Earnings
SPS Commerce Will Start Charging For Its MAX AI Agents In 2027, But Wants Adoption First
CEO Chad Collins says the company will favor broad use over top price, with about 20 customers in co-development of the agent today.
SPSC
SPS Commerce (SPSC) news from Bullished: SEC filings, earnings, insider trades and deals, explained in plain English with links to the source documents.
Earnings
SPS Commerce Says Amazon Changes Explain Its Guidance Cut — Otherwise, It Would Have Raised
The CFO said new Amazon policies and a faster move to subscriptions drove the outlook, with fourth-quarter revenue guided to $199.3 million to $201.3 million.
Earnings
SPS Commerce Third-Quarter Net Income Rises To $30.7 Million As Adjusted EBITDA Climbs 17%
The supply chain software firm lifted fourth-quarter revenue guidance to as much as $201.3 million and spent $48.8 million on buybacks.
Deals
SPS Commerce Will Retire Carbon6 Technology In Mid-2027, Adding $6.9 Million To Next Year's Amortization
A shorter useful life for acquired software trimmed third-quarter net income by $0.9 million, or $0.03 per share.