Yano ๐ช
@JasonYanowitz
co-founder @blockworks // host @theempirepod
๊ฐ์
January 2013
2.6K ํ๋ก์ ์ค 128.4K ํฌ
This is how you do investor relations in 2026.
Both Robinhood and Shopify putting on a masterclass in IR.
Q2 is in, and it was a monster quarter.
โ $116B in merchant sales, up 32% YoY
โ $3.6B revenue, up 34% YoY
โ $654M free cash flow, 18% margin
Five quarters running, GMV has grown more than 30%.
The bigger story is underneath the numbers: every shift AI is creating happens to play to @Shopify's strengths.
๋ ๋ณด๊ธฐ
