$SHOP’S Q4 2024—E-COMMERCE KING OR OVERHYPED HUSTLE?

SHOP’S Q4 2024—E-COMMERCE KING OR OVERHYPED HUSTLE?

(1/9)
Hey Tradingview crew! Shopify’s Q4 2024 is dropping jaws 📈🔥! 2.81B in revenue—31% YoY blast—94.5B GMV, and a fat cash flow flex. Is SHOP the champ or just flexing? Let’s rip it open! 🚀

(2/9) – REVENUE & EARNINGS BLOWOUT

• Q4 Revenue: 2.81B, +31% YoY—smoked 2.73B est. 💥
• Subscription: 666M, +27%
• Merchant Solutions: 2.15B, +33%
• EPS: $0.44, edged $0.43 est. 📊
• FCF: 611M, 22% margin—25M over est.
SHOP’s cash machine is humming!

(3/9) – BIG WINS

• GMV: 94.5B, +26%—fastest since ‘21 🚗
• Full Year: 8.88B revenue, +25.78% 🌍
• 3-Month Trials: New twist for Q1 ‘25 subs ✅
• Enterprise: 114 deals in 10 quarters—B2B up 132%!
X is buzzing—SHOP’s scaling like a beast!

(4/9) – SECTOR SMACKDOWN

• Market Cap: ~151.5B, P/E 81, P/S 14.3 🌟
• Vs. BIGC: Lagging, CRM/ADBE: Broader focus
• SHOP’s 31% growth smokes peers—94.5B GMV flexes
Pricey, but is it a steal for this hustle? X debates!

(5/9) – RISKS TO DODGE

• Amazon & WooCommerce: Claws out for SHOP’s turf 📉
• Economy: Slowdown could choke GMV ⚠️
• Tariffs: Duty hikes loom—SHOP’s got tools, but ouch!
• Costs: Intern army in ‘25—cash burn risk?
X says watch out—trouble’s lurking!

(6/9) – SWOT: STRENGTHS

• Revenue: 31% YoY—2.81B Q4 fury 🌟
• FCF: 22% Q4 margin, 18% ‘24 🔍
• Global: 33% GMV growth, EMEA +37% 🚦
SHOP’s an e-commerce titan—X can’t look away!

(7/9) – SWOT: WEAKNESSES & OPPORTUNITIES

• Weaknesses: High P/E 81, merchant reliance 💸
• Opportunities: Enterprise boom, AI tools, price hikes 🌍
Can SHOP turn hype into gold? X wants to know!

(8/9) – SHOP’s Q4 is fire—where’s it headed?

1️⃣ Bullish—151.5B king keeps slaying
2️⃣ Neutral—Growth’s hot, but risks bite
3️⃣ Bearish—Valuation’s a trap, crash incoming

Vote now—let’s brawl it out! 🗳️👇

(9/9) – FINAL BLAST
SHOP’s Q4 is a 2.81B thunderclap—GMV soaring, cash flowing 🌍. But competition and costs lurk. Undervalued rocket or overhyped bubble?