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SPS Commerce outlines 7% revenue growth target for 2026 while launching AI-driven MAX solution and expanding share repurchase program

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SPS Commerce outlines 7% revenue growth target for 2026 while launching AI-driven MAX solution and expanding share repurchase program Earnings Call Insights: SPS Commerce (SPSC) Q4 2025 MANAGEMENT VIEW * Chad Collins, CEO, emphasized SPS Commerce’s milestone of “100th consecutive quarter of revenue growth” and noted th…
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  • Q1 2026 revenue expected to be $191.6M-$193.6M, representing approximately 6% year-over-year growth at the midpoint

    80% confidence

  • In 2025, SPS deployed 76% of free cash flow to repurchase $115 million of SPS shares

    80% confidence

  • The majority of the revenue growth is coming from that ARPU side of the equation

    80% confidence

  • Gross margin expansion is a meaningful component of that overall anticipated EBITDA margin expansion

    80% confidence

  • Q4 continued to see headwinds with existing customers, just more challenging time for them, invoice scrutiny, uncertainty, et cetera, and specifically noted lower-than-expected take rates in Revenue Recovery due to Amazon policy changes

    80% confidence

  • Q4 revenue was $192.7 million, a 13% increase over Q4 of last year. Recurring revenue grew 14% year-over-year. Adjusted EBITDA increased 22% to $60.5 million

    80% confidence

  • For full year 2025, revenue grew 18% to $751.5 million and recurring revenue grew 20%, driven by fulfillment growth of 22% year-over-year

    80% confidence

  • Revenue recovery represents a $750 million addressable market across 1P U.S. sellers and a significant cross-selling opportunity within our network

    80% confidence

  • Down-sell activity headwinds should be lapped by the end of the first half of '26

    80% confidence

  • Enablement programs are still moving forward but customer count impact will be seen more in Q3 than in the first half of the year

    80% confidence

  • Full year 2026 revenue expected between $798.5M and $806.9M, indicating approximately 7% growth over 2025 at the midpoint

    80% confidence

  • MAX is competitively positioned to deliver more meaningful and scalable AI enhancements across our product portfolio

    80% confidence

  • SPS Commerce achieved its 100th consecutive quarter of revenue growth

    80% confidence
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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SPS Commerce outlines 7% revenue growth target for 2026 while launching AI-driven MAX solution and expanding share repurchase program — Source | Via News | fr.VIA.NEWS