Centric Software vs SPS Commerce

Centric Software Launches Centric DPP, Extending Decades of Product Lifecycle Expertise to Digital Product Passports

Centric DPP connects and governs fragmented enterprise product data, creating a trusted foundation for product transparency, circular business models, customer engagement and future product intelligence.

STAUD Goes Live with Centric PLM

Centric Software announces that STAUD, a Los Angeles-based fashion brand, has successfully implemented Centric PLM to centralize and enhance its product development information and workflows. The move aims to organize product data in a centralized digital environment for use by internal teams and manufacturing partners. Centric Software provides AI-powered enterprise solutions for product lifecycle management, from concept to commercialization. The announcement includes a statement from Fabrice Canonge, CEO of Centric Software, expressing satisfaction with the implementation. STAUD was founded in 2015 by Sarah Staudinger and George Augusto, offering handbags, ready-to-wear, and accessories.

• STAUD has gone live with Centric PLM.
• Centric PLM is implemented to centralize product data.
• The implementation aims to enhance STAUD's product development process.

Centric Software Strengthens Centric PLM as a Trusted Product Data Foundation for Transparency and Compliance

Expanded capabilities advance trusted product data across the product lifecycle as transparency and regulatory requirements increase

10-Q Financial Filing Analysis for SPS Commerce (2026-07-30)

For the second quarter ended June 30, 2026, SPS Commerce reported total revenues of $197.8 million, up 5.6% year-over-year, driven by ongoing expansion across its retail supply chain network and 1P recurring revenue customer base. Recurring revenues reached $190.4 million, representing 96% of total revenue. However, GAAP operating income fell 68.2% to $8.4 million and GAAP net income dropped to $6.9 million ($0.19 per diluted share) due to a $23.5 million pre-tax loss on the divestiture of its third-party (3P) revenue recovery business. Operating cash flows remained strong, surging 68.3% to $121.7 million for the first six months of 2026. The divestiture of the non-core 3P business on June 30, 2026, generated $8.8 million in net cash and reduced recurring customer count to approximately 46,650 while expanding ARPU by 14% to $15,100. Non-GAAP performance remained healthy, with Q2 Adjusted EBITDA expanding 18.9% to $66.6 million (34% margin) and non-GAAP EPS reaching $1.27.

• Q2 2026 revenue increased 5.6% YoY to $197.8 million, with recurring revenue accounting for $190.4 million (96% of total).
• Completed the divestiture of the 3P revenue recovery business on June 30, 2026, for $8.8 million in net cash, recognizing an operating loss of $23.5 million.
• Repurchased 905,815 shares of common stock for $50.0 million during Q2 2026 ($98.7 million in H1 2026), with $186.4 million remaining authorized under the 2025 program.

Marketo Co-founder Launches AI Marketing Automation Platform Phave

Jon Miller, co-founder of Marketo and Engagio, together with Nick Bonfiglio, formerly head of product and engineering at Marketo, has launched Phave, an AI-powered marketing automation platform for enterprise B2B organizations. After two years in stealth, Phave reached general availability in August 2026 and is now used by 10 companies. Designed to replace legacy MAPs like Marketo, Pardot, Eloqua, and HubSpot, Phave's intelligence engine, Maestro, generates personalized 'Playlists' that dynamically sequence marketing touches based on real-time data, objectives, and governance. The platform treats contacts, accounts, and buying groups as first-class objects, supports natural language configuration, and offers headless access via MCP (exposing 319 tools) and REST API. In an independent evaluation against 481 requirements, Phave scored 2.97, outperforming HubSpot (2.46) and Marketo (2.38). Early enterprise customers include SambaNova, SPS Commerce, mabl, Servion, and Hypha.

• Jon Miller and Nick Bonfiglio founded Phave, an AI-powered B2B marketing automation platform.
• Phave emerged from stealth and reached general availability in August 2026, currently serving 10 companies.
• Phave uses AI reasoning models (via Maestro) and 'Playlists' to personalize and sequence marketing actions.