Shopify Wednesday reported record-breaking fourth quarter results delivered strong results advice to start the year. The stock slipped more than 9%.
Here are the company’s results, compared to the estimates of analysts surveyed by LSEG:
Earnings per share: 48 cents adjusted versus 51 centsIncome: $3.67 billion versus $3.59 billionThe Canadian e-commerce company said it expects its first-quarter revenue to grow at a “sub-30 percentage rate” year over year, which is higher than the 25.1% growth forecast by analysts, according to FactSet.
Shopify also said its board approved $2 billion in stock repurchases.
Stocks of software companies have sold massively in recent weeks, as investors have become increasingly concerned about the potential threat of artificial intelligence tools.
Shopify, which sells software to help businesses launch and manage their online storefronts, has been trying to position itself at the forefront of emerging markets. AI Shopping Tools. The company was one of OpenAI’s first partners when it launched its Instant payment functionality, and it helped Google develop a protocol on how AI trading bots will facilitate transactions on the web.
The company’s revenue was boosted by the key holiday shopping period, which saw “record” spending in 2025, according to Adobe Analytics. Online spending from November 1 to December 31 increased 6.8% to $257.8 billion, Adobe said, beating its forecast of $253.4 billion.
Shoppers remained resilient during the holiday shopping season despite a gloomy economic backdrop dominated by a loss of consumer confidence, the president said. Donald TrumpThe country’s radical tariff policies and the slowdown in the job market.
The Department of Commerce reported Tuesday that retail sales remained stable in December after increasing 0.6% in November, closing the year on a pessimistic note after an otherwise solid period of business activity.
Shopify’s gross merchandise volume, or the total volume of merchandise sold on the platform, was higher than expected. GMV jumped 29% year over year to $123.8 billion, surpassing the $121.3 billion estimated by analysts, according to FactSet.
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