Commerce.com

Q2 FY2026 EarningsQ2 FY26 results presented a significant beat on profitability despite slightly missing revenue expectations ($84.5M vs. $85.1M consensus). Normalized EPS of $0.08 doubled the $0.04 consensus, driven by aggressive cost discipline as operating expenses fell 17% YoY. While Subscription revenue saw a minor 1% YoY decline, the company achieved GAAP profitability for the second consecutive quarter, and FY26 operating income guidance was raised to $28M-$34M, signaling a permanent shift toward profitable growth.