{"filings":[{"id":808036,"accession_number":"0001594805-26-000028","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2026-06-02T21:01:47+00:00","items":["7.01","9.01"],"status":"ready","headline":"Shopify adds $3B to share repurchase program; total authorization reaches $5B","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board authorized additional $3B for Class A subordinate voting shares buyback.","Aggregate repurchase authorization increased to $5B.","As of June 1, 2026, Shopify has repurchased ~$1.45B under prior authorization.","CFO cites strong cash flow and merchant success as confidence drivers.","Program to use pre-arranged algorithmic trading; no quarterly minimums."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93950,"accession_number":"0001594805-26-000022","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Shopify proxy shows new director nominee Grosser, board opposes shareholder proposal","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Jeanne DeWitt Grosser, COO of Vercel, nominated as director; Ms. Goodman retiring after 9 years.","Board recommends voting FOR all 10 director nominees and FOR advisory vote on executive compensation.","Board recommends voting AGAINST the shareholder proposal; details in circular page 75.","PwC reappointment as auditor recommended; 99.35% voted in favor in 2025.","Annual meeting June 16, 2026; record date April 20, 2026; virtual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93949,"accession_number":"0001594805-26-000018","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shopify Q1 2026: Revenue up 34% YoY to $3.17B; GMV surpasses $100B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $3.17B, up 34% YoY; gross profit $1.546B, up 32%.","GMV of $100.7B, first time above $100B in a single quarter (up 35% from $74.8B YoY).","Operating income $382M vs. $203M last year; free cash flow $476M, 15% margin.","MRR increased to $212M from $182M YoY, reflecting subscription growth.","Management cites broad-based growth across geographies, merchant sizes, and channels."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":3170000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105975,"accession_number":"0001594805-26-000006","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Shopify Q4 revenue $3.67B (+31% YoY); FY25 $11.56B; authorizes $2B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $3,672M (+31% YoY), FY2025 revenue $11,556M (+30% YoY).","Q4 free cash flow $715M (19% margin); FY2025 FCF $2,007M (17% margin); 10th consecutive quarter double-digit FCF margin.","GMV Q4 $123.8B (+31% YoY), FY2025 $378.4B (+29% YoY).","Board authorized $2.0B share repurchase program starting Feb 17, 2026, no fixed expiration, capped at 5% of outstanding shares."],"consensus_eps_estimate":null,"consensus_eps_actual":0.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":11556000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122252,"accession_number":"0001594805-25-000090","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Shopify BFCM sales hit $14.6B, up 27% YoY; 81M+ customers, record peak","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Record $14.6B global sales over Black Friday-Cyber Monday, up 27% YoY (24% constant currency).","81+ million customers shopped; peak sales of $5.1M/min at 12:01 PM EST on Black Friday.","94,900+ merchants had highest-selling day ever; 15,800+ entrepreneurs made first sale on Shopify.","Top categories: Cosmetics, Clothing Tops & Pants, Activewear; average cart price $114.70.","Cross-border orders 16% of total; Shop Pay orders up 39% YoY; 136M+ packages tracked on Shop App."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122251,"accession_number":"0001594805-25-000088","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shopify beats Q3: revenue $2.84B (+32% YoY), GMV $92B, FCF margin 18%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $2,844M, up 32% YoY from $2,162M; gross profit $1,391M.","GMV reached $92,013M, up 32% YoY; MRR $193M.","Operating income $343M vs $283M; free cash flow $507M (18% margin).","Nine consecutive quarters of double-digit free cash flow margins.","Management cites growth from entrepreneurs and global brands like Estée Lauder."],"consensus_eps_estimate":null,"consensus_eps_actual":0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":7884000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122250,"accession_number":"0001594805-25-000083","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2025-10-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Shopify appoints Jessica Hertz as COO, effective October 9, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jessica Hertz, age 43, formerly Shopify's General Counsel since 2021, promoted to COO.","As General Counsel, Hertz oversaw global legal, communications, policy, talent, and trust teams.","Prior roles include White House, Facebook, and Jenner & Block LLP; J.D. from Univ. of Chicago Law.","No family relationships or material interests in transactions requiring disclosure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138963,"accession_number":"0001594805-25-000081","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2025-09-10T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Shopify COO and VP of Product Kasra Nejatian to depart on September 12, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["COO and VP of Product Kasra Nejatian's last day is September 12, 2025, after six years at Shopify.","No direct replacement named; executive team will assume Nejatian's responsibilities.","Company expresses gratitude for Nejatian's contributions and expects a seamless transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138962,"accession_number":"0001594805-25-000072","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shopify Q2 revenue $2.68B (+31% YoY), GMV $87.8B, FCF margin 16%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $2.68B up 31% YoY; operating income $291M vs $241M a year ago.","GMV $87.8B, up from $67.2B; Europe GMV grew 42% constant currency.","Free cash flow $422M, margin 16% (eighth consecutive quarter double-digit).","Monthly Recurring Revenue (MRR) $185M, up from $169M YoY.","President cites innovation and CFO notes accelerating growth in NA, Europe, APAC."],"consensus_eps_estimate":null,"consensus_eps_actual":0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":5040000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156447,"accession_number":"0001594805-25-000054","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Shopify 2025 AGM results: all director nominees elected, say-on-pay approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Tobias Lütke re-elected with 98.18% support; Gail Goodman received 24.29% votes against.","Fidji Simo elected with 83.76% for, 16.24% against.","PricewaterhouseCoopers LLP appointed as auditors with 99.35% approval.","Non-binding say-on-pay resolution passed with 62.33% in favor.","Board intends to retain Tobias Lütke as Chair and Joe Natale as Lead Independent Director."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156446,"accession_number":"0001594805-25-000045","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shopify Q1 revenue up 27% to $2.36B; FCF margin 15%, operating income $203M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $2.36B (+27% YoY); GMV $74.8B (+23% YoY); operating income $203M, up from $86M.","Free cash flow $363M (15% margin) vs $232M (12% margin); 7th consecutive double-digit FCF margin quarter.","MRR $182M, up 21% YoY from $151M.","Eight consecutive quarters of pro forma revenue growth of ≥25% and GMV growth >20%.","No guidance update provided in the release."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":2360000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156445,"accession_number":"0001594805-25-000040","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Shopify files proxy; director Ashe to retire, Joe Natale nominated","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Director John Ashe retiring after 12 years; Joe Natale nominated for election, expected to become Lead Independent Director.","Last year's advisory vote on exec compensation received 69.18% support, down from historical >90%; company added enhanced disclosure.","Annual meeting set for June 17, 2025, virtual format; shareholders to vote on 10 director nominees, reappoint PwC, and advisory compensation vote.","Board includes CEO Tobias Lütke; recent appointees Kevin Scott (Microsoft CTO) and David Heinemeier Hansson (37signals CTO)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174884,"accession_number":"0001594805-25-000018","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2025-03-19T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"Shopify to transfer stock listing from NYSE to Nasdaq effective March 31, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Voluntary transfer from NYSE to Nasdaq Global Select Market; trading ends on NYSE at close March 28, 2025.","Nasdaq trading begins March 31, 2025; ticker symbol 'SHOP' unchanged.","Toronto Stock Exchange listing unaffected; shares continue dual-listed on TSX.","Press release issued March 18, 2025, announcing the transfer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174883,"accession_number":"0001594805-25-000011","cik":1594805,"company_name":"SHOPIFY INC.","ticker":"SHOP","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Shopify Q4 revenue $2.81B (+31% YoY); free cash flow margin expands to 22%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $2.81B (+31% YoY); GAAP operating income $465M vs $289M a year ago.","Q4 GMV $94.5B (+26% YoY); full-year GMV $292.3B (+24% YoY).","Q4 free cash flow $611M; free cash flow margin 22% (up from 21% in Q4 2023).","Full-year 2024 revenue $8.88B (+26% YoY); full-year free cash flow $1.60B, margin 18%.","MRR at year-end $178M, up 24% YoY; seventh consecutive quarter of 25%+ rev growth ex-logistics."],"consensus_eps_estimate":null,"consensus_eps_actual":1.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":8880000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":143481675803.28613,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}