An employee works at Shopify's headquarters in Ottawa, Ontario in Canada.Shopify on Wednesday reported fourth-quarter results that beat on the top line and gave strong guidance to start the year. The stock slid more than 3%.Here's how the company did, compared with estimates from analysts polled by LSEG: Earnings per share: 48 cents adjusted vs. 51 centsRevenue: $3.67 billion vs. $3.59 billionThe Canadian e-commerce company said it expects first-quarter revenue to expand at a "low-thirties percentage rate" ...

Shopify公司股价上涨4%，因该公司发布乐观的业绩预测并宣布股票回购计划。 来源：滚动播报 ...

分组1 - Shopify reported quarterly earnings of $0.46 per share, missing the Zacks Consensus Estimate of $0.50 per share, representing an earnings surprise of -8.69% [1] - The company posted revenues of $3.67 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.55%, compared to year-ago revenues of $2.81 billion [2] - Over the last four quarters, Shopify has surpassed consensus revenue estimates four times, but has only exceeded consensus EPS estimates once [2] 分组2 - Shopify shares have lost about 21% since the beginning of the year, while the S&P 500 has gained 1.4% [3] - The current consensus EPS estimate for the coming quarter is $0.32 on revenues of $2.93 billion, and for the current fiscal year, it is $1.78 on revenues of $13.97 billion [7] - The Zacks Industry Rank for Internet - Services is currently in the bottom 36% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8]

Shopify (NYSE:SHOP) Q4 2025 Earnings call February 11, 2026 08:30 AM ET Company ParticipantsCarrie Gillard - Director of Investor RelationsHarley Finkelstein - PresidentJeff Hoffmeister - CFOMartin Toner - Managing DirectorShweta Khajuria - Managing Director of Global InternetTim Chiodo - Managing DirectorConference Call ParticipantsColin Sebastian - Equity Research AnalystKeith Weiss - Equity Research AnalystKen Gawrelski - Senior Internet AnalystPaul Treiber - Director and Research AnalystCarrie GillardGo ...

Shopify (NYSE:SHOP) Q4 2025 Earnings call February 11, 2026 08:30 AM ET Company ParticipantsCarrie Gillard - Director of Investor RelationsHarley Finkelstein - PresidentJeff Hoffmeister - CFOMartin Toner - Managing DirectorShweta Khajuria - Managing Director of Global InternetTim Chiodo - Managing DirectorConference Call ParticipantsColin Sebastian - Equity Research AnalystKeith Weiss - Equity Research AnalystKen Gawrelski - Senior Internet AnalystPaul Treiber - Director and Research AnalystCarrie GillardGo ...

Shopify (NYSE:SHOP) Q4 2025 Earnings call February 11, 2026 08:30 AM ET Speaker0Good morning, and thank you for joining Shopify's fourth quarter 2025 conference call. I am Carrie Gillard, Director of Investor Relations, and joining us today are Harley Finkelstein, Shopify's President, and Jeff Hoffmeister, our CFO. After their prepared remarks, we will open it up for your questions. We will make forward-looking statements on our call today that are based on assumptions and therefore subject to risks and unc ...

Defining the next era of commerce Q4 2025 Advisories This presentation contains forward-looking statements and forward looking information (collectively, "forward-looking statements") that are based on our management's current estimates, beliefs and assumptions and management's perception of historic trends, current conditions and expected future developments, as well as other factors management believes are appropriate in the circumstances. These statements may be identified by words such as "expect," "ena ...

智通财经APP获悉，得益于强劲的假日购物季消费带动，加拿大电商平台Shopify(SHOP.US)第四季度业 绩超出市场预期。财报显示，Shopify第四季度营收同比增长31%至37亿美元，好于分析师平均预期的36 亿美元;衡量平台交易规模的商品交易总额(GMV)接近1240亿美元，同样超出分析师预期，显示消费者 支出持续强劲。营业利润为6.31亿美元，高于分析师平均预期的5.88亿美元;净利润则从上年同期的12.9 亿美元降至7.43亿美元。截至发稿，Shopify周三美股盘前涨超11%。 尽管美国总统特朗普加征关税引发的经济冲击、生活成本上升挑战以及劳动力市场担忧持续挤压购物预 算，但在高收入家庭主导的驱动下，美国消费者支出依然保持强劲。美国去年10月和11月消费者支出亦 稳健增长，为零售商假日季度销售提供支撑。Shopify的增长因此获得动力，该公司主要通过支付处理 费用从商家销售额中抽成以及向商家销售订阅计划获得收入。 声明指出，2025年是Shopify全速推进的一年，公司在实现复合增长的同时，正为人工智能(AI)电商新时 代铺设轨道。该公司首席财务官杰夫·霍夫迈斯特表示："随着人工智能重塑买家发现 ...

该公司在截至2025年12月31日的季度中，调整后每股收益为0.57美元，超过分析师预估的0.51 美元。收入同比跃升31%至36.7亿美元，高于市场一致预期的35.9亿美元。这标志着Shopify连 续第十一个季度实现25%或更高的收入增长（不包括物流业务）。 Shopify (NASDAQ:SHOP) 股价在盘前交易中飙升超过12%，此前该电子商务平台报告的第四季度盈 利超出分析师预期，同时提供了强劲的第一季度收入指引，并宣布了20亿美元的股份回购计划。 首席财务官Jeff Hoffmeister强调了公司在增长和盈利能力方面的平衡策略："我们以强劲的顶 线增长和严格的现金生成能力结束了第四季度，收入同比增长31%，自由现金流利润率为 19%。" 对于2026年第一季度，Shopify预计收入将同比增长低三十几个百分点，与2025年第四季度相 似，高于分析师根据LSEG编制的数据所预期的25.2%增长。该公司还预计第一季度的自由现金 流利润率将在低至中十几个百分点，略低于2025年同期。 "2025年是Shopify全速前进的一年——推动复合增长，同时为人工智能商务新时代铺设轨 道，"Shopify总裁H ...

Core Viewpoint - Shopify anticipates revenue growth in Q1 2026, building on the positive momentum observed in Q4 across various merchants, regions, and sales channels [1] Group 1 - The company is experiencing a continuation of growth trends from the previous quarter [1] - Revenue growth is expected to be driven by diverse merchant engagement and sales channel performance [1] - The positive outlook reflects a strong operational performance across different geographical regions [1]