$SHOP’S Q4 2024—E-COMMERCE KING OR OVERHYPED HUSTLE?NYSE: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 NYSE: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— GETTEX:25M over est.
NYSE: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— NYSE:SHOP ’s scaling like a beast!
(4/9) – SECTOR SMACKDOWN
• Market Cap: ~$151.5B, P/E 81, P/S 14.3 🌟
• Vs. NASDAQ:BIGC : Lagging, $CRM/ NASDAQ:ADBE : Broader focus
• NYSE: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 NYSE:SHOP ’s turf 📉
• Economy: Slowdown could choke GMV ⚠️
• Tariffs: Duty hikes loom— NYSE: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% 🚦
NYSE: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 NYSE:SHOP turn hype into gold? X wants to know!
(8/9) – NYSE: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
NYSE:SHOP ’s Q4 is a $2.81B thunderclap—GMV soaring, cash flowing 🌍. But competition and costs lurk. Undervalued rocket or overhyped bubble?