Shopify (SHOP): FY25 Q3 earnings call, Nov 4, 2025

Tue, Nov 4Earnings callSpeaker-labelled transcriptShopify

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).

Updated

Transcript

quotes of at most 25 words

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

8 matches for “Tariff”; 5 quoted, at least 25 words apart.

Jeff Hoffmeistercompanyprepared

…some of the items that I've discussed the past 2 quarters regarding tariffs and where we are or are not seeing an impact on our…

Jeff Hoffmeistercompanyprepared

…merchants have in the aggregate raise their prices some since the April tariff announcements in the U.S., but the level of pricing increases is, in…

Thomas Inghamcompanyqa

…talk about your view of the state of the consumer by geography and post tariffs now that we've seen a little bit of data there.

Harley Finkelsteincompanyqa

…always monitor these macro factors, whether it's consumer spending, it's household savings, tariffs, frankly, even FX trends and supply chains with a lot of our…

Jeff Hoffmeistercompanyqa

Yes. And Todd, on some of the tariff pieces, on my call -- sorry, on my prepared remarks, I mentioned that there's not been a…

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