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AI brief of an SEC Form 8-K · Shopify (SHOP)

Shopify Reports Q3 2026 Revenue of $3.74 Billion and 32% Growth

Positive Impact 3 of 5 earnings

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.

Key points

  • 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.

The filing

CompanyShopify (SHOP)
Form8-K, current report
Filed with the SECNov 3, 2026, 8:08 AM ET
Accession number0001594805-26-000067

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Google Gemini, gemini-3.5-flash-lite) on Nov 3, 2026, 8:16 AM ET, from the text of the filing and its press-release exhibits only.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.