Sep. 11 at 5:04 PM
$CMRC The Core Problem is THIS, APES: >>Zero Top-Line Acceleration<<
👉Revenue Stagnation: Full-year 2026 revenue guidance was left unchanged at
$336.5M to
$344.5M (representing a -1% YoY contraction at the midpoint). The BigCommerce business in the USA market is rapidly shrinking.
👉The Retail APES Takeaway: Slashing
$60M–
$80M in operating expenses does nothing to fix the core problem—Subscription ARR growth is flat (2% YoY), U.S. domestic revenue is shrinking (-1% YoY), due to #uruguayfunnel and other factors (canned CMO and Global Partnerships Director over the Uruguay Funnel) and merchant replatforming remains weak.
$RZLV $SHOP
