Shopify (SHOP) reported $2.84 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 31.5%. EPS of $0.34 for the same period compares to $0.36 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.75 billion, representing a surprise of +3.34%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.34.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Shopify performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Gross Merchandise Volume (GMV): $92.01 billion versus $88.21 billion estimated by six analysts on average.
- Monthly Recurring Revenue (MRR): $193 million versus the four-analyst average estimate of $192.16 million.
- Revenues- Merchant solutions: $2.15 billion compared to the $2.04 billion average estimate based on 11 analysts. The reported number represents a change of +38.2% year over year.
- Revenues- Subscription solutions: $699 million versus the 11-analyst average estimate of $705.4 million. The reported number represents a year-over-year change of +14.6%.
- Gross Profit- Merchant solutions: $820 million versus $777.42 million estimated by seven analysts on average.
- Gross Profit- Subscription solutions: $571 million versus the seven-analyst average estimate of $581.02 million.
View all Key Company Metrics for Shopify here>>>
Shares of Shopify have returned +5.1% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.Shopify Inc. (SHOP) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
