AMZ123 has learned that recently, Shopify announced its fiscal 2026 third quarter results for the period ended September 30, 2026. Driven by larger merchant transaction volumes and platform business growth, revenue increased 32% year over year, with gross merchandise volume (GMV) reaching $119.145 billion. Shopify continues to expand the application scenarios of its commerce services, integrating e-commerce services into more platforms, intelligent agent tools, and other scenarios.

The following are Q3 financial highlights:

① Gross merchandise volume (GMV) was $119.145 billion, up 29.5% from $92.013 billion in the same period of 2025.

② Monthly recurring revenue (MRR) was $230 million, up 19.2% from $193 million in the prior-year period.

③ Total revenue was $3.742 billion, up 32% from $2.844 billion in the prior-year period; on a constant currency basis, revenue also grew 32%.

④ Gross profit was $1.781 billion, up 28.0% from $1.391 billion in the prior-year period.

⑤ Gross profit was $1.781 billion, compared with $1.391 billion in the prior-year period.

⑥ Operating income was $568 million, up 65.6% from $343 million in the prior-year period.

⑦ Net income was $462 million, compared with $264 million in the prior-year period.

⑧ Subscription solutions revenue was $836 million, compared with $699 million in the prior-year period.

⑨ Merchant solutions revenue was $2.906 billion, compared with $2.145 billion in the prior-year period.

For the fourth quarter of 2026, Shopify expects revenue to grow approximately 30% to 33% year over year, and gross profit dollars to grow approximately 25% to 29% year over year.

Author ✎  Summer/AMZ123
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Seller Home Review

Shopify's Q3 revenue and GMV both posted strong growth, confirming the resilience of the independent website channel. Sellers should take advantage of this momentum to optimize on-site conversion and payment experience, and stock up in advance to cope with Q4 peak-season traffic.

Source: Cross-border Platform News
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