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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
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Next SPS Commerce earnings date
Q4 202513 Feb, 2026
Next SPS Commerce earnings date
Q4 202513 Feb, 2026
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Leroy DaleyApp Store
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Eferix Drawings Google Play
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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.
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