Shopify Inc. (SHOP) 주식 — 좋은 사업일까?

Shopify Inc. (SHOP) 주식 — 좋은 사업일까? — InspectStocks

Just reported

Q3 2026 results

From Shopify's results release of 2026년 11월 3일; its quarterly report has since been filed.

Revenue
Actual
US$3.74B
+32% y/y
+4.4% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$0.36
+80% y/y
-69% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$568M
+66% y/y
+16% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

어떻게 돈을 버는가

Subscription solutions23%
Merchant solutions77%

매출 비중은 six months ended June 30, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

무엇을 파는가6

Shopify commerce software
Software for setting up an online store and handling day-to-day tasks such as product listings, inventory, orders and customer relationships.
Shopify Plus
A higher-priced plan for businesses with more complex needs, including selling in multiple countries and selling wholesale to other businesses.
Shopify Payments
A built-in service that lets merchants accept payments and pay processing and currency-conversion fees.

3개 더 보기

Point of Sale Pro and hardware
A paid service and equipment for taking in-person sales and connecting them with a merchant's online store and inventory.
Shopify Capital
Financing for merchants, including loans and merchant cash advances.
Sidekick and Catalog
Sidekick is an AI assistant that helps merchants with store tasks and business information. Catalog organizes product details so AI shopping services can find and describe merchants' products.

누가 사는가4

Entrepreneurs and small businesses pay for monthly Shopify plans to set up and run online shops.
Larger retail brands, including businesses selling directly to consumers or to other businesses, pay for plans and services suited to more complex operations.
Retailers with physical locations can pay for Point of Sale Pro by location and buy point-of-sale equipment.
Merchants using Shopify Payments pay processing and currency-conversion fees as shoppers make purchases; merchants can also use Shopify's financing and shipping services.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

1Shopify uses third-party cloud providers to run its services; the annual report says Google Cloud is used for most platform operations.
2Shopify says it relies on two suppliers for technology used in Shopify Payments.
3Much of merchant-solutions revenue is tied to the amount of merchandise merchants sell through Shopify, particularly sales processed through Shopify Payments.
4Payments, lending, privacy and data handling are subject to laws and regulations in the countries where Shopify operates.

잘못될 수 있는 일

1A security breach or other unauthorized access to merchant, buyer or company data could interrupt services, lead to liability and damage trust in Shopify.
2Shopify Payments depends on technology from two suppliers, and interruptions or changes in financial-services rules could affect its payments and other financial products.
3Shopify must attract merchants, keep them using its services and get existing merchants to use more of them while competing with other commerce and payments providers.

전체 재무제표 보기 →

Shopify Inc. 소개

Shopify gives businesses software to create online stores, sell in physical shops and manage products, orders and customers. It also provides payment processing, financing, shipping services and sales tools for social media and artificial intelligence (AI) shopping channels.

본사: Ottawa, Ontario, Canada
설립: 2006
임직원 수: approximately 7,600 (December 31, 2025, high)
상장 시장: Nasdaq
회계연도 종료: December 31

Shopify Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.

Just reported

Q3 2026 results

From Shopify's results release of 2026년 11월 3일; its quarterly report has since been filed.

Revenue
Actual
US$3.74B
+32% y/y
+4.4% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$0.36
+80% y/y
-69% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$568M
+66% y/y
+16% q/q
Guided
—
No guide given

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