meta_pixel
Tapesearch Logo
Log in
Motley Fool Money

A Shopify Takeover

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 11 February 2025

⏱️ 27 minutes

🧾️ Download transcript

Summary

We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss: - Shopify as a 100-year company. - What a change in de minimis rules would mean for merchants. - Shopify’s growth levers. Company discussed: SHOP Got a question for the show? Email us at [email protected] Note: Ricky Mulvey has a position in SHOP Host: Ricky Mulvey Guests: Asit Sharma, Harley Finkelstein Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

It's a Shopify takeover. You're listening to Motley Full Money.

0:13.7

I'm Ricky Mulvey, joined today by Asset Sharma.

0:16.5

Asset, it's good to see you. Thanks for being here.

0:18.4

Ricky, thank you for having me.

0:20.2

And we also have Harley Finkelstein. He's the president of Shopify to talk about the quarter and some long-term vision stuff.

0:25.6

Harley, appreciate you joining us on the show.

0:27.6

Hello, Ricky. Hello, Osset. It's good to be here. It's honor to be on your show.

0:30.6

So let's, we're going to talk a little bit about the quarter. We're going to talk about some longer-term trends. Harley, I don't want you to prime Osset, though. Maybe we'll

0:38.1

have Harley bounce off Osset as I go through the quarter. Osset, no pressure. But here's some

0:43.0

big takeaways from Shopify's quarter. One trillion in gross merchandise volume cross the platform.

0:48.5

They reached that goal this quarter. Free cash flow hitting about $1.6 billion. That's picking up

0:53.3

steam from last year.

0:55.0

And we're also seeing a lot of growth coming from offline and international.

0:59.1

Asset, what's your big takeaway, your headline for the quarter?

1:02.4

So a headline for the quarter is we're developing our total addressable market everywhere in our funnel.

1:09.7

Shopify has been really impressive in many quarters recently,

1:13.8

Ricky, but particularly this quarter, it just feels like whether they're going after enterprise

1:18.2

business, small mom and pops, middle market companies, they're on fire everywhere.

1:25.2

Any notes, Harley, any big takeaways for your long-term questions?

1:27.8

Wow, I was going to say it's like Osset, GBT or something. That was really good. I mean,

1:32.2

certainly internationalist. I mean, I talked a lot about on the call. It's an area of growth for us.

1:37.5

We sort of historically were e-commerce for North America and small businesses there. And now we're

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.