)
Visual
earnings real time
SPS Commerce (SPSC) investor relations material
SPS Commerce 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary9 Dec, 2025
Business overview and value proposition
Operates the world's largest cloud-based retail network, connecting retailers and suppliers for efficient supply chain collaboration.
Unique go-to-market strategy digitizes 100% of retailer-supplier connections, expanding access to ideal customer profiles.
Serves traditional retailers, grocers, distributors, and medical supply chains, with a focus on both U.S. and expanding European markets.
Community Enablement program manages supplier onboarding and ongoing digital connections, handled by a dedicated retail team.
Industry dynamics and technology evolution
EDI remains the dominant data format in retail, but APIs are increasingly used for newer connections; the network supports both.
API connections are more complex and increase the value of a managed network.
Retail sector saw accelerated omnichannel initiatives and IT investments during the pandemic, boosting customer growth.
Customer growth and market trends
Record customer counts during the pandemic, with tailwinds extending into early 2024; stabilization and some decline in net customer counts followed.
2025 shows a reemergence in core customer growth but increased cost scrutiny and downsell pressure among suppliers due to tariffs and global trade dynamics.
Flexible, month-to-month contracts make the solution easy to buy but more susceptible to downsell.
Detail supplier downsell from global trade
Explain network-led growth's ARPU impact
Address "no change" in TAM penetration
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next SPS Commerce earnings date
Q4 202513 Feb, 2026
Next SPS Commerce earnings date
Q4 202513 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
SPS Commerce Inc provides cloud-based supply chain management solutions, including electronic data interchange (EDI), analytics, and order fulfillment services. The company enables retailers, suppliers, and logistics firms to automate and optimize trading partner interactions. It is headquartered in Minneapolis, Minnesota, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage