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SHOP · Shopify Inc.

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$126.88 +13.13 (+11.54%) At close · Jul 27
Market Cap
$164.65B
Shares
1.30B

Shopify Inc. Earnings Call Transcripts

Every quarterly earnings call for Shopify Inc. (SHOP) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
· $2.36B −$682.00M '25 Q1 25-05-08 · $2.68B $906.00M '25 Q2 25-08-06 · $2.84B $264.00M '25 Q3 25-11-04 · $3.67B $743.00M '25 Q4 26-02-11 LATEST ▲34.3% $3.17B −$581.00M '26 Q1 26-05-05
Earnings call
FY26 · Q2
2026-08-05
Shopify Q2 2026 Financial Results Conference Call
Scheduled
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-05
Shopify Inc. Q1 FY2026 Earnings Call
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 · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-11
Shopify Inc. Q4 FY2025 Earnings Call
Positive tone International expansion AI integration and platform stability Payment systems expansion
Revenue
$3.67B*
Gross margin
46.1%
Rev · 3q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-04
Shopify Inc. Q3 FY2025 Earnings Call
Confident tone Advertising / Shop Campaigns Merchant AI Assistant (Sidekick) Agentic Commerce / AI Partnerships
Revenue
$2.84B
Diluted EPS
$0.20
Gross margin
48.9%
Rev · 3q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Shopify Inc. Q2 FY2025 Earnings Call
Confident tone GMV and Revenue Growth Agentic Commerce / AI Integrations International / Europe Expansion
Revenue
$2.68B
Diluted EPS
$0.69
Gross margin
48.6%
Rev · 2q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Shopify Inc. Q1 FY2025 Earnings Call
Confident tone Financial performance and profitability Tariff and trade environment International expansion
Revenue
$2.36B
Diluted EPS
$-0.53
Gross margin
49.5%
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-11
Shopify Inc. Q4 FY2024 Earnings Call
Confident tone Revenue and GMV growth Shop App and Shop Pay International expansion
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-09-30
Shopify Inc. Q3 FY2024 Earnings Call
Confident tone Merchant Growth and GMV Product Innovation and Platform Integration Partnerships and Channel Integrations
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-06-30
Shopify Inc. Q2 FY2024 Earnings Call
Confident tone Shop Pay and Shopify Payments Revenue and financial performance Product releases and Editions
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-03-31
Shopify Inc. Q1 FY2024 Earnings Call
Confident tone Enterprise and Commerce Components B2B Opportunity Shop Pay and Payments Expansion
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-12-31
Shopify Inc. Q4 FY2023 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-09-30
Shopify Inc. Q3 FY2023 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-06-30
Shopify Inc. Q2 FY2023 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-03-31
Shopify Inc. Q1 FY2023 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-12-31
Shopify Inc. Q4 FY2022 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-09-30
Shopify Inc. Q3 FY2022 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-06-30
Shopify Inc. Q2 FY2022 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-03-31
Shopify Inc. Q1 FY2022 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-12-31
Shopify Inc. Q4 FY2021 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-09-30
Shopify Inc. Q3 FY2021 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-06-30
Shopify Inc. Q2 FY2021 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-03-31
Shopify Inc. Q1 FY2021 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-12-31
Shopify Inc. Q4 FY2020 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-09-30
Shopify Inc. Q3 FY2020 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-06-30
Shopify Inc. Q2 FY2020 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-03-31
Shopify Inc. Q1 FY2020 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-Q
Showing 1–26 of 26 earnings calls
Key facts CIK 1594805 CUSIP 82509L107 13F (30d) 573 filings 542 filers Visit website Investor relations

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