SPSC · Sps Commerce Inc
$79.40
+0.03 (+0.04%)
At close · Aug 14
Market Cap
$2.86B
Shares
36.00M
Sps Commerce Inc Earnings Call Transcripts
Every quarterly earnings call for Sps Commerce Inc (SPSC) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲17%
$114.49M
$15.86M
'22 Q3
22-10-27
▲18.7%
$122.02M
$15.91M
'22 Q4
23-02-09
▲19.7%
$125.87M
$15.29M
'23 Q1
23-04-26
▲19.5%
$130.42M
$14.68M
'23 Q2
23-07-27
▲18.5%
$135.66M
$16.84M
'23 Q3
23-10-26
▲18.8%
$144.97M
$19.01M
'23 Q4
24-02-08
▲18.8%
$149.58M
$18.00M
'24 Q1
24-04-25
▲17.8%
$153.60M
$18.03M
'24 Q2
24-07-25
▲20.7%
$163.69M
$23.46M
'24 Q3
24-10-24
▲17.9%
$170.91M
$17.56M
'24 Q4
25-02-10
▲21.4%
$181.55M
$22.20M
'25 Q1
25-04-24
▲22%
$187.40M
$19.73M
'25 Q2
25-07-30
▲16%
$189.90M
$25.57M
'25 Q3
25-10-30
▲12.7%
$192.65M
$25.84M
'25 Q4
26-02-12
▲5.8%
$192.12M
$19.73M
'26 Q1
26-04-30
LATEST
▲5.6%
$197.81M
$6.86M
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
Sps Commerce Inc Q2 FY2026 Earnings Call
Confident tone
Revenue Growth Algorithm (Customers vs ARPU)
AI Agent (MAX) and Agentic Strategy
3P Revenue Recovery Divestiture and Refocus
Revenue
$197.81M
▲ 5.6% YoY Diluted EPS
$0.19
▼ 63.5% YoY Gross margin
70.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Sps Commerce Inc Q1 FY2026 Earnings Call
Positive tone
Revenue recovery and Amazon headwinds
AI and MAX adoption
Guidance and outlook
Revenue
$192.12M
▲ 5.8% YoY Diluted EPS
$0.53
▼ 8.6% YoY Gross margin
69.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-12
Sps Commerce Inc Q4 FY2025 Earnings Call
Positive tone
2026 Guidance and EBITDA Margin Expansion
Revenue Growth and 100 Consecutive Quarters Milestone
Revenue Recovery and Carbon6 Acquisition
Revenue
$192.65M*
▲ 12.7% YoY Gross margin
70.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
Sps Commerce Inc Q3 FY2025 Earnings Call
Positive tone
Revenue Recovery Headwinds
Customer Adds and ARPU
Core Business Growth and Margins
Revenue
$189.90M
▲ 16% YoY Diluted EPS
$0.67
▲ 8.1% YoY Gross margin
69.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Sps Commerce Inc Q2 FY2025 Earnings Call
Positive tone
Customer base and ARPU dynamics
Financial guidance and outlook
M&A integration (SupplyPike, Carbon6)
Revenue
$187.40M
▲ 22% YoY Diluted EPS
$0.52
▲ 8.3% YoY Gross margin
68.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-24
Sps Commerce Inc Q1 FY2025 Earnings Call
Confident tone
CarbonSix acquisition / revenue recovery
Q1 financial performance
Community enablement campaigns
Revenue
$181.55M
▲ 21.4% YoY Diluted EPS
$0.58
▲ 20.8% YoY Gross margin
68.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-10
Sps Commerce Inc Q4 FY2024 Earnings Call
Confident tone
Retailer and customer partnerships
Revenue and financial performance
Total addressable market (TAM)
Revenue
$170.91M*
▲ 17.9% YoY Gross margin
67.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-24
Sps Commerce Inc Q3 FY2024 Earnings Call
Confident tone
Acquisitions and integration
International expansion (Europe)
Revenue and financial performance
Revenue
$163.69M
▲ 20.7% YoY Diluted EPS
$0.62
▲ 37.8% YoY Gross margin
68.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-25
Sps Commerce Inc Q2 FY2024 Earnings Call
Confident tone
Customer growth and wallet share
Traverse Systems acquisition
Customer wins and case studies
Revenue
$153.60M
▲ 17.8% YoY Diluted EPS
$0.48
▲ 23.1% YoY Gross margin
66.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Sps Commerce Inc Q1 FY2024 Earnings Call
Confident tone
Customer Network and Wallet Share
Acquisitions and International Expansion (TIE)
Revenue Growth and Recurring Revenue
Revenue
$149.58M
▲ 18.8% YoY Diluted EPS
$0.48
▲ 17.1% YoY Gross margin
65.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-08
Sps Commerce Inc Q4 FY2023 Earnings Call
Confident tone
Product roadmap and analytics
Revenue growth and recurring revenue
Financial guidance and outlook
Revenue
$144.97M*
▲ 18.8% YoY Gross margin
66.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
Sps Commerce Inc Q3 FY2023 Earnings Call
Revenue
$135.66M
▲ 18.5% YoY Diluted EPS
$0.45
▲ 4.7% YoY Gross margin
66.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Sps Commerce Inc Q2 FY2023 Earnings Call
Revenue
$130.42M
▲ 19.5% YoY Diluted EPS
$0.39
▲ 34.5% YoY Gross margin
65.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-26
Sps Commerce Inc Q1 FY2023 Earnings Call
Revenue
$125.87M
▲ 19.7% YoY Diluted EPS
$0.41
▲ 20.6% YoY Gross margin
65.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-09
Sps Commerce Inc Q4 FY2022 Earnings Call
Revenue
$122.02M*
▲ 18.7% YoY Gross margin
66.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-27
Sps Commerce Inc Q3 FY2022 Earnings Call
Revenue
$114.49M
▲ 17% YoY Diluted EPS
$0.43
▲ 38.7% YoY Gross margin
66.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
Sps Commerce Inc Q2 FY2022 Earnings Call
Revenue
$109.18M
▲ 15.5% YoY Diluted EPS
$0.29
▲ 3.6% YoY Gross margin
65.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
Sps Commerce Inc Q1 FY2022 Earnings Call
Revenue
$105.19M
▲ 16.8% YoY Diluted EPS
$0.34
▲ 21.4% YoY Gross margin
66.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-09
Sps Commerce Inc Q4 FY2021 Earnings Call
Revenue
$102.76M*
▲ 23.3% YoY Gross margin
65.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-28
Sps Commerce Inc Q3 FY2021 Earnings Call
Revenue
$97.89M
▲ 23% YoY Diluted EPS
$0.31
▲ 0% YoY Gross margin
64.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
Sps Commerce Inc Q2 FY2021 Earnings Call
Revenue
$94.54M
▲ 25.1% YoY Diluted EPS
$0.28
▼ 9.7% YoY Gross margin
66.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
Sps Commerce Inc Q1 FY2021 Earnings Call
Revenue
$90.09M
▲ 21.4% YoY Diluted EPS
$0.28
▲ 7.7% YoY Gross margin
66.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-11
Sps Commerce Inc Q4 FY2020 Earnings Call
Revenue
$83.31M*
▲ 14.5% YoY Gross margin
67.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Sps Commerce Inc Q3 FY2020 Earnings Call
Revenue
$79.56M
▲ 12.2% YoY Diluted EPS
$0.31
▲ 24% YoY Gross margin
68.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-30
Sps Commerce Inc Q2 FY2020 Earnings Call
Revenue
$75.57M
▲ 10.3% YoY Diluted EPS
$0.31
▲ 29.2% YoY Gross margin
67.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-30
Sps Commerce Inc Q1 FY2020 Earnings Call
Revenue
$74.19M
▲ 10.8% YoY Diluted EPS
$0.26
▲ 36.8% YoY Gross margin
68.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-13
Sps Commerce Inc Q4 FY2019 Earnings Call
Revenue
$72.73M
▲ 11.6% YoY Diluted EPS
$0.25
▲ 19% YoY Gross margin
67.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1092699
CUSIP
78463M107
13F (30d)
298 filings
291 filers
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