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Shopify (SHOP)

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And then we added that Deliverr, would be dilutive to our operating margin.
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Transcript
2022 Q1
27 May 22
And so just help us understand how much you're kind of revising things down, given the macro challenges that you saw out there this quarter.
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Transcript
2022 Q1
27 May 22
I wanted to just ask on the announcement of Amazon extending Prime to merchants' owned sites. Does that have any impact on your business or maybe perhaps more specifically on how you're thinking about your fulfillment efforts?
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Transcript
2022 Q1
27 May 22
So I just -- I want to think about the spending and the OpEx plans. When I think about net adds being down, I know it's tough comps in the surge of new merchant formation, but the projections kind of have sales and marketing growth being pretty dramatic in 2022. And with net adds, I expect it to be kind of consistent with 2021. Is it just getting more expensive to acquire customers? Is that sales and marketing expense more about like 4 different type of customer that you're going to acquire? Can you just help us think about what the saw means for spend and unit economics over the intermediate term?
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Transcript
2022 Q1
27 May 22
Adjusted gross profit was $646.1 million compared with $565.1 million in the first quarter of 2021, reflecting a greater mix of our lower-margin Merchant Solutions revenue versus the prior year, lower margins in Shopify Payments due to mix, increased investments in our cloud infrastructure and the impact of the change in terms for our app and theme partners versus the prior year.
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2022 Q1
27 May 22
the Company's 2020 audited consolidated financial statements and notes ("2020 Financial Statements") and the Company's 2020 Management’s Discussion and Analysis ("2020 MD&A"), but which, for greater certainty, are not inc
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40-F
2020 FY
17 Feb 21
Shopify's tremendous GMV performance, which increased 109% over the same quarter last year.
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Transcript
2020 Q3
2 Feb 21
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