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3d ago

Shopify Stakes Its Future on Agentic Commerce as AI-Driven Shopping Surges

The company reports a sevenfold rise in AI-driven visits since January, with purchases attributed to AI search up elevenfold.

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Overview

  • Shopify posted Q3 revenue of $2.84 billion, up 32%, and profit of $264 million, as shares fell after operating income of $434 million missed a $437 million estimate.
  • The company is integrating shopping into major AI agents through a September partnership with OpenAI and ongoing work with Perplexity and Microsoft Copilot for in-chat purchases.
  • Leadership frames AI as core to the product engine, saying Shopify is laying the rails for agentic commerce to build shopping into AI as well as AI into shopping.
  • Internal tools such as Scout apply AI to hundreds of millions of merchant feedback items, support tickets, and usage signals to speed product decisions.
  • Shopify cites access to data from millions of merchants and billions of transactions as a competitive edge, with a company survey indicating 64% of shoppers are likely to use AI when buying.