Shopify(US:SHOP)2025-11-04 13:30Shopify's Performance and Growth - Shopify's Q3 2025 revenue reached $2.8 billion, a 32% year-over-year increase[10] - Since its inception, Shopify has facilitated $1.4 trillion in global commerce[10] - In 2024, over 875 million unique online shoppers purchased from Shopify merchants[10] - Shopify's Q3 2025 Gross Profit was $1.4 billion[122] Market Position and Expansion - Shopify holds over 12% of the US e-commerce market share and anticipates further growth[10] - Shopify is used by millions of merchants across 175+ countries[10, 93] - International revenue has grown 3.1x since 2020, now representing 30% of the revenue mix[93, 95] AI and Technological Advancements - Orders attributed to AI searches on Shopify have increased by 10x[38] - Over 750,000 merchants used Sidekick, Shopify's AI assistant, for the first time in Q3[41, 43] Payments and GMV Growth - Shop Pay has facilitated $280 billion in cumulative GMV since its launch in 2017[29] - Shop Pay GMV growth has been significant, with YoY increases of 57% in Q1, 65% in Q2, and 67% in Q3[30] Offline Expansion - Shopify's offline revenue in 2024 was $588 million, with a 33% growth rate[87] - Cumulative offline GMV since the launch of Shopify POS exceeds $100 billion[89]