Q3 FY2026 电话会
FetchingShopify Inc. reported on 2026年11月3日. We are fetching the call transcript; its summary follows once the transcript is in.
US$147.11+0.2%11月13日 收盘
数据截至2026年9月30日,来自2026年11月3日提交的10-Q
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 2026年11月3日; its quarterly report has since been filed.
Actual
US$3.74B
+32% y/y
+4.4% q/q
Guided
—
No guide given
Actual
US$0.36
+80% y/y
-69% q/q
Guided
—
No guide given
| 指标 | 截至该日的 3 个月2026年9月30日 | 截至该日的 3 个月2025年9月30日 | 变动 |
|---|---|---|---|
| 营业收入合计 | US$3.7B | US$2.8B | +31.58% |
| 利润 | US$462M | US$264M | +75.00% |
| 每股收益 | US$0.36 | US$0.20 | +80.00% |
| 自由现金流 | US$816M | US$507M | +60.95% |
这些是单季度数字,不是滚动一年——本站其他地方的数字覆盖十二个月,会大得多。季节性业务在两者之间摆动很大:ServiceNow 在十二月季度赚 20 亿美元自由现金流,在六月季度只有 5 亿。
对比对象是去年同一季度,而不是分析师预测。要说“超预期”或“不及预期”需要一致预期数据,那是我们没有的授权数据——而搞错它比不提更糟。
每场电话会的简短摘要——本季度的表现、管理层的预期,以及他们是否兑现了上次所说的话——下方附完整文字记录。
Shopify Inc. reported on 2026年11月3日. 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,”
逐字引自公告,且只在文件将其归于具名人士时才展示。
公告在开盘前或收盘后发布,因此区间从公告日前一个交易日的收盘价到公告日之后那个交易日的收盘价——无论哪种情况,反应都包含在内。
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.
公司自己的描述,取自公告末尾。
引述和公司简介来自 Shopify Inc. 于 2026年11月3日 提交的第 2.02 项 8-K 文件;表格根据其季度报告编制。 在 EDGAR 上阅读公告 股价已按拆股和分红复权。
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.
此前电话会的摘要属于 Pro 内容。
此前电话会的摘要属于 Pro 内容。
此前电话会的摘要属于 Pro 内容。
Source: Yahoo Finance, transcribed by Quartr. Speaker names and roles are as transcribed; analysts are sometimes unnamed.
电话会摘要属于 Pro 内容
两分钟读完 Shopify Inc. 的每场业绩电话会:关键数字、管理层的预期、是否兑现了上季度的展望,以及分析师提出但未获回答的问题。
先在 , , , 或 上看一份——向所有人开放。
此前电话会的摘要属于 Pro 内容。
此前电话会的摘要属于 Pro 内容。
Results released 2026年11月3日, 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 2026年11月4日 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.