Shopify Inc. (SHOP) Q2 2025 Earnings Call Transcript
Shopify Inc. (NASDAQ:SHOP ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Carrie Gillard - Director of Investor Relations Harley Finkelstein - President Jeff J. Hoffmeister - Chief Financial Officer Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C.
Top Stock Movers Now: McDonald's, Shopify, Super Micro Computer, and More
U.S. equites gained at midday, lifted by several strong corporate earnings reports. The Dow Jones Industrial Average, S&P 500, and Nasdaq all advanced.
Shopify Stock Trades Near Record High as Tariff Impact 'Did Not Materialize'
Shares of Shopify (SHOP) soared 20% Wednesday, trading around their all-time high, as the provider of software for e-commerce firms posted better-than-anticipated results and strong guidance on a jump in gross merchandise value (GMV) and a lack of a tariff impact.
Shopify surges 20% as revenue, GMV jump on strong global demand
Shares of Shopify Inc (TSX:SH., NYSE:SHOP) jumped more than 20% on Wednesday after the Canadian e-commerce giant posted second-quarter results that beat Wall Street estimates and raised its outlook for the current quarter, driven by growth in global merchant activity and platform monetization.
Compared to Estimates, Shopify (SHOP) Q2 Earnings: A Look at Key Metrics
The headline numbers for Shopify (SHOP) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Shopify (SHOP) Q2 Earnings and Revenues Surpass Estimates
Shopify (SHOP) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.26 per share a year ago.
Shopify Stock Soars on Earnings. Equity Investments Were a Big Boost.
E-commerce platform Shopify reported stronger-than-expected second-quarter profit with a big boost from investments.
Shopify's Moment Of Truth: A Likely Beat Won't Fix The Overvaluation (Earnings Preview)
Shopify's growth remains impressive, with strong GMV and international expansion, but bottom-line misses and slowing high-margin growth temper enthusiasm. Q2 expectations are low, making an earnings beat likely, especially as analysts may have overestimated gross margin pressures. Operational efficiency is improving, with OPEX-to-revenue ratios falling and free cash flow margins rising, supporting long-term business quality.
Should You Buy, Sell or Hold Shopify Stock Before Q2 Earnings?
SHOP's second-quarter 2025 performance is expected to reflect benefits from the growing adoption of merchant-friendly solutions.
Shopify (SHOP) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Besides Wall Street's top-and-bottom-line estimates for Shopify (SHOP), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Is Most-Watched Stock Shopify Inc. (SHOP) Worth Betting on Now?
Zacks.com users have recently been watching Shopify (SHOP) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Shopify: Why Wall Street Still Undervalues The Real Winner Of Global Online Retail
Shopify continues to grow revenues above 20% per year, driven by strong global expansion and a resilient, diversified SaaS business model. Given SHOP's operating leverage, margin improvement is steady, and free cash flow and profitability grow right along with it. After Shopify's Q1 2025, the company still has Q1 cash balance sheet of over $5.5 billion and little debt.
