secwatch.observer — SEC 8-K summary ====================================== Issuer: SHOPIFY INC. (SHOP) CIK: 0001594805 Form: 8-K Filed at: 2025-08-06T23:59:59+00:00 Accession: 0001594805-25-000072 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Shopify Q2 revenue $2.68B (+31% YoY), GMV $87.8B, FCF margin 16% ---------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1594805/000159480525000072/0001594805-25-000072-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1594805/000159480525000072/shop-20250806.htm HTML page: https://secwatch.observer/filing/0001594805-25-000072 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer