SPSC · Sps Commerce Inc · Webcasts, Transcripts & Audio
$81.30
-0.95 (-1.16%)
At close · Nov 13
Return incl. dividend (before tax)
Play latest call
Q3 2026 earnings call transcript
Market Cap
$2.88B
Shares
35.44M
Volume · Nov 13
208.59K
Avg daily vol (3M)
506.95K
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Sps Commerce Inc Webcasts
Earnings calls, investor updates, investor days and conferences for Sps Commerce Inc (SPSC), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Earnings call
FY26 · Q3
2026-10-29
Sps Commerce Inc (SPSC) Q3 2026 Earnings Call Transcript
Confident tone
Amazon revenue recovery headwinds
AI product adoption and monetization
Customer growth and ARPU expansion
Revenue
$197.65M
▲ 4.1% YoY Diluted EPS
$0.85
▲ 26.9% YoY Gross margin
71.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-07-30
Sps Commerce Inc (SPSC) Q2 2026 Earnings Call Transcript
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 (SPSC) Q1 2026 Earnings Call Transcript
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 (SPSC) Q4 2025 Earnings Call Transcript
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 (SPSC) Q3 2025 Earnings Call Transcript
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 (SPSC) Q2 2025 Earnings Call Transcript
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 (SPSC) Q1 2025 Earnings Call Transcript
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 (SPSC) Q4 2024 Earnings Call Transcript
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 (SPSC) Q3 2024 Earnings Call Transcript
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 (SPSC) Q2 2024 Earnings Call Transcript
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 (SPSC) Q1 2024 Earnings Call Transcript
Confident tone
Customer Network and Wallet Share
Revenue Growth and Recurring Revenue
Acquisitions and International Expansion (TIE)
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 (SPSC) Q4 2023 Earnings Call Transcript
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 (SPSC) Q3 2023 Earnings Call Transcript
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 (SPSC) Q2 2023 Earnings Call Transcript
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 (SPSC) Q1 2023 Earnings Call Transcript
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 (SPSC) Q4 2022 Earnings Call Transcript
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 (SPSC) Q3 2022 Earnings Call Transcript
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 (SPSC) Q2 2022 Earnings Call Transcript
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 (SPSC) Q1 2022 Earnings Call Transcript
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 (SPSC) Q4 2021 Earnings Call Transcript
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 (SPSC) Q3 2021 Earnings Call Transcript
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 (SPSC) Q2 2021 Earnings Call Transcript
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 (SPSC) Q1 2021 Earnings Call Transcript
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 (SPSC) Q4 2020 Earnings Call Transcript
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 (SPSC) Q3 2020 Earnings Call Transcript
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 (SPSC) Q2 2020 Earnings Call Transcript
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 (SPSC) Q1 2020 Earnings Call Transcript
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 (SPSC) Q4 2019 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 1–28 of 28 webcasts
Key facts
CIK
1092699
CUSIP
78463M107
13F (30d)
278 filings
246 filers
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