Daily Ideas·Analysis·SHOP·2026年2月10日

Shopify Q4 2025 Earnings Analysis

Compounding Your Wealth
Substack

Q4 revenue $3.67B, +30.6% YoY, beat est. Full-year revenue $11.6B, +30% YoY. GMV $378B, +29% YoY. FCF $2.0B (17% margin). Q1 2026 guidance: low-30% revenue growth.

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