Bigcommerce Holdings Inc (BIGC)

$BIGC why is this not available in IBKR? Shares not showing up either

$SHOP $ORCL $WIX $BIGC → $CMRC wasn’t just branding. It was a defensive narrative reset: The planned re-branding initiative accelerated once 'Tutes & SHAREHOLDERS' critiques made their old ticker toxic: No amount of re-branding shell games or logo polishing can reverse enterprise attrition: No ticker can erase ARPA forced-upgrades or the optics of American Partner Network economic exclusion and overseas deal-flow funneling. They swapped tickers to dodge the heat — and APES and HEDGIES on the street turned up the temperature. “Commerce” is a terrible name from a brand recall and searchability perspective. This rebrand is dilutive, confusing, and soft, especially when compared to Shopify, Squarespace, etc. Untold MILLIONS were WASTED in rebranding, yet the stock performance shows nothing to justify it. First Day on $CMRC and already feeling… déjà vu. Different letters, same problems. High churn, weak top line growth, zero brand equity. And where are the bulls who were screaming “BigCommerce is the next Shopify”? $CMRC ticker change was meant to distract — but nothing changed underneath.” Travis still selling assets. Still enterprise attrition. Still South American funnel dependencies. Rebrand ≠ redemption. Now it’s just “COMMERCE” 🥱 $ORCL $SQSP #marketing #branding #needanewCMO #BigCommerce #CommerceFail #TickerReset #NarrativeControl

$SHOP $ORCL $BIGC Look at what a "South America First" Partner Network, Favoritism and Policies brought to BigCommerce's 'COMMERCE' rebrand / fire sale: IT STIFFED APES -- Wake Up and Smell the Juan Valdez, Amigos: #HHS #FTC #FTC #ECONOMICEXCLUSION #TARIFFS #CANADA #TRADEIMBALANCE #HIPAA #GDPR #PIPEDA #INAI #ley18331

📉 $SHOP $ORCL $CMRC They called it a “rebrand.” I call it a FIASCO. When you outsource your entire partner funnel to Uruguay, this is what happens ⬇️ 👎 Failed rebrand 💸 Slashed valuation 📉 Enterprise churn 🙃 Zero North American credibility BigCommerce is now “Commerce” — because “Big” was too ambitious. And Oracle | NetSuite GBU? Still letting the Uruguay cartel run NetSuite Alliance Partner Program like a Miami money wash. 💡 Shopify — take notes. The Uruguay Funnel™ is a dead end. 🇺🇸 #ecommerce #Shopify #NetSuite #Oracle #economicexclusion Oracle | NetSuite & Shopify could learn a thing or two from the UTTER COLLAPSE of the $BIGC brand (and failed re-brand to 'COMMERCE') into the new $CMRC ticker.

$BIGC It already trades under a new ticker : $CMRC, and it is DOWN BIG TODAY ALREADY DAy AFTER REBRAND AND EC -- >> https://finance.yahoo.com/quote/CMRC/ $CMRC (ex‑BIGC) now live at $4.65 Rebrand to Commerce.com? FAILED Failed AH prop? FAILED Enterprise logos shrinking and ARPA growth forced? Checked via slides. Market says NO to rebrand / new strategy — and it’s writing volumes under the new ticker. $ORCL $SHOP #RebrandFail #TickerChange #FadeIt

$BIGC 11:04 on Aug. 01 2025 Canaccord Genuity Maintains Buy on BigCommerce Holdings, Maintains $11 Price Target #tradeideas

$BIGC NEW TICKER SYMBOL $CMRC (ex‑BIGC) now live at $4.62. Rebrand to Commerce.com? Checked. Failed AH prop? Checked. Enterprise logos shrinking and ARPA growth forced? Checked via slides. Market says no — and it’s writing volumes under the new ticker. $ORCL $SHOP #RebrandFail #TickerChange #FadeIt

$BIGC changing their name won’t erase their history.. at least can’t be called big crapper anymore

$ORCL "The next big thing for Oracle Corporation is a Brazilian penny-stock that says they may have some "AI" Real Soon Now...it's in Brazil, everything always works out great in Brazil." $NVNI $SHOP $BIGC

$BIGC $CMRC @Stocktwits

$BIGC - BigCommerce Holdings Inc. Series 1 Common Stock - 10Q - Updated Risk Factors BIGC flags new U.S. tariffs and trade policy risks, costly Commerce.com rebranding with uncertain marketing impact, and expanded AI risks tied to third-party tech, data quality, and market acceptance; capital activities unchanged. #ECommerce #CapitalActivities #AIRisks #RebrandingCosts #TradePolicyRisks 🟢 Added 🟠 Removed https://d-risk.ai/BIGC/10-Q/2025-07-31

$BIGC what makes an assymetric inflections happen is no one sees it coming .. welcome agentic AI ..the market is forward looking #know_this

$BIGC Closing Bell Take on 'COMMERCE' rebrand / fire sale: "ARPA UP" 📈 … because customer count is DOWN 📉 >>>Slide 27 shows it all: 👉 ARPA +9% YoY 👉 Enterprise accounts -3% YoY 🚨 That's not organic growth — it's consolidation + forced upgrades. ***Translation? 🔄 Same shrinking client base, just paying more under pressure. 💣 Not a flywheel, it’s a leaky funnel. How many of these accounts are OVERSEAS? ONLY AMERICAN CUSTOMERS COUNT NOW APES >>2020 IPO? That's like Hammurabi, APES: ANCIENT HISTORY<< ‘COMMERCE’ isn’t growing. It’s surviving. $SHOP $ORCL #bearish #fadeTheFluff

$BIGC Keep watching the tape into the Closing Bell: If we see more ('cause we are seeing this now): Consistent prints at the bid, low-variance candles with sudden volume upticks, etc., that’s likely STANDARD CORP issuer desk stabilization behavior under cloak. When PE owner(s) are trying to support the share price, while under ext. pressure, they are just adjusting their likely pre-approved share buyback plan. It's "Tactical Iceberging" - smaller lot buyback orders, dist. over time to mimic retail buying, so its turns the SP support into low-key astroturfing. $ORCL $SHOP

$ORCL🩸 Oracle Health Breach Expands: 3 New States Hit, FBI Investigating — ORCL Facing a HIPAA Horror Show: 🚨 Oracle Health (formerly Cerner) has filed **new HIPAA, GDPR Health Data breach reports** confirming patient data from its legacy EHR systems was stolen— - including SSNs, medical records and PII, ePHI, PHI—in California, Texas, and South Carolina. Coupled with the DoD, VA Admin OIG, HHS, FBI now actively investigating and multiple class-action suits filed over delayed disclosure and poor security hygiene, this crisis is no longer speculative. ****This is a massive blow to credibility and control: >>Regulatory fines and legal liability exposure across HIPAA/industry compliance >>Reputational damage—especially for hospitals trusting Oracle to guard patient privacy (VA Admin, HCA Healthcare, etc.) ****Execution risk in the VA and DoD ecosystem, where trust is mandatory Oracle’s “legacy server” defense is collapsing—and the forced shift to cloud hasn’t made this go away. DoD OIG Case ID: 20250429-103210-CASE-02 VA Admin OIG Case ID: 2025-24134 HHS case ID: CU-25-604982 FTC Case ID: 182270830 SEC Case ID : 17368-099-557-895 California Case ID: Case ID: PIU #1452823 Texas Case ID: TCP-001425 South Carolina SCDCA: Filed https://www.beckershospitalreview.com/healthcare-information-technology/ehrs/oracle-health-data-breach-hits-3-more-states/ 🧠 TL;DR: Oracle’s healthcare segment is facing legal fallout, regulatory scrutiny, and real financial risk—don’t sleep on the liability. Tough week coming for the board. $BIGC $SHOP #HHS #FTC #HIPAA #GDPR #OCI #DATABREACH #ORACLEHEALTH

$BIGC Nice try with the 11AM ET rescue candle, but us BigCommerce longs see you: This isn’t strength — it’s a controlled exit by insiders and funds. Retail won’t carry this bag up the hill. Watch for the rug pull before close, APES **The 'COMMERCE' rebrand? Confusing. **The EC deck? ...MID ** The market? Unimpressed. Today "Someone(s)" NEEDS a EC / 'COMMERCE' rebrand POP - today's PA MATTERS to "Someone(s)" - but this is telling us who is SELLING, not really who is BUYING >>Bear thesis intact. << $ORCL $SHOP

$BIGC "COMMERCE" as a rebrand drops every ounce of equity in "BigCommerce" with zero gain: ✅ Generic to the point of parody ❌ Impossible to SEO or trademark defensibly 🧯 Signals nothing unique, nothing bold — just "We sell stuff. Please notice us." 🚩 Reeks of desperation or prepping the books for M&A Even Shopify wouldn’t dare go this bland. Call it what it is: Brand euthanasia. You can’t sell something if no one knows what it is — and "COMMERCE" is everything and nothing, all at once. As far as unforced errors go? This one's a >>Hall of Famer<< $SHOP $ORCL

$BIGC rebrand to just “COMMERCE” is brutal. They didn’t drop the “Big” to be bold — they dropped it because the growth wasn’t. 👎 Generic name 🔍 SEO suicide 💡 Signals identity crisis 🚨 Screams desperation to reframe valuation or prep for a sale This isn’t a branding win — it’s a bearish tell. Fade the fluff. $SHOP $ORCL

$BIGC 📉 $BIGC — “So let me get this straight…” This is for INVESTORS in BigCommerce, if you are a Day Trader like bubblehead below, this isn't for you: 🧾 EPS exactly at 4¢ (consensus), revenue barely over at $84.4M (vs. $83.3M est), guiding Q3 rev flat-ish at $85M–$87M with FY25 rev ~$340M — again, just brushing consensus. 📊 Meanwhile, “Non-GAAP Op Income” guidance is the same tired paper-math accounting dance — barely keeping the lights on... ...And somehow they want us to believe tariffs have no impact while everyone from Nike to Nvidia is revising global trade expectations? 🦴 This is a bone-dry, AI-slathered “Answer Engine” nothingburger — sprinkle in some Accenture name-dropping, toss in a “Feedonomics rebrand,” and pray investors forget Feedo is a 2010s relic dressed up in 2025 buzzwords. 🤣 Ken Wong lobs his usual lukewarm “any commentary on macro?” softballs — the man’s covering 200 tickers like it’s fantasy football. Be serious. To me, Travis sounded like he had caffeine and a lawyer standing offscreen. You don’t sound that nervous unless you know the AH propping didn’t fool anyone and tomorrow’s tape will tell the truth. 📉 They’re treading water. B2B “growth”? More like B2B burn. Can’t wait for the Q&A transcript to drop. Check out the EC call deck for the declining customer account numbers - and much worse: ***Slide 3 highlights $84.4M in revenue, a mere 5% YoY growth. That’s low-single-digit growth for a tech company claiming to be "enterprise grade." They spin it as “surpassing expectations” but in reality, $1.1M over consensus is noise, not signal. ***Slide 4 shows “Non-GAAP Operating Income” of $19–$25M for FY25, but: There’s no mention of cash flow or burn. And they still show negative EPS, GAAP-wise. ****Hidden in Slide 11, where they break out GMV by cohort: SMB growth is +5% YoY, but Enterprise is only +3%. This suggests GMV-per-merchant is declining or flat, and enterprise traction isn’t sticking. 😬 Slide 13: Customer Logos—Same Stale Lineup Still clinging to names like Sony and Skullcandy. No net new Tier 1 wins mentioned. And the Shopper Approved logo? That’s not moving markets. Hot Soup? Nothing says ‘enterprise growth’ like serving up lukewarm soup and calling it AI innovation

$BIGC To me shot sellers may be in a hot soup. I see better than expected result. Way to go BigC