Q3 FY2026 call
FetchingShopify Inc. reported on November 3, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
$147.11+0.2%Nov 13 close
Figures through September 30, 2026, from the 10-Q filed November 3, 2026
Shopify sells tools for businesses to build stores, take payments and manage sales online and in person.
Just reported
From Shopify Inc.'s results release of November 3, 2026; its quarterly report has since been filed.
Actual
$3.74B
+32% y/y
+4.4% q/q
Guided
—
No guide given
Actual
$0.36
+80% y/y
-69% q/q
Guided
—
No guide given
| Measure | 3 months toSep 30, 2026 | 3 months toSep 30, 2025 | Change |
|---|---|---|---|
| Total Revenue | $3.7B | $2.8B | +31.58% |
| Profit | $462M | $264M | +75.00% |
| Profit per share | $0.36 | $0.20 | +80.00% |
| Free Cash Flow | $816M | $507M | +60.95% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
A short summary of each call — what the quarter showed, what management expects and whether they delivered on what they said last time — with the full transcript underneath.
Shopify Inc. reported on November 3, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
“Shopify is uncommonly good at operating in two realities at the same time: the world our merchants exist in today, and the one they are moving towards. Q3 is the perfect example. We powered $119 billion in GMV, while continuing to build commerce into every surface, every agent, and increasingly, everywhere,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
Shopify provides essential internet infrastructure for commerce. Shopify’s all-in-one platform makes it easier to start, run, and grow a business, powering sales online, in-store, and everywhere in between. Millions of businesses in 175+ countries use Shopify—from entrepreneurs to brands like Aldo, BarkBox, Carrier, Meta, SKIMS, Supreme, and Vuori.
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from Shopify Inc.’s Item 2.02 8-K filed November 3, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Actual
$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.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Source: Yahoo Finance, transcribed by Quartr. Speaker names and roles are as transcribed; analysts are sometimes unnamed.
Call summaries are part of Pro
A two-minute read of every Shopify Inc. earnings call: the numbers that mattered, what management expects, whether they delivered on last quarter’s outlook, and what analysts asked that went unanswered.
See one first on , , , or — open to everyone.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Results released November 3, 2026, before the market closed
Shares fell as growth eased and the release offered no forward revenue-growth guide, despite strong cash generation.
Into the report: +3.2% over a month, +26.7% over three months, -12.8% from the year's high.
Written by AI on November 4, 2026 from Shopify Inc.'s results releases, earnings call and SEC filings; every quote it relied on was checked against them. It describes the report, it is not investment advice, and it is in English only.