BigCommerce Details AI-Ready Commerce Infrastructure Shift, Targets Monetization Gap at Morgan Stanley Event

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MarketBeat

Fri, March 6, 2026 astatine 10:27 AM CST 7 min read

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BigCommerce is shifting from storefronts to commerce infrastructure and information orchestration to presumption for AI-driven “agentic commerce,” emphasizing Feedonomics integration and API-driven backend capabilities arsenic a caller buying surface.
Although level GMV reached astir $32 billion past year, gross is not keeping pace—management calls this a “monetization gap” with nett gross retention astir 10 points beneath people and is prioritizing product-led upsells wrong the installed base.
The institution is rolling retired BigCommerce Payments (with PayPal arsenic a cardinal partner) to amended monetization and packaging, and says caller restructuring positive interior AI efficiencies boosted non‑GAAP operating income ~57% YoY portion maintaining a healthy, low‑debt equilibrium sheet.
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Bigcommerce (NASDAQ:BIGC) CFO and COO Daniel Lentz outlined the company’s evolving strategy and near-term priorities during a Morgan Stanley league discussion, emphasizing a displacement toward commerce “infrastructure,” information orchestration, and greater monetization of level activity. Lentz said the concern is financially steadfast and operating much efficiently, but acknowledged that gross maturation is not yet matching the level of maturation occurring connected the company’s platform.

Lentz said CEO Travis (last sanction not provided) has been steering the institution for astir the past twelvemonth and a fractional toward “data and commerce orchestration and infrastructure,” alternatively than focusing chiefly connected accepted storefront experiences. He tied that absorption to changes successful however commerce find and transactions whitethorn progressively hap done AI-driven channels and agents implicit time.

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As portion of that repositioning, Lentz pointed to caller branding that was intended to “harmonize and link the brands” crossed the company’s assets, including Feedonomics. He said immoderate customers believed they would person to power to BigCommerce’s level successful bid to usage Feedonomics, which helium described arsenic platform-agnostic. According to Lentz, that disorder was impairing the income funnel and contributed to the determination to unify the messaging and amended integrate the assets.

Lentz described the company’s “sweet spot” successful 3 areas: Feedonomics’ enterprise-heavy base, and 2 segments connected the level side. He said Feedonomics has historically skewed upmarket with ample customers, citing examples including lululemon, Dell, Nike, and different ample enterprises.

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