Bigcommerce Holdings Inc
NASDAQ:BIGC
Bigcommerce Holdings Inc
BigCommerce Holdings, Inc. engages in the development of software-as-a-service (SaaS) technology solutions. The company is headquartered in Austin, Texas and currently employs 1,337 full-time employees. The company went IPO on 2020-08-05. The firm's segments include small businesses (SMBs), the mid-market, and large enterprises. The company provides a platform for launching and scaling an ecommerce operation, including store design, catalog management, hosting, checkout, order management and reporting. Its third-party services include payments, shipping and fulfillment, point of sale, marketing and accounting. Its platform serves customers across a wide variety of sizes, product categories, and purchase types, including business-to-consumer (B2C) and business-to-business (B2B). The firm serves approximately 58,000 online stores across industries in 147 countries.
BigCommerce Holdings, Inc. engages in the development of software-as-a-service (SaaS) technology solutions. The company is headquartered in Austin, Texas and currently employs 1,337 full-time employees. The company went IPO on 2020-08-05. The firm's segments include small businesses (SMBs), the mid-market, and large enterprises. The company provides a platform for launching and scaling an ecommerce operation, including store design, catalog management, hosting, checkout, order management and reporting. Its third-party services include payments, shipping and fulfillment, point of sale, marketing and accounting. Its platform serves customers across a wide variety of sizes, product categories, and purchase types, including business-to-consumer (B2C) and business-to-business (B2B). The firm serves approximately 58,000 online stores across industries in 147 countries.
Revenue Beat: Q2 revenue was $84.4 million, growing 3% year-over-year and exceeding the high end of guidance.
Profitability: Non-GAAP operating income reached $4.8 million, with operating margins improving by 335 basis points year-over-year.
Rebrand to Commerce: The company has rebranded from BigCommerce to Commerce, signaling a strategic shift to focus on AI-driven, agentic commerce.
AI & Partnerships: Launched partnerships with Perplexity, Google Cloud, and PROS to enhance AI-powered product data, pricing, and discoverability for brands.
Strong B2B Momentum: B2B bookings drove much of the net new business, with ongoing investment and new capabilities targeting complex use cases.
Guidance: Q3 revenue expected between $85–87 million; full-year 2025 revenue guided to $339.6–346.6 million.
Pipeline & ARPA Growth: Pipeline conversion rates are improving, and average revenue per enterprise account rose 9% year-over-year.
Industry Change: Management highlighted a major shift in eCommerce driven by AI answer engines, increasing urgency for brands to optimize for new discovery channels.
