E-commerce software platform provider BigCommerce (NASDAQ: BIGC) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 3.2% year on year to $84.43 million. The company expects next quarter’s revenue to be around $86 million, close to analysts’ estimates. Its non-GAAP profit of $0.04 per share was in line with analysts’ consensus estimates.

Is now the time to buy BIGC? Find out in our full research report (it’s free).

StockStory’s Take

BigCommerce’s second quarter results were met with a positive market response, reflecting progress in profitability and strategic execution. Management credited improvements in operating efficiency and margin expansion to targeted investments in its go-to-market strategy and the deliberate separation of its B2B business. CEO Travis Hess emphasized that the company’s rebrand and focus on providing AI-driven commerce solutions, particularly through its Feedonomics product, positioned it well as brands grapple with the impact of new answer engines and generative AI on customer discovery and engagement. Hess noted, “There’s a tremendous amount of demand and sense of urgency around particularly discoverability right now.”

Looking ahead, BigCommerce’s guidance is shaped by expectations for accelerated adoption of AI-powered commerce and further integration of its product suite. Management anticipates that expanding partnerships, the rollout of a native payments solution, and the launch of self-serve tools for Feedonomics and Makeswift will create new revenue opportunities. CFO Daniel Lentz highlighted, “All three of these revenue streams benefit from AI’s acceleration of change in the commerce industry,” and stressed the company’s intent to monetize agentic search and data optimization as consumer behavior continues to evolve.

Key Insights from Management’s Remarks

Management attributed the quarter’s performance to growth in enterprise B2B accounts, execution of a revised sales strategy, and momentum in data optimization partnerships.

• B2B segment gains traction: The deliberate expansion of the B2B go-to-market team and focus on complex manufacturing and distribution customers drove a disproportionate share of new bookings, with momentum expected to continue as manufacturers seek digital transformation and AI adoption.
• AI partnerships fuel differentiation: New and expanded partnerships with Perplexity, Google Cloud, and PROS have allowed BigCommerce to offer AI-enriched product data and dynamic pricing capabilities, enhancing discoverability and competitiveness for its merchant base.
• Feedonomics integration strengthens platform: Progress on embedding Feedonomics—a product for optimizing product listings across digital channels—into the BigCommerce platform is seen as a foundational move, enabling both large and smaller merchants to better adapt to AI-driven commerce trends and answer engine discovery.
• Go-to-market transformation yields results: Management stated that the revised sales strategy, including bundled products and vertical alignment, has led to higher pipeline conversion rates and improved positioning across multiple customer segments.
• Operational efficiency and margin expansion: Cost control and a focus on operating efficiency resulted in notable improvements in non-GAAP operating margins and cash flow, even as the company continued to invest in product development and marketing in support of the rebrand.

Drivers of Future Performance

Management expects that AI-driven commerce, expanded partner integrations, and targeted product launches will shape revenue growth and margin trends in upcoming quarters.

• AI adoption as a growth lever: The rise of agentic search and answer engines, such as ChatGPT and Perplexity, is prompting merchants to invest in data optimization and platform solutions. Management believes this trend will drive incremental order and SKU volume, benefiting all three core revenue streams.
• Product rollouts and monetization: The planned launch of self-serve versions of Feedonomics and Makeswift, as well as a branded payments solution, are expected to unlock new monetization opportunities, particularly among small and mid-sized businesses seeking integrated, easy-to-use tools.
• Partnerships and distribution expansion: The company is counting on its growing partner ecosystem—including PROS, Noibu, and Accenture—to accelerate adoption of its solutions and broaden its addressable market. Management cautions, however, that the pace of agentic commerce and answer engine evolution may influence the timing and scale of revenue impact.

Catalysts in Upcoming Quarters

Looking forward, our analysts are monitoring (1) the pace and scale of adoption for AI-powered features and agentic commerce partnerships, (2) the rollout and initial traction of self-serve Feedonomics and Makeswift within the platform, and (3) operational efficiency as investments in go-to-market and product development continue. The progress of the branded payments solution and broader partner integrations will also be important markers for future growth.

BigCommerce currently trades at $4.99, up from $4.77 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it’s free).

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