Recent 8-K filings for SHOP

• August 5, 2026, 7:01 AM ET earnings materiality 0.80 positive item 2.02item 9.01

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

  Revenue $3.58B (+34% YoY); gross profit $1.71B (+31% YoY).

• June 2, 2026, 5:01 PM ET other materiality 0.60 positive item 7.01item 9.01

  Shopify adds $3B to share repurchase program; total authorization reaches $5B

  Board authorized additional $3B for Class A subordinate voting shares buyback.

• May 5, 2026, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01 ◈ Earnings Releases

  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%.

• February 11, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  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).

• December 2, 2025, 6:59 PM ET other material materiality 0.70 positive item 8.01item 9.01

  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).

• November 4, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  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.

• September 10, 2025, 7:59 PM ET leadership materiality 0.65 neutral item 5.02

  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.

• August 6, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• May 8, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  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.

• April 29, 2025, 7:59 PM ET leadership materiality 0.65 neutral item 8.01item 9.01

  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.

• February 11, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  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 0.65 · Most common event earnings

9 positive 0 negative 8 neutral

source · SHOP on sec.gov