Commerce.com, formerly BigCommerce, used its fiscal Q3 update to press a clear message: More shopping and sales now begin with an AI prompt, not a homepage, and merchants will win or lose based on the quality of the data they feed those systems.

“The third quarter marked another strong step forward in our transformation, with revenue in line with guidance and profitability and cash flow exceeding expectations,” CEO Travis Hess said. “We are now squarely in execution mode, scaling sustainable growth across core offerings and leaning into strategic partnerships with AI leaders like Perplexity, Google and PayPal to power agentic commerce. As buyer behavior shifts, our differentiated approach, flexible platform, enriched data and AI-enabled experiences are driving real momentum across B2B and B2C.”

Hess sharpened the point on the quarterly earnings call with investors.

“AI is reshaping how customers discover, evaluate and purchase products,” Hess said. “The future of commerce is intelligent, composable and agentic. When product discovery begins with a prompt, not a homepage, it is the quality of data that determines whether you get seen, chosen and purchased.”

Currently, 112 of the Top 2000 online retailers in North America use BigCommerce (powered by Commerce.com) as their ecommerce platform, according to Digital Commerce 360 data. In 2024, the combined web sales of all Top 2000 retailers that used Shopify’s ecommerce platform reached $16.05 billion. The Top 2000 Database ranks North America’s largest online retailers based on their annual ecommerce sales and more.

Commerce.com sales in Q3

In its fiscal Q3, Commerce.com recorded $86.0 million in sales. That’s up from $83.7 million a year earlier (an increase of about 3%).

The company reported a net loss of $2.2 million for the three months ending Sept. 30. That marked an improvement from a $7.0 million loss in the same quarter of 2024.

Across the first nine months of 2025, Commerce.com sales reached $252.8 million. That’s up from $245.9 million in the prior-year period (about 3% higher). The year-to-date net loss narrowed to $11.0 million from $24.6 million a year ago.

How Commerce.com is leaning into agentic commerce

Commerce.com is centering its strategy on what it calls “agentic commerce.” Agentic commerce builds on generative AI, using assistants called agents in platforms such as ChatGPT, Perplexity AI, Google Gemini and Microsoft Copilot. Those agents do more of the finding, comparing and buying.

To feed those systems better data, the Commerce.com said, it rolled out Feedonomics Surface. The new tool connects and optimizes product catalogs for channels like Google Shopping and Meta from within the Commerce dashboard. Hess said it’s already seeing strong pickup.

The company also announced two Feedonomics apps for Shopify — one for advertising and one for listings and orders. It said the apps will help merchants manage catalogs and orders across platforms. On the payments front, Commerce.com and PayPal plan to launch BigCommerce Payments powered by PayPal in the U.S. in 2026. They said that would bring balance, payout, currency and settlement tools into merchants’ dashboards. Commerce also began piloting a seamless agentic checkout with PayPal so purchases can be completed inside AI-driven experiences.

Commerce pointed to a mix of new launches, including:

• Mountain Warehouse’s EU site built on its Catalyst storefront technology
• Four Catalyst sites for LCA Franchising across Australia, New Zealand, the U.K. and Canada
• A first B2B store for F&C Distributors after operating offline
• A new Catalyst site for U.K. auto-accessories retailer DriveDen

The company also highlighted recent wins in business-to-business markets, including working with ADI Global, Big Ass Fans and Pantone.

“Whether the buyer is a person, an algorithm or a fully autonomous agent, Commerce ensures our merchants remain discoverable, performant and in control of their customer experience,” Hess said.

Percentage changes may not align exactly with dollar figures due to rounding. Check back for more earnings reports.

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Sign up for a complimentary subscription to Digital Commerce 360 B2B News. It covers technology and business trends in the growing B2B ecommerce industry. Contact Mark Brohan, senior vice president of B2B and Market Research, at mark@digitalcommerce360.com. Follow him on Twitter @markbrohan. Follow us on LinkedIn, X (formerly Twitter), Facebook and YouTube.