What podcasts say about Shopify Inc.
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Shopify Inc.
13 statements · 12 positive · 1 negative
Shopify’s business thesis remains intact despite market concerns.
“I think that's very much the case in the case of Shopify.”
Open the episode · Facing Our Investing FearsListen at 15:12
Investors should examine suppliers benefiting from successful companies such as Shopify.
“I'm always thinking about, let's imagine Shopify does very well. Who else works with them and supplies them? So that's a second order.”
Open the episode · #884: How to Spot 10-Year Trends and Build Billion-Dollar Companies — Kevin Ryan of DoubleClick, MongoDB, Business Insider, and Many MoreListen at 13:25
- Nathaniel WhittemorePositiveSep 22, 2026· The AI Daily Brief: Artificial Intelligence News and Analysis
Shopify could become a major platform for general AI adoption.
“Shopify being one of the most important platforms when it comes to general AI adoption”
Open the episode · Agent Wars!Listen at 26:37
Shopify rose 25% month to date.
“Shopify up 25% month to date.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 14:43
Shopify provides a plug-and-play e-commerce storefront platform.
“Shopify is like the plug-and-play shopfront for the internet.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 15:28
Shopify continued growing despite fears about AI disruption.
“despite all that fear shopify did the only thing they could do grow grow”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 16:16
Shopify’s profit grew close to 100% year over year.
“profit growing close to 100%.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 17:52
René recommends continuing to hold Shopify.
“I'll just keep holding it.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 18:13
Shopify trades at approximately 100 times trailing earnings and looks expensive.
“it does trade at like a hundred times trailing PE. Like it does look expensive.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 18:56
Shopify can continue powering e-commerce websites, while e-commerce persists.
“if they can keep powering the world's e-commerce websites, then I don't think e-commerce is going anywhere.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 19:05
Shopify faces limited disruption from artificial intelligence.
“The E Commerc giant reported third quarter revenue outlook beating expectations, strengthening the view that it faces limited disruption from artificial intelligence.”
Open the episode · Closing Bell: Nvidia Gains, Shopify Jumps, Earnings After the BellListen at 3:32
Shopify revenue is expected to grow in the low 30s percentage range.
“Revenue is seen growing at a low 30s percentage rate ahead of Wall Street's expectation of a 27% jump.”
Open the episode · Closing Bell: Nvidia Gains, Shopify Jumps, Earnings After the BellListen at 3:42
Shopify expects its free-cash-flow margin to be in the high teens.
“free cash flow margin expected to be in the high teens as well.”
Open the episode · AMD Lower; Disney Climbs; Shopify SoarsListen at 4:40
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.