Q4 Earnings Roundup: BigCommerce (NASDAQ:BIGC) And The Rest Of The E-commerce Software Segment
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at BigCommerce (NASDAQ:BIGC) and the best and worst performers in the e-commerce software industry.
While e-commerce has been around for over two decades and enjoyed meaningful growth, its overall penetration of retail still remains low. Only around $1 in every $5 spent on retail purchases comes from digital orders, leaving over 80% of the retail market still ripe for online disruption. It is these large swathes of the retail where e-commerce has not yet taken hold that drives the demand for various e-commerce software solutions.
The 5 e-commerce software stocks we track reported a mixed Q4. As a group, revenues beat analysts' consensus estimates by 0.9% while next quarter's revenue guidance was in line.
While some e-commerce software stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4.3% since the latest earnings results.
Weakest Q4: BigCommerce (NASDAQ:BIGC)
Founded in Sydney, Australia in 2009 by Mitchell Harper and Eddie Machaalani, BigCommerce (NASDAQ:BIGC) provides software for businesses to easily create online stores.
BigCommerce reported revenues of $87.03 million, up 3.4% year on year. This print was in line with analysts' expectations, but overall, it was a slower quarter for the company with a miss of analysts' billings estimates.
'Over the last several months, we have focused on executing our go-to-market transformation, aligning our strategy, structure and messaging to reflect the full power of BigCommerce,' said Travis Hess, CEO of BigCommerce.
BigCommerce delivered the slowest revenue growth of the whole group. The stock is up 6% since reporting and currently trades at $7.10.
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Best Q4: Shopify (NYSE:SHOP)
Originally created as an internal tool for a snowboarding company, Shopify (NYSE:SHOP) provides a software platform for building and operating e-commerce businesses.
Shopify reported revenues of $2.81 billion, up 31.2% year on year, outperforming analysts' expectations by 3%. The business had a strong quarter with an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' total payment volume estimates.
Shopify delivered the biggest analyst estimates beat and fastest revenue growth among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 5.5% since reporting. It currently trades at $113.32.
Is now the time to buy Shopify? Access our full analysis of the earnings results here, it's free.
Wix (NASDAQ:WIX)
Founded in 2006 in Tel Aviv, Wix.com (NASDAQ:WIX) offers a free and easy to operate website building platform.
Wix reported revenues of $460.5 million, up 14% year on year, in line with analysts' expectations. It was a decent quarter as it posted revenue guidance for next quarter meeting analysts' expectations.
Wix delivered the weakest performance against analyst estimates and weakest full-year guidance update in the group. As expected, the stock is down 12.4% since the results and currently trades at $199.50.
GoDaddy (NYSE:GDDY)
Founded by Bob Parsons after selling his first company to Intuit, GoDaddy (NYSE:GDDY) provides small and mid-sized businesses with the ability to buy a web domain and tools to create and manage a website.
GoDaddy reported revenues of $1.19 billion, up 8.4% year on year. This result surpassed analysts' expectations by 1.4%. It was a satisfactory quarter as it also recorded a solid beat of analysts' EBITDA estimates.
GoDaddy pulled off the highest full-year guidance raise among its peers. The stock is down 16.8% since reporting and currently trades at $176.87.
Read our full, actionable report on GoDaddy here, it's free.
VeriSign (NASDAQ:VRSN)
While the company is not a domain registrar and does not directly sell domain names to end users, Verisign (NASDAQ:VRSN) operates and maintains the infrastructure to support domain names such as .com and .net.
VeriSign reported revenues of $395.4 million, up 3.9% year on year. This number was in line with analysts' expectations. However, it was a mixed quarter as it underperformed in some other aspects of the business.
The stock is up 7.3% since reporting and currently trades at $236.20.
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