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  5. SHOP: Thanks for quick response to my earlier question on earnings. [Shopify Inc. Class A Subordinate Voting Shares]
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Q: Thanks for quick response to my earlier question on earnings. Can you add comments after the earnings call?
Asked on February 13, 2024
5i Research Answer:

The call didn't add much. SHOP outlined its accomplishments and future goals. It outlined the customer experience, and noted 17,500 customers made their first sale ever on Cyber Monday. SHOP Pay is going well with good conversion rates. Some AI potential was discussed (marketing, targeting). Operating expenses fell 22%, resulting in stronger profit metrics. Plus Pricing was discussed and should drive margins further.