Analysts on Wall Street project that Shopify (SHOP) will announce quarterly earnings of $0.50 per share in its forthcoming report, representing an increase of 13.6% year over year. Revenues are projected to reach $3.58 billion, increasing 27.3% from the same quarter last year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Prior to a c ...

Core Insights - Shopify (SHOP) is expected to report quarterly earnings of $0.28 per share, reflecting a 7.7% increase year over year, with revenues projected at $2.54 billion, a 24.3% year-over-year increase [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of projections [1][2] - Analysts predict significant growth in key metrics, including Merchant solutions revenues and Subscription solutions revenues [4][5] Revenue Projections - 'Revenues- Merchant solutions' are expected to reach $1.88 billion, indicating a 27% year-over-year increase [4] - 'Revenues- Subscription solutions' are projected at $659.92 million, reflecting a 17.2% year-over-year increase [4] Gross Merchandise Volume and Profit - 'Gross Merchandise Volume (GMV)' is anticipated to be $81.36 billion, up from $67.20 billion year-over-year [4] - 'Gross Profit- Merchant solutions' is forecasted to reach $707.92 million, compared to $579.00 million in the same quarter last year [5] - 'Gross Profit- Subscription solutions' is expected to be $535.30 million, up from $466.00 million year-over-year [6] Monthly Recurring Revenue - 'Monthly Recurring Revenue (MRR)' is projected to be $191.38 million, an increase from $169.00 million in the previous year [5] Stock Performance - Shopify shares have increased by 4.9% over the past month, outperforming the Zacks S&P 500 composite's 2.3% increase [6] - With a Zacks Rank 1 (Strong Buy), Shopify is expected to outperform the overall market in the near term [6]

Group 1 - BigCommerce reported revenue of $84.43 million for the quarter ended June 2025, reflecting a 3.2% increase year-over-year [1] - The company's EPS was $0.04, down from $0.05 in the same quarter last year, but exceeded the consensus estimate of $0.03 by 33.33% [1] - The reported revenue surpassed the Zacks Consensus Estimate of $83.1 million, resulting in a surprise of +1.6% [1] Group 2 - BigCommerce's Annual Recurring Revenue (ARR) attributable to Enterprise Accounts was $269.3 million, slightly above the average estimate of $269.21 million [4] - The Total Annual Revenue Run-rate (ARR) was reported at $354.6 million, compared to the average estimate of $353.79 million [4] - Revenue from Partner and Services was $20.78 million, exceeding the average estimate of $20.36 million, marking a year-over-year increase of +3.7% [4] - Subscription Solutions revenue reached $63.66 million, surpassing the estimated $62.75 million, with a year-over-year growth of +3% [4] Group 3 - Over the past month, BigCommerce shares have returned -5.4%, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Shopify reported $2.36 billion in revenue for Q1 2025, a year-over-year increase of 26.8% [1] - The EPS for the same period was $0.25, compared to $0.20 a year ago, with a surprise of -3.85% against the consensus estimate of $0.26 [1] Revenue and Earnings Performance - The reported revenue exceeded the Zacks Consensus Estimate of $2.33 billion by 1.32% [1] - Year-over-year revenue growth was driven by Merchant solutions revenue of $1.74 billion, up 28.9%, and Subscription solutions revenue of $620 million, up 21.3% [4] Key Metrics - Gross Merchandise Volume (GMV) was reported at $74.75 billion, slightly above the estimated $74.66 billion [4] - Monthly Recurring Revenue (MRR) reached $182 million, exceeding the estimate of $179.99 million [4] - Gross Profit for Merchant solutions was $672 million, surpassing the average estimate of $657.22 million, while Subscription solutions gross profit was $497 million, below the estimate of $543.90 million [4] Stock Performance - Shopify shares returned +3.4% over the past month, underperforming the Zacks S&P 500 composite's +11.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]