Shopify Q2 Earnings Preview: Don't Ignore The Enterprise Customer Tailwind

JHVEPhoto Introduction & Investment Thesis Shopify (NYSE:SHOP) (TSX:SHOP:CA) is a global commerce company that provides businesses of all sizes and verticals with internet infrastructure and tools to start, scale, market, and run their services. The company has underperformed the S&P 500 and Nasdaq 100 YTD. It reported its Q1 FY24 earnings in early May, where revenue and operating income grew 23% and 144% YoY, respectively, driven by strength in its Merchant Solutions and Subscription Solutions revenue, ...