Key Points – Q2 performance exceeded expectations: Revenue reached $84.5 million, while non-GAAP operating income of $8.1 million surpassed guidance.
Net revenue retention improved to 95.8%, GMV rose 14% year over year to $8.8 billion, and the company remained on track for full-year GAAP profitability. – Commerce is prioritizing AI and product intelligence: The company is building around Feedonomics, Makeswift and BigCommerce, with planned launches including data-enrichment tools, AI-powered search and a B2C brand agent
BigCommerce Payments is also outperforming internal expectations, with payment GMV more than 30% ahead of plan. – Full-year guidance was reduced: The lower outlook reflects a narrower partner strategy, softer B2C replatforming demand and increased research, infrastructure and AI-related costs. B2B remained stronger, with GMV up 17%, but longer customer decision cycles are weighing on new-account bookings. Bigcommerce (NASDAQ:BIGC), which operates under the Commerce brand, reported second-quarter 2026 revenue of $84.5 million and non-GAAP operating income of $8.1 million, exceeding its prior operating-income guidance range of $4 million to $5 million.
The company also revised its full-year outlook lower, citing a more concentrated partner strategy, targeted product investment and continued softness in B2C replatforming activity. Chief Executive Officer Travis Hess said the company generated positive GAAP net income for the second consecutive quarter and improved net revenue retention for a third straight quarter. Net revenue retention reached 95.8%, up from 95.4% in the first quarter, while gross merchandise value rose 14% year over year to $8.8 billion.