Recent 8-K filings for SHOP
Highest-materiality recent filing
Shopify Q1 2026: Revenue up 34% YoY to $3.17B; GMV surpasses $100B
- 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).
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Shopify adds $3B to share repurchase program; total authorization reaches $5B
Board authorized additional $3B for Class A subordinate voting shares buyback.
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Shopify Q1 2026: Revenue up 34% YoY to $3.17B; GMV surpasses $100B
Revenue of $3.17B, up 34% YoY; gross profit $1.546B, up 32%.
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Shopify Q4 revenue $3.67B (+31% YoY); FY25 $11.56B; authorizes $2B buyback
Q4 2025 revenue $3,672M (+31% YoY), FY2025 revenue $11,556M (+30% YoY).
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Shopify BFCM sales hit $14.6B, up 27% YoY; 81M+ customers, record peak
Record $14.6B global sales over Black Friday-Cyber Monday, up 27% YoY (24% constant currency).
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Shopify beats Q3: revenue $2.84B (+32% YoY), GMV $92B, FCF margin 18%
Revenue of $2,844M, up 32% YoY from $2,162M; gross profit $1,391M.
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Shopify COO and VP of Product Kasra Nejatian to depart on September 12, 2025
COO and VP of Product Kasra Nejatian's last day is September 12, 2025, after six years at Shopify.
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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.
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Shopify Q1 revenue up 27% to $2.36B; FCF margin 15%, operating income $203M
Revenue $2.36B (+27% YoY); GMV $74.8B (+23% YoY); operating income $203M, up from $86M.
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Shopify files proxy; director Ashe to retire, Joe Natale nominated
Director John Ashe retiring after 12 years; Joe Natale nominated for election, expected to become Lead Independent Director.
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Shopify Q4 revenue $2.81B (+31% YoY); free cash flow margin expands to 22%
Q4 revenue $2.81B (+31% YoY); GAAP operating income $465M vs $289M a year ago.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.90 · Median 0.68 · Most common event earnings