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. (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.
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) 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, 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.
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) 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.
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.
BigCommerce (BIGC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
BigCommerce's shares surged after Q3 earnings, reversing a negative trend due to stronger-than-expected top-line growth and an improving earnings profile. BigCommerce is improving key platform metrics such as gross margin, average revenue per user and guided for stronger (non-GAAP) operating income in FY 2024. Despite a post-pandemic revenue slowdown, BigCommerce's enterprise focus and growing e-Commerce market present an opportunity for investors in the long term.
BigCommerce (BIGC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
The consensus price target hints at a 36.7% upside potential for BigCommerce (BIGC). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.