Revenue

Revenue Recognized from Contract Liability

Shopify Revenue Recognized from Contract Liability increased by 8.1% to $133.00M in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 2.3%, from $130.00M to $133.00M. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementIncome Statement
SectionRevenue
CategoryEfficiency
SignalHigher is better
VolatilityStable
First reportedQ1 2023
Last reportedQ3 2025

How to read this metric

High levels indicate successful fulfillment of long-term contracts or subscription obligations.

Detailed definition

The portion of revenue recognized during the period that was previously recorded as a contract liability. This demonstra...

Peer comparison

Standardized as 'Revenue recognized from contract liability balance' under ASC 606.

Metric ID: is_tmusz_contract_liability_revenue_recognized

Historical Data

10 periods
 Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25
Value$69.75M$69.75M$69.75M$69.75M$134.00M$121.00M$130.00M$121.00M$123.00M$133.00M
QoQ Change+0.0%+0.0%+0.0%+92.1%-9.7%+7.4%-6.9%+1.7%+8.1%
YoY Change+92.1%+73.5%+86.4%-9.7%+1.7%+2.3%
Range$69.75M$134.00M
CAGR+33.2%
Avg YoY Growth+41.0%
Median YoY Growth+37.9%
Current Streak2 quarters growth

Frequently Asked Questions

What is Shopify's revenue recognized from contract liability?
Shopify (SHOP) reported revenue recognized from contract liability of $133.00M in Q3 2025.
How has Shopify's revenue recognized from contract liability changed year-over-year?
Shopify's revenue recognized from contract liability increased by 2.3% year-over-year, from $130.00M to $133.00M.
What does revenue recognized from contract liability mean?
Revenue earned this period that was paid for by customers in a prior period.