Financial Data and Key Metrics Changes - Total revenue for Q1 2022 was $66.1 million, representing a 42% year-over-year increase, marking the ninth consecutive quarter of over 30% revenue growth [9][42] - Annual revenue run rate (ARR) reached $280.4 million, up 43% year-over-year, with enterprise account ARR growing 68% year-over-year to $189 million [10][48] - Non-GAAP operating loss was $12.4 million, consistent with prior guidance, with a negative operating margin of 18.7% compared to negative 6.7% in Q1 2021 [11][58] Business Line Data and Key Metrics Changes - Subscription revenue grew 50% year-over-year, driven by net growth in merchants and a shift towards enterprise plans [42] - Partner and services revenue (PSR) increased by 23% year-over-year, although growth slowed compared to the previous quarter [42] - ARR from accounts with annual contract value (ACV) greater than $2,000 grew 52% year-over-year to $249.5 million [48] Market Data and Key Metrics Changes - Revenue in the Americas increased by 43%, while EMEA revenue also grew by 43% in Q1, and APAC revenue was up 27% [44] - The company is expanding its international presence, with plans to enter Nordic countries and South America [23][24] - The company noted that many brands in international markets are experiencing growth rates ahead of similar companies in North America [45] Company Strategy and Development Direction - The company aims to be a leading e-commerce Open SaaS provider, focusing on enterprise capabilities and international expansion [8][22] - Recent product launches include Multi-Storefront functionality, which allows merchants to manage multiple storefronts from a single control panel [16] - The company is investing in Commerce-as-a-Service, enabling partners to create customized commerce solutions powered by its technology [27][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to sustain strong revenue growth despite normalization in consumer behavior post-pandemic [51][60] - The company anticipates slower growth rates in ARR compared to previous years due to normalization effects and macroeconomic uncertainties [51][65] - Management highlighted the importance of long-term investments in enterprise capabilities and international markets to drive future growth [22][62] Other Important Information - The company ended Q1 with $377.3 million in cash and equivalents, indicating strong liquidity [62] - The acquisition of BundleB2B is expected to enhance B2B capabilities and contribute to future growth [30][66] - The company plans to host its first Analyst and Investor Day as a public company on May 25, 2022 [38] Q&A Session Summary Question: Changes in consumer behavior and GMV growth trends - Management noted that trends have been consistent, with no surprises in the forecast for Q1 and Q2 [68][69] Question: Cost drivers impacting profitability - The increase in expenses is primarily tied to sales and marketing investments, with Q2 expected to be the highest expense period of the year [70][71] Question: Impact of Multi-Storefront on enterprise ARR - Early feedback on Multi-Storefront has been positive, with expectations for significant impact on new enterprise sales [74][75] Question: Commerce-as-a-Service release timeline and NRR benefits - Early releases for Commerce-as-a-Service are expected in mid-2022, with anticipated NRR benefits in the following year [78] Question: Insights on bookings and ARR growth - Q1 saw the highest gross bookings quarter, with strong retention rates for enterprise accounts [81][82] Question: Growth potential of B2B offerings - The company is positioned as a leader in B2B, with expectations for significant growth in this segment due to recent acquisitions [85][89] Question: Market forecast and competitive positioning - Management is monitoring market trends closely and remains confident in the company's competitive pricing and flexibility [100][115]

BigCommerce Holdings, Inc. (NASDAQ:BIGC) Q4 2021 Earnings Conference Call February 28, 2022 5:00 PM ET Company Participants Daniel Lentz - Head of Investor Relations Brent Bellm - President, Chief Executive Officer & Chairman Robert Alvarez - Chief Financial Officer Conference Call Participants Gabriela Borges - Goldman Sachs Koji Ikeda - Bank of America Joe Meares - Truist Clarke Jeffries - Piper Sandler Josh Beck - KeyBanc Max Osnowitz - Stifel Stan Zlotsky - Morgan Stanley Raimo Lenschow - Barclays Samad ...

4Q 2021 Financial Results BECOMMERCE This presentation has been prepared by BigCommerce Holdings, Inc. ("we," "our," "BigCommerce" or the "Company"). This presentation may contain forward-looking statements which constitute the views of the Company with respect to future events which can be identified by the use of forw fantlcipate," "believe," "budget," "continue," "continue," "could," "estimate," "expect," "intend," "may," "ongoing," "plan," "project," "should," "will," "targed" and simi phrases. These fo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-39423 | --- | --- | |---------------------------------------------------------------------------------------------------------------- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ | --- | --- | |--------------------------------------------------------------------------------------------------|----------------- ...

3Q 2021 Financial Results BECOMMERCE This presentation has been prepared by BigCommerce Holdings, Inc. ("we," "us," "our," "BigCommerce" or the "Company"). This presentation may contain forward-looking statements which constitute the views of the Company with respect to future events which can be identified by the use of forward-looking terminology such as "anticipate," "believe," "budget," "can," "continue," "control," "could," "estimate," "expect," "intend," "may," "ongoing," "plan," "potential," "predict ...

BigCommerce Holdings, Inc. (NASDAQ:BIGC) Q3 2021 Earnings Conference Call November 4, 2021 5:00 PM ET Company Participants Daniel Lentz – Head of Investor Relations Brent Bellm – President, Chief Executive Officer and Chairman Robert Alvarez – Chief Financial Officer Conference Call Participants Terry Tillman – Truist Securities Alex Markgraff – KeyBanc Capital Markets Clarke Jeffries – Piper Sandler Parker Lane – Stifel Stan Zlotsky – Morgan Stanley Samad Samana – Jefferies John Godin – Needham Brian Peter ...

2Q 2021 Financial Results BECOMMERCE This presentation has been prepared by BigCommerce Holdings, Inc. ("we," "us," "our," "BigCommerce" or the "Company"). This presentation may contain forward-looking statements which constitute the views of the Company with respect to future events which can be identified by the use of forward-looking terminology such as "anticipate," "believe," "budget," "can," "continue," "control," "could," "estimate," "expect," "intend," "may," "ongoing," "plan," "potential," "predict ...

BigCommerce Holdings, Inc. (NASDAQ:BIGC) Q2 2021 Earnings Conference Call August 5, 2021 5:00 PM ET Company Participants Daniel Lentz - Head of Investor Relations Brent Bellm - President, Chief Executive Officer, and Chairman Robert Alvarez - Chief Financial Officer Conference Call Participants Terry Tillman - Truist Brent Bracelin - Piper Sandler Josh Beck - KeyBanc Tom Roderick - Stefil Stan Zlotsky - Morgan Stanley Raimo Lenschow - Barclays Samad Samana - Jefferies DJ Hynes - Canaccord Brian Peterson - R ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ | --- | --- | --- | --- | |---------------------------------------------------------------------------------------|-------|------------- ...