SPS Commerce Inc. (SPSC)
SPS Commerce, Inc. (SPSC) Q3 2025 Earnings Call Transcript
SPS Commerce, Inc. ( SPSC ) Q3 2025 Earnings Call October 30, 2025 4:30 PM EDT Company Participants Irmina Blaszczyk - Managing Director Chad Collins - CEO & Director Kimberly Nelson - Executive VP & CFO Conference Call Participants Scott Berg - Needham & Company, LLC, Research Division Christopher Quintero - Morgan Stanley, Research Division Matthew VanVliet - Cantor Fitzgerald & Co., Research Division George Kurosawa - Citigroup Inc. Exchange Research J. Lane - Stifel, Nicolaus & Company, Incorporated, Research Division Timothy Greaves - Loop Capital Markets LLC, Research Division Jackson Bogli - William Blair & Company L.L.C.
SPS Commerce (SPSC) Q3 Earnings Beat Estimates
SPS Commerce (SPSC) came out with quarterly earnings of $1.13 per share, beating the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $0.92 per share a year ago.
SPS Commerce: Large TAM, Solid Moat, Renewed Sales Strategy
SPS Commerce is rated a Buy, supported by its underpenetrated $11B TAM, dominant network, and strong network-led growth strategy. SPSC's vast retail network and high switching costs create a defensible moat, driving operational leverage and customer stickiness. The proactive, network-led growth motion is expected to accelerate ARPU expansion and earnings, with EPS projected to nearly double by FY28.
SPS Commerce, Inc. (SPSC) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript)
SPS Commerce, Inc. (NASDAQ:SPSC ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 8:10 AM EDT Company Participants Chad Collins - CEO & Director Kimberly Nelson - Executive VP & CFO Conference Call Participants George Michael Kurosawa - Citigroup Inc., Research Division Unknown Attendee Presentation George Michael Kurosawa Research Analyst Excellent. All right.
SPS Commerce: Victim Of Trade Uncertainty
SPS Commerce's growth is slowing, with much of recent expansion driven by M&A and organic momentum moderating post-pandemic. Despite a 20%-plus pullback, shares remain expensive at 38x realistic earnings, as stock-based compensation materially reduces true profitability. Management's guidance points to decelerating revenue growth into 2026, with higher stock-based compensation and macro uncertainty weighing on sentiment.
3 Reasons Growth Investors Will Love SPS Commerce (SPSC)
SPS Commerce (SPSC) is well positioned to outperform the market, as it exhibits above-average growth in financials.
SPS Commerce, Inc. (SPSC) Q2 2025 Earnings Call Transcript
SPS Commerce, Inc. (NASDAQ:SPSC ) Q2 2025 Earnings Conference Call July 30, 2025 4:30 PM ET Company Participants Chadwick Collins - CEO & Director Kimberly K. Nelson - Executive VP & CFO Conference Call Participants Dylan Tyler Becker - William Blair & Company L.L.C.
Why SPS Commerce (SPSC) is Poised to Beat Earnings Estimates Again
SPS Commerce (SPSC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
SPS Commerce (SPSC) to Report Q2 Results: Wall Street Expects Earnings Growth
SPS Commerce (SPSC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
SPS Commerce, Inc. (SPSC) Q1 2025 Earnings Call Transcript
SPS Commerce, Inc. (NASDAQ:SPSC ) Q1 2025 Earnings Conference Call April 24, 2025 4:30 PM ET Company Participants Irmina Blaszczyk - Investor Relations Chad Collins - CEO & Director Kim Nelson - Executive VP & CFO Conference Call Participants Parker Lane - Stifel Rob Morelli - Needham & Co. Lachlan Brown - Redburn Atlantic George Kurosawa - Citi Dylan Becker - William Blair Joe Vruwink - Baird Jeff Rhee - Craig Hallum Nehal Chokshi - Northland Capital Markets Mark Schappel - Loop Capital Markets Operator Good day. And welcome to the SPS Commerce First Quarter FY25 Conference Call.
SPS Commerce (SPSC) Q1 Earnings and Revenues Top Estimates
SPS Commerce (SPSC) came out with quarterly earnings of $1 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.86 per share a year ago.
SPS Commerce (SPSC) Expected to Beat Earnings Estimates: Should You Buy?
SPS Commerce (SPSC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
