Commerce.com Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 02, 2026 / 05:15PM GMT

Release Date Price: $2.82 (+1.44%)

Transcript 10-K

Josh Baer

Morgan Stanley & Co Ltd - Analyst

All right. Before we begin, got some disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative.

I'm Josh Baer, software analyst here at Morgan Stanley. We are thrilled to have Daniel Lentz, CFO of Commerce, join us for this first session day one.

Great to have you. Thanks for coming.

Questions & Answers

Josh Baer;Daniel Lentz

Morgan Stanley & Co Ltd - Analyst

I want to kick it off with a discussion of all of the strategic transformation that's been going on at Commerce. If you could walk some of the details of the evolution and really how that all the transitions are impacting your company's competitive positioning, the go-to-market approach, value proposition, that would be a great plan.

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