Filing Flows › Commerce.com (CMRC) › Guidance history
Commerce.com (CMRC) guidance history: what it guided and what it reported
Commerce.com gave guidance in 3 earnings releases on file since May 7, 2026. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average -0.1% against the guided midpoint. Its releases raised guidance once and lowered it 0 times.
Revenue
Met or beat 2 of 2 periods (0 above, 2 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $83.4M–$86.4M (Nov 5, 2026) | — | to be reported | — |
| Q3 2026 | $82.5M–$85.5M (Aug 6, 2026) | $84.2M | within the range | +0.3% |
| Q2 2026 | $84.5M–$85.5M (May 7, 2026) | $84.5M | within the range | -0.6% |
| FY2026 | $348M–$370M (May 7, 2026) → lowered $336M–$344M (Aug 6, 2026) → reaffirmed $339M–$342M (Nov 5, 2026) | — | to be reported | — |
Adjusted operating margin
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2027 | 20.0% (Nov 5, 2026) | — | to be reported | — |
Adjusted operating income
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $6.8M–$8.8M (Nov 5, 2026) | — | to be reported | — |
| Q3 2026 | $3.3M–$5.3M (Aug 6, 2026) | — | — | — |
| FY2026 | $34.0M–$53.0M (May 7, 2026) → lowered $28.0M–$34.0M (Aug 6, 2026) → raised $35.3M–$37.3M (Nov 5, 2026) | — | to be reported | — |
| Q2 2026 | $4.0M–$5.0M (May 7, 2026) | — | — | — |
The latest quarter
Commerce.com, Q3 2026: revenue $84.2M (-2% year over year), operating margin -2.1%, net loss $3.2M, operating cash flow $9.4M. The chart follows the revenue to costs, profit and cash.
Questions
Does Commerce.com beat its guidance?
Commerce.com gave guidance in 3 earnings releases on file since May 7, 2026. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average -0.1% against the guided midpoint.
How often does Commerce.com raise guidance?
Its earnings releases raised guidance once and lowered it 0 times since May 7, 2026.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.