Browsing: Shopifys

If shoppers stop browsing websites and start asking an AI agent to buy things for them, what happens to the company whose entire business is building and powering websites?

Shopify Inc (TSX:SH., NYSE:SHOP)’s pursuit of nationwide money transmitter licensure could add roughly 2% to gross profit and 5% to operating income in 2028, according to an analysis from Jefferies.

Shopify SHOP is benefiting from strong growth in Merchant Solutions revenues, supported by rising Gross Merchandise Value (GMV), increasing Shopify Payments penetration and expanding adoption of its financial and commerce services. In the second quarter of 2026, Merchant Solutions revenues jumped 37% year over year to $2.78 billion, representing 78% of total revenues. Shopify’s overall…

Shopify (NASDAQ:SHOP) earns its revenue by providing a broad technology platform that enables merchants to build web stores, integrate traditional brick-and-mortar operations, process financial payments, access working capital, and orchestrate shipping logistics across numerous global markets.

Shopify Inc. (NASDAQ:SHOP) is bringing Tailwind Labs into its platform through an acquisition of the widely used open-source design tool. The deal adds another piece to the company’s vision of becoming the interface layer for “agentic commerce.” The transaction appears small and strategically logical at first glance. However, it comes as Shopify shares have been…

Shopify’s CEO mandated that staff prove AI couldn’t replace them before new hires were approved. Now he has a name for what that policy produced inside the company, and it is not a compliment.

Add preferred source Shopify’s 2026 decision to abandon React Native for Swift and Kotlin sent a chill through the mobile development world, but the framework’s most vocal defender says the move has less to do with React Native’s technical merits than with a fundamental shift in who writes code now. Theo Browne, host of the…

Shopify has generated a lot of buzz about AI-native development, much of which has been fueled by viral posts from CEO Tobi Lütke and other leaders describing how deeply AI is being embedded into their engineers’ everyday workflows. 

Shopify SHOP is seeing strong growth in its business-to-business (B2B) commerce operations. B2B Gross Merchandise Volume (GMV) grew 76% year over year in the second quarter of 2026, well above Shopify’s overall GMV growth of 32%. The growth also continued from the prior quarter, showing that B2B is becoming an important part of Shopify’s business.

The next phase of Shopify’s fulfillment will help merchants manage growth across locations, delivery methods, and markets, while giving customers a more accurate and flexible checkout experience. The rollout will be complete by July 1, 2027.