Commerce.com, Inc. (CMRC) Presents at Barclays 23rd Annual Global Technology Conference Transcript
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SA Transcripts157.31K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Commerce.com, Inc. (CMRC) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants Daniel Lentz - Chief Financial Officer Conference Call Participants Raimo Lenschow - Barclays Bank PLC, Research Division Presentation Raimo LenschowBarclays Bank PLC, Research Division All right. Thanks for joining us. Question-and-Answer Session Raimo LenschowBarclays Bank PLC, Research Division Let's start kind of big picture a little bit, like we have Cyber Week -- like how did that play out for you guys? Like just more end demand question? Daniel LentzChief Financial Officer Yes, I'd say, by and large, we're off to a good start on the quarter. I want to see where the quarter finishes up. I mean some quarters are interesting where we have really, really heavy on Friday or it stretches across the Cyber 5. Sometimes it's really good a little bit after. I want to wait and see how we get through the full holiday season, but I'd say so far, so good. Nothing nothing so different to kind of changes in my thinking about where we were from an overall guidance perspective for the quarter. So I'd say off to a good start. Raimo LenschowBarclays Bank PLC, Research Division And then the -- what do you -- are there any kind of new trends or things you see in terms of industry, not so much about you now, but like what your customers are saying, seeing? Daniel LentzChief Financial Officer Yes. I think this has been a really fascinating year because I feel like it's almost like back being in another case study class in business school about how emerging technology can affect an industry in a really, really quick way. I think in a lot of ways, this year, at the start of the year, I thought this Recommended For You