Shopify Inc

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Description

Shopify Inc. delivered an all-around beat in the previous quarter. With a 22% surge in GMV, a 25% increase in revenue, a 36% rise in gross profit, and a 16% free cash flow margin, Shopify has demonstrated exceptional execution, solidifying its standing as the preeminent global leader in commerce. The company’s success is attributed to a merchant-first business model, exemplified by achievements such as the integration of Shopify Magic, a suite of AI-enabled features enriching productivity and creativity for merchants. Key milestones in the quarter include the continued success of Shop Pay, facilitating $12 billion in GMV with a 50% YoY increase. The one-page checkout has proven its effectiveness, reducing buyer completion time by an average of 4 seconds. The rollout of Markets Pro in the US further streamlines international transactions for merchants, marking significant progress. From AI integration to optimizing checkout experiences and expanding Shop Pay’s availability, the company’s leadership team is committed to making commerce accessible globally. The B2B segment has experienced remarkable growth. The strength of Shopify’s ecosystem is evident in its partner network, featuring over 10,000 apps in the App Store and collaborations with global entities like WPP, IBM, and Deloitte. Recent partnerships with Amazon and Flexport further enhance merchant choice and flexibility.

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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