Core Insights - BigCommerce is exploring an expanded partnership with Noibu to enhance support for merchants at various growth stages, focusing on optimizing conversion rates and maintaining performance across complex ecommerce architectures [1][5] Partnership Overview - The proposed partnership aims to leverage "curated composability," allowing brands and retailers to utilize best-in-class solutions without procurement delays or complex integrations [1] - The integration would enable seamless activation of Noibu's ecommerce intelligence capabilities, streamlining procurement and simplifying operations for brands and retailers [2] Benefits of the Partnership - Key benefits include faster time to value, proactive revenue protection, and collaborative merchant success, allowing merchants to monitor storefronts continuously and prioritize fixes based on business value [6] - The collaboration has already shown positive results, as evidenced by King Arthur Baking's improved ecommerce operations through the combined capabilities of BigCommerce and Noibu [5] Market Context - The ecommerce landscape is becoming increasingly complex with the introduction of multiple channels, creating orchestration challenges for brands [2] - BigCommerce's composable approach addresses these challenges by enabling brands to leverage best-in-class partners and capabilities [2]

Core Insights - BigCommerce announced the winners of the 2025 BigCommerce and Feedonomics Customer and Partner Awards in the Americas region, recognizing innovative customers and partners on their platforms [1][2] - The awards featured 24 categories evaluated by a panel of BigCommerce and Feedonomics employees and executives, highlighting exceptional achievements in ecommerce [2] BigCommerce Customer Awards - Achievement in Growth Award recognizes exceptional growth and success achieved with BigCommerce [4] - B2B Excellence Award acknowledges leadership in B2B ecommerce [4] - Design Award celebrates captivating storefront designs [4] - Shopper Experience Award honors exceptional customer experiences [4] - Innovation Award recognizes cutting-edge ecommerce solutions [4] Feedonomics Customer Awards - Feedonomics Innovative Integration Award recognizes exceptional creativity in integrating Feedonomics [6] - Feedonomics Exemplary Efficiency Award honors outstanding operational efficiency achieved with Feedonomics [6] - Feedonomics Global Expansion Award acknowledges successful international market expansion using Feedonomics [6] - Achievement in Growth Award presented to DoorDash for exceptional growth with Feedonomics [7] BigCommerce Agency Partner Awards - Agency Partner of the Year awarded for best overall performance in EMEA [9] - Agency B2B Excellence Award recognizes agency partners excelling in B2B solutions [9] - Catalyst Delivery Award honors agencies leveraging Catalyst for custom development [10] - User Experience & Design Award awarded for visually appealing designs enhancing user experience [10] - Excellence in Delivery Award recognizes agencies launching BigCommerce storefronts on time and budget [10] BigCommerce Technology Partner Awards - Tech Partner of the Year awarded to Klaviyo for superior user experience [12] - Innovative Integration Award given to ResolvePay for solving critical needs [12] - Customer Growth Award presented to TradeCentric for generating significant revenue growth [12] - Technology B2B Excellence Award awarded to BlueSnap for meeting B2B customer needs [12] - Emerging Partner Award given to Wayflyer for superior user experience and growth [12] Feedonomics Partner Awards - Feedonomics Partner of the Year awarded to Power Digital for highest revenue sourcing [14] - Innovation Award recognizes partnership with Walmart for disrupting legacy technology [14] - Emerging Partner Award celebrates MediaScale Partners for exceptional promise and leadership [15]

Core Viewpoint - BigCommerce Holdings, Inc. will report its financial results for Q1 2025 on May 8, 2025, before market open [1] Group 1: Financial Reporting - The financial results and business highlights will be discussed in a conference call and webcast on May 8, 2025, at 7:00 a.m. CT [2] - A telephone replay of the conference call will be available until May 15, 2025, with specific dialing instructions provided [3] Group 2: Company Overview - BigCommerce is a leading open SaaS and composable ecommerce platform that supports B2C and B2B brands and retailers [4] - The platform is utilized by tens of thousands of companies across 150 countries, including notable brands like Coldwater Creek and Harvey Nichols [4]

E-commerce Market Overview - The e-commerce market is projected to be worth $10.19 trillion in 2025 and expected to reach $21.22 trillion by 2030, with a CAGR of 15.8% from 2025 to 2030 [2] Shopify (SHOP) Analysis - Shopify is experiencing robust growth in its merchant base, driven by user-friendly tools such as Shop Pay and the Shop App [3] - Shop Pay processed $27 billion in gross merchandise value in Q4 2024, representing a 50% year-over-year increase and accounting for 41% of gross payment volume [4] - Shopify is expanding its presence in various verticals, including apparel and health, and has added brands like Karl Lagerfeld and FC Barcelona [5] - Investment in AI-driven tools like Shopify Sidekick and Shop Inbox is enhancing customer engagement and operational efficiency [6] BigCommerce (BIGC) Analysis - BigCommerce is benefiting from its expanding portfolio, particularly with the introduction of Catalyst, which enhances B2B and B2C e-commerce experiences [7][8] - Catalyst has been well-received and is expected to differentiate BigCommerce in the market, with plans for more bundled solutions in 2025 [8] - BIGC's Annual Recurring Revenue (ARR) grew 4% year over year to nearly $350 million, with enterprise ARR growing 7%, now comprising 75% of total ARR [10] Stock Performance and Valuation - In the trailing 12-month period, Shopify shares gained 26.8%, while BigCommerce shares lost 10% due to macroeconomic uncertainty and competition [11][12] - Both SHOP and BIGC shares are currently considered overvalued, with SHOP trading at a forward Price/Sales ratio of 10.34X compared to BIGC's 1.26X [15] - The Zacks Consensus Estimate for SHOP's 2025 earnings is $1.49 per share, indicating a 14.62% increase year over year, while BIGC's estimate is 27 cents per share, reflecting a 3.57% decline [18] Conclusion - Shopify is well-positioned for growth due to its expanding merchant base and focus on improving client engagement, while BigCommerce is enhancing its offerings to capture more market share [19]

Core Insights - BigCommerce announced the winners of the 2025 BigCommerce and Feedonomics Customer and Partner Awards, recognizing innovative customers and partners on their platforms [1][2] - The awards program featured 24 categories evaluated by a panel of BigCommerce and Feedonomics employees and executives, highlighting exceptional achievements in ecommerce [2] BigCommerce Customer Awards - Achievement in Growth Award recognizes exceptional growth and success achieved with BigCommerce [4] - B2B Excellence Award acknowledges leadership in B2B ecommerce [4] - Design Award celebrates captivating storefront designs [4] - Shopper Experience Award acknowledges exceptional customer experiences [4] - Innovation Award honors cutting-edge solutions in ecommerce [4] Feedonomics Customer Awards - Feedonomics Innovation Award celebrates AI-driven strategies, awarded to On Running [6] - Feedonomics Omnichannel Success Award recognizes integrated online to offline customer experiences, awarded to Euro Car Parts [6] - Feedonomics Global Expansion Award acknowledges leadership in global growth, awarded to COS [6] - Feedonomics Achievement in Growth Award highlights material growth via Feedonomics, awarded to Charles Tyrwhitt [6] - Feedonomics Performance Transformation Award recognizes holistic partnership approaches, awarded to Boots [7][6] BigCommerce Agency Partner Awards - Agency Partner of the Year awarded for overall performance in EMEA, recognizing De Nieuwe Zaak [9] - B2B Excellence Award for agency partners excelling in B2B solutions, awarded to De Nieuwe Zaak [9] - User Experience & Design Award for best user experience integration, awarded to Dark Matter Commerce (Space 48) [9] - Creative Problem Solving Award for visually appealing designs, awarded to Agency51 [9] - South Partner of the Year awarded to Ebolution for overall performance in Southern Europe [10] - Excellence in Delivery Award for timely and budget-friendly storefront launches, awarded to Apply Digital [10] BigCommerce Technology Partner Awards - Partner of the Year awarded to Klarna for superior user experience [12] - Innovative Integration Award for new critical solutions, awarded to Noibu [12] - Customer Growth Award for revenue growth solutions, awarded to Bloomreach [12] Feedonomics Partner Awards - Feedonomics Partner of the Year awarded to Jellyfish for highest revenue sourcing [15] - Innovation Award for partnerships that disrupt legacy technology, awarded to VML [15] - Emerging Partner Award for promising agency partners making significant impacts [15]

Core Insights - BigCommerce has announced a corporate partnership with the National Association of Electrical Distributors (NAED) to enhance digital transformation in the electrical distribution industry [1][2] - The partnership aims to empower manufacturers and distributors to adopt digital-first strategies, modernize sales channels, and improve operational efficiency [2][3] - BigCommerce will focus on key initiatives such as the Digital Center of Excellence and workforce development programs to address talent shortages in the industry [3][4] Company Overview - BigCommerce is a leading open SaaS and composable ecommerce platform that supports B2C and B2B brands, retailers, manufacturers, and distributors globally [5] - The platform is utilized by tens of thousands of companies across 150 countries, providing them with professional-grade functionality and ease of use [5]

Core Insights - BigCommerce has appointed Andrew Norman as the senior vice president and general manager for EMEA, bringing over 25 years of experience in international expansion for SaaS companies [1][2] - Norman's role will focus on leading BigCommerce's go-to-market strategy in the EMEA region, leveraging his extensive background in the ecommerce market [2][3] - The CEO of BigCommerce, Travis Hess, emphasized Norman's exceptional record in scaling international technology companies and his extensive network of strategic partnerships, which are expected to enhance market penetration and innovation [3] Company Overview - BigCommerce is a leading provider of open, composable commerce solutions for B2C and B2B brands and retailers, with a strong track record of helping various businesses grow in the EMEA region [1][5] - The platform empowers brands, retailers, manufacturers, and distributors of all sizes to build and grow their online businesses, offering sophisticated functionality and ease of use [5] - BigCommerce serves tens of thousands of companies across 150 countries, including notable clients like Coldwater Creek and Harvey Nichols [5]

Core Insights - BigCommerce has introduced enhancements to its B2B products aimed at improving sales team efficiency and streamlining processes to better respond to market demands and foster growth [1][2] Product Enhancements - The new features include Configure-Price-Quote (CPQ) and Multi-Company Account Hierarchy with Advanced Permissioning, which facilitate faster quote conversion and reduce redundant account management tasks [2][7] - Enhanced Account Hierarchy and Advanced Permissioning are designed for complex B2B environments, supporting enterprise-level account structures and role-based permissions, enabling rapid scaling while maintaining a personalized customer experience [5][6] Market Impact - These updates are expected to significantly improve operational efficiency for manufacturers, distributors, and wholesalers, allowing sales teams to focus on customer relationships rather than workflow management [3][5] - The Multi-Company Account Hierarchy feature provides better access control and management for enterprises with multiple branches, enhancing reporting capabilities [3][4] Customer Benefits - The CPQ product aims to accelerate quote-to-cash cycles, drive revenue growth, and enhance customer satisfaction by streamlining the quoting process [6][8] - Features of CPQ include support for multi-tier account structures, intuitive configuration tools, granular access control, and self-service capabilities for buyers [7][10] Strategic Positioning - BigCommerce positions itself as a forward-thinking B2B ecommerce solution provider, combining agility with enterprise-grade functionality without incurring high costs, thereby supporting digital transformation for its clients [8]

Core Insights - BigCommerce has announced a partnership with Pipe17 to enhance order management for merchants in the digital commerce ecosystem [1][5][7] - The partnership aims to provide a more flexible and efficient order operations network, addressing the complexities of modern commerce [5][6][7] Company Overview - BigCommerce is a leading provider of open, composable commerce solutions for B2C and B2B brands, enabling seamless online sales and order management [1][8] - Pipe17 specializes in AI-powered order operations, transforming how orders, inventory, and data flow in the commerce landscape [5][11] Market Trends - Customers increasingly expect to shop across various channels, including brand websites, marketplaces, and social platforms, demanding instant delivery and flawless order fulfillment [3][4] - The growing complexity of selling channels and fulfillment infrastructure necessitates advanced order management solutions [4][5] Partnership Benefits - The collaboration allows merchants on the BigCommerce platform to leverage Pipe17's connectivity network, enhancing their fulfillment capabilities [6] - The partnership aims to streamline order management processes, ensuring smooth order flow from capture to delivery [7][8]

Core Insights - BigCommerce has launched a three-pronged product initiative aimed at enhancing the app-building experience for developers, thereby increasing the platform's functionality [1][2] Group 1: Product Launch Details - The product launch includes a redesigned app development portal that offers a more intuitive workflow for modern app developers [5] - Unified Billing is introduced as a new feature that allows third-party solution providers to utilize BigCommerce's billing infrastructure, simplifying the app development and launch process [5] - A partnership with Gadget.dev has been established, providing out-of-the-box hosting, infrastructure, and a built-in connection to BigCommerce APIs [5] Group 2: Developer Empowerment - The new features are expected to significantly impact the breadth, adoption, and overall app experience within the BigCommerce marketplace, as stated by the Chief Product Officer [2] - Unified Billing enables tech partners to transfer billing responsibilities to BigCommerce, allowing them to focus on product development rather than payment processing [2][3] - Developers have reported a smooth integration process with Unified Billing, highlighting the comprehensive documentation and ease of implementation [3]