CSIMarket
 
Shopify Inc   (NASDAQ: SHOP)
    Sector • Technology    Industry • Software & Programming
   Industry • Software & Programming
   Sector • Technology
 

Shopify Inc's Suppliers Performance

SHOP's Supply Chain




 
SHOP Costs vs Sales of Suppliers Growth Shopify Inc's Suppliers recorded an increase in sales by 30.11 % year on year in Q3 2026, sequentially sales grew by 10.1 %, Shopify Inc recorded an increase in cost of sales by 34.96 % year on year, sequentially cost of sales grew by 4.59 % in Q3.

• More on SHOP Suppliers



Shopify Inc's Suppliers recorded an increase in sales by 30.11 % year on year in Q3 2026, sequentially sales grew by 10.1 %, Shopify Inc recorded increase in cost of sales by 34.96 % year on year, sequentially cost of sales grew by 4.59 % in Q3.

• More on SHOP Suppliers




Shopify Inc's Comment on Supply Chain


Shopify Payments operates under payment service provider agreements with Stripe, Inc. and PayPal, Inc., which automatically renew every 12 months unless terminated earlier. Disruptions in these agreements could negatively impact Shopify's reputation and financial performance. While Shopify can integrate alternative payment providers, premature termination by current providers may cause delays and quality issues. The company's growth relies on strategic relationships with various third parties, including software developers, affiliates, payment processors, technology providers, fulfillment and shipping partners, online sales channel providers, AI technology providers, and systems integrators. Shopify utilizes computer hardware and software licensed from third parties, occasionally from single-source suppliers. Agreements with cloud hosting, technology, content, and consulting providers are generally non-exclusive, permitting these providers to serve competitors or offer competing services. Changes in offerings or terms by third-party developers and partners may affect Shopify's platform compatibility and merchant demand.

Shopify Inc's Comment on Supply Chain


Shopify Payments operates under payment service provider agreements with Stripe, Inc. and PayPal, Inc., which automatically renew every 12 months unless terminated earlier. Disruptions in these agreements could negatively impact Shopify's reputation and financial performance. While Shopify can integrate alternative payment providers, premature termination by current providers may cause delays and quality issues. The company's growth relies on strategic relationships with various third parties, including software developers, affiliates, payment processors, technology providers, fulfillment and shipping partners, online sales channel providers, AI technology providers, and systems integrators. Shopify utilizes computer hardware and software licensed from third parties, occasionally from single-source suppliers. Agreements with cloud hosting, technology, content, and consulting providers are generally non-exclusive, permitting these providers to serve competitors or offer competing services. Changes in offerings or terms by third-party developers and partners may affect Shopify's platform compatibility and merchant demand.


SHOP's Suppliers recorded a net loss Suppliers recorded net loss
SHOP's Suppliers recorded a net loss


Suppliers recorded net loss


Shopify Inc's Suppliers Sales Growth in Q3 2026 by Industry

Suppliers from Internet Services & Social Media Industry      40.3 %
Suppliers from Software & Programming Industry      15.91 %
     





SHOP's vs. Suppliers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Shopify Inc 188,400.93 14,167.00 4,535.00 7,600
Alliance Entertainment Holding Corporation 242.49 1,148.99 13.06 143
Affirm Holdings Inc 26,494.90 4,261.08 1,929.79 2,358
Bridgeline Digital Inc 8.90 15.57 -1.35 40
Karbon x Corp 0.00 20.55 -14.95 0
Global e Online Ltd 7,707.37 962.20 68.27 21
SUBTOTAL 405,388.20 192,924.60 23,962.09 248,606
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Sources: Shopify Inc 's official press releases and regulatory filings; CSIMarket.com's supply-chain research; and the financial filings and press releases of other companies cited in this report.
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