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.

Celsius Holdings

MercadoLibre

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Tesla

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Wingstop

The stock market has gone into quite a fall swoon. Historically, the stock market has generated some of its worst returns in October, and 2023 proved to be no exception to the rule.

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Sale of Deliverr gets Shopify out of capital-intensive logistics business. Guidance implies substantial improvement in gross margins and free cash flow. EPS estimates for 2024 through 2026 appear to be low and will likely be raised after Q3 2023 report.

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Shopify reports Q3 earnings early Thursday. SHOP stock has gained 32% this year but has retreated from a 52-week high of 71.53 set on July 14.

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Etsy

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Buyers and sellers are returning to Etsy, which should help drive a rebound in the stock. Short-term headwinds are impacting Ulta's operating margin, but it remains higher than pre-pandemic levels.

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Amazon

Amazon's massive scale gives it an advantage when it comes to speed, selection, and convenience. Etsy's focus on unique items continues to resonate with consumers.

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It was an ugly day in the market today, but Shopify (NYSE:SHOP) fell 7.36% while the S&P 500 dropped 1.43%.

3 Reasons Shopify (SHOP) Crashed 7% Today

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Covered call stocks allow investors to earn additional income from their positions. It's a second dividend, and most publicly traded stocks are eligible for covered calls.

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Tesla and Shopify have both split their stocks somewhat recently, and Ark Invest is bullish on both. Despite a difficult third quarter, Tesla is still the market leader in battery electric vehicles.

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Shopify has become the most popular e-commerce platform in the U.S. Palantir's unique AI offerings continue to attract more attention and interest. The synergies built by MercadoLibre in Latin America have kept the stock growing for over 16 years.

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Retail sales remain robust despite the current challenges of inflation. E-commerce is expected to grow at a fast clip in the coming years.

Here's Great News for Shopify Shareholders

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Airbnb has expanded the scope of vacation and short-term rentals through technology. Floor & Decor has carved out a niche in a competitive industry not known for rapid growth.

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In the latest trading session, Shopify (SHOP) closed at $54.17, marking a +1.67% move from the previous day.

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These two stocks have provided excellent stock market returns in the past. Both benefit from economic moats and substantial room to grow in their industries.

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A pivot back to what has made it successful, and accelerating growth are just part of the story.

Shopify Stock Up 50%: Why It's Not Too Late to Buy

Shopify is recommended as a hold due to its strong growth potential but already high valuation. The company's competitive advantage lies in its ability to penetrate various verticals and leverage data for better outcomes. Shopify's growth is supported by a large and expanding market, innovative solutions, and strategic partnerships.

Shopify: Strong Competitive Advantage And Growth Potential, But Stock Is Fair Valued

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Uber

Investors have bid up companies that acted quickly to either cut costs or adopt artificial intelligence this year. Uber has been one of the turnaround companies, solidifying its position as a leader in ride-sharing.

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Global-e Online Ltd

Global-E helps companies sell their products to customers in foreign markets. The global e-commerce market is massive and growing.

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Shopify reported strong Q2 results, with revenue of $1.69 billion and a non-GAAP profit of $0.14 per diluted share. But the market didn't like it. The company is focused on expanding its potential addressable markets and investing in growth. Compare SHOP to Amazon 10 years ago and you'll see it's not that overvalued.

Shopify Stock: An Exciting Long-Term Opportunity

Shopify is winning market share and has returned to positive cash flow. The stock still looks expensive relative to its current earnings potential.

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Shopify stock's recent surge following its integration with Amazon's Buy with Prime has been fully digested, presenting another buying opportunity. The upcoming third-quarter earnings announcement and Investor Day presentation may provide insights into Shopify's growth strategies and generative AI opportunities. Despite its recent pullback, Shopify's strong growth potential and robust momentum suggest buyers are expected to defend its premium valuation.

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Shopify Inc.'s strong market position and growth potential are evident. Concerns arise regarding the recent valuation as Shopify enters a more mature growth phase. The challenge lies in maintaining a hypergrowth premium amid moderating revenue growth rates.

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The S&P 500 returned an average of 186% during the nine bull markets that have taken place since 1970. Shopify is the gold standard in e-commerce software, and the stock currently trades at a steep discount.

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Internet, Everywhere--(Newsfile Corp. - October 12, 2023) - Shopify Inc. (NYSE, TSX: SHOP), a provider of essential internet infrastructure for commerce, announces upcoming investor events: Third-Quarter 2023 Financial Results Shopify plans to announce financial results for its third quarter, which ended September 30, 2023, before markets open on Thursday, November 2, 2023. Shopify's management team will host a conference call to discuss third-quarter results at 8:30 a.m.

Shopify Announces Third-Quarter 2023 Financial Results Conference Call Date and Upcoming Investor Day

Visa

Zoom Video

In 2023, stocks have generally fared better than the previous year. Yet, some high-growth stocks have slowed down amid uncertainties like a potential recession and higher interest rates.

News for Shopify Stock (SHOP)