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Tim Monto

Research Analyst at Loop Capital

Tim Monto's questions to SPS COMMERCE (SPSC) leadership

Question · Q4 2025

Tim Monto asked about any anticipated changes to SPS Commerce's go-to-market strategy over the coming year, particularly in light of the new Chief Commercial Officer (CCO) joining the team.

Answer

CEO Chad Collins expressed excitement about the new CCO, Eduardo, and stated that while major changes to the go-to-market strategy are not expected, a key priority will be driving expansion of Average Revenue Per User (ARPU) with existing customers, leveraging the wider product portfolio and new customer practices.

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Question · Q4 2025

Tim Monto asked if any changes should be expected or anticipated in SPS Commerce's go-to-market strategy over the coming year, given the recent onboarding of a new Chief Commercial Officer.

Answer

CEO Chad Collins expressed enthusiasm for the new CCO, Eduardo, and stated that while no major changes to the go-to-market strategy are expected, a key priority will be driving ARPU expansion with existing customers, leveraging the wider product portfolio.

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