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

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

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.

Palantir Technologies

Starbucks

Surprises to the upside during third-quarter earnings season were many. This has led to a reversal of fortune for many stocks.

The 3 Ultimate Comeback Stocks to Watch Now

MercadoLibre

Instead of languishing amid Latin America's challenges, MercadoLibre thrives because of them. An extensive ecosystem helps e-commerce platform Shopify stand out over its competitors.

My 2 Favorite Stocks Right Now

Celsius Holdings

Super Micro Computer

Every investor is a phenomenal stock picker with hindsight. If investors could go back five years and buy stocks with today's hindsight, they would pick companies like Tesla (NASDAQ: TSLA ) and Nvidia (NASDAQ: NVDA ).

Get Ahead of the Game: Buy These 3 Stocks Before They Go Big

Shopify's free cash flow as a percentage of revenue was 16% in Q3. Management expects both its free cash flow margin and free cash flow in absolute dollars to increase further in Q4.

Shopify Has Morphed Into a Free Cash Flow Machine

Shopify's (SHOP) third-quarter 2023 results benefit from growth in merchant solutions revenues and an expanding merchant base.

Shopify (SHOP) Q3 Earnings Beat Estimates, Revenues Up Y/Y

ARK Fintech Innovation ETF

Bitwise Web3 ETF

First Trust Dow Jones International Internet ETF

Shopify delivered a surprising third-quarter financial performance, surpassing analysts' expectations on both the top and bottom lines. SHOP stock jumped on four times higher volume.

ETFs to Tap as Shopify Pops 22% on Stellar Earnings & Rosy Forecast

Adobe

DigitalOcean Holdings

DocuSign

Lyft

Pinterest

Roku

High-growth tech firms are experiencing a resurgence in their stock prices as growth reaccelerates. Companies like Shopify, Roku, and Palantir have seen their stock prices leap by more than 20% following strong earnings. DocuSign, Lyft, and DigitalOcean Holdings are three stocks that could represent opportunities for investors in the tech sector.

Comeback Of Growth Stocks: 3 Stocks To Play The Turnaround

I'm feeling flush. I got an email last Saturday from Shop that I had $43.40 in my Shop wallet to spend on the app.

Can Shop Cash Turn Shopify Into an Amazon Challenger?

Shopify announced stronger-than-expected revenue and earnings for its third quarter. The e-commerce platform company also achieved its fourth straight quarter of positive free cash flow.

Why Shopify Stock Popped 27% This Week

Shopify (SHOP) shares skyrocketed as the e-commerce site posted much better than expected earnings and gave a positive outlook for the upcoming holiday quarter as volumes swelled.

Shopify Beat Profit and Sales Estimates as Gross Merchandise Volume Soared

Lemonade

Lemonade Inc (NYSE:LMND), Palantir Technologies Inc  (NYSE:PLTR), and  Shopify Inc  (NYSE:SHOP) are all surging today, following their respective earnings reports.

Options Bulls Blast 3 Stocks After Quarterly Wins

Shopify Inc. (SHOP) Q3 2023 Earnings Call Transcript

A 25% year-over-year increase in revenue is better than investors hoped. Even better, Shopify is turning a nice profit after reporting losses from operations last year.

Why Shopify Stock Jumped Today

Coca-Cola

Shopify boasts a rock-solid balance sheet and astounding top-line growth. MercadoLibre recently reported an outstanding quarter -- highlighted by red-hot revenue growth.

My 3 Favorite Stocks That Are Screaming Buys Right Now

The headline numbers for Shopify (SHOP) give insight into how the company performed in the quarter ended September 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Shopify (SHOP) Reports Q3 Earnings: What Key Metrics Have to Say

Shopify Inc (TSX:SH., NYSE:SHOP) swung to a profit in its third quarter thanks to a surge in subscription solutions and merchant solutions revenue.

Shopify swings to 3Q profit as strategic partnership with Amazon pays off

Shopify stock is up 17% after the company reported Q3 earnings. Is the stock a buy right now?

Why Are Shopify Shares Soaring After Earnings?

The Canadian e-commerce company beat on the top and bottom lines for the third quarter, and gave upbeat guidance for the remainder of the year.

Shopify shares pop 15% on earnings beat, rosy guidance

E-commerce platform Shopify reported third-quarter revenue and earnings that topped estimates.

Shopify Stock Is Soaring. Earnings Were Strong.

Shopify Inc. shares were surging about 8% in Thursday's premarket action after the company easily topped profit expectations for its third quarter.

Shopify scores a big profit beat, and its stock is surging after earnings

Revenue Up 25% and Gross Profit Up 36% Year-Over-Year; Free Cash Flow Positive for Fourth Consecutive Quarter, Reaching 16% of Revenue Internet, Everywhere--(Newsfile Corp. - November 2, 2023) - Shopify Inc. (NYSE, TSX: SHOP), a provider of essential internet infrastructure for commerce, today announced financial results for the quarter ended September 30, 2023. "Our third-quarter results demonstrate the progress we are making to further solidify Shopify's position as the global leader in commerce," said Harley Finkelstein, President of Shopify.

Shopify Announces Third-Quarter 2023 Financial Results

NVIDIA

Revenue growth is ultimately the limiting factor for many other important financial metrics. Shopify could grow revenue 469% over the next decade, driven by its leadership in e-commerce software, according to Morgan Stanley.

2 Monster Growth Stocks Could Increase Sales 469% and 630% in 10 Years, According to Wall Street Analysts

Shopify, a leading provider of software and services to online sellers, has been turning to artificial intelligence (AI) to give its merchants a competitive edge. When the company reports results on Thursday (Nov. 2), investors will be looking to see if these tools will drive growth and revenue, Reuters reported Wednesday (Nov. 1).

Shopify Aims to Use AI to Give Merchants Competitive Edge

Evaluate the expected performance of Shopify (SHOP) for the quarter ended September 2023, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Unveiling Shopify (SHOP) Q3 Outlook: Wall Street Estimates for Key Metrics

CrowdStrike

SentinelOne

When it comes to using artificial intelligence models to pick winning stocks, I think Bard stands head and shoulders above the rest. While other large language models tend to make more generalized stock recommendations, Bard appears to provide real analysis, digging deeper to identify trendy high-growth companies poised for exponential returns.

News for Shopify Stock (SHOP)