With Stripe, BigCommerce merchants can implement a unified payments foundation to modernize checkout, expand globally, and grow revenue without adding complexityAUSTIN, Texas, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), an open, intelligent ecosystem of technology solutions and the parent company of leading ecommerce platform BigCommerce, today announced a significant expansion of its partnership with Stripe, the programmable financial services company. The upgraded integration gives BigComme ...

Core Insights - PayPal Holdings (PYPL) has formed a strategic partnership with Microsoft to implement Copilot Checkout, allowing users to discover, decide, and pay within the Copilot interface [1][9] - This integration enhances AI-driven shopping by merging Microsoft's discovery tools with PayPal's commerce and payment features, providing a seamless customer experience [2] - PayPal's agentic commerce services enable merchants to convert product catalogs into purchasable items through features like store sync [2][9] Group 1: Partnerships and Integrations - PayPal has partnered with Logicbroker, enabling thousands of merchants to activate PayPal's agentic commerce services, including store sync [4] - Collaborations with OpenAI and Perplexity allow for seamless payments and agentic commerce experiences within platforms like ChatGPT and Perplexity Pro [4] - PayPal's ecosystem includes partnerships with Wix, Cymbio, Commerce (BigCommerce and Feedonomics), and Shopware, facilitating AI-driven discovery and checkout [5] Group 2: Market Position and Performance - PayPal shares have declined by 22% over the past six months, underperforming the broader industry and the S&P 500 Index [8] - The stock is currently trading at a forward 12-month P/E of 9.80X, significantly lower than the Zacks Financial Transaction Services industry's average of 20.95X, indicating a cheap valuation [11] - Despite a negative trend in estimate revisions, the Zacks Consensus Estimate for full-year 2026 EPS suggests a year-over-year growth of 9.7% [12]

Core Insights - Commerce endorses Google's Universal Commerce Protocol (UCP), aiming to enhance the shopping experience across AI ecosystems [1][5] - UCP establishes a common language for agents and systems, facilitating seamless interactions throughout the shopping journey [2][4] Group 1: UCP Overview - UCP is an open-source standard designed to streamline communication between various agents and systems, improving the shopping experience from discovery to post-purchase [2] - The protocol will enable new checkout features in AI Mode on Google Search and the Gemini app, allowing direct purchases from eligible retailers [3][8] Group 2: Industry Implications - The shift towards agent-driven commerce necessitates a unified set of standards to enhance scalability and efficiency in the industry [4] - Merchants must adapt to new consumer behaviors characterized by higher intent queries and the need for strategic visibility in answer engines [4] Group 3: Commerce's Role - Commerce leverages its Feedonomics-powered data enrichment layer to optimize product feeds, ensuring alignment with Google's schema and enhancing product visibility [5] - The endorsement of UCP builds on the existing partnership between Google and Commerce, positioning Commerce as a key player in the evolving landscape of AI-driven commerce [5]

New Stripe Agentic Commerce Suite integration will give BigCommerce merchants seamless access to AI-driven discovery, checkout and payments with minimal operational changeAUSTIN, Texas, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), an open, intelligent ecosystem of technology solutions and the parent company of leading ecommerce platform BigCommerce, today announced BigCommerce’s integration with Stripe’s new Agentic Commerce Suite, which will enable BigCommerce merchants to capitalize on the e ...

Summary of Braze Conference Call Company Overview - **Company**: Braze - **Industry**: Customer engagement and marketing technology Key Highlights 1. **Strong Financial Performance**: Braze reported strong numbers this quarter, attributed to ongoing efforts in product and customer health, pricing, and packaging improvements [2][5][6] 2. **AI Integration**: AI is a central theme in customer conversations, with new products like the Operator Agent Console and Decisioning Studio launched to enhance customer engagement and drive revenue [3][4][39] 3. **Customer Health Improvement**: There has been a reduction in customer churn and downsell activity, leading to more upsell opportunities and improved net customer additions [5][6][8] 4. **Cyber Week Performance**: During Cyber Week, Braze sent 100 billion messages with 100% uptime, noting that Cyber Monday outperformed Black Friday for the first time [11][13] 5. **Diversified Customer Base**: Braze's customer base is diversified, with retail and consumer goods making up only 20% of the business, indicating growth in other verticals [13][15] Financial Metrics 1. **Organic Revenue Growth**: There has been a stabilization and slight pickup in organic revenue growth, with a focus on in-quarter net revenue retention (NRR) metrics [7][8][40] 2. **Customer Growth**: The company is seeing healthy graduations of customers moving from sub-$500,000 contracts to higher tiers, indicating strong customer engagement and utilization of services [37][39] 3. **Profitability Goals**: Braze aims to achieve an 8% margin for the full year, with a commitment to improve profitability through judicious capital deployment [69][70] Market Trends 1. **Changing Consumer Behavior**: The market is experiencing volatility, but Braze's lifecycle CRM solutions are proving durable, with lower marginal costs for engaging existing customers [17][19] 2. **Emerging Channels**: Growth in SMS and WhatsApp as marketing channels is notable, with many customers experimenting and scaling these channels [20][23] 3. **AI as a Competitive Edge**: The integration of AI in marketing strategies is becoming essential, with Braze positioned to benefit from this trend as companies seek advanced solutions [39][44] Strategic Initiatives 1. **Flexible Credits Model**: The introduction of a flexible credits model is reducing friction for customers to engage in cross-channel strategies, enhancing customer experience and stickiness [49][50][51] 2. **Proactive Customer Management**: Braze is focusing on proactive management of customer relationships to reduce downsell risks and improve overall customer health [66][68] 3. **Organic vs. Inorganic Growth**: The company is committed to both organic product development and potential acquisitions to stay at the forefront of technology, particularly in AI [72] Additional Insights 1. **Operational Resilience**: The ability to handle unexpected traffic spikes, such as during the K-pop Grammys, showcases Braze's operational strength and customer base diversity [15] 2. **Market Positioning**: Braze's growth rate of 25.5% year-over-year contrasts with competitors like Salesforce, highlighting its strong market position and investment in AI [40] 3. **Customer Engagement Strategies**: Emphasis on retaining customers through personalized engagement strategies is critical, especially as inboxes become more crowded with marketing messages [45][46] This summary encapsulates the key points discussed during the Braze conference call, focusing on the company's performance, market trends, and strategic initiatives.

Core Insights - BigCommerce has been recognized as a Challenger in the 2025 Gartner Magic Quadrant for Digital Commerce Platforms for the sixth consecutive year, indicating its strong position in the market [1][2] Company Overview - Commerce (Nasdaq: CMRC) is the parent company of BigCommerce and provides an open, AI-driven commerce ecosystem designed to empower businesses to innovate and grow [4] - BigCommerce is a flexible enterprise ecommerce platform that supports brands, retailers, manufacturers, and merchants of all sizes, allowing them to scale and adapt without being locked into rigid systems [5] Market Position - The Gartner report evaluated 19 digital commerce platform vendors based on their ability to execute and completeness of vision, which helps application leaders make informed decisions [2] - Gartner defines digital commerce as technology that enables customers to purchase goods and services through interactive experiences, providing necessary information for buying decisions [2] Strategic Focus - BigCommerce's strategy includes investments in agentic commerce, enhancing B2B and B2C capabilities, and deeper integrations with partners to improve digital operations for brands and retailers globally [2]

Core Insights - The collaboration between Commerce and PayPal introduces agentic commerce services, enhancing the shopping experience through AI-driven capabilities [2][4][9] - Merchants using Feedonomics and BigCommerce can optimize their product data for AI channels, improving visibility and conversion rates [4][5][8] Group 1: Agentic Commerce Features - PayPal's agentic commerce services allow seamless checkout experiences for merchants integrated with BigCommerce [2][3] - The integration simplifies the buying journey, enabling shoppers to maintain control over their data while completing purchases [3][6] Group 2: Data Optimization and Merchant Benefits - Feedonomics transforms raw product data into AI-ready content, ensuring compatibility with various AI platforms [4][5] - Merchants like PacSun and Pickleball Central benefit from enhanced product visibility and prioritization in AI-powered search engines [5][8] Group 3: Market Adaptation and Future Outlook - The partnership aims to prepare merchants for the evolving landscape of AI-driven shopping, ensuring their product data remains connected and accurate [9] - Commerce is focused on delivering scalable solutions that integrate quickly into new discovery channels, positioning merchants for success in the AI economy [9][12]

Core Points - Commerce.com, Inc. (formerly BigCommerce Holdings, Inc.) will report its financial results for Q3 2025 on November 6, 2025, before market open [1] - A conference call to discuss the financial results and business highlights is scheduled for 7:00 a.m. CT (8:00 a.m. ET) on the same day [2] - The conference call will be accessible via phone and a live webcast on the company's investor relations website [2] - A telephone replay of the call will be available until November 13, 2025, along with a webcast replay for 12 months [3] Company Overview - Commerce provides an open, AI-driven commerce ecosystem that empowers businesses to innovate and grow [4] - The company connects various tools and systems to help businesses unlock data potential and deliver personalized experiences [4] - Commerce is trusted by notable brands such as Coldwater Creek, Cole Haan, and Puma, providing them with the necessary tools to operate confidently in a multi-surface world [4]

Core Insights - Commerce announced a new embedded payment processing solution called BigCommerce Payments, set to launch for U.S. merchants in 2026, powered by PayPal [1][2] - This initiative marks a significant expansion of the long-standing partnership between Commerce and PayPal, enhancing payment capabilities for merchants [2][3] - The new solution aims to provide a seamless merchant experience with advanced features like buy now, pay later (BNPL) options and a unified balance dashboard [1][3] Company Overview - Commerce operates as an open, AI-driven commerce ecosystem, empowering businesses to innovate and grow [5] - The company is the parent of BigCommerce, Feedonomics, and Makeswift, connecting various tools and systems to enhance business growth [5] - Commerce serves notable clients including Coldwater Creek, Cole Haan, and Puma, providing them with essential tools for operating confidently in a dynamic market [5] Payment Solution Features - BigCommerce Payments will offer a dedicated "Money" dashboard within the BigCommerce Control Panel, allowing merchants to manage and monitor payments and balance activity [3][4] - The embedded experience will replicate key functionalities of the PayPal dashboard, streamlining payment management for merchants [3][4] - Existing merchants using PayPal Complete Payments (PPCP) will be offered a seamless transition to BigCommerce Payments [4]

Core Insights - Commerce has launched a headless ecommerce experience on the BigCommerce platform in collaboration with Metrolinx, enhancing passenger checkout experience and operational efficiencies [1][2] - The new platform supports product management, bundling, pricing, and promotions, providing a secure and scalable solution for Metrolinx [2][3] - The integration with Stripe payment gateway allows for future expansion of payment methods, improving the overall customer journey [2][6] Company and Industry Overview - Commerce operates as an open, AI-driven commerce ecosystem, empowering businesses to innovate and grow by unlocking data potential [7] - BigCommerce, as a subsidiary of Commerce, offers a composable architecture that enhances ecommerce capabilities, including advanced security and compliance features [6][7] - The partnership between Commerce, EPAM, and Metrolinx demonstrates the effectiveness of collaboration in delivering innovative solutions and improving operational efficiency [5][6]