Motley Fool Money A Shopify Takeover
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Feb 11, 2025 
Harley Finkelstein, President of Shopify, shares insights on the company’s ambitions as a ‘100-year company.’ He discusses the implications of changing de minimis rules for merchants and the critical importance of logistics and authentic relationships in e-commerce. Finkelstein highlights Shopify's significant quarterly performance, including surpassing $1 trillion in gross merchandise volume, and the strategic shift towards larger global brands. The conversation emphasizes the need for policies that support small businesses in navigating trade challenges.
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Shopify's Expanding TAM
- Shopify is expanding its Total Addressable Market (TAM) across its entire funnel.
- They are succeeding with various business sizes, from enterprises to small businesses.
Shopify's 100-Year Vision
- Shopify aims to be a 100-year company by democratizing entrepreneurship and enabling commerce everywhere.
- They serve businesses of all sizes, from small startups to large brands like Mattel and Goop.
Shopify's Financial Performance
- Shopify exceeded financial expectations in 2024, demonstrating strong free cash flow and double-digit revenue growth.
- Asit Sharma inquires about the long-term potential of Shopify's free cash flow generation.