Shopify (SHOP): FY25 Q2 earnings call, Aug 6, 2025

Wed, Aug 6Earnings callSpeaker-labelled transcriptShopify

No Kalshi or Polymarket word markets were listed for Shopify’s Aug 6, 2025 earnings call (FY25 Q2). 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.

4 matches for “Tariff”; 4 quoted, at least 25 words apart.

Jeff J. Hoffmeistercompanyprepared

…And importantly, we had factored into our guidance some potential impact from tariffs, which did not materialize. Looking at the 2 components of revenue. Merchant…

Jeff J. Hoffmeistercompanyprepared

…for the years ahead. Now shifting to the broader macroeconomic environment and tariff implications before discussing our Q3 outlook. Through Q2 and into early August,…

Brian Christopher Petersonanalystqa

…any potential pull forward for consumers that may have wanted to take advantage of pricing before tariff increases? Would love to get any comments there.

Jeff J. Hoffmeistercompanyqa

…July is kind of what we've seen in Q2. So from a tariff perspective, I also alluded to it briefly on the call that we…

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