---
schema_version: "secwatch.filing_event.v1"
accession: "0001594805-26-000046"
form_type: "8-K"
ticker: "SHOP"
cik: "0001594805"
company_name: "SHOPIFY INC."
filed_at: "2026-08-05T11:01:47+00:00"
generated_at: "2026-08-05T11:06:40.470301+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Shopify Q2 2026: revenue up 34% to $3.58B, GMV $115.6B, FCF margin 18%

## Summary
- Revenue $3.58B (+34% YoY); gross profit $1.71B (+31% YoY).
- GMV $115.6B (+32% YoY); MRR $221M (+19% YoY).
- Operating income $488M (up from $291M); free cash flow $654M (18% margin).
- President cites AI-driven expansion; CFO highlights broad-based growth and operating leverage.

## SEC filing metadata
- accession: 0001594805-26-000046
- form_type: 8-K
- ticker: SHOP
- cik: 0001594805
- company_name: SHOPIFY INC.
- filed_at: 2026-08-05T11:01:47+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1594805/000159480526000046/0001594805-26-000046-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1594805/000159480526000046/shop-20260805.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001594805-26-000046
- JSON: https://secwatch.observer/filing/0001594805-26-000046.json
- Plain text: https://secwatch.observer/filing/0001594805-26-000046.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.