Shopify Soars on Strong Earnings While Uber Slips

Earnings
โดย The Motley Fool·US·Read original
Summary · why it matters

Shopify delivered a blowout quarter with revenue up 34% and operating income jumping 68%, sending its stock up more than 20% in early trading, while Uber shares fell about 5% despite record free cash flow. Uber's gross bookings rose 24% year over year to $58 billion, and trailing twelve-month free cash flow surpassed $10 billion for the first time, but Wall Street reacted negatively to a revenue miss and underwhelming guidance. Disney also reported results, with revenue up 7% to $25.25 billion and segment operating income up 21%, driven by a 20% increase in experiences operating income; streaming operating income more than doubled from a year ago to $712 million. Disney announced it will sell its 50% stake in A&E Global Media to Hearst Corporation for $1.2 billion in cash and raised its share repurchase target for the year to about $9 billion. Shopify's gross merchandise volume jumped 32% in the quarter, and management expects over 30% revenue growth next quarter.

Impact on stocks 4

Cloud & Digital Infrastructure▲ · 1 stocks
Shopify Inc
SHOP
▲ PositiveCapitalrelevance

Shopify beat expectations with revenue up 34% and operating income up 68%.

Robotics & Physical AI▼ · 1 stocks
Uber Technologies Inc
UBER
▼ NegativeCapitalrelevance

Uber missed revenue estimates and gave weak guidance despite record free cash flow.

Communication Services▲ · 1 stocks
Walt Disney Company
DIS
▲ PositiveCapitalrelevance

Disney reported strong earnings, raised buyback target, and announced asset sale.

Artificial Intelligence▲ · 1 stocks

Off-coverage companies 1

Hearst CommunicationsPrivate▲ Positive
Capitalrelevance

Hearst is buying Disney's stake in A&E Global Media for $1.2 billion.

© 2026 MarketDXNews