Earnings summaries and quarterly performance for BIGC.
Executive leadership at BIGC.
Board of directors at BIGC.
Research analysts who have asked questions during BIGC earnings calls.
DH
David Hynes
Canaccord Genuity Group Inc.
3 questions for BIGC
Also covers: BRZE, EVCM, FIVN +17 more
GB
Gabriela Borges
Goldman Sachs
3 questions for BIGC
Also covers: AVPT, BRZE, CCCS +21 more
AV
Arti Vula
JPMorgan Chase & Co.
2 questions for BIGC
Also covers: DOCU, DV, PATH +2 more
BP
Brian Peterson
Raymond James Financial
2 questions for BIGC
Also covers: BLKB, BOX, BRZE +18 more
CZ
Chris Zhang
UBS
2 questions for BIGC
Also covers: GLBE, IMXI
Raimo Lenschow
Barclays
2 questions for BIGC
Also covers: APPN, BASE, BRZE +35 more
CK
Chris Kuntarich
UBS Group
1 question for BIGC
Also covers: APP, COMP, DSP +6 more
JB
Josh Baer
Morgan Stanley
1 question for BIGC
Also covers: ASAN, BOX, CCCS +16 more
Maddie Schrage
KeyBanc Capital Markets
1 question for BIGC
Also covers: GLBE
MS
Madison Schrage
KeyBanc Capital Markets
1 question for BIGC
Also covers: GLBE
MS
Matti Schech
KeyBanc
1 question for BIGC
NH
Natalie Howe
Bank of America
1 question for BIGC
Also covers: ENFN, INTA, VERX
Recent press releases and 8-K filings for BIGC.
BigCommerce CFO Discusses Technology Impact, Transformation, and Growth Strategy
BIGC
Product Launch
Management Change
New Projects/Investments
- **Daniel Lentz, CFO of BigCommerce, highlighted the significant impact of new technology, particularly LLMs, on e-commerce discoverability and traffic, leading to changes in marketing strategies, including the creation of a "generative engine optimization" (GEO) team. **
- **BigCommerce is undergoing a significant transformation under CEO Travis (appointed Q4 last year), shifting from an over-reliance on sales-led growth to a product-led growth motion, which includes launching a self-serve version of Feedonomics and a branded payments product. **
- **Financially, BigCommerce is profitable and cash flowing, but the CFO noted that the company is "not growing fast enough" relative to its spending, emphasizing the need for improved efficiency, lower customer acquisition costs, and higher growth. **
- **The company's strategy for expansion focuses on building core products and forming tight partnerships rather than M&A, aiming for a more focused product offering and faster execution. **
Dec 11, 2025, 5:50 PM
BigCommerce Outlines Strategic Transformation and Growth Initiatives
BIGC
Product Launch
Management Change
Revenue Acceleration/Inflection
- BigCommerce is undergoing a significant transformation under new leadership, shifting from a sales-led to a more product-led growth model, which includes leadership changes, rebranding, and the introduction of new product initiatives.
- Key product launches include a self-serve, freemium version of Feedonomics (Feedonomics Surface) and a branded payments product, aimed at expanding the customer base and improving monetization.
- While financially healthy, profitable, and having wiped out over 90% of its net debt in the last 18 months, the company acknowledges its growth rate is not fast enough relative to spending.
- Management is focused on improving efficiency, specifically targeting better gross and net retention (currently 100% for largest accounts, below the desired 105%-108%) and lower customer acquisition costs to drive future growth and profitability.
Dec 11, 2025, 5:50 PM
BigCommerce Discusses Cyber Week Performance, Strategic Transformation, and Financial Health
BIGC
Product Launch
Guidance Update
Management Change
- Cyber Week performance was positive, with the company off to a good start on the quarter and maintaining its overall guidance perspective.
- The company is undergoing a significant transformation, shifting from a sales-led to a product-led growth model, including the delayed release of a self-serve Feedonomics version and the launch of Feedonomics Surface (a freemium model).
- Net Revenue Retention (NRR) for large accounts is currently around 100%, which is below the target of 105%-108% for a good B2B SaaS company, indicating a focus on improving customer retention and expansion.
- BIGC is introducing a branded payment solution, evolving from a referral revenue share model to a VAR model, with potential future expansion into a full payment service provider.
- Financially, the company is healthy, profitable, and cash flowing, having wiped out over 90% of net debt in the last 18 months, but acknowledges a need for faster growth relative to spending and improved capital efficiency.
Dec 11, 2025, 5:50 PM
Commerce (formerly BigCommerce) Discusses Strategic Rebrand, Product Development, and Growth Initiatives
BIGC
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Commerce (formerly BigCommerce) has undergone a significant rebrand and strategic shift, integrating its three brands (BigCommerce, Feedonomics, Makeswift) under one banner to better position itself in the evolving commerce landscape, particularly with agentic AI.
- The company is heavily investing in product development, leveraging Feedonomics for discoverability in agentic AI channels and Makeswift for data-driven, hyper-personalized experiences. The self-service version of Feedonomics, "Surface," recently launched with Microsoft and is integrated into the BigCommerce platform.
- Commerce is evolving its payments strategy from a referral model to a reseller model, with a branded payments product launching in late Q1/early Q2, aiming to capture incremental economics and provide a more seamless customer experience.
- The company's primary focus is shareholder returns and achieving better growth through improved net revenue retention (NRR) and product-led growth models, emphasizing organic execution over M&A.
Dec 9, 2025, 2:20 PM
Commerce (formerly BigCommerce) Discusses Rebranding, AI Strategy, and Growth Initiatives
BIGC
Product Launch
New Projects/Investments
Management Change
- Commerce (formerly BigCommerce) has undergone significant changes over the past year, including a rebranding to Commerce earlier this summer and a turnover of its senior leadership team, with Travis Hess as CEO for over a year and Vipul Shah as the new Chief Product Officer.
- The company is heavily invested in product development and integration across its offerings (BigCommerce, Feedonomics, Makeswift), particularly focusing on "agentic" AI capabilities to enhance product catalog enrichment, syndication, and data-driven experiences. The self-service version of Feedonomics, named Surface, launched with Microsoft and is currently the number one downloaded app, with plans to aggressively expand channels, including paid and agentic channels, in Q1.
- Commerce is evolving its payments strategy from a referral model to functioning as a reseller with a branded payments product launching in late Q1/early Q2, aiming to capture incremental economics and provide a more seamless customer experience.
- Management acknowledges the need for faster growth and is prioritizing net revenue retention (NRR) and product-led growth models to drive better shareholder returns, while also increasing sales capacity and focusing on organic execution rather than M&A.
Dec 9, 2025, 2:20 PM
Commerce (formerly BigCommerce) Outlines Strategic Shifts and Growth Drivers
BIGC
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- The company, formerly known as BigCommerce, rebranded to Commerce earlier this summer to integrate its three separate brands (BigCommerce, Feedonomics, and Makeswift) under one unified banner.
- Commerce is heavily investing in shipping more product, particularly in the agentic AI space, to drive product-led growth, a motion they previously lacked. Their Feedonomics product, which works with 30% of the Internet Retailer 1000, is crucial for the discoverability aspect of agentic AI.
- B2B has been a significant growth area, contributing the majority of net new bookings over the past two years, with AI expected to have a profound impact on this sector. The company is also evolving its payment strategy, launching a branded payments product at the end of Q1/beginning of Q2, shifting from a referral model to a reseller model to capture incremental economics and enhance customer experience.
- The primary focus is on shareholder returns, aiming for improved growth rates and increased profit and cash returns through organic execution and enhancing Net Revenue Retention (NRR), rather than through M&A.
Dec 9, 2025, 2:20 PM
BigCommerce Reports Q3 2025 Financial Results
BIGC
Earnings
New Projects/Investments
Product Launch
- BigCommerce (BIGC) reported revenue of $86 million for Q3 2025.
- The company achieved a Non-GAAP Gross Margin of 79% and Non-GAAP Operating Income of $8 million in Q3 2025.
- Total Annual Recurring Revenue (ARR) reached $356 million in Q3 2025, with 76% of this attributed to Enterprise ARR.
- Operating cash flow for Q3 2025 was $11 million.
- Enterprise Account Average Revenue Per Account (ARPA) grew 7% year-over-year to $46.8 thousand in Q3 2025, with the number of Enterprise Accounts at 5.8 thousand.
Nov 6, 2025, 1:00 PM
BigCommerce Reports Q3 2025 Results and Updates Full-Year Guidance
BIGC
Earnings
Guidance Update
Product Launch
- BigCommerce reported Q3 2025 revenue of $86 million and non-GAAP operating income of $8 million, which significantly exceeded the high end of their profitability guidance.
- The company updated its full-year 2025 revenue guidance to between $340.6 million and $345.6 million and non-GAAP operating income to between $24.7 million and $29.7 million, with the midpoint representing a $5.2 million increase from the prior midpoint.
- Key product developments include the launch of Feedonomics Surface for BigCommerce merchants and the availability of Feedonomics Order Orchestration à la carte, alongside the announcement of BigCommerce Payments powered by PayPal set to launch in early 2026.
- Annual Revenue Run Rate (ARR) reached $356 million at the end of Q3 2025, with 76% from enterprise plans, and net debt decreased by 86% since Q3 2023 to just under $11 million.
Nov 6, 2025, 1:00 PM
Commerce Updates FY2025 Guidance and Announces New Product Launches
BIGC
Guidance Update
Product Launch
Demand Weakening
- Commerce updated its full-year 2025 guidance, projecting revenue between $340.6 million and $345.6 million and non-GAAP operating income between $24.7 million and $29.7 million.
- Key product developments include the Q3 2025 launch of Feedonomics Surface and the upcoming early 2026 launch of BigCommerce Payments powered by PayPal.
- The company reported a sequential decline in enterprise ARR and customer numbers, attributing it to net revenue retention and a tougher market for platform solutions.
- Management is focused on achieving faster and more profitable growth in 2026 through increased sales and marketing efficiency and strategic partnerships.
Nov 6, 2025, 1:00 PM
BIGC Reports Strong Q3 2025 Results and Updates Full-Year Guidance
BIGC
Earnings
Guidance Update
Product Launch
- Commerce (BIGC) reported Q3 2025 revenue of $86 million and non-GAAP operating income of $8 million, significantly exceeding the high end of its profitability guidance.
- The company updated its full-year 2025 revenue guidance to between $340.6 million and $345.6 million and non-GAAP operating income to between $24.7 million and $29.7 million, with a midpoint of $27.2 million.
- Annual Revenue Run Rate (ARR) ended Q3 at $356 million, with 76% from enterprise plans, and operating cash flow was approximately $11 million. The company also strengthened its balance sheet, closing Q3 with approximately $143 million in cash and reducing net debt by 86% since Q3 2023.
- Strategic initiatives include a focus on AI-driven commerce with the launch of Feedonomics Surface and Feedonomics Order Orchestration, and a new embedded payments offering, BigCommerce Payments powered by PayPal, set to launch in early 2026.
Nov 6, 2025, 1:00 PM
Quarterly earnings call transcripts for BIGC.
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