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Current Assets

Accounts Receivable

Shopify Accounts Receivable decreased by 10.2% to $449M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 51.2%, from $297M to $449M. Over 3 years (FY 2022 to FY 2025), Accounts Receivable shows a downward trend with a -4.8% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionCurrent Assets
CategoryLiquidity
SignalLower is better
VolatilityModerate
First reportedQ4 2022
Last reportedQ1 2026May 5, 2026

How to read this metric

Lower levels relative to revenue generally indicate efficient collection processes and lower credit risk.

Detailed definition

This represents the balance of payments owed to the company by customers for services or products delivered, net of any...

Peer comparison

Common in SaaS and merchant services; peers monitor this to manage working capital efficiency.

Metric ID: accounts_receivable_net

Historical Data

8 periods
 Q4 '22Q4 '23Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$580M$282M$342M$297M$350M$396M$500M$449M
QoQ Change-51.4%+21.3%-13.2%+17.8%+13.1%+26.3%-10.2%
YoY Change-51.4%+21.3%+46.2%+51.2%
Range$282M$580M
CAGR-13.6%
Avg YoY Growth+16.8%
Median YoY Growth+33.7%

Frequently Asked Questions

What is Shopify's accounts receivable?
Shopify (SHOP) reported accounts receivable of $449M in Q1 2026.
How has Shopify's accounts receivable changed year-over-year?
Shopify's accounts receivable increased by 51.2% year-over-year, from $297M to $449M.
What is the long-term trend for Shopify's accounts receivable?
Over 3 years (2022 to 2025), Shopify's accounts receivable has grown at a -4.8% compound annual growth rate (CAGR), from $580M to $500M.
What does accounts receivable mean?
The amount of money customers owe the company for services already provided.