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Company

GMV

Filtered to Partnerships ×
60 articles accelerating

Shopify’s Q2 2026 GMV reached $115.57B, underscoring GMV’s role as the recurring scale and growth benchmark across commerce-platform earnings coverage.

Who they are

GMV, or gross merchandise value, appears in this coverage not as an operating company but as a transaction-volume measure used to assess the scale and momentum of ecommerce marketplaces, merchant platforms and payments-linked businesses. It is most closely associated with Shopify and eBay earnings, while also appearing in reporting on Klarna, Affirm, Vinted, Shopee and Chinese retail events.

The recent arc

Coverage peaked in 2025Q1 and has remained active through 2026Q3 as earnings reports repeatedly put GMV alongside revenue, profit and outlook. The latest cycle centers on Shopify’s Q2 2026 results, where GMV rose 32% to $115.57B, and eBay’s Q2 report, where GMV rose 15% to $22.4B; both companies paired the figures with forecasts above expectations.

The tension

The reporting repeatedly tests whether transaction-volume growth converts into durable financial performance and investor confidence. Shopify’s strong GMV gains have driven sharp stock reactions even when its outlook disappointed, while Klarna’s lowered full-year GMV guidance to $149B-$151B alongside executive departures shows that a GMV target can become a focal point of concern rather than validation; eBay provides a more mature marketplace comparison.

Why it matters

If GMV remains a central earnings measure, it will continue to shape how markets distinguish platforms expanding commerce activity from those merely reporting revenue growth. The current coverage also suggests that the measure’s significance depends on context—guidance, profitability, customer growth and market reaction—so faster GMV alone may not settle the outlook for Shopify, eBay, Klarna or payments-linked firms such as Affirm.

GMV has appeared in 60 articles since 2017-10. Coverage peaked in 2025Q1 with 7 articles. Frequently mentioned alongside eBay, Shopify, SHOP, Shopify Inc..

Articles
60
mentions
Velocity
+50.0%
growth rate
Acceleration
+0.500
velocity change
Sources
17
publications

Coverage Timeline

2026-08-19
Wall Street Journal 4 related

Klarna says CFO Niclas Neglén and CMO David Sandström plan to step down in early 2027, and lowers its full-year GMV guidance to $149B-$151B; KLAR falls 23%

2026-08-18
Wall Street Journal 17 related

Klarna says CFO Niclas Neglén and CMO David Sandström plan to step down in early 2027, and lowers its full-year GMV guidance to $149B-$151B; KLAR falls 20%+

The payments company tempered its outlook for the year, even as it swung to a profit and logged higher revenue in the second quarter

2026-08-06
Reuters 14 related

Shopify reports Q2 revenue up 34% YoY to $3.58B, above $3.45B est., GMV up 32% YoY to $115.57B, and forecasts Q3 revenue growth above estimates; SHOP jumps 17%

Canada's Shopify projected current-quarter revenue growth above Wall Street estimates on Wednesday, signaling the company's AI efforts …

Reuters 9 related

eBay reports Q2 revenue up 15% YoY to $3.13B, above $3.02B est., GMV up 15% to $22.4B, and forecasts Q3 revenue above est. and GMV growth of between 10% and 12%

EBay (EBAY.O) forecast third-quarter revenue above Wall Street estimates on Wednesday, leaning on its push into authenticated luxury goods …

2026-08-05
Reuters 4 related

eBay reports Q2 revenue up 15% YoY to $3.13B, vs. $3.02B est., GMV up 15% to $22.4B, and forecasts Q3 revenue above estimates

Reuters:NEW

Reuters 35 related

Shopify reports Q2 revenue up 34% YoY to $3.58B, above $3.45B est., GMV up 32% YoY to $115.57B, and forecasts Q3 revenue growth above est.; SHOP jumps 19%+

Canada's Shopify (SHOP.TO), projected current-quarter revenue growth above Wall Street estimates on Wednesday …

2026-05-14
Wall Street Journal 10 related

Klarna reports Q1 revenue up 44% YoY to $1.01B, above est., GMV up 33% YoY to $33.7B, customers up 20% YoY to 119M, and a $1M profit, vs. a $99M loss in Q1 2025

The buy now, pay later company said first-quarter revenue jumped 44% to $1.01 billion  —  Klarna swung to a profit in the first quarter …

2026-05-05
Bloomberg 14 related

Shopify reports Q1 revenue up 34% YoY to $3.17B, above $3.12B est., GMV up 35% YoY to $100.74B, and forecasts slower Q2 revenue growth; SHOP closes down 15.63%

Shopify Inc. shares slumped as its revenue outlook suggests growth pace may be slowing down.  —  The stock dropped as much as 11% …

2026-04-30
Wall Street Journal 8 related

eBay reports Q1 revenue up 19% YoY to $3.09B, above $3.04B est., net income up 2% to $512M, GMV up 18% to $22.2B, and forecasts Q2 revenue above estimates

The company logged a profit of $512 million, or $1.12 a share  —  EBay recorded higher profit and revenue in its latest quarter as gross merchandise volume climbed.

2026-04-29
Wall Street Journal 4 related

eBay reports Q1 revenue up 19% YoY to $3.09B, vs. $3.04B est., net income up 2% to $512M, GMV up 18% to $22.2B, and forecasts Q2 revenue above estimates

The company logged a profit of $512 million, or $1.12 a share  —  EBay recorded higher profit and revenue in its latest quarter as gross merchandise volume climbed.

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 70 tech news articles mentioning GMV, dating back to October 2017. The biggest stories include Shopify reports Q2 revenue up 34% YoY to $3.58B, above $3.45B est., GMV up 32% YoY to... and Shopify reports Q1 revenue up 22% YoY to $1.2B, below $1.25B est., and GMV up 16% YoY to.... Frequently covered alongside Shopify, eBay, SHOP, AFRM, and Shopify Inc.. Coverage has shifted toward enterprise themes and away from funding, competition.

Key Moments

2024Q2enterprise +17pts; consumer -33pts; funding -8pts
2024Q3competition -25pts
2024Q4developer +50pts; funding -25pts

Relationships

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