Shopify(SHOP)

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Shop Pay Grows 57% in Q1 as Shopify Says Wait and See on Tariffs
PYMNTS.com· 2025-05-08 18:16
Core Insights - Shopify's gross merchandise volume (GMV) increased by 22% to $74.8 billion, indicating strong overall growth [1][4] - The company is enhancing its managed markets products to help merchants navigate tariff uncertainties, with new features like duties calculation at checkout [1][6] - Shopify Payments achieved a GMV penetration of 64%, and the rapid checkout feature, Shop Pay, processed $22 billion in GMV, growing 57% year over year [2][7][8] Financial Performance - Revenues rose by 27% to $2.4 billion, with GMV growth driven by same-store sales and an expanding merchant base [4][9] - Offline GMV increased by 23%, while B2B GMV saw a remarkable growth of 109% compared to the previous year [5] - The company anticipates mid-20% revenue growth for the current quarter, although gross dollar profit growth is expected to lag behind revenue growth due to lower margin payment products [10] Market Trends and Strategies - Shopify is actively monitoring the impact of the current trade environment, with no significant evidence of slowdowns as of April [4][11] - The company plans to introduce duty inclusive pricing to provide transparent pricing for international sales [7] - There is notable strength in specific categories such as health and beauty, home and garden, and food and beverage, particularly in Europe, which grew by 36% [9][10]
Shopify Stock Moves Lower as Tariffs Dent Forecast
Schaeffers Investment Research· 2025-05-08 14:52
Shopify Inc (NASDAQ:SHOP) is down 3.5% to trade at $91.20 at last check, after the e-commerce name issued disappointing guidance, citing tariff uncertainty. The company also reported first-quarter profits of 25 cents per share -- in line with estimates -- as well as revenue beat. Analysts have yet to chime in, despite the majority leaning bullish. Of the 45 in coverage, 28 call Shopify stock a "buy" or better, while its 12-month consensus target price of $117.87 is a 28.5% discount to current levels. In oth ...
Shopify (SHOP) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-05-08 14:36
Shopify (SHOP) reported $2.36 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 26.8%. EPS of $0.25 for the same period compares to $0.20 a year ago.The reported revenue represents a surprise of +1.32% over the Zacks Consensus Estimate of $2.33 billion. With the consensus EPS estimate being $0.26, the EPS surprise was -3.85%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expe ...
Shopify shares drop as earnings miss and cautious outlook weigh on sentiment
Proactiveinvestors NA· 2025-05-08 14:00
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Shopify stock slips on light guidance, company notes tariff 'uncertainty'
CNBC· 2025-05-08 13:52
The logo of Shopify is seen outside its headquarters in Ottawa, Ontario, Canada, September 28, 2018.Shares of Shopify dipped more than 5% in early trading on Thursday after the company posted mixed first-quarter results and issued soft guidance for the current period.Here's how the company did:Revenue: $2.36 billion vs. $2.33 billion expected by LSEGEarnings per share: 39 cents adjusted vs. 26 cents expected by LSEGFor the second quarter, Shopify said it expects gross profit to grow at a high-teens percenta ...
Shopify (SHOP) Q1 Earnings Lag Estimates
ZACKS· 2025-05-08 13:30
Shopify (SHOP) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.20 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -3.85%. A quarter ago, it was expected that this cloud-based commerce company would post earnings of $0.44 per share when it actually produced earnings of $0.44, delivering no surprise.Over the last four quarters, the comp ...
Shopify(SHOP.US)Q1营收超预期难掩关税阴云 800美元免税取消或重创跨境GMV
智通财经网· 2025-05-08 12:55
Core Viewpoint - Shopify's Q1 2025 sales reached $2.36 billion, exceeding analyst expectations of $2.34 billion, while the Gross Merchandise Volume (GMV) was $74.75 billion, slightly below the forecast of $74.8 billion [1] Group 1: Financial Performance - Shopify's Q1 2025 sales were $2.36 billion, surpassing analyst expectations [1] - The GMV for the quarter was $74.75 billion, which was marginally lower than the anticipated $74.8 billion [1] - The company expects Q2 revenue to grow approximately 24%-26% year-over-year, exceeding the previous analyst forecast of 23% [1] Group 2: Market and Trade Impact - Shopify's cross-border business accounted for 14% of GMV in Q4 2024, and recent changes in U.S. tariff policies may impact this segment [1] - The potential impact of trade tensions on small e-commerce sellers remains uncertain, which could affect their profitability and demand for Shopify's services [1] - The company is attempting to mitigate risks by expanding into European and Southeast Asian markets, although short-term trade policy fluctuations will likely influence stock price volatility [2] Group 3: Stock Performance - As of the latest update, Shopify's stock dropped over 7%, trading at $87.70 [3]
Shopify(SHOP) - 2025 Q1 - Quarterly Report
2025-05-08 11:02
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________ Form 10-Q ___________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ ___________________________ ___________________________ Shopify Inc. (Exact name of re ...
Shopify(SHOP) - 2025 Q1 - Quarterly Results
2025-05-08 11:01
Merchant Success Drives Shopify's Excellent Q1 - Delivering Strong Revenue Growth AND Profitability Internet, Everywhere - May 8, 2025 - Shopify Inc. (NASDAQ, TSX: SHOP) announced today financial results for the quarter ended March 31, 2025. Shopify achieved 27% revenue growth and 15% free cash flow margin. Shopify has now delivered double-digit free cash flow margins for seven consecutive quarters. "Our Q1 results confirm two clear facts. First, we are delivering both growth and profitability at scale. Sec ...
Shopify Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Benzinga· 2025-05-08 06:30
Shopify Inc. SHOP will release earnings results for the first quarter, before the opening bell on Thursday, May 8. Analysts expect the Ottawa, Canada-based company to report quarterly earnings at 26 cents per share, up from 20 cents per share in the year-ago period. Shopify projects to report quarterly revenue at $2.33 billion, compared to $1.86 billion a year earlier, according to data from Benzinga Pro. Affirm Holdings, Inc. AFRM and Shopify announced on April 9 that they are accelerating their global exp ...