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Commerce.com (CMRC) guidance and outlook
Commerce.com (CMRC) raised its guidance on Nov 5, 2026: Revenue $83.4M–$86.4M for Q4 2026; Operating income $6.8M–$8.8M for Q4 2026; Revenue $339M–$342M for FY2026; Operating income $35.3M–$37.3M for FY2026. Commerce.com's 10-Q filed Nov 5, 2026 makes 18 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $83.4M–$86.4M | new |
| Operating income | Q4 2026 | $6.8M–$8.8M | new |
| Revenue | FY2026 | $339M–$342M | reaffirmed |
| Operating income | FY2026 | $35.3M–$37.3M | raised |
| Operating margin | FY2027 | 20% | new |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- We intend to use our investor relations website as a means of disclosing information about our business, our financial condition and results of operations and other matters and for complying with our disclosure obligations under Regulation FD.
- We plan to continue investing in our strategic B2B, B2C, and SB offerings, with an emphasis on simplifying our business, concentrating investment on our highest-value initiatives, and building scalable infrastructure to support AI-enabled and agentic commerce use cases.
- We intend to prioritize initiatives that we believe deliver the greatest long-term value for merchants while simplifying execution and strengthening our platform.
- We expect to advance our growth strategy through continued product innovation, self-service and product-led offerings, and development of AI-enabled commerce solutions that address increasingly complex merchant needs.
- We also intend to grow our business by acquiring new customers, expanding adoption and usage among existing customers, mitigating churn, and selectively expanding our presence in new markets, while maintaining a disciplined focus on operating efficiency, profitability, and cash flows.
- Our operational and financial results have been, and will continue to be, affected by a number of factors that present significant opportunities as well as risks and challenges, including those discussed below and elsewhere in this quarterly report and in our Annual Report .
- Our partner strategy is intended to enable customers to compose solutions that integrate with adjacent technology providers, including payments, fulfillment, ERP, marketing, and other categories, and may support demand generation through ecosystem-led distribution.
- As our platform evolves, we believe our partner ecosystem will continue to support customer adoption and engagement while creating opportunities for sustainable growth.
- We expect cost of revenue to slightly increase in absolute dollars primarily driven by hosting costs, but anticipate that cost of revenue as a percentage of revenue to remain consistent for the remaining fiscal year 2026.
- We expect sales and marketing expenses to remain consistent, both in absolute dollars and as a percentage of revenue, in the near term.
- We expect research and development expenses as a percentage of revenue to remain consistent as we continue to prioritize investment in our core offerings for the remaining fiscal year 2026.
- We expect general and administrative expenses as a percentage of revenue to remain consistent in the near term, reflecting operational costs efficiencies.
Commerce.com's 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
Did Commerce.com raise or lower its guidance?
Commerce.com (CMRC) raised its guidance on Nov 5, 2026: Revenue $83.4M–$86.4M for Q4 2026; Operating income $6.8M–$8.8M for Q4 2026; Revenue $339M–$342M for FY2026; Operating income $35.3M–$37.3M for FY2026.
What does Commerce.com expect?
We intend to use our investor relations website as a means of disclosing information about our business, our financial condition and results of operations and other matters and for complying with our disclosure obligations under Regulation FD. We plan to continue investing in our strategic B2B, B2C, and SB offerings, with an emphasis on simplifying our business, concentrating investment on our highest-value initiatives, and building scalable infrastructure to support AI-enabled and agentic commerce use cases. We intend to prioritize initiatives that we believe deliver the greatest long-term va
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.