Operating Expenses
Stock Option Expense
Shopify Stock Option Expense increased by 14.8% to $132.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 15.8%, from $114.00M to $132.00M. Over 3 years (FY 2022 to FY 2025), Stock Option Expense shows a downward trend with a -6.5% CAGR.
Analysis
StatementIncome Statement
SectionOperating Expenses
CategoryProfitability
SignalContext dependent
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026May 5, 2026
How to read this metric
Higher values reflect more aggressive equity-based compensation strategies; lower values may indicate a shift toward cash-based incentives or reduced hiring.
Detailed definition
The non-cash compensation expense recognized in the income statement related to the fair value of stock options granted...
Peer comparison
Standard for technology and growth-oriented firms; varies based on compensation philosophy.
Metric ID:
tmo_stock_option_expenseHistorical Data
17 periods
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $137.25M | $137.25M | $137.25M | $137.25M | $153.75M | $153.75M | $153.75M | $153.75M | $105.00M | $106.00M | $110.00M | $109.00M | $114.00M | $113.00M | $107.00M | $115.00M | $132.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +12.0% | +0.0% | +0.0% | +0.0% | -31.7% | +1.0% | +3.8% | -0.9% | +4.6% | -0.9% | -5.3% | +7.5% | +14.8% |
| YoY Change | — | — | — | — | +12.0% | +12.0% | +12.0% | +12.0% | -31.7% | -31.1% | -28.5% | -29.1% | +8.6% | +6.6% | -2.7% | +5.5% | +15.8% |
Range$105.00M – $153.75M
CAGR-1.0%
Avg YoY Growth-3.0%
Median YoY Growth+6.6%
Current Streak2 quarters growth
Stock Option Expense at Other Companies
Frequently Asked Questions
- What is Shopify's stock option expense?
- Shopify (SHOP) reported stock option expense of $132.00M in Q1 2026.
- How has Shopify's stock option expense changed year-over-year?
- Shopify's stock option expense increased by 15.8% year-over-year, from $114.00M to $132.00M.
- What is the long-term trend for Shopify's stock option expense?
- Over 3 years (2022 to 2025), Shopify's stock option expense has grown at a -6.5% compound annual growth rate (CAGR), from $549.00M to $449.00M.
- What does stock option expense mean?
- Non-cash cost of employee stock options.