For the first quarter of 2026, Shopify (SHOP) expects: Revenue to grow at a low-thirties percentage rate on a year-over-year basis, similar to Q4 2025; Gross profit dollars to grow at a high-twenties percentage rate on a year-over-year basis; Operating expenses as a percentage of revenue to be 37% to 38%; *Stock-based compensation to be $140M; and Free cash flow margin to be in the low-to-mid teens, slightly below Q1 of 2025.
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