Shopify (SHOP) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Information Technology· Aug 5, 2026

Source: earnings call transcript

Shopify delivered another exceptional quarter, driven by robust GMV growth and strong financial performance. The company's strategic focus on AI-powered tools like Catalog and Sidekick is enhancing merchant success and expanding its addressable market, positioning Shopify as a critical infrastructure provider in the evolving agentic era of commerce.

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SHOP operating KPIs by quarter

SHOP operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Dec 2024 Q4 FY24	Sep 2025 Q3 FY25	Change vs prior quarter
Employees	<8,100 As of December 31, 2024, our headcount was just under 8,100 employees, down from approximately 8,300 at the end of 2023. Source: earnings call transcript	~8,100 But all the time, it's the roughly 8,100 people at Shopify who're relentlessly merchant-obsessed showing up every day to help them win. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.