Yano 🟪
@JasonYanowitz
co-founder @blockworks // host @theempirepod
加入 January 2013
2.6K 正在關注 128.4K 粉絲
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.
→ $116B in merchant sales, up 32% YoY
→ $3.6B revenue, up 34% YoY
→ $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.
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