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Earnings Mentions for Shopify

Historical counts of specific terms mentioned on earnings calls. See earnings mentions demo here.

Transcripts Shown
Transcript Type
Overall Yes Rate67%
Next Earnings
Aug 5, 2026
Latest Transcript
May 5, 2026
Predict this on Kalshi
Acquired / Acquisition
Yes
84¢
No
17¢
10/11(91%)
Quarters w/ Yes
56Total Mentions
2026 Q1Last Mentioned
Automation
Yes
72¢
No
29¢
9/11(82%)
Quarters w/ Yes
23Total Mentions
2026 Q1Last Mentioned
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Headwind
Yes
85¢
No
16¢
9/11(82%)
Quarters w/ Yes
29Total Mentions
2026 Q1Last Mentioned
Amazon
Yes
49¢
No
52¢
5/11(45%)
Quarters w/ Yes
8Total Mentions
2026 Q1Last Mentioned
Klarna
Yes
29¢
No
79¢
4/11(36%)
Quarters w/ Yes
6Total Mentions
2025 Q3Last Mentioned
Meta
Yes
53¢
No
51¢
--
Quarters w/ Yes
--Total Mentions
--Last Mentioned
Microsoft (2+ times)
Yes
55¢
No
46¢
--
Quarters w/ Yes
--Total Mentions
--Last Mentioned
Offline
Yes
80¢
No
25¢
--
Quarters w/ Yes
--Total Mentions
--Last Mentioned
OpenAI
Yes
34¢
No
86¢
--
Quarters w/ Yes
--Total Mentions
--Last Mentioned
Repurchase / Buyback
Yes
74¢
No
27¢
--
Quarters w/ Yes
--Total Mentions
--Last Mentioned
Service
Yes
85¢
No
16¢
--
Quarters w/ Yes
--Total Mentions
--Last Mentioned
Shopify Capital
Yes
47¢
No
59¢
--
Quarters w/ Yes
--Total Mentions
--Last Mentioned
Stablecoin
Yes
42¢
No
60¢
--
Quarters w/ Yes
--Total Mentions
--Last Mentioned
Tariff
Yes
51¢
No
56¢
--
Quarters w/ Yes
--Total Mentions
--Last Mentioned