tiprankstipranks
Sps Commerce (SPSC)
NASDAQ:SPSC
US Market

SPS Commerce (SPSC) Earnings Dates, Call Summary & Reports

Compare
224 Followers

Earnings Data

Report Date
Apr 24, 2025
TBA Not Confirmed
Period Ending
2025 (Q1)
Consensus EPS Forecast
0.85
Last Year’s EPS
0.86
Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
---

Earnings Call Summary

Earnings Call Date:Feb 10, 2025
|
% Change Since: -20.29%
|
Next Earnings Date:Apr 24, 2025
Earnings Call Sentiment|Positive
The earnings call indicates a strong performance by SPS Commerce in 2024, with significant revenue growth, strategic acquisitions, and successful customer partnerships. The company has identified a substantial global market opportunity and projects continued growth in revenue and EBITDA for 2025. However, there are some concerns about the moderation in analytics growth and potential impacts from international tariffs.
Company Guidance
During the SPS Commerce Q4 2024 earnings call, the company provided guidance for the first quarter and full year 2025. For Q1 2025, SPS Commerce expects revenue to range between $178.5 million and $180 million, indicating a year-over-year growth of approximately 19% to 20%. Adjusted EBITDA is projected to be between $49.5 million and $50.5 million, while fully diluted earnings per share are expected to be in the range of $0.39 to $0.41. For the full year 2025, SPS Commerce anticipates revenue between $758 million and $763 million, with a growth rate of about 19% to 20% over 2024, and adjusted EBITDA ranging from $227.5 million to $231 million, representing growth of approximately 22% to 24%. The company also expects non-GAAP diluted income per share to be between $3.78 and $3.84, with significant expenses in stock-based compensation ($63 million), depreciation ($23.5 million), and amortization ($39.8 million).
Strong Revenue Growth
For the full year 2024, revenue grew 19% to $637.8 million, with recurring revenue increasing by 20%.
Strategic Acquisitions
SPS Commerce expanded its product portfolio with the acquisitions of Vision33's SAP Business One integration technology, Traverse Systems, SupplyPike, and Carbon6, strengthening its network and market position.
Customer Success Stories
Successful partnerships with major clients like Canadian Tire and GNC, resulting in improved supply chain operations and compliance rates.
Global Market Opportunity
SPS Commerce identified a total addressable market of $11.1 billion globally, with $6.5 billion in the U.S.
Positive Financial Outlook
Projected revenue growth for 2025 is between 19% to 20%, with adjusted EBITDA expected to grow by 22% to 24%.
---

SPS Commerce (SPSC) 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

SPSC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 24, 20252025 (Q1)
0.85 / -
0.86
Feb 10, 20252024 (Q4)
0.87 / 0.89
0.7518.67% (+0.14)
Oct 24, 20242024 (Q3)
0.83 / 0.92
0.7522.67% (+0.17)
Jul 25, 20242024 (Q2)
0.77 / 0.80
0.6915.94% (+0.11)
Apr 25, 20242024 (Q1)
0.73 / 0.86
0.6728.36% (+0.19)
Feb 08, 20242023 (Q4)
0.70 / 0.75
0.6319.05% (+0.12)
Oct 26, 20232023 (Q3)
0.67 / 0.75
0.6319.05% (+0.12)
Jul 27, 20232023 (Q2)
0.63 / 0.69
0.5330.19% (+0.16)
Apr 26, 20232023 (Q1)
0.58 / 0.67
0.5521.82% (+0.12)
Feb 09, 20232022 (Q4)
0.54 / 0.63
0.4636.96% (+0.17)
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
---

SPSC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 10, 2025$177.17$152.72-13.80%
Oct 24, 2024$190.98$170.49-10.73%
Jul 25, 2024$205.62$209.00+1.64%
Apr 25, 2024$169.43$178.96+5.62%
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.
---

FAQ

When does Sps Commerce (SPSC) report earnings?
Sps Commerce (SPSC) is schdueled to report earning on Apr 24, 2025, TBA Not Confirmed.
    What is Sps Commerce (SPSC) earnings time?
    Sps Commerce (SPSC) earnings time is at Apr 24, 2025, TBA Not Confirmed.
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is SPSC EPS forecast?
          SPSC EPS forecast for the fiscal quarter 2025 (Q1) is 0.85.
            ---
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis