SHOP
Shopify·NASDAQ
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SHOP fundamentals
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.
Trend
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.
Trend
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.
Trend
Breakdown
Revenue Breakdown
Where does Shopify (SHOP) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:
Dividend
Track Shopify (SHOP) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
Did Shopify beat or miss consensus estimates last quarter?What guidance did Shopify's management provide for the next earnings period?What factors drove the changes in Shopify's revenue and profit?What were the key takeaways from Shopify’s earnings call?What were the key takeaways from Shopify's earnings call?What is the revenue and EPS growth rate for Shopify year over year?What does Shopify do and what are its main business segments?What is Shopify's gross profit margin?
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