COMPANY
Shopify
SHOP:US
Primary coverage by Dan Salmon
Research
-
US Internet 1Q25 Update: Better than feared, but still choppy aheadMay 15, 2025 — Dan Salmon
-
SHOP: Expect FCF consensus to ease back to reality (aka guidance)May 8, 2025 — Dan Salmon
-
CLIENT CALL SLIDES: How low could they go? Macro Outlook for eCommerce, Digital Ads & StocksApril 29, 2025 — Dan Salmon
-
Tariff Impact Part III: The other shoe drops – lower estimates and targetsApril 23, 2025 — Dan Salmon
-
SHOP: Lower Estimates & TargetApril 23, 2025 — Dan Salmon
Events
-
Apr
29InternetApril 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Jan
21InternetJanuary 21, 2025 — VirtualHosted by Dan SalmonWatch Replay