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 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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With growth leading a market rally, several stocks owned by Cathie Wood's ARK Invest are in or near entries, including Tesla and Shopify.

Four Cathie Wood Stocks Near Buy Points

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

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.

Shopify Stock Pops on Amazon Partnership

Amazon will release an app in Shopify's ecosystem, allowing merchants to integrate a 'Buy With Prime' option into a product's page.

Shopify Is Offering Amazon's 'Buy With Prime.' 3 Benefits From the Deal.

E-commerce software and services provider Shopify will make use of industry giant Amazon.com's vast "Buy With Prime" distribution network.

Shopify Taps Into Amazon Network; 'Buy With Prime' No Longer A Threat?

Shopify (NYSE: SHOP ) stock is on the rise Thursday as investors react to a deal between it and e-commerce giant Amazon (NASDAQ: AMZN ). According to a news release from Amazon, this deal allows customers to make use of the “Buy with Prime” benefit on Shopify.

Shopify (SHOP) Stock Jumps 6% on Amazon Deal

Etsy

Having endured a terrible 2021 that continued for much of 2022, it's starting to look like a solid low has been put in by online retail stocks, with a recovery rally imminent. Looking at the ProShares Online Retail ETF NYSEARCA: ONLN, we can see the fall from grace it had following the pandemic run-up of 200%; as recently as June, it was still down 70% from those highs.

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Shopify Inc (TSX:SH., NYSE:SHOP) has announced a collaboration with Amazon.com Inc (NASDAQ:AMZN) and investors like it, sending shares in the Canadian e-commerce firm higher in Thursday premarket trading.

Shopify stock jumps on Amazon ‘Buy with Prime' collaboration

Shopify Inc. shares rose 4% in Wednesday's aftermarket action after Amazon.com Inc. announced an enhanced collaboration between the two companies.

Shopify's stock pops after latest Amazon collaboration

Amazon AMZN on Wednesday announced that its “Buy With Prime” app would begin integration with Shopify SHOP stores.

Amazon launches ‘Buy With Prime' app integration for Shopify

Online merchants who use Shopify's e-commerce platform will be able to natively integrate Amazon's “Buy with Prime” program into their Shopify sites under an initiative unveiled by the companies Wednesday afternoon.

E-commerce rivals Amazon and Shopify reach truce on ‘Buy with Prime' integration

SEATTLE--(BUSINESS WIRE)--Today, Amazon (NASDAQ: AMZN) announced the Buy with Prime app for Shopify, a new app integration that makes it easy for merchants to offer Buy with Prime on Shopify stores. The Buy with Prime app for Shopify gives Prime members the option to select Buy with Prime on a product's detail page before completing their order within Shopify's Checkout. Buy with Prime offers Prime members fast, free delivery and easy returns through Amazon's fulfillment network. After signing.

Amazon Announces App Integration for Merchants to Enable Buy with Prime on Shopify Stores

Shopify has been through its fair share of struggles, but it's making the right moves to become leaner and sustain its growth. The market is rewarding it with a premium valuation, although it's a much lower premium than it has previously sported.

Is Shopify Stock Too Expensive?

LOS ANGELES--(BUSINESS WIRE)--CommentSold, the leading fashion live selling platform, announced today the launch of Videeo for Shopify. This innovative Shopify app revolutionizes customer engagement and optimizes fashion and beauty live selling experiences with a host of innovations. Designed to integrate with Shopify seamlessly, Videeo empowers shops to convert e-commerce shoppers into super fans and repeat customers. Building a community and direct customer connections, in turn, increases con.

CommentSold Launches Videeo™, a Shopify Live Selling App Powered by North America's Leading Live Video Commerce Technology Platform

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SolarEdge Technologies

Hedge fund managers William Harnish and Till Bechtolsheimer outperformed the S&P 500 over the last three years. Harnish started a position in Shopify in the second quarter, and Bechtolsheimer quintupled his stake in SolarEdge during the past year.

These Money Managers Have Beaten the S&P 500 Like Clockwork: 2 Magnificent Growth Stocks They're Buying Now

Ark Invest sold approximately $9.2 million worth of Shopify stock on Aug. 21. The firm purchased roughly $6.4 million worth of Adyen stock the same day.

Cathie Wood Just Sold Shopify -- and Bought These 7 Potentially Explosive Growth Stocks

I examine whether Shopify has the potential to appreciate ten times over with its current valuation as part of 'The Hunt For Potential 10x Returns' series. As previously done, I use a rating system based on factors such as returns on invested capital, insider ownership, share repurchases, gross profit margin, and intangibles to evaluate Block. SHOP stock has scored the highest rating yet due to its great returns on invested capital and intangible value through AI product initiatives and employee cuts that decrease overhead.

The Hunt For Potential 10x Returns: Shopify's Push Into AI With Lower Overhead Will Drive Growth

Shopify has recently introduced a new payment method, Solana Pay, and this is a sound decision considering survey results pointing to the increased popularity of cryptocurrency payments. Shopify delivered a massive earnings beat for the recent quarter, and this is largely attributable to the company's success in managing expenses. I maintain my Buy rating for SHOP stock as I have been impressed with the company's recent actions relating to the Solana Pay integration and cost optimization.

News for Shopify Stock (SHOP)