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Commerce.com, Inc. (CMRC) Discusses Product Strategy, Cus...
2026-05-06 · via All Articles on Seeking Alpha

Commerce.com, Inc. (CMRC) Discusses Product Strategy, Customer Engagement, and Roadmap Priorities at Annual Interactive Forum April 29, 2026 1:00 PM EDT

Company Participants

Tyler Duncan - Senior Director of Finance & Investor Relations
Christopher Hess - CEO & Director
Daniel Lentz - COO & CFO
Vipul Shah - Chief Product Officer
Michaela LeBlanc Weber - Senior VP of Payments & Global Business Development
Sharon Gee - Senior Vice President of Product & AI
Lance Owide - VP & GM of B2B

Conference Call Participants

Scott Berg - Needham & Company, LLC, Research Division
John Messina - Raymond James & Associates, Inc., Research Division

Presentation

Tyler Duncan
Senior Director of Finance & Investor Relations

All right. Good afternoon, everyone. Before we begin the Q&A, please note that legal has made me say this. But please note that our discussion today will include forward-looking statements regarding Commerce's business direction and future plans. These statements are for informational purposes only and are not committed and are not a commitment to deliver specific materials or functionality because these plans involve risks and uncertainties, actual results may differ materially. We encourage you to review our SEC filings included in our most recent 10-K for a detailed discussion of these risks. We may also reference non-GAAP financial measures today. You can find the relevant reconciliations in our investor materials.

So over the next 90 minutes, you're going to hear directly from Travis, our CEO, followed by a panel with our Chief Product Officer, Vipul Shah; and 3 of our product leaders, Sharon Gee on AI, Michaela Weber on payments and Lance Owide on B2B. And then we'll close with our CFO, Daniel Lentz.

The format is open Q&A for those in the room. We have some questions to get things going, but we want to make sure we answer any questions that you might