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 Q1 2021

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Earnings data Q1 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.

Shopify reports robust Q3 results, eyes growth through partnerships

Shopify's Q3 performance reflects strong growth across key metrics, underpinned by a focus on entrepreneurship and product innovation.
While challenges exist in a competitive market and economic uncertainties, Shopify's strategic initiatives and partnerships offer growth opportunities.
The company's commitment to supporting merchants, expanding its product suite, and driving engagement positions it for continued success in the e-commerce space.

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.

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Amazon is going to release an app that Shopify merchants will be able to use to make its "Buy with Prime" button available to shoppers. Amazon has more than 200 million Prime members, and they spend much more on Amazon than average customers.

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Former adversaries Amazon and Shopify are now working closely together.

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Shopify Inc. (NYSE:SHOP ) Goldman Sachs 2023 Communacopia & Technology Conference September 7, 2023 4:45 PM ET Company Participants Jeff Hoffmeister - CFO Conference Call Participants Gabriela Borges - Goldman Sachs Gabriela Borges I'm Gabriela Borges, I cover emerging software here at Goldman. And I'm delighted to have on stage with me Jeff Hoffmeister, CFO of Shopify.

Shopify Inc. (SHOP) Goldman Sachs 2023 Communacopia & Technology Conference (Transcript)

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E-commerce is a massive and explosive global industry, and even a potential recession shouldn't slow this space down over the long term. Shopify is gradually building a track record of positive cash flow, and its net losses are shrinking too.

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Shares of Shopify Inc. NYSE: SHOP are up more than 100% year-to-date, and some may wonder if now is the time to ring the register. Based on the trends and some recent news, the answer to that question is no.

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Amazon's ‘Buy with Prime' was the darkest cloud hanging over Shopify's stock for over a year, as it threatened the company's key revenue segments. Shopify has struck a deal with Amazon to offer 'Buy with Prime' to its merchants, turning the threat into a revenue opportunity. Essentially, the more merchants use Amazon's ‘Buy with Prime', the more commission revenue it generates for Shopify.

Shopify: Buy With Both Hands As Amazon Risk Fades

Amazon and Shopify have announced a partnership for Buy With Prime, allowing Prime members to use their Amazon's fulfillment on Shopify shops. We look at what Buy With Prime is exactly and Amazon's history of trying to break into this market. The partnership benefits both companies, with Amazon monetizing its distribution and Shopify expanding its reach and keeping control over the payments.

Buy With Prime A Win-Win Deal For Shopify And Amazon

Shopify (SHOP) reported earnings 30 days ago. What's next for the stock?

Shopify (SHOP) Up 12.6% Since Last Earnings Report: Can It Continue?

Amazon is integrating into the Shopify app. The move should help both companies and might lead to further collaborations.

Why Shopify Stock Jumped This Week

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Shopify soared on news that Buy with Prime would be made available for its merchants. The company has delivered strong revenue growth and improved profitability, with accelerating GMV growth and positive free cash flow generation. The recent partnership with Amazon's Buy With Prime may benefit both firms in the near term, but arguably favors Amazon over the long run.

Shopify Soars On Amazon Buy With Prime Partnership: Stock Should Be Down, Not Up

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Shopify has strong tailwinds which can deliver rapid revenue growth over the next few quarters. Shopify has been able to convert more Gross Merchandise Value into revenue in the last few years and this momentum can increase as more services are added to the platform. Recent estimates have forecasted EPS of $1 for fiscal year 2025 but the company could beat these predictions with better monetization abilities in the next few quarters.

Shopify Can Surprise With Better Growth Trajectory

Shopify will allow its merchants to use Amazon's logistics services while it still maintains control over payments. The company exited logistics earlier in 2023, so a partnership here makes sense.

Here's Why Shopify Stock Jumped Today

Amazon.com Inc. and Shopify Inc. have struck a deal to allow merchants who pay for Shopify's e-commerce tools to use Amazon's logistics network.

Amazon, Shopify strike deal to open Amazon logistics to sellers

Shopify Inc. (SHOP) shares jumped more than 8% by mid-day Thursday, after a new partnership with Amazon.com Inc. (AMZN) that will bring Prime shipping and delivery to Shopify merchants.

Shopify Shares Jump 8% After 'Buy With Prime' Deal With Amazon

The agreement serves as a détente between the two companies after Shopify initially urged merchants not to use Buy with Prime, citing security risks.

Shopify stock pops after it strikes 'Buy with Prime' deal with Amazon

Shopify Inc (NYSE:SHOP) stock is on the rise, after the e-commerce company announced U.S. shoppers will have the option to use Amazon's (AMZN) "buy with prime" option, giving merchants access to Prime benefits such as free shipping and fast delivery.

News for Shopify Stock (SHOP)