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Shopify Inc.

SHOPNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 3, 2026Score 12/30
$156.22−1.27 (-0.81%)

Close on Nov 2, 2026Market cap $201.00BP/E 94.7Yield –

Shopify Deferral of Revenue by Quarter

Deferral of Revenue (Net Collections Added During Period) ($M) ($M)

Shopify Deferral of Revenue: $128M in Q2 2026, up 12.3% from a year earlier.

Latest, Q2 2026
128
Period ended Jun 30, 2026
Change on a year earlier
+12.3%
114 in Q2 2025
History
13 quarters
Since Q1 2023
Sources
9
Documents cited below

Where the Q2 2026 figure comes from

“|| Deferral of revenue (1) | 128 | 114 | 190 | 171”

Source: Form 10-Q FY2026Q2 (filed 2026-08-05) ↗

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedDeferral of Revenue (Net Collections Added During Period) ($M) ($M)Year on yearSource
Q2 2026Jun 30, 2026128+12.3%Form 10-Q FY2026Q2 (filed 2026-08-05) ↗
Q1 2026Mar 31, 2026138+14.0%Form 10-Q FY2026Q1 (filed 2026-05-05) ↗
Q4 2025Dec 31, 2025-435+8.5%Form 10-K (filed 2026-02-11) ↗
Q3 2025Sep 30, 2025122+9.9%Form 10-Q FY2025Q3 (filed 2025-11-04) ↗
Q2 2025Jun 30, 2025114+3.6%Form 10-Q FY2026Q2 (filed 2026-08-05) ↗
Q1 2025Mar 31, 2025121+5.2%Form 10-Q FY2026Q1 (filed 2026-05-05) ↗
Q4 2024Dec 31, 2024-401–Form 10-K (filed 2026-02-11) ↗
Q3 2024Sep 30, 2024111+16.8%Form 10-Q FY2025Q3 (filed 2025-11-04) ↗
Q2 2024Jun 30, 2024110-14.1%Form 10-Q FY2025Q2 (filed 2025-08-06) ↗
Q1 2024Mar 31, 2024115+18.6%Form 10-Q FY2025Q1 (filed 2025-05-08) ↗
Q3 2023Sep 30, 202395–Form 6-K FY2024Q3 (filed 2024-11-12) ↗
Q2 2023Jun 30, 2023128–Form 6-K FY2024Q2 (filed 2024-08-07) ↗
Q1 2023Mar 31, 202397–Form 6-K FY2024Q1 (filed 2024-05-08) ↗

Cite this data

StockData. (2026). Shopify Deferral of Revenue ($M), quarterly Q1 2023–Q2 2026 [Data set]. Compiled from Shopify SEC filings and investor materials. https://stockdatahq.com/stocks/shop/kpis/deferred-revenue-additions

See every metric in the Shopify KPI table. Data updated Oct 25, 2026.