Commerce.com reports 5% revenue growth and returns to GAAP profitability in Q1 2026 as AI-driven commerce initiatives expand

Commerce.com (NASDAQ: CMRC) posted first-quarter 2026 revenue of $86.8 million, up 5% year over year, with annual recurring revenue reaching $359.8 million. GAAP operating income came in at $5.8 million versus a loss of $2.4 million a year earlier.

Gross Merchandise Volume climbed 14% to $8.3 billion. The company announced integrations with OpenAI, Google Gemini, Microsoft Copilot, Meta, and Perplexity through its Feedonomics platform, alongside expanded partnerships with PayPal and Stripe for embedded payments.

Free cash flow improved to $14.1 million compared to negative free cash flow in the prior-year period. For the second quarter, Commerce expects revenue between $84.5 million and $85.5 million, with full-year 2026 guidance calling for revenue between $347.5 million and $369.5 million.