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Sps Commerce (SPSC)
NASDAQ:SPSC
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.91Last Year’s EPS
0.8Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 24, 2025
|% Change Since: 4.39%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Positive
SPS Commerce reported a strong first quarter with significant revenue growth, successful acquisition integration, and a robust financial position. However, there are concerns about the slight decline in the analytics business and the potential impact of tariff uncertainties on future business activities. Despite these concerns, the overall sentiment remains positive given the consistent growth and proactive management strategies.Company Guidance
During the SPS Commerce First Quarter FY 2025 Conference Call, the company provided detailed guidance on its expected financial performance. For the second quarter of 2025, SPS Commerce anticipates revenue in the range of $184.5 million to $186.2 million, representing a year-over-year growth of 20% to 21%. Adjusted EBITDA is projected to be between $53 million and $54.5 million, while fully diluted earnings per share are expected to range from $0.41 to $0.44. Additionally, non-GAAP diluted income per share is forecasted to be between $0.87 and $0.90. For the full year 2025, the company maintains its revenue growth outlook at 19% to 20%, with revenues anticipated between $758.5 million and $763 million. Adjusted EBITDA for the year is expected to grow by approximately 23% to 25%, reaching between $229.4 million and $232.9 million. Fully diluted earnings per share for the year are projected to be between $2.06 and $2.13, with non-GAAP diluted income per share expected to range from $3.86 to $3.93. Additionally, stock-based compensation, depreciation, and amortization expenses are forecasted at approximately $61.4 million, $23 million, and $38 million, respectively, for the year. The company reiterated its focus on automation and operational efficiencies across supply chains, emphasizing the resilience of its business model amid the current economic uncertainties.Strong First Quarter Revenue Growth
SPS Commerce reported a 21% increase in revenue, reaching $181.5 million, marking the 97th consecutive quarter of revenue growth. Recurring revenue grew 23% year over year.
Successful Acquisition of CarbonSix
The acquisition of CarbonSix closed in February, adding approximately 8,500 customers, exceeding the preliminary estimate of 6,500 customers.
Positive EBITDA Growth
Adjusted EBITDA increased 22% to $54.4 million compared to $44.4 million in Q1 of the previous year.
Strong Customer Base Expansion
The total number of recurring revenue customers in Q1 increased to approximately 54,150.
Robust Financial Position and Guidance
SPS Commerce ended the quarter with $95 million in cash and investments, and repurchased approximately $40 million of SPS shares. The company expects full-year 2025 revenue growth to remain unchanged, projecting 19% to 20% growth over 2024.
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SPSC Earnings History
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
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SPSC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 24, 2025 | $139.03 | $137.81 | -0.88% |
| 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% |
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.
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FAQ
When does Sps Commerce (SPSC) report earnings?
Sps Commerce (SPSC) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is Sps Commerce (SPSC) earnings time?
Sps Commerce (SPSC) earnings time is at Jul 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 (Q2) is 0.91.
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