SPS Commerce, Inc. (SPSC)

Cloud supply chain software, one pattern. Read November 9, 2026 from the annual report for the period ending December 31, 2025, filed February 19, 2026. Ranked 84 of the 238 Technology companies read so far, by the share within reach now.

The filing states a total workforce of 2,948 worldwide at December 31, 2025, 78% in North America, and describes one cloud software business with no count by function, so the whole workforce is read at software publishers by description.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 51% now, 68% at the end of 2027, 73% at the end of 2028, 75% at the end of 2030. By the patterns, the work is about 75% desk work, 23% people work and 2% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 25% of the working time stays with people (conversation, in-person and hands-on work), 63% becomes checking a model's work and 10% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

2,948 employees as of December 31, 2025 (stated). Not stated as a U.S. figure: 78% of the workforce is based in North America, the rest in Europe and Asia Pacific.

The filing: “As of December 31, 2025, our total workforce has increased to 2,948 worldwide.”

The workforce as industry patterns

What the filing says about the workforce: A total workforce of 2,948 worldwide at December 31, 2025, 78% in North America; 39% of the global workforce identifies as female; 90% of 2025 hires supported technology, customer success and go-to-market priorities; employee retention 88% in 2025.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Software Publishers, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.

• Microsoft (MSFT, 223,000 employees)51% now, 73% by 2028
• Oracle (ORCL, 141,000 employees)51% now, 73% by 2028
• Salesforce, Inc. (CRM, 83,334 employees)51% now, 73% by 2028
• Uber Technologies, Inc. (UBER, 34,000 employees)52% now, 71% by 2028
• DoorDash, Inc. (DASH, 31,400 employees)52% now, 71% by 2028
• Adobe Inc. (ADBE, 31,360 employees)51% now, 73% by 2028
• ServiceNow, Inc. (NOW, 29,187 employees)51% now, 73% by 2028
• Synopsys, Inc. (SNPS, 28,000 employees)51% now, 73% by 2028

What the filing says about AI

17 sentences in the filing name AI. The filing says it deployed an AI-enabled learning platform for its employees in 2025, that adopting AI and machine learning products has become increasingly important in its market, and that it incorporates AI and ML into its internal operations and its products and services.

• “In furtherance of that strategy, we deployed an artificial intelligence ("AI")-enabled learning platform that provides our employees with visibility to in-demand skills and offers personalized learning content supporting their professional development and helping SPS develop the skills and capabilities key to driving our business strategy.”
• “Adopting and utilizing AI and Machine Learning ("ML")-enabled products or services has become increasingly important within our competitive landscape.”
• “We incorporate AI/ML technologies into our internal operations and into our products and services, and may further expand such use over time.”
• “As a result, we face a range of risks associated with the development, deployment, integration, and use of AI/ML technologies.”
• “If we fail to develop, deploy, or integrate AI/ML technologies in a timely, effective, and cost-efficient manner, we may fall behind competitors, resulting in the loss of competitive efficiencies, reduced innovation, diminished market share, slower growth trajectories, or missed opportunities within an increasingly AI/ML-driven global landscape.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20231median 1
• Fiscal 20241median 4
• Fiscal 202517median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• The U.S. share is not stated; North America holds 78% of the workforce.
• No count by function; one pattern by description (c).

Source: the company's annual report on EDGAR, accession 0001092699-26-000012, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.