Shopify Net additions (releases) charged to costs and expenses increased by 17.1% to $48.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 11.6%, from $43.00M to $48.00M. Over 3 years (FY 2022 to FY 2025), Net additions (releases) charged to costs and expenses shows an upward trend with a 45.9% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase suggests deteriorating customer credit quality or a more conservative accounting approach to bad debt.
An expense recognized to account for the portion of accounts receivable that the company estimates will not be collected...
Standard across all industries; benchmarked against historical bad debt ratios.
other_provision_for_doubtful_accounts| 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 | $18.50M | $18.50M | $18.50M | $18.50M | $20.00M | $20.00M | $20.00M | $20.00M | $28.00M | $26.00M | $42.00M | $52.00M | $43.00M | $44.00M | $102.00M | $41.00M | $48.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +8.1% | +0.0% | +0.0% | +0.0% | +40.0% | -7.1% | +61.5% | +23.8% | -17.3% | +2.3% | +131.8% | -59.8% | +17.1% |
| YoY Change | — | — | — | — | +8.1% | +8.1% | +8.1% | +8.1% | +40.0% | +30.0% | +110.0% | +160.0% | +53.6% | +69.2% | +142.9% | -21.2% | +11.6% |