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Source document· February 11, 2026

Shopify's Standout 2025: The Launchpad for a New Era of Commerce in 2026

View original at finance.yahoo.com
Shopify's Standout 2025: The Launchpad for a New Era of Commerce in 2026 $11.6B in revenue, $2B in free cash flow and the launch of a $2B share repurchase program Internet, Everywhere--(Newsfile Corp…
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  • Launching share repurchase program from a position of financial and operating strength with unchanged capital allocation principles prioritizing growth while remaining disciplined, flexible, and focused on long-term value

    80% confidence

  • Q1 2026 revenue expected to grow at a low-thirties percentage rate year-over-year, similar to Q4 2025

    80% confidence

  • Ended 2025 with strength across all merchant sizes, regions, and channels, setting up well for 2026

    80% confidence

  • AI is reshaping how buyers discover and purchase products

    80% confidence

  • Q1 2026 operating expenses expected to be 37% to 38% of revenue

    80% confidence

  • 2025 was Shopify at full throttle - driving compounding growth, while laying the rails for the new era of AI commerce

    80% confidence

  • 2026 will be the year of the builders, and we'll be powering them - from first sale to full scale

    80% confidence

  • Q1 2026 gross profit dollars expected to grow at a high-twenties percentage rate year-over-year

    80% confidence

  • Q1 2026 stock-based compensation expected to be $140 million

    80% confidence

  • Strong Q4 performance with revenue up 31% year-over-year and 19% free cash flow margin, bringing 2025 to 30% revenue growth and 17% free cash flow margin

    80% confidence

  • Q1 2026 free cash flow margin expected to be in the low-to-mid teens, slightly below Q1 2025

    80% confidence

Data points we hold from this source

Shopify Inc. · marketable securities4233 million_USD
Shopify Inc. · shareholders equity13473 million_USD
Shopify Inc. · subscription revenue777 million_USD
Shopify Inc. · gross payments volume growth37 percent
Shopify Inc. · total assets15189 million_USD
Shopify Inc. · revenue3672 million_USD
Shopify Inc. · gmv growth29 percent
Shopify Inc. · gmv123841 million_USD
Shopify Inc. · free cash flow margin19 percent
Shopify Inc. · b2b gmv growth96 percent
Shopify Inc. · mrr205 million_USD
Shopify Inc. · cash1545 million_USD
Shopify Inc. · operating income631 million_USD
Shopify Inc. · gross profit1693 million_USD
Shopify Inc. · free cash flow715 million_USD
Shopify Inc. · market share14 percent
Shopify Inc. · merchant solutions revenue2895 million_USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge: Late-August 2026 Funding Wave Spans Fintech, Enterprise Agents, and Robotics
A dense cluster of funding rounds landing on 2026-08-28 — from identity/fraud fintech player Socure ($156M plus its acquisition of Fravity) to enterprise AI agent startups (Instinct, Generalist AI, Owner), model infrastructure (Stability AI, Emerald AI), and autonomous logistics/aerospace (Gatik, Regent Craft) — signals investors are rotating aggressively into AI-native companies with demonstrable ROI, especially in financial risk/compliance and back-office automation. Parallel signals (Multiverse Computing's compression benchmarks cutting inference cost/latency, and Arkestro/CloneOps.ai publishing hard savings and labor-displacement figures) suggest the funding is chasing efficiency and measurable economic impact rather than pure model scale.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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Shopify's Standout 2025: The Launchpad for a New Era of Commerce in 2026 — Source | Via News | Via News