Commerce Q3 营收降 2.1%，预计 2027 年销售持平，CFO Daniel Lentz 离职
Commerce’s Q3 revenue falls 2.1% as it plans for flat 2027 sales, and CFO Daniel Lentz leaves for another public company
Commerce 第三季度营收同比下降 2.1% 至 8420 万美元，平台 GMV 则增长 14% 至 90 亿美元。公司初步规划假设 2027 年营收与 2026 年大致持平，正式指引将在 Q4 财报电话会上给出。CFO 兼 COO Daniel Lentz 将于 11 月 13 日离职，出任另一家上市科技公司 CFO，财务高级副总裁 Tyler Duncan 担任临时 CFO。
Commerce’s third-quarter revenue fell 2.1% from a year earlier to $84.2 million, even though GMV on its platforms rose 14% to $9 billion. Commerce’s early planning assumes 2027 revenue will be roughly flat with 2026, with formal guidance due on its Q4 call. Cost cuts pushed non-GAAP operating income to $8 million, above Commerce’s $3.3 million to $5.3 million guidance, so it raised its full-year forecast for that metric to $35.3 million to $37.3 million. But $4 million in restructuring charges left a GAAP net loss of $3.2 million, and Commerce now expects to lose money on a GAAP basis for 2026. CFO and COO Daniel Lentz is leaving November 13 to become CFO of another public tech company, and finance SVP Tyler Duncan will serve as interim CFO.
Paul Drecksler is the founder and editor of Shopifreaks, covering the most important stories in e-commerce.
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来源：shopifreaks · shopifreaks.com