The earnings call reflected a company in transition, with significant improvements in profitability and operational efficiency. While leadership and organizational changes were highlighted as positive steps, challenges in achieving revenue growth and performance in the non-enterprise segment were noted. Overall, the sentiment suggests cautious optimism with a focus on execution and growth in 2025.

Company Guidance

During BigCommerce's fourth quarter and fiscal year 2024 earnings call, the company provided guidance for both the first quarter and full-year 2025. For Q1 2025, BigCommerce expects revenue between $81.2 million and $83.2 million, with non-GAAP operating income ranging from $4 million to $5 million. For the full-year 2025, they anticipate revenue between $342.1 million and $350.1 million, alongside non-GAAP operating income of $20 million to $24 million. The company reported a strong finish to 2024, achieving $333 million in revenue, an 8% year-over-year increase, and a non-GAAP operating income of $19 million. Their annual revenue run rate (ARR) ended at nearly $350 million, a 4% increase from the previous year. The company plans to focus on reaccelerating revenue growth, targeting mid-single-digit growth rates for 2025, with ARR growth gradually accelerating. Operating cash flow for 2024 was $26 million, marking a significant $50 million improvement over 2023. Key to their strategy is doubling their sales team by mid-2025 and transforming their product and market positioning, as demonstrated by the recent launch of Catalyst.

Significant Improvement in Profitability

Non-GAAP operating income exceeded $19 million in 2024, a $25 million improvement over 2023, with non-GAAP operating margin expanding by 767 basis points. The company also generated $26 million in operating cash flow, a $50 million improvement from the previous year.

Cost Efficiency Measures

The company reduced ineffective sales and marketing spend, decreased headcount by approximately 10%, and improved non-GAAP sales and marketing expenses to 36% of revenue from 41% in 2023 and 46% in 2022.

Strategic Leadership and Organizational Changes

BigCommerce has recruited top leaders with SaaS and commerce expertise, revamped its go-to-market organization, and integrated its three main products operationally and commercially.

AI Integration for Enhanced Operations

AI is being leveraged to enhance sales efficiency, product support, and core features, contributing to more profitable and frictionless customer experiences.

---

BigCommerce Holdings (BIGC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

BIGC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 07, 2025	2025 (Q1)	0.05 / -	0.07	―	―	―
Feb 20, 2025	2024 (Q4)	0.07 / 0.11	0.09	22.22% (+0.02)	―	―
Nov 07, 2024	2024 (Q3)	0.03 / 0.06	0.01	500.00% (+0.05)
Aug 01, 2024	2024 (Q2)	0.03 / 0.05	-0.02	350.00% (+0.07)
May 09, 2024	2024 (Q1)	0.04 / 0.07	-0.07	200.00% (+0.14)
Feb 22, 2024	2023 (Q4)	0.05 / 0.09	-0.1	190.00% (+0.19)
Nov 08, 2023	2023 (Q3)	-0.03 / 0.01	-0.15	106.67% (+0.16)
Aug 03, 2023	2023 (Q2)	-0.09 / -0.02	-0.19	89.47% (+0.17)
May 04, 2023	2023 (Q1)	-0.11 / -0.07	-0.18	61.11% (+0.11)
Feb 23, 2023	2022 (Q4)	-0.19 / -0.10	-0.17	41.18% (+0.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

---

BIGC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 20, 2025	$6.69	$6.24	-6.73%
Nov 07, 2024	$5.69	$6.27	+10.19%
Aug 01, 2024	$8.10	$6.84	-15.56%
May 09, 2024	$6.69	$7.53	+12.56%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

---