BigCommerce: Leading Headless E-Commerce Platform With Accelerating Growth Opportunity
Initiate 'strong buy' on BigCommerce with $20 PT, citing AI-powered checkout, multi-currency, and upsell tools as catalysts for revenue acceleration. Expect FY25 revenue to outpace consensus (6.5% growth), with Q4 acceleration and enterprise deals driving FY26 growth to 13.3%. Valuation rerating likely as growth accelerates and FCF margins improve, closing the current 70% EV/sales discount to SaaS peers by FY26.
BigCommerce Holdings, Inc. (BIGC) Q2 2025 Earnings Call Transcript
BigCommerce Holdings, Inc. (NASDAQ:BIGC ) Q2 2025 Earnings Call July 31, 2025 8:00 AM ET Company Participants Daniel Lentz - Chief Financial Officer Travis Hess - Chief Executive Officer Tyler Duncan - Senior Director of Finance & Investor Relations Conference Call Participants Brian Christopher Peterson - Raymond James & Associates, Inc., Research Division Christopher Louis Kuntarich - UBS Investment Bank, Research Division David E. Hynes - Canaccord Genuity Corp., Research Division Gabriela Borges - Goldman Sachs Group, Inc., Research Division Hoi-Fung Wong - Oppenheimer & Co. Inc., Research Division Jeffrey Parker Lane - Stifel, Nicolaus & Company, Incorporated, Research Division Madison Taylor Schrage - KeyBanc Capital Markets Inc., Research Division Natalie Howe - Bank of America Raimo Lenschow - Barclays Bank PLC, Research Division Operator Ladies and gentlemen, thank you for standing by, and welcome to the Commerce Second Quarter 2025 Earnings Call.
Compared to Estimates, BigCommerce (BIGC) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for BigCommerce (BIGC) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
BigCommerce (BIGC) Tops Q2 Earnings and Revenue Estimates
BigCommerce (BIGC) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.05 per share a year ago.
BigCommerce: Inflection Point In Sight
BigCommerce remains a promising SaaS player in the enterprise e-commerce market, growing enterprise ARR, but facing moderating top line growth. The e-commerce platform is close to GAAP profitability, with net losses narrowing significantly. BigCommerce trades at a much lower valuation than Shopify, reflecting slower growth, but a differentiated focus on enterprise clients.
BigCommerce Holdings, Inc. (BIGC) Q1 2025 Earnings Call Transcript
BigCommerce Holdings, Inc. (NASDAQ:BIGC ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Travis Hess - CEO Daniel Lentz - CFO Tyler Duncan - VP, Finance & IR Conference Call Participants Raimo Lenschow - Barclays Ken Wong - Oppenheimer Koji Ikeda - Bank of America David Hynes - Canaccord Genuity Parker Lane - Stifel Maddie Schrage - KeyBanc Capital Markets Josh Baer - Morgan Stanley Arti Vula - JPMorgan Scott Berg - Needham & Company Brian Peterson - Raymond James Operator Ladies and gentlemen, thank you for standing by, and welcome to the BigCommerce first quarter 2025 earnings call. At this time, all participants are in a listen-only mode.
BigCommerce (BIGC) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for BigCommerce (BIGC) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
BigCommerce (BIGC) Surpasses Q1 Earnings Estimates
BigCommerce (BIGC) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.06 per share a year ago.
BigCommerce Holdings Q4 Results: A Solid E-Commerce Growth Play (Upgrade)
BigCommerce Holdings, Inc. saw moderate top line growth in the fourth quarter. BigCommerce achieved record gross profits and beat both top and bottom line estimates for Q4 2024. The e-Commerce market is projected to grow significantly, benefiting BigCommerce, which has a strong market position in the enterprise segment.
BigCommerce (BIGC) Reports Q4 Earnings: What Key Metrics Have to Say
The headline numbers for BigCommerce (BIGC) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
BigCommerce (BIGC) Beats Q4 Earnings and Revenue Estimates
BigCommerce (BIGC) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.09 per share a year ago.
Seeking Clues to BigCommerce (BIGC) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
Evaluate the expected performance of BigCommerce (BIGC) for the quarter ended December 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
