BigCommerce Results Presentation Deck slide image

BigCommerce Results Presentation Deck

Non-GAAP reconciliation Figures in thousands Gross Profit GAAP Gross Profit Stock-based Compensation (¹) Non-GAAP Gross Profit Non-GAAP Gross Margin Sales & Marketing GAAP S&M Expense Stock-based Compensation(¹) Non-GAAP S&M Expense Non-GAAP S&M as % of Revenue Research & Development GAAP R&D Expense Stock-based Compensation (¹) Non-GAAP R&D Expense Non-GAAP R&D as a % of Revenue General & Administrative GAAP G&A Expense Stock-based Compensation (¹) Non-GAAP G&A Expense Non-GAAP G&A as % of Revenue Operating Loss GAAP Operating Loss Stock-based Compensation(¹) Acquisition Related Expenses Restructuring Charges Amortization of Intangible Assets Non-GAAP Operating Loss Non-GAAP Operating Margin Q1'21 Q2'21 Q3'21 $37,410 $38,828 $46,882 415 545 310 $37,825 $39,373 $47,192 81% 80% 80% $21,960 $23,676 1,913 $20,047 43% $13,535 1,267 $12,268 26% $10,457 1,824 $8,633 19% $27,438 2,461 2,192 $21,215 $25,246 43% 43% ($3,123) (7%) $14,725 $16,532 1,526 1,624 $13,199 $14,908 27% 25% $11,591 2,405 $9,186 19% $13,033 2,167 $ 10,866 18% ($4,227) (9%) Q4'21 FY 2021 $48,256 $171,376 852 2,122 $49,108 $173,498 76% 79% 1,402 ($3,828) (6%) $31,771 $104,845 2,828 9,394 $28,943 $95,451 45% 43% Q2'22 Q1'22 $48,947 $51,343 868 987 $49,815 $52,330 75% 77% $16,263 $51,344 2,454 8,850 $13,809 $42,495 21% 19% $33,639 $36,033 2,975 3,567 $30,664 $32,466 46% 48% ($8,542) ($12,271) ($21,315) ($33,815) ($75,943) ($36,179) 5,419 $6,937 1,107 $6,293 9,792 7,887 26,535 12,400 23,299 9,108 12,660 Q3'22 $54,866 1,091 $55,957 77% $35,973 3,254 $32,719 45% $15,846 $17,526 $18,932 2,702 3,338 3,296 $13,144 $14,188 $15,636 20% 21% 22% ($39,140) ($30,560) 10,934 10,785 6,260 12,521 Q4'22 FY 2022 Q1'23 $53,939 $209,095 $54,311 1,280 4,226 1,189 $55,219 $213,321 $55,500 76% 76% 77% $19,755 $64,547 $20,944 $22,394 $22,245 $22,669 $88,253 $20,845 $21,403 1,753 6,170 2,563 3,042 3,144 3,639 12,388 3,503 3,943 $18,003 $58,377 $18,381 $19,352 $19,101 $19,030 $75,865 $17,342 $17,460 28% 27% 28% 28% 26% 26% 27% 24% 23% 1,882 3,284 2,037 2,009 2,016 ($11,647) ($22,825) ($12,374) ($13,676) ($11,499) (18%) (10%) (19%) (20%) (16%) $35,697 $141,342 3,757 13,553 $31,940 $127,789 44% 46% $34,052 2,867 $31,185 43% Q2'23 $56,687 1,290 $57,977 77% $35,593 3,566 $32,027 43% $17,137 $69,441 $16,494 $14,428 3,483 12,819 3,079 2,573 $13,654 $56,622 $13,415 $11,855 19% 20% 19% 16% (1) Includes payroll tax associated with stock-based compensation expense. Note: In Q1 2023, we reclassified certain costs that we had previously included in general and administrative expense into sales and marketing expense. To maintain consistency between comparable periods, the equivalent change has been applied to prior periods. This change in classification had no effect on the reported results of our operations or cash flow. ($34,687) ($140,567) ($23,658) ($20,895) 12,159 42,986 10,638 11,372 4,125 420 4,125 3,775 35,216 7,332 7,332 2,016 8,078 2,033 ($9,405) ($46,955) ($6,442) (17%) (13%) (9%) 2,033 ($3,365) (4.5%) 38
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