Core Insights - Commerce.com, Inc. reported total revenue of $84.4 million for the second quarter of 2025, reflecting a 3% increase compared to the same period in 2024 [6][12] - The company has rebranded from BigCommerce Holdings, Inc. to Commerce.com, Inc., unifying its subsidiaries to enhance its AI-driven commerce ecosystem [1][2] Financial Performance - Total Annual Revenue Run-Rate (ARR) reached $354.6 million, also up 3% year-over-year [6] - Enterprise ARR was $269.3 million, marking a 6% increase from the previous year, with Enterprise Accounts constituting 76% of total ARR [6][12] - Subscription solutions revenue amounted to $63.7 million, a 3% increase compared to the second quarter of 2024 [6] - GAAP gross margin improved to 79%, up from 76% in the same quarter last year, while Non-GAAP gross margin rose to 80% from 77% [6] - The company reported a GAAP loss from operations of $6.8 million, significantly reduced from a loss of $13.5 million in the second quarter of 2024 [6][12] Key Business Metrics - The number of enterprise accounts decreased by 3% to 5,803, while the average revenue per account (ARPA) increased by 9% to $46,403 [6] - Revenue growth varied by region: 3% in the United States, 7% in EMEA, and a 4% decline in APAC [6] - Adjusted EBITDA for the quarter was $5.7 million, up from $3.0 million in the second quarter of 2024 [7] Customer and Product Highlights - Commerce.com launched the B2B Quick Start Accelerator to assist mid-market B2B sellers in launching faster and reducing risk [12] - The company received a 2025 Top Rated Award for ecommerce from TrustRadius based on strong customer reviews [12] - Notable customer implementations included Minerva Beauty and Great Star Tools, showcasing the use of Commerce's Multi-Storefront functionality [12] Future Outlook - For Q3 2025, the company expects total revenue between $85 million to $87 million and Non-GAAP operating income between $2.3 million to $3.3 million [18] - The full-year revenue forecast is between $339.6 million and $346.6 million, with Non-GAAP operating income projected between $19 million and $25 million [18]