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Shopify — Q3 2026 Earnings Summary

Shopify reported a 32% year-over-year revenue increase to $3.74 billion for the quarter ended September 30, 2026, while achieving a 22% free cash flow margin. The company facilitated $119.1 billion in gross merchandise volume and generated $816 million in free cash flow during the period. Operating income rose to $568 million, driven by growth in both subscription and merchant solutions revenue. Management forecasts fourth-quarter revenue to grow at a low-thirties percentage rate with a free cash flow margin consistent with the prior year's fourth quarter.

Company
SHOPIFY INC
Sector
Technology
Industry
Software - Application