EverCommerce EVCM

EverCommerce reports $151.45 million revenue for Q3 2026

Form: 10-Q
Filed: Nov 5, 2026, 5:10 pm ET
Importance: Notable
Accession: 0001853145-26-000045

Revenue: $151.45 million for the three months ended Sep 30, 2026
Net income: $6.01 million for the three months ended Sep 30, 2026
Diluted EPS: $0.03 for the three months ended Sep 30, 2026
Cash and equivalents: $139.01 million at Sep 30, 2026

Written from the 10-Q on EDGAR. AI can make mistakes. Check the filing.

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What changed

17 changes since the June 2026 10-Q

Compared with the 10-Q 0001853145-26-000029, filed Aug 5, 2026.

New Risk factors
We rely on computer systems, hardware, software, technology infrastructure and online sites and networks for…
We rely on computer systems, hardware, software, technology infrastructure and online sites and networks for both internal and external operations that are critical to our business (collectively, "IT Systems").
From the filings
Now
We rely on computer systems, hardware, software, technology infrastructure and online sites and networks for both internal and external operations that are critical to our business (collectively, "IT Systems"). We rely on computer systems, hardware, software, technology infrastructure and online sites and networks for both internal and external operations that are critical to our business (collectively, "IT Systems"). We own and manage some of these IT Systems but also rely on third parties for a range of IT Systems and related products and services. We and certain of our third-party providers collect, maintain and process data about customers, employees, business partners and others, including information about individuals such as payment card information, as well as proprietary information belonging to our business such as trade secrets (collectively, "Confidential Information").
New Risk factors
Our IT Systems, Confidential Information, products and services have been and will continue to be targets of…
Our IT Systems, Confidential Information, products and services have been and will continue to be targets of cyber-attacks aimed at sabotage, disruption and/or compromise.
From the filings
Now
Our IT Systems, Confidential Information, products and services have been and will continue to be targets of cyber-attacks aimed at sabotage, disruption and/or compromise. Our IT Systems, Confidential Information, products and services have been and will continue to be targets of cyber-attacks aimed at sabotage, disruption and/or compromise. Threats come from diverse sources, including criminal hackers, hacktivists, state-sponsored groups, industrial espionage actors and insiders. These actors leverage numerous tactics, such as cyber-extortion, ransomware, social engineering (e.g., phishing), the introduction of computer viruses or other malware and even the physical intrusion and/or destruction of IT and infrastructure assets and can be the result of bugs, misconfigurations or exploited vulnerabilities in software or hardware.
New Risk factors
The techniques used to gain unauthorized, improper, or illegal access to systems and information (including…
The techniques used to gain unauthorized, improper, or illegal access to systems and information (including personal data), disable or degrade services, or sabotage systems are constantly evolving and have become…
From the filings
Now
The techniques used to gain unauthorized, improper, or illegal access to systems and information (including personal data), disable or degrade services, or sabotage systems are constantly evolving and have become increasingly complex and sophisticated. The techniques used to gain unauthorized, improper, or illegal access to systems and information (including personal data), disable or degrade services, or sabotage systems are constantly evolving and have become increasingly complex and sophisticated. These techniques are difficult to detect quickly, and often are not recognized or detected until after they have been launched against a target. Even if identified, we may be unable to adequately investigate or remediate incidents or breaches due to attackers increasingly using tools, such as artificial intelligence ("AI"), that are designed to circumvent controls, avoid detection, and remove or obfuscate forensic evidence. In addition, we identify and track known security vulnerabilities in our (and third-party) software and services that are deployed in our business, and we cannot guarantee that patches or other measures will be comprehensively applied before such vulnerabilities can be exploited by a threat actor. Because certain of our products are integrated with our customers' systems, the circumvention or failure of our protective measures could compromise the confidentiality, integrity, and availability of our customers' own systems and/or information. Given the nature of complex systems, software and services like ours, and the scanning tools that we deploy across our networks, infrastructure and products, we regularly identify and track security vulnerabilities. We are unable to comprehensively apply patches or confirm that measures are in place to mitigate all such vulnerabilities, or that patches will be applied before vulnerabilities are exploited by a threat actor. In other situations, vulnerabilities persist even after we have issued security patches…
New Risk factors
Advances in artificial intelligence, including models capable of rapidly identifying and exploiting software…
Advances in artificial intelligence, including models capable of rapidly identifying and exploiting software vulnerabilities, further increase the speed and effectiveness of cyberattacks.
From the filings
Now
Advances in artificial intelligence, including models capable of rapidly identifying and exploiting software vulnerabilities, further increase the speed and effectiveness of cyberattacks. Advances in artificial intelligence, including models capable of rapidly identifying and exploiting software vulnerabilities, further increase the speed and effectiveness of cyberattacks. Moreover, the integration and use of AI in our and third party providers' operations, products and services creates unique attack vectors, such as the infiltration, corruption (e.g., "poisoning"), or manipulation of training data and AI model inputs, that threaten downstream model outputs and can skew decision-making based on AI models. As a result of the foregoing AI impacts, we cannot guarantee effective detection, investigation, remediation or recovery in relation to future attacks and incidents, or that material adverse impact to our IT Systems or Confidential Information will not occur. In addition, vulnerabilities or flaws in our products, systems or those of third parties upon which we rely can be discovered more quickly by threat actors, reducing the time available for detection and remediation and increasing the likelihood or severity of security incidents.
New Risk factors
We have experienced cyber-attacks and other security incidents involving access to IT Systems and…
We have experienced cyber-attacks and other security incidents involving access to IT Systems and Confidential Information, and will continue to experience such attacks and incidents to varying degrees.
From the filings
Now
We have experienced cyber-attacks and other security incidents involving access to IT Systems and Confidential Information, and will continue to experience such attacks and incidents to varying degrees. We have experienced cyber-attacks and other security incidents involving access to IT Systems and Confidential Information, and will continue to experience such attacks and incidents to varying degrees. To date, no attacks or incidents either individually or in the aggregate has materially impacted our operations, financial condition or business. Although we and our service providers deploy security measures in relation to our IT Systems and Confidential Information, no measures can guarantee protection against all cyber-attacks and security incidents. A serious breach of our IT Systems, Confidential Information, or a third-party system upon which we rely may subject us to material losses or liability, including, for example, as a result of the following: payment network fines; assessments and claims for unauthorized purchases with misappropriated credit, debit or card information; impersonation or other similar fraud claims; regulatory investigations, fines and penalties; litigation (including class action) costs, damages and injunctive relief; significant harm to our brand and reputation; loss of existing clients and potential clients from using electronic payments generally and our solutions and services specifically, thus reducing our revenue; costs to correct any breaches or failures; and significant uninsured liabilities and costs.
New Risk factors
Although we generally require that our agreements with our distribution partners and service providers who…
Although we generally require that our agreements with our distribution partners and service providers who have access to our IT Systems and/or Confidential Information include confidentiality obligations that restrict…
From the filings
Now
Although we generally require that our agreements with our distribution partners and service providers who have access to our IT Systems and/or Confidential Information include confidentiality obligations that restrict these parties from using such access or disclosing such information except as necessary to perform their services under the applicable agreements, there can be no assurance that these contractual measures will prevent the unauthorized use or disclosure of Confidential Information, nor can we be sure that such third parties would be willing or able to satisfy liabilities arising from their breach of these agreements. Although we generally require that our agreements with our distribution partners and service providers who have access to our IT Systems and/or Confidential Information include confidentiality obligations that restrict these parties from using such access or disclosing such information except as necessary to perform their services under the applicable agreements, there can be no assurance that these contractual measures will prevent the unauthorized use or disclosure of Confidential Information, nor can we be sure that such third parties would be willing or able to satisfy liabilities arising from their breach of these agreements. Any failure by such third parties to adequately take these protective measures could result in protracted or costly litigation.
New Risk factors
In addition, our agreements with our bank sponsors (as well as payment network requirements) require us to…
In addition, our agreements with our bank sponsors (as well as payment network requirements) require us to take certain protective measures to ensure the confidentiality of Confidential Information.
From the filings
Now
In addition, our agreements with our bank sponsors (as well as payment network requirements) require us to take certain protective measures to ensure the confidentiality of Confidential Information. In addition, our agreements with our bank sponsors (as well as payment network requirements) require us to take certain protective measures to ensure the confidentiality of Confidential Information. Any failure to adequately comply with these protective measures could result in fees, penalties, litigation or termination of our bank sponsor agreements, and/or registration with the payment card networks.
New Risk factors
Our existing general liability and cyber liability insurance policies may not cover, or may cover only a…
Our existing general liability and cyber liability insurance policies may not cover, or may cover only a portion of, any potential claims related to security breaches to which we are exposed or may not be adequate to…
From the filings
Now
Our existing general liability and cyber liability insurance policies may not cover, or may cover only a portion of, any potential claims related to security breaches to which we are exposed or may not be adequate to indemnify us for all or any portion of liabilities that may be imposed. Our existing general liability and cyber liability insurance policies may not cover, or may cover only a portion of, any potential claims related to security breaches to which we are exposed or may not be adequate to indemnify us for all or any portion of liabilities that may be imposed. We also cannot be certain that our existing insurance coverage will continue to be available on acceptable terms or in amounts sufficient to cover the potentially significant losses that may result from a security incident or breach or that the insurer will not deny coverage of any future claim. We attempt to limit by contract our liability, however, the limitations of liability set forth in the contracts may not be enforceable or otherwise protect us from liability, and we may also be subject to claims that are not covered by contract.
New Risk factors
Additionally, we are responsible both for our own business and to a significant degree for acts and…
Additionally, we are responsible both for our own business and to a significant degree for acts and omissions by certain of our distribution partners and third-party vendors under the rules and regulations established…
From the filings
Now
Additionally, we are responsible both for our own business and to a significant degree for acts and omissions by certain of our distribution partners and third-party vendors under the rules and regulations established by the payment networks, such as Visa, MasterCard, Discover and American Express and the debit networks. Additionally, we are responsible both for our own business and to a significant degree for acts and omissions by certain of our distribution partners and third-party vendors under the rules and regulations established by the payment networks, such as Visa, MasterCard, Discover and American Express and the debit networks. We and other third parties collect, process, store and transmit Confidential Information, including financial and payment card information, and we have ultimate liability to the payment networks and member financial institutions that register us with the payment networks for our failure, or the failure of certain distribution partners and third parties with whom we contract, to protect this Confidential Information, in accordance with payment network requirements. Additionally, certain of our software and technology-enabled services are intended for use in collecting, storing and displaying clinical and health care-related information used in the diagnosis and treatment of patients and in related health care settings such as registration, scheduling and billing. The loss, destruction or unauthorized modification of Confidential Information could result in significant fines, sanctions and proceedings or actions against us by the payment networks, payment processors, sponsor banks, governmental bodies, our customers, our clients' customers or others, which could have a material adverse effect on our business, financial condition and results of operations. Any such sanction, fine, proceeding or action could result in significant damage to our reputation or the reputation of our customers, negatively impact our ability to attract or…
New Risk factors
Moreover, we rely on third parties, such as Worldpay, PayPal and other payment processing partners, for…
Moreover, we rely on third parties, such as Worldpay, PayPal and other payment processing partners, for specific services, software and hardware used in providing our solutions and services.
From the filings
Now
Moreover, we rely on third parties, such as Worldpay, PayPal and other payment processing partners, for specific services, software and hardware used in providing our solutions and services. Moreover, we rely on third parties, such as Worldpay, PayPal and other payment processing partners, for specific services, software and hardware used in providing our solutions and services. Some of these organizations and service providers are our competitors or provide similar services and technology to our competitors, and we may not have long-term contracts with them. If these contracts are canceled or we are unable to renew them on commercially reasonable terms, or at all, our business, financial condition and results of operation could be adversely impacted. The termination by our service or technology providers of their agreements with us or their failure to perform their services efficiently and effectively may adversely affect our relationships with our clients and, if we cannot find alternate providers quickly, may cause those clients to terminate their processing agreements with us.
Changed Financial statements
EPS down 40% from Jun 30
$0.03, was $0.05.
From the filings
Before
$0.05
Now
$0.03
Changed Financial statements
Net income down 38% from Jun 30
$6M, was $9.7M.
From the filings
Before
$9.7M
Now
$6M
Changed Financial statements
Cash up 4.1% from Jun 30
$139M, was $133M.
From the filings
Before
$133M
Now
$139M
Changed Financial statements
Revenue down 0.4% from Jun 30
$151M, was $152M.
From the filings
Before
$152M
Now
$151M
Changed MD&A
Net income $ 6,005 $ 11,116 $ (5,111) $ 22,892 $ 11,556 $ 11,336 (1) Includes stock-based compensation…
Adds "Net income"; drops "Total stock-based compensation expense".
From the filings
Before
Total stock-based compensation expense $ 5,769 $ 8,072 $ (2,303) $ 11,650 $ 14,827 $ (3,177)
Now
Net income $ 6,005 $ 11,116 $ (5,111) $ 22,892 $ 11,556 $ 11,336 (1) Includes stock-based compensation expense as follows:
Changed MD&A
Cost of revenues decreased by $2.1 million, or 6.1%, and $1.4 million, or 1.5%, for the three and nine…
Adds "$2.1"; drops "$0.9".
From the filings
Before
Cost of revenues decreased by $0.9 million, or 2.6%, and increased by $0.6 million, or 1.0%, for the three and six months ended June 30, 2026, respectively, as compared to the same periods in 2025. The decrease for the three-month period was primarily due to a decrease in personnel and compensation expenses. Cost of revenues remained relatively consistent in the six-month period as compared to the prior year period and declined by 40 basis points as a percentage of revenue. Cost of revenues includes $0.2 million and $0.4 million of post-acquisition expense from ZyraTalk for the three and six months ended June 30, 2026, respectively, (see Note 3. Acquisition and Disposition in this Quarterly Report on Form 10-Q).
Now
Cost of revenues decreased by $2.1 million, or 6.1%, and $1.4 million, or 1.5%, for the three and nine months ended September 30, 2026, respectively, as compared to the same periods in 2025. These decreases were a result of lower costs consistent with the slower pace of new-customer additions, which were partially offset by costs incurred to support the continued growth and delivery of our system-of-action solutions. The decrease for the three-month period was primarily due to a $1.4 million decrease in personnel and compensation expenses and a $0.7 million decrease in clearinghouse fees. The decrease for the nine-month period was driven primarily by a $2.8 million decrease in personnel and compensation expenses, $1.6 million decrease in clearinghouse fees, and a $0.7 million decrease in outsourced services, partially offset by a $2.3 million increase in software hosting expenses and $1.4 million increase in application programming interface fees. Cost of revenues includes $0.2 million and $0.6 million of post-acquisition expenses from ZyraTalk for the three and nine months ended September 30, 2026, respectively, (see Note 3. Acquisition and Disposition in this Quarterly Report on Form 10-Q).
Changed MD&A
General and administrative expenses increased by $1.1 million, or 3.1%, and $2.0 million, or 2.0%, for the…
Adds "General"; drops "Sales".
From the filings
Before
Sales and marketing expenses increased $3.1 million, or 10.2%, and $7.4 million, or 12.5%, for the three and six months ended June 30, 2026, respectively, as compared to the same periods in 2025. The increases were driven primarily by an additional $2.7 million and $6.2 million in personnel and compensation expenses, respectively, and $2.3 million and $3.2 million in advertising expense, respectively. These increases were partially offset by a $2.2 million and $3.0 million decrease in commissions related to volume from third-party channels associated with legacy payment platform solutions, respectively. Sales and marketing expenses include $0.5 million and $1.0 million of post-acquisition expense from ZyraTalk for the three and six months ended June 30, 2026, respectively, (see Note 3. Acquisition and Disposition in this Quarterly Report on Form 10-Q).
Now
General and administrative expenses increased by $1.1 million, or 3.1%, and $2.0 million, or 2.0%, for the three and nine months ended September 30, 2026, respectively, as compared to the same periods in 2025. The increase for the three-month period was driven primarily by an additional $4.5 million in stock-based compensation, $1.4 million in personnel and compensation expenses, and $0.6 million in software and tools. These increases were partially offset by a $2.7 million decrease in professional and legal fees, $1.0 million reduction in acquisition-related compensation expense, $0.8 million decrease in bad debt expense, $0.5 million in outsourced services, and $0.4 million in facility expense. The increase for the nine-month period was driven primarily by an additional $3.1 million in personnel and compensation expense, $2.1 million in software and tools, $1.7 million in acquisition-related compensation expense, and $0.9 million in stock-based compensation. These increases were partially offset by $4.9 million decrease in professional and legal fees, $0.6 million decrease in insurance expense, and $0.5 million in facility expense. The increases in stock-based compensation expense were primarily attributable to compensation expense associated with the departures of our former Chief Executive Officer and certain other senior executives, which included the accelerated vesting of certain RSUs and the extension of the post-termination exercise period for vested stock options (see Note 12. Stock-Based Compensation in this Quarterly Report on Form 10-Q). The decreases in professional and legal fees for the three and the nine-month periods is primarily associated with transaction-related activity from acquisition and divestitures as well as debt modification costs during 2025, partially offset by charges recognized in connection with the settlement of several legal matters. General and administrative expenses included a reduction of $0.9 million for the three months…

Show the redline

Section by section. Added words and ~~removed words~~ against the earlier filing.

Cover page 2 changes

3 unchanged paragraphs

For the quarterly period ended ~~June~~ September 30, 2026

21 unchanged paragraphs

As of ~~July~~ October 31, 2026, there were ~~176,665,246~~ 175,634,171 shares of the registrant's common stock, par value $0.00001, outstanding.

1 unchanged paragraph

Forward-looking statements 1 change

1 unchanged paragraph

The forward-looking statements in this Quarterly Report on Form 10-Q are only predictions. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends that we believe may affect our business, financial condition and results of operations. Forward-looking statements involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, our limited operating history and evolving business; our recent growth rates may not be sustainable or indicative of future growth; we have experienced net losses in the past and we may not achieve profitability in the future; we may continue to experience significant quarterly and annual fluctuations in our operating results due to a number of factors, which makes our future operating results difficult to predict; in order to support the growth of our business and acquisition strategy, we may need to incur additional indebtedness or seek capital through new equity or debt financings; we may not be able to continue to expand our share of our existing vertical markets or expand into new vertical markets; we face intense competition in each of the industries in which we operate; the industries in which we operate are rapidly evolving and the market for technology-enabled services that empower small and medium-sized businesses is relatively immature and unproven; we are subject to economic and political risk, the business cycles of our clients and changes in the overall level of consumer and commercial spending, which could negatively impact our business, financial condition and results of operations; we are dependent on payment card networks, such as Visa and MasterCard, and payment processors, such as Worldpay and PayPal, and if we fail to comply with the applicable requirements of the payment networks or our payment processors, they can seek to fine us, suspend us, terminate our agreements and/or terminate our registrations through our bank sponsors; if we cannot keep pace with rapid developments and changes in the electronic payments market or are unable to introduce, develop and market new and enhanced versions of our software solutions we may be put at a competitive disadvantage with respect to our services that incorporated payment technology; real or perceived errors, failures or bugs in our solutions could adversely affect our business results of operations, financial condition and growth prospects; our and our third-party providers exposure to cybersecurity risks and incidents; our use of AI technologies may not be beneficial to our business, and may cause the performance of our products, services and business, as well as our reputation and reputations of our customers, to suffer or cause us to incur liability resulting from the violation of laws or contracts to which we are a party; our estimated total addressable market is subject to inherent challenges and uncertainties; failure to effectively develop and expand our sales and marketing capabilities; our ability to increase our customer base and achieve broader market acceptance and utilization of our solutions; impairment in the value of our goodwill or intangible assets; our information technology systems and our third-party providers' information technology systems, including Worldpay, PayPal and other payment processing partners, may fail, or our third-party providers may discontinue providing their services or technology generally or to us specifically; the impact of a future pandemic, epidemic, or outbreak of infectious disease could impact our business, financial condition and results of operations, as well as the business or operations of third parties with whom we conduct business; we ~~are subject to economic and political risk, the business cycles of our clients and changes in the overall level of consumer and commercial spending we~~ may be unsuccessful in achieving our objectives through acquisitions, dispositions or other strategic transactions; revenues and profits generated through acquisitions may be less than anticipated, and we may fail to uncover all liabilities of acquisition targets; risks related to scrutiny on environmental sustainability and social initiatives; our ability to adequately protect or enforce our intellectual property and other proprietary rights; risk of patent, trademark and other intellectual property infringement claims; risks related to governmental regulation and other legal obligations, particularly related to privacy, data protection and information security, and our actual or perceived failure to comply with such obligations; risks related to our sponsor stockholders agreement and qualifying as a "controlled company" under the rules of The Nasdaq Stock Market; significant increased costs as a result of operating as a public company, and our management is required to devote substantial time to new compliance initiatives; as well as the other factors described in our Annual Report on Form 10-K for the year ended December 31, 2025 ("Annual Report on Form 10-K"), as updated by our other filings with the Securities and Exchange Commission (the "SEC"). The forward-looking statements in this Quarterly Report on Form 10-Q are based upon information available to us as of the date of this Quarterly Report on Form 10-Q, and while we believe such information forms a reasonable basis for such statements, such information may be limited or incomplete, and our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all potentially available relevant information. These statements are inherently uncertain and investors are cautioned not to unduly rely upon these statements.

2 unchanged paragraphs

Financial statements 354 changes

2 unchanged paragraphs

~~Contract assets 12,334 11,612~~

~~June~~ September 30, December 31,

Cash and cash equivalents $ ~~133,496~~ 139,007 $ 129,730

Accounts receivable, net of allowance for expected credit losses of $ ~~3.7~~ 3.3 million and $ 3.6 million at ~~June~~ September 30, 2026 and December 31, 2025, respectively

Contract assets 14,097 11,612

Prepaid expenses and other current assets ~~34,948~~ 34,936 34,391

Total current assets ~~218,459~~ 223,557 212,779

Property and equipment, net ~~6,033~~ 5,533 5,744

Capitalized software, net ~~66,925~~ 70,633 58,968

Other non-current assets ~~38,544~~ 40,387 36,261

Intangible assets, net ~~141,950~~ 131,214 164,240

Goodwill ~~892,531~~ 892,527 893,802

Total assets ~~1,364,442~~ 1,363,851 1,371,794

2 unchanged paragraphs

~~Accounts payable $ 10,737 $ 5,125~~

~~Deferred revenue 22,101 21,670~~

~~Customer deposits 13,051 12,519~~

Accounts payable $ 11,845 $ 5,125

Accrued expenses and other ~~50,532~~ 50,897 55,836

Deferred revenue 21,951 21,670

Customer deposits 14,604 12,519

1 unchanged paragraph

~~Total liabilities 649,164 654,921~~

Total current liabilities ~~101,921~~ 104,797 100,650

Long-term debt, net of current maturities and deferred financing costs ~~515,442~~ 514,220 517,891

Other non-current liabilities ~~31,801~~ 29,954 36,380

Total liabilities 648,971 654,921

2 unchanged paragraphs

~~Accumulated deficit ( 626,578 ) ( 643,465 )~~

Preferred stock, $ 0.00001 par value, 50,000,000 shares authorized and no shares issued or outstanding as of ~~June~~ September 30, 2026 and December 31, 2025

Common stock, $ 0.00001 par value, 2,000,000,000 shares authorized and ~~176,601,707~~ 175,675,182 and 178,111,971 shares issued and outstanding at ~~June~~ September 30, 2026 and December 31, 2025, respectively

Accumulated other comprehensive loss ( ~~14,288~~ 14,275 ) ( 12,686 )

Additional paid-in capital ~~1,356,142~~ 1,349,726 1,373,022

Accumulated deficit ( 620,573 ) ( 643,465 )

Total stockholders' equity ~~715,278~~ 714,880 716,873

Total liabilities and stockholders' equity $ ~~1,364,442~~ 1,363,851 $ 1,371,794

2 unchanged paragraphs

~~June 30, Six months ended~~

~~Subscription and transaction fees $ 147,350 $ 142,841 $ 289,449 $ 280,620~~

~~Other 4,667 5,174 10,033 9,668~~

~~Total revenues 152,017 148,015 299,482 290,288~~

~~Sales and marketing 33,724 30,611 66,811 59,394~~

~~Product development 21,396 19,497 42,595 39,460~~

~~General and administrative 31,642 32,121 64,314 63,402~~

~~Depreciation and amortization 15,264 16,589 30,379 33,357~~

September 30, Nine months ended

Subscription and transaction fees $ 148,159 $ 142,184 $ 437,608 $ 422,804

Other 3,286 5,282 13,319 14,950

Total revenues 151,445 147,466 450,927 437,754

Cost of revenues (exclusive of depreciation and amortization presented separately below) ~~32,517 33,395 65,201 64,583~~ 31,421 33,475 96,622 98,058

Sales and marketing 33,311 26,526 100,122 85,920

Product development 21,547 19,387 64,142 58,847

General and administrative 36,441 35,362 100,755 98,764

Depreciation and amortization 15,407 16,763 45,786 50,120

1 unchanged paragraph

~~Total operating expenses 134,543 132,213 269,431 260,281~~

~~Interest and other expense, net ( 6,286 ) ( 8,798 ) ( 11,060 ) ( 21,557 )~~

~~Net income from continuing operations before income tax expense 11,188 7,004 18,991 8,450 ( 1,472 ) ( 1,243 ) ( 2,104 ) ( 1,755 )~~

~~Net income from continuing operations 9,716 5,761 16,887 6,695~~

~~Net income 9,716 8,153 16,887 440~~

Total operating expenses 138,600 131,513 408,031 391,794

Interest and other expense, net ( 5,720 ) ( 8,902 ) ( 16,780 ) ( 30,459 )

Net income from continuing operations before income tax expense 7,125 7,051 26,116 15,501 ( 1,120 ) ( 1,247 ) ( 3,224 ) ( 3,002 )

Net income from continuing operations 6,005 5,804 22,892 12,499

Income (loss) from discontinued operations, net of income tax — ~~2,392~~ 5,312 — ( ~~6,255~~ 943 )

Net income 6,005 11,116 22,892 11,556

1 unchanged paragraph

~~Foreign currency translation (loss) gain, net~~

~~Comprehensive income $ 8,975 $ 12,162 $ 15,285 $ 4,926~~

Foreign currency translation gain (loss), net 13 ( 2,718 ) ( 1,589 ) 1,768

Comprehensive income $ 6,018 $ 8,398 $ 21,303 $ 13,324

27 unchanged paragraphs

Common stock issued upon vesting of restricted stock units, net of shares withheld for employee taxes

Stock-based compensation

Stock option exercises, net

Repurchase and retirement of common stock, including taxes

Foreign currency translation gain, net — — — — 13 13

Balance at September 30, 2026 175,675 $ 2 $ 1,349,726 $ ( 620,573 ) $ ( 14,275 ) $ 714,880

21 unchanged paragraphs

Common stock issued upon vesting of restricted stock units, net of shares withheld for employee taxes

Stock-based compensation — — 6,836 — — 6,836

Stock option exercises, net 75 — 695 — — 695

Repurchase and retirement of common stock, including taxes

Foreign currency translation loss, net — — — — ( 2,718 ) ( 2,718 )

Net income — — — 11,116 — 11,116

Balance at September 30, 2025 180,040 $ 2 $ 1,390,600 $ ( 649,508 ) $ ( 12,550 ) $ 728,544

3 unchanged paragraphs

~~Net income $ 16,887 $ 440~~

Net income $ 22,892 $ 11,556

1 unchanged paragraph

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and 274 more changes in the filing

MD&A 166 changes

1 unchanged paragraph

EverCommerce is a leading ~~AI-powered platform~~ provider of integrated, vertically-tailored software-as-a-service ("SaaS") solutions that help service-based small- and medium-sized businesses ("service SMBs") run smarter and grow faster. Our platform spans across the full lifecycle of interactions between consumers and service professionals with vertical-specific applications. As of December 31, 2025, we empowered more than 745,000 customers worldwide across three core verticals: EverPro for Home Services; EverHealth for Health Services; and EverWell for Wellness Services. Within our core verticals, our customers operate within numerous micro-verticals, ranging from home service professionals, such as home improvement contractors and home maintenance technicians, to physician practices and therapists within Health Services, to salon owners within Wellness. Our platform provides vertically-tailored SaaS solutions that address service SMBs' increasingly specialized demands, as well as highly complementary solutions that provide fully-integrated offerings, allowing service SMBs and EverCommerce to succeed in the market, and provide end consumers more convenient service experiences.

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• Customer Experience Solutions: Our Customer Experience Solutions modernize how businesses engage and interact with customers by leveraging innovative, bespoke customer listening and communication solutions to improve the customer experience and increase retention. Our software provides customer listening capabilities with real-time customer surveying and analysis to allow standalone businesses and multi-location brands to receive VoC insights and manage the customer experience lifecycle. These applications include: customer health scoring, customer support systems, real-time alerts, NPS-based customer feedback collection, review generation and automation, reputation management, customer satisfaction surveying and a digital communication suite, among others. Additionally, the recent acquisition of ZyraTalk (as defined ~~above)~~ below) provides virtual assistant capabilities with an agentic automation platform. ZyraTalk offers production-ready fully autonomous AI agents and field service management systems designed for seamless integration across our Home Services solutions and improving the overall prospect and customer experience. Collectively, these tools help our customers gain actionable insights, increase customer loyalty and repeat purchases and improve customer experiences.

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Our business benefits from attractive unit economics. Approximately 97% of our revenue was recurring or re-occurring in both the ~~six~~ nine months ended ~~June~~ September 30, 2026 and 2025, and we maintained an annualized net revenue retention rate of approximately ~~94%~~ 93% and 97% for the quarters ended ~~June~~ September 30, 2026 and 2025, respectively. Our annualized pro forma net revenue retention rate was equal to the annualized net revenue retention rate for the quarters ended ~~June~~ September 30, 2026 and 2025, respectively, as the acquisitions and dispositions closed during the prior period were not material to our prior period unaudited condensed consolidated results on a pro forma basis. We believe the retention and growth of revenue from our existing customers is a helpful measure of the health of our business and our future growth prospects. Our ability to cross sell additional products and services to our existing customers can increase customer engagement with our suite of solutions and thus have a positive impact on our net pro forma revenue retention rate. For example, we have leveraged our land and expand strategy to cross sell solutions to our existing customers, which has supported our high net pro forma revenue retention rate by increasing customer utilization of our solutions, educating customers as to how our platform and synergies can support their businesses and, in turn, improving customer stickiness.

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On October 31, 2025, we completed the sale of our marketing technology solutions business to Ignite Visibility for approximately $45.0 million in cash (see Note 3. Acquisition and Disposition in this Quarterly Report on Form 10-Q). We determined that our decision to sell marketing technology solutions met the criteria for classification as discontinued operations. As a result, their operating results are presented as discontinued operations in on our unaudited condensed consolidated statements of operations and comprehensive income for all periods presented through the date of sale. During the three and ~~six~~ nine months ended ~~June~~ September 30, 2025, we measured the assets and liabilities of the marketing technology disposal group at estimated fair value less cost to sell and recognized a gain of ~~$0.4 million and a loss of $2.2~~ $2.1 million ~~respectively,~~ during the three months ended September 30, 2025, and a goodwill impairment charge of $6.9 million during the ~~six~~ nine months ended ~~June~~ September 30, 2025, which are included in (gain) loss on held for sale and impairments within discontinued operations on our unaudited condensed consolidated statements of operations and comprehensive income.

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On September 15, 2025, we acquired 100% of the interest of Joblyt LLC, dba ZyraTalk ("ZyraTalk"), an AI-powered customer engagement solution that combines virtual assistant capabilities with an agentic automation platform, for approximately $36.0 million in cash, not inclusive of up to an additional $6.5 million of contingent consideration, which could be paid over the next three years related to post-combination employment services (see Note 3. Acquisition and Disposition in this Quarterly Report on Form 10-Q). During the three months ended September 30, 2026, the we paid $3.0 million of acquisition-related retention and earnout compensation to the ZyraTalk founders, who subsequently departed the Company voluntarily. As a result of their departures, the founders forfeited all remaining acquisition-related retention and earnout compensation. The acquisition helps to establish us as an AI-driven innovator, beginning with near-term application in our Home Services vertical, EverPro, and we plan to extend ZyraTalk into broader opportunities across our other verticals.

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Our Revenue Growth Rate was 2.7% and ~~3.2%~~ 3.0% for the three and ~~six~~ nine months ended ~~June~~ September 30, 2026, respectively. Total revenues include post-acquisition revenue from ZyraTalk, which was acquired September 15, 2025 (see Note 3. Acquisition and Disposition in this Quarterly Report on Form 10-Q), of ~~$0.9~~ $0.8 million and ~~$1.8~~ $2.6 million during the three and ~~six~~ nine months ended ~~June~~ September 30, 2026, respectively. Our Pro Forma Revenue Growth rate was ~~2.0%~~ 2.1% and ~~2.5%~~ 2.4% for the three and ~~six~~ nine months ended ~~June~~ September 30, 2026, reflective of the underlying growth in our business as a result of new customers and providing more solutions to existing customers.

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~~June 30, Change Six months ended~~

~~Revenue $ 152,017 $ 148,015 $ 4,002 $ 299,482 $ 290,288 $ 9,194~~

~~Cost of revenues (exclusive of depreciation and amortization) 32,517 33,395 (878) 65,201 64,583 618~~

~~Amortization of developed technology 1,261 1,967 (706) 2,782 4,089 (1,307)~~

~~Amortization of capitalized software 3,662 2,463 1,199 6,943 4,859 2,084~~

September 30, Change Nine months ended

September 30, Change

Revenue $ 151,445 $ 147,466 $ 3,979 $ 450,927 $ 437,754 $ 13,173

Cost of revenues (exclusive of depreciation and amortization) 31,421 33,475 (2,054) 96,622 98,058 (1,436)

Amortization of developed technology 1,057 1,816 (759) 3,839 5,905 (2,066)

Amortization of capitalized software 4,023 2,909 1,114 10,966 7,768 3,198

Depreciation expense allocated to cost of revenues ~~109 123~~ 107 121 (14) ~~204 257 (53)~~ 311 378 (67)

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~~Depreciation and amortization 5,032 4,553 479 9,929 9,205 724~~

Depreciation and amortization 5,187 4,846 341 15,116 14,051 1,065

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~~June 30, Change Six months ended~~

September 30, Change Nine months ended

September 30, Change

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~~Interest and other expense, net 6,286 8,798 (2,512) 11,060 21,557 (10,497)~~

~~Depreciation and amortization 15,264 16,589 (1,325) 30,379 33,357 (2,978)~~

~~Other amortization 1,754 1,541 213 3,456 3,023 433~~

~~Stock-based compensation expense 5,769 8,072 (2,303) 11,650 14,827 (3,177)~~

Interest and other expense, net 5,720 8,902 (3,182) 16,780 30,459 (13,679)

Depreciation and amortization 15,407 16,763 (1,356) 45,786 50,120 (4,334)

Other amortization 1,793 1,590 203 5,249 4,613 636

Stock-based compensation expense 11,522 6,724 4,798 23,172 21,551 1,621

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We expect that cost of revenue as a percentage of revenue will fluctuate from period to period based on a variety of factors, including the rate of growth of subscription and transaction fees, labor costs, third-party expenses and acquisitions and dispositions. For the three and ~~six~~ nine months ended ~~June~~ September 30, 2026, revenue from subscription and transaction fees increased ~~3.2%~~ 4.2% and ~~3.1%,~~ 3.5%, respectively, compared to the prior year period.

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Product development expense consists primarily of employee costs for our product development personnel, including salaries, benefits, stock-based compensation and bonuses. Product development expenses also include third-party outsourced technology costs incurred in developing our platforms, and computer equipment, software and subscription services dedicated for use by our product development organization. We expect our product development expenses to increase in absolute dollars and increase as a percentage of revenue ~~during 2026~~ as we continue to dedicate substantial resources to develop, improve and expand the functionality of our solutions.

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Loss on sale relates to the divestiture of ~~marketing technology~~ fitness solutions. Impairments include ~~goodwill impairment charges and~~ operating lease ~~impairments~~ impairment charges related to the Company's decision to cease use of certain leased premises and sublease certain facilities.

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~~June 30, Change Six months ended~~

~~Subscription and transaction fees $ 147,350 $ 142,841 $ 4,509 $ 289,449 $ 280,620 $ 8,829~~

~~Other 4,667 5,174 (507) 10,033 9,668 365~~

~~Total revenues 152,017 148,015 4,002 299,482 290,288 9,194~~

The following tables summarize key components of our results of operations for the periods presented. The period-to-period comparison of our historical results are not necessarily indicative of our results of operations that may be expected in the future. The following comparative information for results of operations for all periods presented have been adjusted to reflect discontinued operations related to marketing technology solutions. ~~and includes the operating results of Fitness Solutions for all periods through the applicable date of sale.~~

Comparison of the three and ~~six~~ nine months ended ~~June~~ September 30, 2026 and 2025

September 30, Change Nine months ended

September 30, Change

Subscription and transaction fees $ 148,159 $ 142,184 $ 5,975 $ 437,608 $ 422,804 $ 14,804

Other 3,286 5,282 (1,996) 13,319 14,950 (1,631)

Total revenues 151,445 147,466 3,979 450,927 437,754 13,173

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~~Depreciation and amortization 15,264 16,589 (1,325) 30,379 33,357 (2,978)~~

Depreciation and amortization 15,407 16,763 (1,356) 45,786 50,120 (4,334)

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~~Total operating expenses 134,543 132,213 2,330 269,431 260,281 9,150~~

~~Interest and other expense, net (6,286) (8,798) 2,512 (11,060) (21,557) 10,497~~

Total operating expenses 138,600 131,513 7,087 408,031 391,794 16,237

Interest and other expense, net (5,720) (8,902) 3,182 (16,780) (30,459) 13,679

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~~Net income $ 9,716 $ 8,153 $ 1,563 $ 16,887 $ 440 $ 16,447~~

~~June 30, Change Six months ended~~

~~Cost of revenues $ 106 $ 120 $ (14) $ 190 $ 217 $ (27)~~

~~Sales and marketing 521 393 128 885 713 172~~

~~Product development 833 653 180 1,481 1,113 368~~

~~General and administrative 4,309 6,906 (2,597) 9,094 12,784 (3,690)~~

~~Total stock-based compensation expense $ 5,769 $ 8,072 $ (2,303) $ 11,650 $ 14,827 $ (3,177)~~

~~June 30, Change Six months ended~~

Income (loss) from discontinued operations, net of income tax — ~~2,392 (2,392)~~ 5,312 (5,312) — ~~(6,255) 6,255~~ (943) 943

Net income $ 6,005 $ 11,116 $ (5,111) $ 22,892 $ 11,556 $ 11,336 (1) Includes stock-based compensation expense as follows:

September 30, Change Nine months ended

September 30, Change

Cost of revenues $ 102 $ 101 $ 1 $ 292 $ 318 $ (26)

Sales and marketing 528 435 93 1,413 1,148 265

Product development 855 693 162 2,336 1,806 530

General and administrative 10,037 5,495 4,542 19,131 18,279 852

Total stock-based compensation expense $ 11,522 $ 6,724 $ 4,798 $ 23,172 $ 21,551 $ 1,621

Comparison of the three and ~~six~~ nine months ended ~~June~~ September 30, 2026 and 2025 (percentage of revenue)

The following table provides the key components of operating costs within our results of operations as a percentage of revenue for the three and ~~six~~ nine months ended ~~June~~ September 30, 2026 compared to the same period in 2025.

September 30, Change Nine months ended

September 30, Change

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~~Sales and marketing 22.2 % 20.7 % 1.5 % 22.3 % 20.5 % 1.8 %~~

~~Product development 14.1 % 13.2 % 0.9 % 14.2 % 13.6 % 0.6 %~~

~~General and administrative 20.8 % 21.7 % (0.9) % 21.5 % 21.8 % (0.3) %~~

~~Depreciation and amortization 10.0 % 11.2 % (1.2) % 10.1 % 11.5 % (1.4) %~~

Cost of revenues (exclusive of depreciation and amortization presented separately below) ~~21.4~~ 20.7 % ~~22.6~~ 22.7 % ~~(1.2)~~ (2.0) % ~~21.8~~ 21.4 % ~~22.2~~ 22.4 % ~~(0.4)~~ (1.0) %

Sales and marketing 22.0 % 18.0 % 4.0 % 22.2 % 19.6 % 2.6 %

Product development 14.2 % 13.1 % 1.1 % 14.2 % 13.4 % 0.8 %

General and administrative 24.1 % 24.0 % 0.1 % 22.3 % 22.6 % (0.3) %

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and 86 more changes in the filing

Controls and procedures 4 changes

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Our management, with the participation of our principal executive officer and principal financial officer, has evaluated the effectiveness of our disclosure controls and procedures (as defined in Rules 13a-15(e) and 15d-15(e) under the Exchange Act) as of the end of the period covered by this Quarterly Report on Form 10-Q. Based on such evaluation, our principal executive officer and principal financial officer have concluded that, as of ~~June~~ September 30, 2026, our disclosure controls and procedures were not effective at the reasonable assurance level, due to the material weakness in our internal control over financial reporting as described in Part II, Item 9A . "Controls and Procedures" in our Annual Report on Form 10-K for the year ended December 31, 2025.

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We continue to work implement measures designed to remediate our material weakness in our internal control over financial reporting as described in Part II, Item 9A . "Controls and Procedures" in our Annual Report on Form 10-K for the year ended December 31, 2025. There were no changes in our internal control over financial reporting (as defined in Rules 13a-15(f) and 15d-15(f) under the Exchange Act) during the quarter ended June 30, 2026 that have materially affected, or are reasonably likely to materially affect, our internal control over financial reporting.

During the quarter ended September 30, 2026, management continued to implement remediation measures designed to address the underlying causes of the material weakness, including redesigned and newly implemented revenue controls, enhanced review controls, enhancements to system access controls, and the phased implementation of a new billing system and related controls. Management continues to evaluate and test the operating effectiveness of these controls. The material weakness will not be considered remediated until the applicable controls have operated for a sufficient period of time and management has concluded, through testing, that they are operating effectively.

Except for the remediation activities described above, there were no changes in our internal control over financial reporting (as defined in Rules 13a-15(f) and 15d-15(f) under the Exchange Act) during the quarter ended September 30, 2026 that have materially affected, or are reasonably likely to materially affect, our internal control over financial reporting.

Risk factors 11 changes

In addition to the information set forth in this Quarterly Report on Form 10-Q, you should carefully consider the risk factors disclosed in Part I, Item 1A. " Risk Factors " of our Annual Report on Form 10-K. There have been no material changes to our risk factors from those included in our Annual Report on Form 10-K, other than the following:

We rely on computer systems, hardware, software, technology infrastructure and online sites and networks for both internal and external operations that are critical to our business (collectively, "IT Systems"). We own and manage some of these IT Systems but also rely on third parties for a range of IT Systems and related products and services. We and certain of our third-party providers collect, maintain and process data about customers, employees, business partners and others, including information about individuals such as payment card information, as well as proprietary information belonging to our business such as trade secrets (collectively, "Confidential Information").

Our IT Systems, Confidential Information, products and services have been and will continue to be targets of cyber-attacks aimed at sabotage, disruption and/or compromise. Threats come from diverse sources, including criminal hackers, hacktivists, state-sponsored groups, industrial espionage actors and insiders. These actors leverage numerous tactics, such as cyber-extortion, ransomware, social engineering (e.g., phishing), the introduction of computer viruses or other malware and even the physical intrusion and/or destruction of IT and infrastructure assets and can be the result of bugs, misconfigurations or exploited vulnerabilities in software or hardware.

The techniques used to gain unauthorized, improper, or illegal access to systems and information (including personal data), disable or degrade services, or sabotage systems are constantly evolving and have become increasingly complex and sophisticated. These techniques are difficult to detect quickly, and often are not recognized or detected until after they have been launched against a target. Even if identified, we may be unable to adequately investigate or remediate incidents or breaches due to attackers increasingly using tools, such as artificial intelligence ("AI"), that are designed to circumvent controls, avoid detection, and remove or obfuscate forensic evidence. In addition, we identify and track known security vulnerabilities in our (and third-party) software and services that are deployed in our business, and we cannot guarantee that patches or other measures will be comprehensively applied before such vulnerabilities can be exploited by a threat actor. Because certain of our products are integrated with our customers' systems, the circumvention or failure of our protective measures could compromise the confidentiality, integrity, and availability of our customers' own systems and/or information. Given the nature of complex systems, software and services like ours, and the scanning tools that we deploy across our networks, infrastructure and products, we regularly identify and track security vulnerabilities. We are unable to comprehensively apply patches or confirm that measures are in place to mitigate all such vulnerabilities, or that patches will be applied before vulnerabilities are exploited by a threat actor. In other situations, vulnerabilities persist even after we have issued security patches because our customers may fail to apply patches or update their systems to newer software versions. If attackers are able to exploit critical vulnerabilities before patches are installed or mitigating measures are implemented, significant compromises could impact our and our customers' systems and data. In addition, there can be no assurance that our cybersecurity risk management program and processes, including our policies, controls or procedures, will be fully implemented, complied with or effective in protecting our IT systems and Confidential Information.

Advances in artificial intelligence, including models capable of rapidly identifying and exploiting software vulnerabilities, further increase the speed and effectiveness of cyberattacks. Moreover, the integration and use of AI in our and third party providers' operations, products and services creates unique attack vectors, such as the infiltration, corruption (e.g., "poisoning"), or manipulation of training data and AI model inputs, that threaten downstream model outputs and can skew decision-making based on AI models. As a result of the foregoing AI impacts, we cannot guarantee effective detection, investigation, remediation or recovery in relation to future attacks and incidents, or that material adverse impact to our IT Systems or Confidential Information will not occur. In addition, vulnerabilities or flaws in our products, systems or those of third parties upon which we rely can be discovered more quickly by threat actors, reducing the time available for detection and remediation and increasing the likelihood or severity of security incidents.

We have experienced cyber-attacks and other security incidents involving access to IT Systems and Confidential Information, and will continue to experience such attacks and incidents to varying degrees. To date, no attacks or incidents either individually or in the aggregate has materially impacted our operations, financial condition or business. Although we and our service providers deploy security measures in relation to our IT Systems and Confidential Information, no measures can guarantee protection against all cyber-attacks and security incidents. A serious breach of our IT Systems, Confidential Information, or a third-party system upon which we rely may subject us to material losses or liability, including, for example, as a result of the following: payment network fines; assessments and claims for unauthorized purchases with misappropriated credit, debit or card information; impersonation or other similar fraud claims; regulatory investigations, fines and penalties; litigation (including class action) costs, damages and injunctive relief; significant harm to our brand and reputation; loss of existing clients and potential clients from using electronic payments generally and our solutions and services specifically, thus reducing our revenue; costs to correct any breaches or failures; and significant uninsured liabilities and costs.

Although we generally require that our agreements with our distribution partners and service providers who have access to our IT Systems and/or Confidential Information include confidentiality obligations that restrict these parties from using such access or disclosing such information except as necessary to perform their services under the applicable agreements, there can be no assurance that these contractual measures will prevent the unauthorized use or disclosure of Confidential Information, nor can we be sure that such third parties would be willing or able to satisfy liabilities arising from their breach of these agreements. Any failure by such third parties to adequately take these protective measures could result in protracted or costly litigation.

In addition, our agreements with our bank sponsors (as well as payment network requirements) require us to take certain protective measures to ensure the confidentiality of Confidential Information. Any failure to adequately comply with these protective measures could result in fees, penalties, litigation or termination of our bank sponsor agreements, and/or registration with the payment card networks.

Our existing general liability and cyber liability insurance policies may not cover, or may cover only a portion of, any potential claims related to security breaches to which we are exposed or may not be adequate to indemnify us for all or any portion of liabilities that may be imposed. We also cannot be certain that our existing insurance coverage will continue to be available on acceptable terms or in amounts sufficient to cover the potentially significant losses that may result from a security incident or breach or that the insurer will not deny coverage of any future claim. We attempt to limit by contract our liability, however, the limitations of liability set forth in the contracts may not be enforceable or otherwise protect us from liability, and we may also be subject to claims that are not covered by contract.

Additionally, we are responsible both for our own business and to a significant degree for acts and omissions by certain of our distribution partners and third-party vendors under the rules and regulations established by the payment networks, such as Visa, MasterCard, Discover and American Express and the debit networks. We and other third parties collect, process, store and transmit Confidential Information, including financial and payment card information, and we have ultimate liability to the payment networks and member financial institutions that register us with the payment networks for our failure, or the failure of certain distribution partners and third parties with whom we contract, to protect this Confidential Information, in accordance with payment network requirements. Additionally, certain of our software and technology-enabled services are intended for use in collecting, storing and displaying clinical and health care-related information used in the diagnosis and treatment of patients and in related health care settings such as registration, scheduling and billing. The loss, destruction or unauthorized modification of Confidential Information could result in significant fines, sanctions and proceedings or actions against us by the payment networks, payment processors, sponsor banks, governmental bodies, our customers, our clients' customers or others, which could have a material adverse effect on our business, financial condition and results of operations. Any such sanction, fine, proceeding or action could result in significant damage to our reputation or the reputation of our customers, negatively impact our ability to attract or retain customers, force us to incur significant expenses in defense of these proceedings, disrupt our operations, distract our management, increase our costs of doing business and may result in the imposition of monetary liability. A significant cybersecurity breach could also result in payment networks prohibiting us from processing transactions on their networks or the loss of our financial institution sponsorship that facilitates our participation in the payment networks, either of which could materially impede our ability to conduct business.

Moreover, we rely on third parties, such as Worldpay, PayPal and other payment processing partners, for specific services, software and hardware used in providing our solutions and services. Some of these organizations and service providers are our competitors or provide similar services and technology to our competitors, and we may not have long-term contracts with them. If these contracts are canceled or we are unable to renew them on commercially reasonable terms, or at all, our business, financial condition and results of operation could be adversely impacted. The termination by our service or technology providers of their agreements with us or their failure to perform their services efficiently and effectively may adversely affect our relationships with our clients and, if we cannot find alternate providers quickly, may cause those clients to terminate their processing agreements with us.

Unregistered sales of stock 7 changes

~~Recent Sales of Unregistered Securities;~~ Purchases of Equity Securities by the Issuer or Affiliated Purchaser

During the three months ended ~~June~~ September 30, 2026, we repurchased approximately ~~$14.8~~ $15.7 million in shares of our common stock under our Repurchase Program, including transaction fees and taxes. The stock repurchase activity under our Repurchase Program during the three months ended ~~June~~ September 30, 2026 was as follows:

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~~April 1, 2026 - April 30, 2026 393,321 $ 11.62 393,321 $ 29,300~~

~~May 1, 2026 - May 31, 2026 384,721 $ 10.66 384,721 $ 25,198~~

July 1, 2026 - July 31, 2026 615,292 $ 10.89 615,292 $ 12,459

August 1, 2026 - August 31, 2026 551,743 $ 10.26 551,743 $ 6,796

~~June~~ September 1, 2026 - ~~June~~ September 30, 2026 ~~646,236~~ 416,568 $ ~~9.33 646,236~~ 7.82 416,568 $ ~~19,166~~ 28,537 (1) On June 14, 2022, our Board approved the Repurchase Program with authorization to purchase up to $50.0 million in shares of the Company's common stock through the expiration of the program on December 21, 2022. On November 7, 2022, November 5, 2023, May 21, 2024, May 1, 2025, and November 4, 2025 our Board increased the authorization of the Repurchase Program by an additional $50.0 million in shares of the Company's common stock on each date. ~~for~~ On September 11, 2026, our Board increased the authorization by an additional $25.0 million, resulting in a total authorization, since the initial approval, to repurchase up to ~~$300.0~~ $325.0 million in shares of the Company's common stock through December 31, ~~2026.~~ 2027.

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Other information 3 changes

On ~~June 6,~~ September 9, 2026 , Eric Remer , our former Chief Executive Officer and ~~Chairman~~ current member of the Board of Directors , entered into a Rule 10b5-1 trading arrangement (the "Remer 10b5-1 Sales Plan") intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) for the sale of up to ~~1.0~~ 3.0 million shares of the Company's common stock held by Mr. Remer, until ~~September 9, 2027~~ March 15, 2028 or upon the occurrence of certain events described in the Remer 10b5-1 Sales Plan. The previous plan adopted on June 6, 2026 was terminated on September 10, 2026 (the "Remer Prior Plan"). The Remer Prior Plan had contemplated the sale of up to 1.0 million shares of the Company's common stock through September 9, 2027.

On September 10, 2026 , Matt Feierstein , our former President , entered into a Rule 10b5-1 trading arrangement (the "Feierstein 10b5-1 Sales Plan") intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) for the sale of up to 480,000 shares of the Company's common stock held by Mr. Feierstein, until December 31, 2027 or upon the occurrence of certain events described in the Feierstein 10b5-1 Sales Plan.

During the three months ended ~~June~~ September 30, 2026, no other director or officer of the Company adopted or terminated a "Rule 10b5-1 trading arrangement" or "non-Rule 10b5-1 trading arrangement," as each term is defined in Item 408(a) of Regulation S-K.

Exhibits 9 changes

4 unchanged paragraphs

~~10.1 Amendment to Executive Employment Agreement by and between Matth ew Feierstein and EverCommerce Solutions Inc.~~

10.1 Transition Agreement between the Company and Eric Remer, effective August 6, 2026.

10.2 Employment Agreement between the Company and Alex Goor, effective August 6, 2026.

10.3 Performance-Based Restricted Stock Unit Agreement between the Company and Alex Goor, effective August 6, 2026.

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~~Date: August 5, 2026~~

Date: November 5, 2026

By: /s/ Alexander Goor

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~~Date: August 5, 2026~~

Date: November 5, 2026

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Unchanged: Notes to the financial statements, Market risk, Legal proceedings, Defaults on senior securities, Mine Safety Disclosures

Compared by code from the two filings' text and XBRL. Not advice.

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What changed

Cover page 2 changes

Forward-looking statements 1 change

Financial statements 354 changes

MD&A 166 changes

Controls and procedures 4 changes

Risk factors 11 changes

Unregistered sales of stock 7 changes

Other information 3 changes

Exhibits 9 changes

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