Commerce.com, formerly known as BigCommerce Holdings, achieved a 5.4% year-over-year increase in revenue during its Q1 ended on March 31. The company laid out its vision for new payments and artificial intelligence (AI)-enabled features, even as a proposed Commerce.com merger with Rezolve Ai ignited a combative exchange between the companies in April.
Commerce.com CEO Travis Hess called Q1 “a strong start in 2026” for the ecommerce platform provider. The company recorded $86.8 million in total revenue for the quarter. Within that revenue pool, $63.7 million came from subscription solutions. That was up by 2.5% from the same period a year earlier.
The company highlighted the addition of recent clients that have included:
- Nunu Trading International, a Barcelona-based wholesale distributor of perfumes
- Wren Laboratories’ Optibac Probiotics, a UK-based probiotic brand
- Helix Linear, a precision motion components manufacturer
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. The Top 2000 Database ranks North America’s largest online retailers based on their annual ecommerce sales and more.
Commerce.com revenue growth in Q1
“This quarter reflects our shift from foundation-building to execution and monetization, with meaningful progress across payments, AI-driven commerce and our core platform,” Hess said in a statement released with Commerce.com’s Q1 results. “We’re operating at the center of a structural shift as commerce evolves from a storefront-centric model to one that is increasingly AI-driven and distributed across channels.”
In the U.S., where Commerce.com does the majority of its business, revenue was up by 5.0% to $65.8 million during the quarter. Meanwhile, revenue in Europe, the Middle East and Africa (EMEA) grew by 13.8% to $11.3 million. Revenue from the Asia-Pacific region (APAC) increased by 3.5% to $5.9 million. And revenue from all other regions in the world fell by 1.6% to $3.8 million.
Notably, Commerce.com also recorded positive net income of $3.7 million in Q1, up from a $353 million loss a year ago. The result also followed a net loss in Commerce.com’s Q4 2025 earnings.
“We achieved positive GAAP net income in Q1, and we are on track for full year GAAP profitability for the first time in our history,” said Daniel Lentz, the chief operating officer and chief financial officer for Commerce.com, during its May 7 earnings call. “Our strong balance sheet gives us financial flexibility to invest and operate with confidence, and we are executing on the product investments, payments, agentic infrastructure, surface and B2B, all of which we believe will drive durable ARR growth and expanding monetization in 2026 and beyond.”
How Commerce.com views AI’s role in B2B digital commerce
Hess addressed the role he sees AI playing in Commerce.com’s future during the Q1 earnings call, particularly for business-to-business (B2B) commerce. He referred to the company’s Feedonomics offering as its “product intelligence layer,” Makeswift as its “experience layer” and BigCommerce as its “transaction layer.” All of them, he noted, benefit from AI-enabled capabilities.
“As agentic commerce matures, the question of which systems can be trusted to execute transactions reliably and at scale becomes more important, not less,” Hess stated, discussing BigCommerce. “This layer is the system of record, and the systems of record become more crucial to merchants as commerce complexity grows.”
“What is important, and often underappreciated, is how this also plays out in B2B,” Hess said. “In B2C, agentic search and shopping capabilities are changing how products are discovered and in certain categories, shopped. In B2B, it is currently changing how they’re specified, priced and ordered across systems.”
He noted that “the cost of bad data or a failed transaction” in a B2B context can extend beyond lost sales to result in broken business relationships.
“That is a more complex problem and one where data, orchestration and flexibility matter even more than checkout,” he said. “We also have real momentum here. Manufacturers, distributors and wholesalers require multi-company hierarchies, complex quoting workflows and pricing logic that few closed ecosystems can handle cleanly.”
Agentic commerce support for Google’s technology
In 2026, Commerce.com has announced support for a range of Google solutions to support agentic commerce activity, opening up discoverability and purchase options through AI channels.
Most recently, in April, it detailed how its merchants would be able to now syndicate their catalog data to both OpenAI and Google Gemini through the enterprise service Feedonomics Agentic Catalog Exports (ACE).
In addition, the company endorsed Google’s Universal Commerce Protocol (UCP), an open-source standard for agents and systems to communicate, in January.
Commerce.com’s work with PayPal
Ahead of its Q1 earnings results, Commerce.com announced a new embedded payments solution with PayPal for merchants in the U.S. The payment processing option, BigCommerce Payments by PayPal, also includes a dashboard for managing finances, flexible payment options including PayPal, Venmo, Apple Pay and Google Pay.
“Payments are a critical part of the customer journey, but they’ve often been fragmented across systems,” Hess said. “With BigCommerce Payments built with PayPal, we’re giving merchants a more unified and streamlined way to manage their business, while offering the flexibility and trusted performance merchants need to grow.”
In addition, Commerce.com supports the integration of PayPal’s Store Sync offering in BigCommerce’s App Marketplace and Channel Manager. The company said the collaboration enables BigCommerce merchants to connect product catalogs, inventory and order management to AI platforms. It named Microsoft Copilot, Meta and Perplexity as examples where merchants could make their products discoverable.
The latest PayPal news followed Commerce.com’s January announcement that it would expand its partnership with Stripe to provide merchants with access to Stripe’s Optimized Checkout Suite. The rollout includes the use of Stripe’s AI-powered fraud prevention tools.
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