Shopify (SHOP): FY25 Q1 earnings call, May 8, 2025

Thu, May 8Earnings callSpeaker-labelled transcriptShopify

No Kalshi or Polymarket word markets were listed for Shopify’s May 8, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

6 matches for “Headwind”; 5 quoted, at least 25 words apart.

Jeff Hoffmeistercompanyprepared

…lower GPV penetration than North America. Which should become less of a headwind to payments penetration going forward given the launch of payments in more…

Jeff Hoffmeistercompanyprepared

…and the impact from the expanded partnership with PayPal. Partially offsetting these headwinds was strong growth in our FX and tax products. This brings our…

Jeff Hoffmeistercompanyprepared

…our performance in the of today's trade and macroeconomic environment. With potential headwinds largely offset by FX tailwinds. We expect Q2 gross profit dollars to…

Keith Weisscompanyqa

…to be a larger and larger percentage of revenues that has some headwinds on gross margin. And as to the extent that larger merchant GMVs…

Keith Weisscompanyqa

…the pricing change. The paid trial change is really gonna be a headwind for subscription solutions growth this year. But going into next year, that…

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