.com earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 84.5 | +0.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 3.2 | +11.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 1.1 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$3.48 +1.16% · +$0.04
Performance −21.6% 1Y
1Y: $4.44 on 17 Oct 2025 → $3.48. High $5.51 (12 Nov 2025), low $2.06 (17 Aug 2026).
- Previous close
- $3.44
- 52-week range
- $2.06 – $5.51
- One year
- −28.25%
Overview
- Symbol
- CMRC
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Commerce.com earnings calls (CMRC)
Financials
What the filings say
Net profit, year on year: +113% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 84 | 87 | 82 | 84 | 86 | 90 | 87 | 85 |
| Operating profit | -19 | -1 | -2 | -7 | -0 | -7 | 6 | 3 |
| Operating margin | −23.0% | −0.9% | −2.9% | −8.0% | −0.5% | −7.4% | 6.6% | 3.2% |
| Interest | 2 | 3 | 3 | 3 | 2 | 2 | 2 | 2 |
| Profit before tax | -7 | -2 | 0 | -8 | -2 | -8 | 4 | 1 |
| Tax rate | −4.0% | −15.7% | 306.4% | −2.7% | −10.4% | −2.6% | 10.8% | 15.6% |
| Net profit | -7 | -2 | -0 | -8 | -2 | -8 | 4 | 1 |
| EPS ($ per share) | -0.09 | — | 0 | -0.10 | -0.03 | — | 0.05 | 0.01 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -275 | -313 | -390 | -530 | -595 | -622 | -641 |
| Total liabilities | — | 90 | 60 | 417 | 428 | 419 | 307 | 269 |
| Fixed assets | — | 8 | 7 | 7 | 9 | 10 | 9 | 14 |
| Investments | — | 0 | — | 102 | 212 | 198 | 89 | 97 |
| Total assets | — | 56 | 277 | 555 | 474 | 444 | 340 | 309 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -31 | -40 | -27 | -40 | -89 | -24 | 26 | 25 |
| Cash from investing | -27 | 18 | -2 | -187 | -117 | 3 | 105 | -17 |
| Cash from financing | 64 | 17 | 240 | 305 | 0 | 1 | -114 | -53 |
| Net cash flow | 7 | -5 | 211 | 78 | -206 | -20 | 18 | -44 |
| Capital expenditure | — | — | — | — | -5 | -4 | -4 | -9 |
| Free cash flow | — | — | — | — | -95 | -28 | 23 | 17 |
Insider filings
51 filings between Nov 13, 2025 and Sep 21, 2026.
Open market
decisions to buy or sellPurchases
$294.1K
1 purchase by 1 insider
Sales
$26.2K
3 sales by 1 insider
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 23
- Award — granted as compensation
- 24
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Siminoff Ellen F | $294.1K | — | Feb 17, 2026 |
| Lentz Daniel | — | $26.2K | Aug 24, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 21, 2026 | Cassidy Charles D General Counsel and Secretary | Tax withheld | 281 | $936 |
| Aug 24, 2026 | Lentz Daniel CFO & COO | Sale 10b5-1 plan | 797 | $1.8K |
| Aug 21, 2026 | Cassidy Charles D General Counsel and Secretary | Tax withheld | 406 | $901 |
| Aug 21, 2026 | Lentz Daniel CFO & COO | Tax withheld | 1,724 | $3.8K |
| Aug 21, 2026 | Ban Hubert S Chief Accounting Officer | Tax withheld | 3,243 | $7.2K |
| Aug 21, 2026 | Hess Christopher Travis Chief Exec Officer | Tax withheld | 3,448 | $7.7K |
| Aug 13, 2026 | Kamath Anil Director | Award | 3,836 | $0 |
| Aug 13, 2026 | Clarke Donald E Director | Award | 5,156 | $0 |
| Aug 13, 2026 | Gilligan Sarah Director | Award | 4,042 | $0 |
| Jul 1, 2026 | Lentz Daniel CFO & COO | Sale 10b5-1 plan | 1,544 | $4.6K |
| Jun 30, 2026 | Lentz Daniel CFO & COO | Tax withheld | 3,339 | $9.9K |
| Jun 3, 2026 | Hess Christopher Travis Chief Exec Officer | Tax withheld | 35,441 | $101.7K |
| Jun 2, 2026 | Cassidy Charles D General Counsel and Secretary | Tax withheld | 1,463 | $4.7K |
| May 26, 2026 | Lentz Daniel CFO & COO | Sale 10b5-1 plan | 6,840 | $19.9K |
| May 21, 2026 | Cassidy Charles D General Counsel and Secretary | Tax withheld | 406 | $1.2K |
| May 21, 2026 | Ban Hubert S Chief Accounting Officer | Tax withheld | 388 | $1.1K |
| May 21, 2026 | Lentz Daniel CFO & COO | Tax withheld | 1,724 | $5.1K |
| May 21, 2026 | Hess Christopher Travis Chief Exec Officer | Tax withheld | 3,448 | $10.2K |
| May 14, 2026 | Kamath Anil Director | Award | 68,170 | $0 |
| May 14, 2026 | Clarke Donald E Director | Award | 69,584 | $0 |
| May 14, 2026 | Gilligan Sarah Director | Award | 68,391 | $0 |
| May 14, 2026 | Malhotra Satish Director | Award | 64,063 | $0 |
| Mar 21, 2026 | Lentz Daniel CFO & COO | Tax withheld | 13,074 | $34.9K |
| Mar 21, 2026 | Cassidy Charles D General Counsel and Secretary | Tax withheld | 1,269 | $3.4K |
| Mar 21, 2026 | Ban Hubert S Chief Accounting Officer | Tax withheld | 599 | $1.6K |
| Mar 3, 2026 | Cassidy Charles D General Counsel and Secretary | Tax withheld | 2,577 | $7.6K |
| Mar 3, 2026 | Cassidy Charles D General Counsel and Secretary | Award | 8,685 | $0 |
| Mar 3, 2026 | Cassidy Charles D General Counsel and Secretary | Award | 70,922 | $0 |
| Mar 3, 2026 | Hess Christopher Travis Chief Exec Officer | Award | 44,755 | $0 |
| Mar 3, 2026 | Ban Hubert S Chief Accounting Officer | Award | 30,733 | $0 |
| Mar 3, 2026 | Hess Christopher Travis Chief Exec Officer | Tax withheld | 19,183 | $56.8K |
| Mar 3, 2026 | Ban Hubert S Chief Accounting Officer | Award | 6,164 | $0 |
| Mar 3, 2026 | Lentz Daniel CFO & COO | Tax withheld | 13,477 | $39.9K |
| Mar 3, 2026 | Hess Christopher Travis Chief Exec Officer | Award | 413,712 | $0 |
| Mar 3, 2026 | Lentz Daniel CFO & COO | Award | 30,177 | $0 |
| Mar 3, 2026 | Lentz Daniel CFO & COO | Award | 236,407 | $0 |
| Mar 3, 2026 | Ban Hubert S Chief Accounting Officer | Tax withheld | 2,541 | $7.5K |
| Feb 25, 2026 | Gilligan Sarah Director | Award | 3,656 | $0 |
| Feb 25, 2026 | Kamath Anil Director | Award | 3,470 | $0 |
| Feb 25, 2026 | Clarke Donald E Director | Award | 4,664 | $0 |
| Feb 25, 2026 | Malhotra Satish Director | Award | 3,731 | $0 |
| Feb 21, 2026 | Ban Hubert S Chief Accounting Officer | Tax withheld | 1,781 | $5.4K |
| Feb 21, 2026 | Walter Robert Chief Revenue Officer | Tax withheld | 2,278 | $6.9K |
| Feb 21, 2026 | Cassidy Charles D General Counsel and Secretary | Tax withheld | 1,975 | $6.0K |
| Feb 21, 2026 | Hess Christopher Travis Chief Exec Officer | Tax withheld | 15,649 | $47.3K |
| Feb 21, 2026 | Lentz Daniel CFO & COO | Tax withheld | 7,825 | $23.6K |
| Feb 17, 2026 | Siminoff Ellen F Executive Chair | Purchase | 100,000 | $294.1K |
| Nov 13, 2025 | Gilligan Sarah Director | Award | 2,568 | $0 |
| Nov 13, 2025 | Malhotra Satish Director | Award | 2,620 | $0 |
| Nov 13, 2025 | Kamath Anil Director | Award | 2,437 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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