Shopify Q2 2025 Earnings

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Shopify Q2 2025 Earnings Recap

Shopify Inc. (SHOP) Q2 2025 Earnings Review

Results Declared: August 6, 2025

Metric Q2 2024 Q2 2025 YoY Change
Revenue~$2.04 B$2.68 B+31 %
Gross Merchandise Volume (GMV)$67.2 B$87.8 B+30 %
Gross Profit~$1.05 B$1.302 B+24 %
GAAP Net Income$171 M$906 M+significant
Adjusted Net Income$291 M$338 M+16 %
Operating Income—$291 MBeat estimates
Free Cash Flow Margin—~16 %Eighth straight quarter of double‑digit margin

Highlights

  • Revenue up 31%, significantly beating analyst expectations.
  • GMV growth of 30% YoY to $87.8 B, driven by strong demand globally.
  • Gross profit rose 24%, topping consensus forecast.
  • GAAP net income surged to $906 M, primarily from equity income gains.
  • Adjusted net income grew 16% YoY to $338 M.
  • Free cash flow margin remained strong (~16%) for the eighth straight quarter.
  • Q3 guidance: revenue expected to grow in mid‑ to high‑20s % YoY, gross profit low‑20s %.

Disclaimer: This post is for informational purposes only and does not constitute investment advice.

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