SHOP

Summary Last week, Shopify withdrew its guidance, and the shares plunged 10%. The shares are now down 35% from peak levels reached in the wake of a particularly strong Q4. The withdrawal of guidance is neither surprising or alarming – this company’s revenue base is derived from e-commerce sales that have likely declined along with…

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Are Shopify Shares On Sale?

August 13, 2018 Summary Shopify reported the results of its fiscal Q2 a few days ago. While the results were a beat and raise quarter, the magnitude of both was not satisfactory to investors, at least initially. The company saw some deceleration in the growth of its MRR metric. The company’s guidance has been set…

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May 8, 2018 Summary Both Shopify and Square reported the results of their March ending quarter this past week. In both cases, the results were substantially above the consensus and guidance was increased substantially. In both cases, some of the negative buzz that had arisen based on the comments of a professional short seller were proved…

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May 8, 2018 Summary Both Shopify and Square reported the results of their March ending quarter this past week. In both cases, the results were substantially above the consensus and guidance was increased substantially. In both cases, some of the negative buzz that had arisen based on the comments of a professional short seller were…

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Nov. 3, 2017 Summary Shopify announced the results of its Q3 earlier this week. The results were a beat and raise quarter – the shares fell by more than 10%. Guidance, as has been the case indefinitely, appears to be conservative and designed to be beater. Almost all of the key operating metrics that are…

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May 4, 2017 Summary Shopify reported the results of its Q1 the other day. Results continued a patter of over-attainment on both the top line and earnings. Guidance was also increased, mainly to take account of the Q1 over-attainment. Some analysts are concerned about share valuation and have presented a scenario with rapid reversion to…

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Jan. 24, 2017 Summary Shopify is one of the major companies facilitating the transformation of retail from the physical to digital world. The company recently announced a more significant partnership with Amazon where Shopify users can offer their products on Amazon as part of using the Shopify app. It has several underappreciated growth opportunities that…

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Nov. 14, 2016 Summary Shopify reported the results of its Q3 about two weeks ago. Another quarter, another blowout, with revenues rising almost 90%. The company is showing significant expansion outside of the SMB space with its Shopify Plus offering. SHOP is seeing nascent traction with its capital offering and making good progress with its…

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August 12, 2016 Summary Last week, SHOP reported another exceptionally strong quarter with all revenue metrics and some financial metrics beating prior expectations. The company increased growth estimates but expectations for 2017 remain at levels that are likely to be handily beaten. The company is seeing huge growth in GMV but it is also seeing…

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May 13, 2016 4:50 PM ET Summary Shopify is the 600-pound gorilla in its particular space, that of building e-commerce platforms for SMB retailers. Shopify has grown its revenues by 4X in three years and is on track to grow revenues seven times in three years. The company appears to have some significant defenses against…

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