Nov 3, 8:08 AM ET
Shopify Inc. reported its third-quarter financial results for the period ended September 30, 2026, delivering revenue of $3.74 billion, up 32% year-over-year. Net income reached $462 million, and free cash flow was $816 million with a 22% margin.
- Revenue for the quarter ended September 30, 2026, was $3.74 billion, compared to $2.84 billion in the prior-year period.
- Gross merchandise volume (GMV) reached $119 billion for the third quarter of 2026.
- Operating income rose to $568 million from $343 million in the third quarter of 2025.
- For the fourth quarter of 2026, revenue is expected to grow at a low-thirties percentage rate year-over-year.
Read the filing on SEC.gov ↗
Aug 5, 7:01 AM ET
Shopify reported second-quarter 2026 results for the quarter ended June 30, 2026, with revenue up 34% year over year to $3.58 billion and operating income rising to $488 million from $291 million. Net income of $1.50 billion included a $1.06 billion effect from marking equity investments to market, and excluding that, net income was $439 million. The company also gave third-quarter revenue growth guidance of low-thirties percent and repurchased $1.42 billion of common stock in the quarter.
- Revenue of $3.58 billion, up 34% year over year (33% in constant currency); gross profit of $1.71 billion, up from $1.30 billion.
- Operating income of $488 million versus $291 million a year earlier; GMV of $115.6 billion, up 32%.
- Free cash flow of $654 million, an 18% margin, compared with $422 million and 16% a year earlier.
- Q3 2026 outlook: revenue growth in the low-thirties percent range and gross profit growth in the mid-to-high twenties percent range.
Read the filing on SEC.gov ↗
Jul 2, 5:00 PM ET
Shopify director and Audit Committee Chair Prashanth Mahendra-Rajah resigned from the board effective immediately on July 2, 2026, to take a full-time position with the U.S. Department of Commerce. Board Chair Joe Natale is expected to take over as Audit Committee Chair, which matters to shareholders because the audit committee oversees financial reporting.
- Resignation effective immediately, reported July 2, 2026
- Mahendra-Rajah had served as Chair of the Audit Committee
- He has accepted a full-time position with the U.S. Department of Commerce
- Joe Natale, Chair of the Board and Lead Independent Director, is expected to become Audit Committee Chair
Read the filing on SEC.gov ↗
Jun 16, 4:04 PM ET
At its June 16, 2026 annual meeting, Shopify shareholders elected all 10 director nominees and reappointed PricewaterhouseCoopers LLP as auditors. A non-binding advisory vote approved the company's executive compensation approach, while a shareholder proposal on an artificial intelligence policy was not approved. The votes are routine governance outcomes and do not change the company's reported financial results.
- All 10 director nominees were elected; Joseph Natale received the lowest support at 90.45% of votes.
- PricewaterhouseCoopers LLP was reappointed as auditors, with 99.42% of votes cast in favor.
- The non-binding say-on-pay vote passed with 81.24% for and 18.76% against.
- The artificial intelligence policy shareholder proposal failed, with 13.86% for and 86.14% against.
Read the filing on SEC.gov ↗
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