Uber's Total Revenue Trounces Shopify's, but Shopify Is Delivering Blistering Growth. Here's the Next Catalyst to Watch.

Key Points Uber Technologies reports a larger absolute volume of total revenue, whereas Shopify operates at a smaller overall scale but posts higher percentage gains in its recent year-over-year performance measurements. Over the last eight quarters, the two companies display steady overall revenue trajectories, with both entities consistently reporting distinct quarter-over-quarter seasonal volume increases during the reporting period ended in December of each calendar year. Investors should watch whether the absolute gap in total revenue volume between the two companies remains at its current level, or if differing percentage growth rates cause the gap to narrow in upcoming quarterly reporting periods.