Shopify Performance & Growth - Shopify Q2 2025 revenue reached $2.7 billion, a 31% year-over-year increase[9] - Cumulative Gross Merchandise Volume (GMV) since Shopify's inception is $1.2 trillion[9] - GMV in Q2 2025 was $75 billion, up 50% year-over-year[30] - Shopify's US ecommerce market share is greater than 12%[9] - Shopify has millions of merchants across 175+ countries[9] Shopify Payments & GMV - Cumulative GMV through Shop Pay since 2017 is $252 billion[29] - Shopify Payments penetration continues to increase, reaching 64% of GMV in Q2 2025[102] - Offline revenue in 2024 was $588 million, with 33% offline revenue growth[69] - Cumulative offline GMV since the launch of Shopify POS is over $100 billion[71] Shopify Ecosystem & Global Expansion - Shopify has over 16,000 apps in its App Store[47] - Shopify paid out $1.0 billion to partners for apps benefiting merchants in the last 12 months (as of December 31, 2024)[47] - International revenue growth since 2020 is 3.1x, representing 30% of the revenue mix[75,77]
Shopify(SHOP) - 2025 Q2 - Earnings Call Presentation