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SHOP · Shopify Inc. · Earnings Call Transcripts & Audio

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$128.03 +1.43 (+1.13%)
Nasdaq-100 member Rebalance outlook locked
Market Cap
$163.13B
Shares
1.29B

Shopify Inc. Earnings Call Transcripts

Quarterly earnings calls for Shopify Inc. (SHOP), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
· $1.86B −$273.00M '24 Q1 24-03-31 · $2.04B $171.00M '24 Q2 24-06-30 · $2.16B $828.00M '24 Q3 24-09-30 · $2.81B $1.29B '24 Q4 25-02-11 ▲26.8% $2.36B −$682.00M '25 Q1 25-05-08 ▲31.1% $2.68B $906.00M '25 Q2 25-08-06 ▲31.5% $2.84B $264.00M '25 Q3 25-11-04 ▲30.6% $3.67B $743.00M '25 Q4 26-02-11 ▲34.3% $3.17B −$581.00M '26 Q1 26-05-05 LATEST ▲33.7% $3.58B $1.50B '26 Q2 26-08-05
Conference
Investor event
2026-09-10
Shopify Inc. (SHOP) September 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-08-05
Shopify Inc. (SHOP) Q2 2026 Earnings Call Transcript
Confident tone GMV Scale and Growth Agentic AI Commerce Sidekick AI Assistant
Revenue
$3.58B
▲ 33.7% YoY
Diluted EPS
$1.16
▲ 68.1% YoY
Gross margin
47.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-05
Shopify Inc. (SHOP) Q1 2026 Earnings Call Transcript
Confident tone GMV and revenue growth AI as core platform Financial services expansion
Revenue
$3.17B
▲ 34.3% YoY
Diluted EPS
$-0.45
Gross margin
48.8%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-11
Shopify Inc. (SHOP) Q4 2025 Earnings Call Transcript
Positive tone International expansion AI integration and platform stability Payment systems expansion
Revenue
$3.67B*
▲ 30.6% YoY
Gross margin
46.1%
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-04
Shopify Inc. (SHOP) Q3 2025 Earnings Call Transcript
Confident tone Advertising / Shop Campaigns Merchant AI Assistant (Sidekick) Agentic Commerce / AI Partnerships
Revenue
$2.84B
▲ 31.5% YoY
Diluted EPS
$0.20
▼ 68.8% YoY
Gross margin
48.9%
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Shopify Inc. (SHOP) Q2 2025 Earnings Call Transcript
Confident tone GMV and Revenue Growth Agentic Commerce / AI Integrations International / Europe Expansion
Revenue
$2.68B
▲ 31.1% YoY
Diluted EPS
$0.69
▲ 430.8% YoY
Gross margin
48.6%
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Shopify Inc. (SHOP) Q1 2025 Earnings Call Transcript
Confident tone Financial performance and profitability Tariff and trade environment International expansion
Revenue
$2.36B
▲ 26.8% YoY
Diluted EPS
$-0.53
Gross margin
49.5%
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-11
Shopify Inc. (SHOP) Q4 2024 Earnings Call Transcript
Confident tone Revenue and GMV growth Shop App and Shop Pay International expansion
Revenue
$2.81B*
Gross margin
48.1%
Rev · 3q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-09-30
Shopify Inc. (SHOP) Q3 2024 Earnings Call Transcript
Confident tone Merchant Growth and GMV Product Innovation and Platform Integration Partnerships and Channel Integrations
Revenue
$2.16B
Diluted EPS
$0.64
Gross margin
51.7%
Rev · 3q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-06-30
Shopify Inc. (SHOP) Q2 2024 Earnings Call Transcript
Confident tone Shop Pay and Shopify Payments Revenue and financial performance Product releases and Editions
Revenue
$2.04B
Diluted EPS
$0.13
Gross margin
51.1%
Rev · 2q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-03-31
Shopify Inc. (SHOP) Q1 2024 Earnings Call Transcript
Confident tone Enterprise and Commerce Components B2B Opportunity Shop Pay and Payments Expansion
Revenue
$1.86B
Diluted EPS
$-0.21
Gross margin
51.4%
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-12-31
Shopify Inc. (SHOP) Q4 2023 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-09-30
Shopify Inc. (SHOP) Q3 2023 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-06-30
Shopify Inc. (SHOP) Q2 2023 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-03-31
Shopify Inc. (SHOP) Q1 2023 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-12-31
Shopify Inc. (SHOP) Q4 2022 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-09-30
Shopify Inc. (SHOP) Q3 2022 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-06-30
Shopify Inc. (SHOP) Q2 2022 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-03-31
Shopify Inc. (SHOP) Q1 2022 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-12-31
Shopify Inc. (SHOP) Q4 2021 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-09-30
Shopify Inc. (SHOP) Q3 2021 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-06-30
Shopify Inc. (SHOP) Q2 2021 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-03-31
Shopify Inc. (SHOP) Q1 2021 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-12-31
Shopify Inc. (SHOP) Q4 2020 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-09-30
Shopify Inc. (SHOP) Q3 2020 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-06-30
Shopify Inc. (SHOP) Q2 2020 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-03-31
Shopify Inc. (SHOP) Q1 2020 Earnings Call Transcript
Results not yet reported
Audio Transcript Slides 8-K10-Q
Showing 1–27 of 27 earnings calls
Key facts CIK 1594805 CUSIP 82509L107 13F (30d) 575 filings 567 filers Visit website Investor relations