SHOP Earnings

ch executive to Shopify's SHOPIFY MANAGEMENT INFORMATION CIRCULAR 33 strategy and mission; relative scope and complexity of each executive's role; market data developed by, and guidance from, the committee's independent compensation consulting firm; the individual's existing equity holdings; internal pay parity considerations; and recommendations from the Comp

Talent Management Committee Charter setting forth the purpose, composition, authority and responsibility of the Compensation and Talent Management Committee consistent with the guidance of the Canadian Securities Administrators and the rules of the Nasdaq and the SEC. The Compensation and Talent Management Committee Charter also sets forth the responsibilities

discrimination[…]which in turn, could subject Shopify to legal liability, regulatory action, or competitive, reputational or other harm.” According to international and federal guidance on responsible AI, deployers are expected to have effective governance and risk management controls in place when sourcing from providers of third-party models to mitigate AI-r

in, which are non-GAAP financial measures and are rec onciled to the comparable GAAP measures in the non-GAAP reconciliation at the end of this press release. 1 2026 Outlook The outlook that follows supersedes all prior financial outlook statements made by Shopify, constitutes forward-looking information within the meaning of applicable securities laws, is bas

Please see "Forward-looking Statements" at the end of this press release. For the second quarter of 2026, we expect: • Revenue to grow at a high-twenties percentage rate on a year-over-year basis; • Gross profit dollars to grow at a mid-twenties percentage rate on a year-over-year basis; •

ess release contains forward-looking statements and forward-looking information (collectively, “forward-looking statements”), including statements related to Shopify’s financial outlook, such as expected revenue and expenses for the next fiscal quarter, Shopify's expectations regarding its ability to support merchants as they scale, and Shopify's expectations

epresents a very small portion of total GMV today, given it is a product offering for Plus merchants only. 2 2026 Outlook The outlook that follows supersedes all prior financial outlook statements made by Shopify, constitutes forward-looking information within the meaning of applicable securities laws, is based on a number of assumptions, and is subject to a n

Please see "Forward-looking Statements" at the end of this press release. For the first quarter of 2026, we expect: • Revenue to grow at a low-thirties percentage rate on a year-over-year basis, similar to Q4 2025; • Gross profit dollars to grow at a high-twenties percentage rate on a year

ess release contains forward-looking statements and forward-looking information (collectively, “forward-looking statements”), including statements related to Shopify’s financial outlook, such as expected revenue and expenses for the next fiscal quarter, Shopify's expectations regarding the development of emerging technologies, including AI, and Shopify’s share

in, which are non-GAAP financial measures and are rec onciled to the comparable GAAP measures in the non-GAAP reconciliation at the end of this press release. 1 2025 Outlook The outlook that follows supersedes all prior financial outlook statements made by Shopify, constitutes forward-looking information within the meaning of applicable securities laws, is bas

Please see "Forward-looking Statements" at the end of this press release. For the fourth quarter of 2025, we expect: • Revenue to grow at a mid-to-high-twenties percentage rate on a year-over-year basis; • Gross profit dollars to grow at a low-to-mid-twenties percentage rate on a year-over-

ess release contains forward-looking statements and forward-looking information (collectively, “forward-looking statements”), including statements related to Shopify’s financial outlook, such as expected revenue and expenses for the next fiscal quarter. These statements can be identified by words such as "will" and “expect” and are based on Shopify's current p

in, which are non-GAAP financial measures and are rec onciled to the comparable GAAP measures in the non-GAAP reconciliation at the end of this press release. 1 2025 Outlook The outlook that follows supersedes all prior financial outlook statements made by Shopify, constitutes forward-looking information within the meaning of applicable securities laws, is bas

Please see "Forward-looking Statements" below for more information. For the third quarter of 2025, we expect: • Revenue to grow at a mid-to-high twenties percentage rate on a year-over-year basis; • Gross profit dollars to grow at a low-twenties percentage rate on a year-over-year ba

ess release contains forward-looking statements and forward-looking information (collectively, “forward-looking statements”), including statements related to Shopify’s financial outlook, such as expected revenue and expenses for the next fiscal quarter. These statements can be identified by words such as "will" and “expect” and are based on Shopify's current p