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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...

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

Financial Analysis

HIGH

As the most watched hot target in the current e-commerce AI field—Shopify announced its Q3 2025 financial report on the evening of November 4th, before the U.S. stock market opened. Overall, the growth performance remains quite strong, with GMV growth accelerating sequentially on a high base. However, due to a narrowing gross margin and expenses returning to an expansion cycle, the year-on-year contraction in profit margin has widened, which is not considered favorable. Specifically: 1. Strong GMV growth, the source of all exceeding expectations: GMV within the Shopify ecosystem reached $9.2 billion this quarter, up 32% year-on-year, further accelerating on the already high base of the previous quarter, significantly outperforming expectations...

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Shopify: Imperfection is Unacceptable, the Original Sin of High Valuation?

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Coca-Cola

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The following are the minutes of Coca-Cola's FY25 Q3 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Bulk Happiness from 'Fat House Water'?&#34;

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COLUMBUS ACQUISITION CORP COM USD0.0001 30/09/2025 (SUB/RIGHTS)

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Coca-Cola (Minutes): The bottling system restructuring strategy is nearing completion

William Blair Analyst Maintains Buy Rating on Eplus Stock

ePlus released FY2026 Semi-Annual earnings on November 6 After-Market EST with actual revenue of USD 1.246 B and EPS of USD 2.745

ePlus released FY2026 Q2 earnings on November 6 After-Market EST, actual revenue USD 608.83 M (forecast USD 518.3 M), actual EPS USD 1.3221 (forecast USD 0.765)

ePlus to Release FY2026 Q2 Earnings on November 6 After-Market EST, Forecast Revenue USD 518.3 M, EPS USD 0.765

ePlus released FY2026 Q1 earnings on August 7 After-Market EST, actual revenue USD 637.32 M (forecast USD 516.7 M), actual EPS USD 1.4306 (forecast USD 0.92)

ePlus Reports Q1 2026 Financial Results Exceeding Expectations

ePlus to Release FY2026 Q1 Earnings on August 7, 2025, After-Market EST; Forecast Revenue USD 516.7M, EPS USD 0.92

New York State Common Retirement Fund Increases Stake in ePlus

Sidoti Csr Downgrades ePlus Inc. Q2 Earnings Estimate

ePlus inc. Receives 2024 Innovation Partner Award

ePlus Reaches Final Agreement with Marlin Rentals (PEAC Solutions)

ePlus Inc. Up 7.7% in Past Three Months

ePlus Company Awarded Nutanix Annual Portfolio Partner Award

ePlus Bears Reduce and Earnings Beat Expectations

ePlus released FY2025 Annual Earnings on May 22 After-Market (EST), actual revenue USD 2.069 B (forecast USD 2.095 B), actual EPS USD 4.05 (forecast USD 3.78)

ePlus released FY2025 Q4 earnings on May 22 After-Market EST, actual revenue USD 498.11 M (forecast USD 523.85 M), actual EPS USD 0.9516 (forecast USD 0.68)

ePlus Announces Fiscal Year 2025 Earnings Below Expectations

ePlus reports Q4 EPS of $1.11

ePlus Inc. Announces Q1 2025 Earnings Outlook

ePlus to Release FY2025 Q4 Earnings on May 22 After-Market EST, Forecast Revenue USD 523.85 M, EPS USD 0.68