Commerce.com, Inc. Q4 2025 Earnings Call Summary
Yahoo Finance·2026-02-13 09:03

Management characterized 2025 as a foundational year focused on simplifying the business, realigning investments, and unifying the brand to operate as a connected platform. Performance was driven by strong momentum in B2B, with B2B-oriented customers representing the majority of new platform ARR over the past three quarters. The company is positioning itself as an AI-ready infrastructure layer, leveraging Feedonomics as a data enrichment engine for agentic commerce across platforms like OpenAI, Google ...