Symbols

SHOP

Shopify·NASDAQ

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SHOP fundamentals

SHOP Q4 2025 Earnings

Shopify (SHOP) released its earnings on Feb 11, 2026: revenue was 3.63B (YoY +29.78%), beat estimates; EPS was 0.51 (YoY +20.00%), beat estimates.

Revenue / YoY

3.63B

+29.78%

EPS / YoY

0.51

+20.00%

Report date

Feb 11, 2026

SHOP Earnings Call Summary for Q4,2025

Record Growth: 2025 GMV +29% to $378B, revenue +30% to $11.5B, with Q4 revenue topping $3B.
AI Commerce Leadership: UCP standardizes AI transactions, Agentic Storefronts enable merchants to sell via major AI platforms.
Merchant Expansion: Signed 14% of U.S. e-commerce, B2B GMV +96% in 2025.
Financial Strength: Free cash flow $2B (17% margin), Q1 2026 revenue growth 30-35%.

Earnings

EPS

Revenue

Revenue & Expenses

SHOP has released its 2025 Q4 earnings report, with revenue of 3.67B, reflecting a YoY change of 30.58%, and net profit of 743.00M, showing a YoY change of -42.54%. The Sankey diagram below clearly presents SHOP's revenue sources and cost distribution.

Key Indicators

Shopify (SHOP) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Shopify (SHOP)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

Shopify (SHOP)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Shopify (SHOP)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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Breakdown