Food Retail

Instacart（Maplebear）

shopify

Conference Minutes

KLAR

OpenAI

DXYZ

SHOP

PLUS

PYPL

CART

MSFT

MSFL

MSFO

MSFD

MSFU

MSFX

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MIST

The following is the FY25Q3 earnings call minutes of $Shopify (SHOP.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;Shopify: Is Imperfection Unacceptable, the Original Sin of High Valuation?&#34; 1. Review of Core Financial Information 1. Third-quarter stock-based compensation expense was $116 million, and capital expenditure was $6 million. Free cash flow for the third quarter reached $507 million, accounting for 18% of total revenue. The free cash flow profit margin for the first nine months of this year remained the same as the same period last year, at 16%; this quarter's transaction and loan losses accounted for approximately 5% of revenue...

Klarna

Destiny Tech100

Shopify 

Plus500 Ltd.

ePlus

Paypal

Paymentus

Universal

General Motors

Microsoft

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Optec International, Inc.

Milestone Pharmaceuticals

Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce

Google

TSLA

GOOG

GOOGL

DPSK

DOCS

TSDD

TSLL

TSLQ

09366

07766

07366

TSLR

GGLS

GGLL

GEMI

OpenAI has been incredibly busy lately, dabbling in e-commerce, social media, and now launching a browser. Emmmm... it seems they've made enemies with half of the 'Seven Sisters.' Dolphin Research can hardly keep up with the trending topics every three days. Before the earnings report of $Alphabet(GOOGL.US), let's catch up on OpenAI's release of Atlas last week, an AI browser that claims to kick Chrome's butt. In fact, OpenAI's plan to launch an AI browser was leaked by Reuters back in July: OpenAI plans to launch an AI browser in the future...

Tesla

Alphabet - C

Alphabet

DeepSeek

Doximity

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Park Hotels & Resort

Gemini Space Station

Google: My Fate is Determined by Myself, Not by OpenAI

Fidji Simo Reports Sale of Maplebear Inc. Shares

Bailard Inc. Reduced Holdings in Maplebear Inc. in Q2

Benchmark Co. and Bernstein Maintain and Reaffirm Buy Rating for Maplebear

CFRA Maintains Buy Rating on Maplebear but Cuts Price Target

Instacart (Maplebear) released FY2025 9 Months Earnings on November 10 Pre-Market EST, actual revenue USD 1.811 B, actual EPS USD 0.7823

Instacart (Maplebear) released FY2025 Q3 earnings on November 10 Pre-Market EST, actual revenue USD 939 M (forecast USD 933.32 M), actual EPS USD 0.5085 (forecast USD 0.4959)

Maplebear Expands Stock Repurchase Plan to $2.5 Billion

Maplebear Inc. Reports Growth in Instacart Business and Increases Stock Repurchase Plan

Mizuho and Bernstein Reiterate Buy Rating on Maplebear

Bernstein Maintains Maplebear Buy Rating and Downgrades Target Price

Maplebear to Report Q3 2025 Earnings on November 10

Maplebear Inc. receives consensus recommendation from 28 research firms

Instacart (Maplebear) to Release FY2025 Q3 Earnings on November 10, Pre-Market EST; Forecast Revenue USD 933.59M, EPS USD 0.4963

Devnani Recommends Maplebear Stock

Sentry Investment Management LLC Buys New Shares in Maplebear Inc

Jefferies cuts Maplebear target price to $43

Maplebear Inc. to Release Q3 2025 Earnings on November 10, 2025

Maplebear Inc. partners with TikTok to Enhance Retail Media Data Access

Analyst Recommends Maplebear Stock

Thomas Champion Rates Maplebear as Hold, Citing Competition and Pricing Challenges