The AI Record

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Who is speaking

Jeff Hoffmeister, Chief Financial Officer. The officer responsible for Shopify's financial reporting; Hoffmeister's earnings call statements fall under securities disclosure rules. Has an interest in presenting Shopify favorably.

How this was checked

Checked against the source by a first reader, then confirmed independently by a second reader who fetched the source without seeing the first reader's notes (Independent review agent (Claude Sonnet), blind second pass from passage text and citation only, no repository access, 2026-10-31).

Found verbatim in the transcript: 'For over two years, total headcount has consistently been flattened down, both sequentially and year over year, as we redeploy talent...'. The nearest preceding speaker label is Jeff Hoffmeister. The passage is a sub-span cut before ', as we redeploy'.

How to cite this passage

Jeff Hoffmeister (Shopify), “earnings call transcript via Platform Aeronaut (third-party transcript site)”, earnings call transcript via Platform Aeronaut (third-party transcript site), 2025-11-04. https://transcripts.platformaeronaut.com/transcripts/SHOP-3Q25-transcript Archived at https://the-ai-record.com/passages/shopify-over-two-years-total-headcount-consistently-been-2025

More from the same source

Scout is an internal voice of the customer system that indexes hundreds of millions of merchant feedback items, making them searchable within our tools.

Harley FinkelsteinPresident · Executive, Shopify

Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), November 4, 2025.

Checked against the source [ Grade A ] Said in the last year Shopify: $11.6 billion revenue, FY2025 Passage page

Something wrong? Report a correction. JSON: /api/v1/passages/shopify-over-two-years-total-headcount-consistently-been-2025.json