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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
SPS Commerce
SPS Commerce (SPSC) investor relations material
SPS Commerce 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Business overview and product strategy
Operates a cloud-based network connecting retailers and suppliers for digital supply chain collaboration.
Revenue recovery solutions address supplier penalties from retailers, offering SaaS and managed service models.
Focuses on three market segments: suppliers, retailers, and third-party logistics providers, with most revenue from suppliers.
Product strategy is informed by mapping customer business processes and identifying adjacent solution opportunities.
M&A remains a key lever for growth, targeting EDI consolidation, new solution areas, and geographic expansion, especially in Europe.
Revenue recovery business and recent performance
Revenue recovery is more relevant for medium and large customers with significant transaction volumes.
Integration of acquired solutions enables faster dispute resolution by leveraging existing network data.
Q3 underperformance was driven by seasonality around Amazon Prime Day and a one-time inventory policy change by Amazon.
The inventory adjustment impact is expected to work through Q4 and be considered in 2025 guidance.
Most headwinds from Amazon policy changes affect the 3P segment, while the 1P segment remains the primary strategic focus.
Technology and platform capabilities
The network supports both EDI and API connections, accommodating evolving customer technology needs.
API-based integrations are often more complex for customers, increasing the value of the managed network approach.
Amazon 3P headwinds impact on revenue recovery
Near-term M&A strategy and integration focus
E-invoicing mandates impact on European growth
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Next SPS Commerce earnings date
Q4 202513 Feb, 2026
SPS Commerce
Next SPS Commerce earnings date
Q4 202513 Feb, 2026
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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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