SHOPIFY INC.
SHOPIFY INC is a Technology company operating in Software - Application with a $140.12B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 4, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Extracted from Unknown source, 2026-06-21.
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 |
Spoken Alpha tracks SHOP's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 90% positive reaction rate
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for SHOP.
$ curl https://api.spokenalpha.com/v1/companies/SHOPFAQ
Spoken Alpha indexes SHOP's earnings call transcripts at https://spokenalpha.com/companies/SHOP. Each call links to attributed speakers and parsed analyst Q&A. SHOPIFY INC.'s own investor relations page is at https://www.shopify.com/investors.
SHOPIFY INC. (SHOP) held its most recent earnings call on 2026-05-05, covering fiscal Q1 2026.
SHOPIFY INC. (SHOP) operates in the Technology sector (Software - Application industry).
| 2026-08-04 |
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| $0.40 |
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EODHD |
Source: EODHD. SHOP reported actuals as published; sparse fields render as —.
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $5.60 | $4.08 | +37.3% | +0.3% | +2.6% |
| Q4 FY2026 | $5.43 | $4.11 | +32.0% | +5.0% | +6.6% |
| Q3 FY2026 | $5.27 | $3.86 | +36.5% | +5.2% | +4.0% |
| Q2 FY2026 | $5.29 | $3.90 | +35.6% | -2.2% | -4.0% |
| Q1 FY2025 | $5.44 | $4.07 | +33.7% | +5.9% | +5.5% |
| Q4 FY2025 |
| $5.43 |
| $4.15 |
| +30.9% |
| +6.5% |
| +4.7% |
| Q3 FY2025 | $5.60 | $4.17 | +34.2% | +2.6% | +1.9% |
| Q2 FY2025 | $5.42 | $4.00 | +35.6% | +6.0% | +7.3% |
| Q1 FY2024 | $5.71 | $4.19 | +36.2% | +6.9% | +4.7% |
| Q4 FY2024 | $5.52 | $4.15 | +32.9% | +1.7% | +1.8% |