Revenue segments as reported by the company.

Subscription solutions

Merchant solutions

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Transaction & Loan losses

Impairment on sales of Shopify's logistics businesses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Shopify

Shopify, Inc. operates a cloud-based commerce platform designed for small and medium-sized businesses. Its software is used by merchants to run business across all sales channels, including web, tablet and mobile storefronts, social media storefronts, and brick-and-mortar and pop-up shops. The firm's platform provides merchants with a single view of business and customers and enables them to manage products and inventory, process orders and payments, build customer relationships and leverage analytics and reporting. It focuses on merchant and subscription solutions. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Earnings data Q4 2020

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Shopify reports robust Q2 earnings, surpasses $1 trillion GMV milestone

Shopify's Q2 performance showcases strong revenue growth, improved profitability, and milestone achievements.
The company's focus on cross-border selling, off-line GMV, and B2B segments highlights diversification and growth potential.
While challenges exist in sustaining growth and managing competition, Shopify's strategic initiatives and strong financial metrics position it well for future success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Shopify, Inc. engages in the cloud-based commerce platform designed for small and medium-sized businesses. Its software is used by merchants to run business across all sales channels, including web, tablet and mobile storefronts, social media storefronts, and brick-and-mortar, and pop-up shops. The firm's platform provides merchants with a single view of business and customers and enables them to manage products and inventory, process orders and payments, build customer relationships and leverage analytics and reporting. It focuses on merchant and subscription solutions. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Veeva Systems

In a battle between two software-as-a-service giants, this is the differentiating factor.

Better Buy: Shopify vs. Veeva Systems

E-commerce platform Shopify has quietly made an acquisition to continue its expansion of the services and products that merchants can sell and purchase through its platform. It has acquired Handshake, a New York startup offers a commerce platform for businesses that sell wholesale goods.

Shopify quietly acquired Handshake, an e-commerce platform for B2B wholesale purchasing

Management talks Shopify Plus, Shopify Payments, and international performance.

3 Must-See Takeaways From Shopify's Earnings Call

Is now a good time to buy this outperformer?

Shopify: Buy at the High?

Shopify may be great software, with a clear upgrade path and a big app store, but Shopify stock is overvalued even for some bulls.

The Shopify Stock Bubble Could Burst at Any Moment

Shopify's growth story is one without a bleeding balance sheet, yet investors are asking when this growth story will become an earnings story.

Shopify: Buy On Dips

Shopify stock fell as some analysts turned bearish on the e-commerce platform provider. But Shopify stock bounced back as the Nasdaq composite rose during trading on Tuesday's markets.

Shopify Stock Downgraded, Analysts Question E-Commerce Firm's Valuation

Shopify Inc. is a best in class e-commerce platform, but it's a mistake to value the stock as if it's a pure-play software-as-a-service company, according to Morgan Stanley.

Morgan Stanley Says Shopify Doesn't Deserve A 'Full SaaS Multiple'

Shopify stock is one of the market's best growth stocks, but even the market's strongest stocks need to take breathers every once in a while. SHOP stock has reached that point.

Shopify Stock Is a Long-Term Winner That’s Due for Near-Term Turbulence

Shopify stock appeals to investors due to its tech cred, but it won’t go anywhere unless it can scale up its low-quality merchant base.
The post Now Would Be a Good Time to Sell Shopify Stock appeared first on InvestorPlace.

Now Would Be a Good Time to Sell Shopify Stock

Shopify stock fell as some analysts turn bearish on the e-commerce platform provider citing valuation and subscription revenue growth.

Shopify Stock Falls On Second Downgrade As Analysts Turn Bearish

It started innocently enough with a March 22 announcement from Mailchimp announcing that it had asked Shopify to remove the Mailchimp for Shopify app from the Shopify App Store.

This Tiff with Mailchimp Could Be a Drag on Shopify Stock

Shares of Shopify Inc. have gained more than 45 percent since the start of 2019 and the stock's valuation implies limited upside potential ahead, according to Guggenheim Partners.

Guggenheim Downgrades Shopify, Says Valuation Implies Minimal Upside

Shopify stock may be volatile, but it's worth the wild swings. Even with SHOP stock up more than 88% this year, it could still have upside.

It’s Time To Admit That The Formula Works As Shopify Stock Nearly Doubles

Shopify's revenue growth continues to wow Wall Street, but not all of its subscription plans are created equal.

Shopify's Quarter Is a Real Plus

On April 30, Shopify announced its Q1 2019 results, and the company blew expectations out of the water again.

The Real Power Of Shopify Ditches The Churn Argument

The company continues to impress investors with stellar growth.

Why Shopify Stock Climbed 18% in April

Growth in the e-commerce marketplace alongside unusual buy signals suggest additional upside potential for Spotify shares.

Shopify Shares Are Signaling Big Demand Activity

The e-commerce software-as-a-service platform is firing on all cylinders.

7 Metrics Behind Shopify's Soaring Stock Price

Shopify (SHOP) first-quarter results benefit from robust performance of Shopify Shipping, Shopify Payments and Shopify Capital solutions.

Shopify (SHOP) Beats on Q1 Earnings & Revenues, Ups '19 View

There was plenty to like, but investors focused on these factors most.

4 Reasons Shopify Soared on Earnings

The commerce technology company is expanding at a blistering pace.

Shopify Delivers 50% Revenue Growth

Axon Enterprise

AppFolio

Microsoft

Twilio

The fourth one is a software company in disguise.

5 Top IT Stocks to Buy in 2019

Snap

Snapchat will gain access to thousands of smaller merchants.

Snap Partners With Shopify to Expand Its Advertising Ecosystem

Canada-based Shopify Inc (NYSE: SHOP) has a clear vision: help small businesses compete with big retailers.

News for Shopify Stock (SHOP)