SPS Commerce, Inc. (NASDAQ:SPSC) Q2 2021 Earnings Conference Call July 29, 2021 4:30 AM ET Company Participants Irmina Blaszczyk - Investor Relations Archie Black - President & Chief Executive Officer Kim Nelson - Executive Vice President & Chief Financial Officer Conference Call Participants Scott Berg - Needham & Company Devin Au - KeyBanc Capital Markets Matt Pfau - William Blair Parker Lane - Stifel Joe Brunetto - The Benchmark Company Joe Vruwink - Baird Nehal Chokshi - Northland Capital Operator Hell ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 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 ☐ 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 001-34702 SPS COMMERCE, INC. (Exact Name of Registrant as Specified in its Charter) (State or other jurisdiction of incorporation or or ...

SPS Commerce, Inc. (NASDAQ:SPSC) Q1 2021 Earnings Conference Call April 29, 2021 4:30 PM ET Company Participants Irmina Blaszczyk – Investor Relations Archie Black – President and Chief Executive Officer Kim Nelson – Executive Vice President and Chief Financial Officer Conference Call Participants Matt Pfau – William Blair Scott Berg – Needham Joe Vruwink – Baird Tom Roderick – Stifel Jason Celino – KeyBanc Pat Walravens – JMP Securities Nehal Chokshi – Northland Capital Operator Ladies and gentlemen, thank ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q For the Quarterly Period Ended: March 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from to (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 SPS COMMERCE, INC. (Exact Name of Registrant as Specified in its Charter) (State or other jurisdiction of incorporation or organization) Delaware 41-2015127 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION For the Fiscal Year Ended: December 31, 2020 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 001-34702 SPS COMMERCE, INC. 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 (Exact Name of Registrant as Specified in its Charter) Delaware 41-2015127 (State or Other Jurisdiction of ...

SPS Commerce, Inc (NASDAQ:SPSC) Q4 2020 Earnings Conference Call February 11, 2021 4:30 PM ET Company Participants Irmina Blaszczyk - IR Archie Black - President, CEO Kim Nelson - EVP, CFO Conference Call Participants Matt Pfau - William Blair Scott Berg - Needham & Company Joe Vruwink - Robert W. Baird Tom Roderick - Stifel Nicolaus Mark Schappel - Benchmark Nehal Chokshi - Northland Capital Markets Operator Ladies and gentlemen, thank you for standing by, and welcome to the SPS Commerce's Q4 2020 Earnings ...

SPS Commerce, Inc. (NASDAQ:SPSC) Q3 2020 Earnings Conference Call October 28, 2020 4:30 PM ET Company Participants Irmina Blaszczyk - IR Archie Black - President, CEO Kim Nelson - EVP, CFO Conference Call Participants Matt Pfau - William Blair Koji Ikeda - Oppenheimer Scott Berg - Needham Joe Vruwink - Baird Tom Roderick - Stifel Jason Celino - KeyBanc Capital Markets Operator Good afternoon, ladies and gentlemen. And thank you for standing by. Welcome to the SPS Commerce Third Quarter 2020 Earnings Call. A ...

SPS Commerce, Inc (NASDAQ:SPSC) Q2 2020 Earnings Conference Call July 30, 2020 6:00 PM ET Company Participants Archie Black - President & Chief Executive Officer Kim Nelson - EVP & Chief Financial Officer Irmina Blaszczyk - Investor Relations Conference Call Participants Matt Pfau - William Blair Scott Berg - Needham & Company Tom Roderick - Stifel Nicolaus Patrick Walravens - JMP Securities Joe Vruwink - Robert W. Baird & Co. Rudy Kessinger - Craig-Hallum Capital Group Operator Ladies and gentlemen, thank ...

Financial Data and Key Metrics Changes - Revenue for Q1 2020 grew 11% year-over-year to $74.2 million, marking the 77th consecutive quarter of revenue growth [23] - Recurring revenue increased by 12% year-over-year, with the total number of recurring revenue customers rising 5% to approximately 31,000 [23] - Adjusted EBITDA grew 24% to $20.4 million compared to $16.5 million in Q1 of the previous year [23][24] - Total cash and marketable securities at the end of the quarter were approximately $215 million, with $12 million of shares repurchased during the quarter [23] Business Line Data and Key Metrics Changes - The company launched a new carrier service in March 2020, which is being utilized by customers to fulfill orders for major retailers like Amazon and Costco [15] - The fulfillment product is considered mission-critical, with suppliers adapting to increased online sales due to the pandemic [51] Market Data and Key Metrics Changes - Approximately half of the company's network has seen increased transaction volume since March, while some have experienced a decline [16] - The grocery supply chain has seen an increase in onboarding new suppliers, particularly in foodservice and grocery distributors [17] Company Strategy and Development Direction - The company aims to expand its market presence and invest in product innovation despite withdrawing its 2020 annual guidance due to pandemic-related uncertainties [26][28] - The focus is on supporting trading partner relationships and enhancing e-commerce capabilities, which are expected to drive long-term demand for SPS Commerce solutions [30] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about long-term opportunities despite acknowledging the uncertainty surrounding the pandemic's impact on the retail landscape [18][19] - The company is well-positioned to provide support to customers and partners due to its cloud-native operational model [19] Other Important Information - The company has a large network of over 31,000 trading partners, which is crucial for maintaining business continuity during the pandemic [18] - Management noted that the dynamics of the retail environment are evolving, with increased demand for automation and e-commerce solutions [16][19] Q&A Session Summary Question: Inquiry about the new carrier service monetization model - The carrier service is an add-on product with a modest monthly fee that simplifies processes and serves as a retention tool for customers [33] Question: Discussion on supply chain changes due to the pandemic - The company is seeing a significant increase in drop-ship activities, with some retailers experiencing up to 1,000% growth [34] Question: Differences between the current environment and the 2008 recession - The current environment includes a health crisis and remote work dynamics, which differ from the 2008 recession [40] Question: Customer churn and bankruptcy concerns - The company has not yet seen an uptick in churn or bankruptcies, maintaining an annualized churn rate of 13% [53] Question: EDI's position in retail IT projects - EDI solutions are expected to move up the priority list for retailers as they seek efficiency amid the pandemic [60] Question: Potential for M&A in the EDI vendor market - There may be opportunities for M&A as smaller EDI vendors face challenges, but the company is focused on building relationships with them [81]

SPS Commerce, Inc. (NASDAQ:SPSC) Q4 2019 Earnings Conference Call February 13, 2020 4:30 PM ET Company Participants Irmina Blaszczyk – Investor Relations-The Blueshirt Group Archie Black – President and Chief Executive Officer Kim Nelson – Executive Vice President and Chief Financial Officer Conference Call Participants Scott Berg – Needham Tom Roderick – Stifel Pat Walravens – JMP Securities Jeff Van Rhee – Craig-Hallum Jason Celino – KeyBanc Capital Markets Tyler Wood – Northland Securities David Robinson ...