SPS Commerce, Inc. Q4 2025 Earnings Call Summary

Achieved 100 consecutive quarters of revenue growth despite a challenging macroeconomic backdrop and tariff-related uncertainty that delayed customer purchase decisions. Performance was driven by a 22% increase in fulfillment revenue, reflecting the company's critical role in managing increasingly complex omnichannel supply chains. The acquisition of Carbon6 and SupplyPike has established leadership in the $750,000,000 revenue recovery addressable market, creating significant cross-sell opportunities. ...