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Merchant solutions — Revenue

Shopify Merchant solutions — Revenue decreased by 16.4% to $2.42B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 39.1%, from $1.74B to $2.42B. Over 3 years (FY 2022 to FY 2025), Merchant solutions — Revenue shows an upward trend with a 28.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026May 5, 2026
Rolls up toTotal Revenue

How to read this metric

An increase indicates higher merchant transaction volume or increased adoption of value-added services, signaling strong platform ecosystem growth.

Detailed definition

This metric represents the total revenue generated from value-added services that facilitate e-commerce transactions for...

Peer comparison

Comparable to transaction-based revenue or payment processing fees reported by other e-commerce infrastructure providers and fintech platforms.

Metric ID: shop_segment_merchant_solutions_revenues

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$1.03B$1.03B$1.03B$1.03B$1.31B$1.31B$1.31B$1.31B$1.35B$1.48B$1.55B$2.15B$1.74B$2.02B$2.15B$2.9B$2.42B
QoQ Change+0.0%+0.0%+0.0%+27.0%+0.0%+0.0%+0.0%+3.4%+9.8%+4.7%+38.3%-18.9%+16.3%+6.0%+35.0%-16.4%
YoY Change+27.0%+27.0%+27.0%+27.0%+3.4%+13.5%+18.9%+64.3%+28.9%+36.6%+38.2%+34.9%+39.1%
Range$1.03B$2.9B
CAGR+23.9%
Avg YoY Growth+29.7%
Median YoY Growth+27.0%

Frequently Asked Questions

What is Shopify's merchant solutions — revenue?
Shopify (SHOP) reported merchant solutions — revenue of $2.42B in Q1 2026.
How has Shopify's merchant solutions — revenue changed year-over-year?
Shopify's merchant solutions — revenue increased by 39.1% year-over-year, from $1.74B to $2.42B.
What is the long-term trend for Shopify's merchant solutions — revenue?
Over 3 years (2022 to 2025), Shopify's merchant solutions — revenue has grown at a 28.9% compound annual growth rate (CAGR), from $4.11B to $8.8B.
What does merchant solutions — revenue mean?
Total revenue earned from transaction-based services and add-on products provided to merchants.