Shopify (SHOP): FY25 Q3 earnings call, Nov 4, 2025
No Kalshi or Polymarket word markets were listed for Shopify’s Nov 4, 2025 earnings call (FY25 Q3). The transcript is searchable below (quotes of at most 25 words).
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quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
5 matches for “Headwind”; 5 quoted, at least 25 words apart.
…plans, which represented 35% of MRR for the quarter. We had 2 headwinds impacting our year-over-year growth rates in MRR. MRR for Q3 last year…
…into effect in Q2 of 2024. We will have some year-over-year comparability headwinds on MRR until Q2 of next year as our rollout of the…
…from the expanded partnership with PayPal, which will become less of a headwind in Q4 and beyond as we will have now lapped the initial…
…still going on a year-over-year basis. We're going to still have some headwinds until we get to Q1 of next year, because of the timing…
…more products from us. So we feel good about while there's short-term headwinds with attach rate, what that means long term for our business is…
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