1/5
My notes from the Shopify call:
"I cannot recall a time in our history when we have shipped so many features in such a short period of time" - COO
"Over 150 million e-mails have now been sent through e-mail campaigns since Shopify Email launch in Q1" - COO
My notes from the Shopify call:
"I cannot recall a time in our history when we have shipped so many features in such a short period of time" - COO
"Over 150 million e-mails have now been sent through e-mail campaigns since Shopify Email launch in Q1" - COO
2/5
Why sub growth was low:
"While growth in the quarter was impacted by the 90-day free trial on standard plans offered from March 21st through May 31st, MRR ended the quarter higher than in Q1, benefiting from the highest ever number of merchants joining Shopify Plus." - CFO
Why sub growth was low:
"While growth in the quarter was impacted by the 90-day free trial on standard plans offered from March 21st through May 31st, MRR ended the quarter higher than in Q1, benefiting from the highest ever number of merchants joining Shopify Plus." - CFO
3/5
WFH:
"This means that most of our employees will work remotely on a permanent basis and leverage our office spaces when it makes sense. This also represents an opportunity to open up and further diversify our talent pool, unconstrained by physical location." - CFO
WFH:
"This means that most of our employees will work remotely on a permanent basis and leverage our office spaces when it makes sense. This also represents an opportunity to open up and further diversify our talent pool, unconstrained by physical location." - CFO
4/5
3 categories of investments: core, expansion and ambition
The "ambition" investments include:
"Shopify Fulfillment Network, 6 River Systems, Shopify Balance, Shop App, brand, wholesale B2B and more." - CFO
3 categories of investments: core, expansion and ambition
The "ambition" investments include:
"Shopify Fulfillment Network, 6 River Systems, Shopify Balance, Shop App, brand, wholesale B2B and more." - CFO
5/5
On the pull forward in e-commerce:
"I mean, I came at this question a little bit more from a product perspective than from a financial perspective or from a market mix perspective, and I said that 2030 has gotten pulled forward into 2020." - CEO
On the pull forward in e-commerce:
"I mean, I came at this question a little bit more from a product perspective than from a financial perspective or from a market mix perspective, and I said that 2030 has gotten pulled forward into 2020." - CEO
