Shopify Doubles Down on AI Commerce Revolution with 7x Traffic Surge

Shopify says AI traffic is up 7x since January, AI-driven orders are up 11x | TechCrunch

E-commerce software provider Shopify is bullish on AI-powered shopping agents, citing AI as an "incredible tool" to enable more entrepreneurs and calling it the "biggest shift in technology since the internet" during its third-quarter earnings call. The company, which partnered with ChatGPT maker OpenAI in September, reported that traffic from AI tools to its online stores is up seven times since January of this year, and purchases attributed to AI-powered search have increased by 11 times. According to Shopify President Harley Finkelstein, the company's advantage in the AI era comes from its ability to access the data from millions of merchants and billions of transactions, and its "founder mode" mentality to ship products quickly. This also includes its internal tools, like Scout, which uses AI to help Shopify employees search hundreds of millions of pieces of merchant feedback to make better product decisions. "And Scout is just one of many tools we're developing to turn our own signals, whether it's support tickets, usage data, reviews, social interactions, or even Sidekick prompts, into fast, informed decisions," Finkelstein said on the call. "If you take away one thing from this call, let it be this: AI is not just a feature at Shopify. It is central to our engine that powers everything we build. In addition to ChatGPT, Shopify is working with Perplexity and Microsoft Copilot on other in-chat shopping experiences. A recent Shopify survey found that 64% of shoppers said they're "likely" to use AI to some extent when making purchases. "We've been building and investing in this infrastructure to make it really easy to bring shopping into every single AI conversation," Finkelstein said. "The fact that we're already working with the leaders in the space should, I think, be a testament to the fact that we want to make sure merchants on Shopify are better prepared than those that are not. It's still obviously very, very early," he continued. "But what we're really trying to do is lay the rails for agentic commerce." While the company is currently focused on building connections with AI agents, it's also prepared for the fact that there will be "different permutations" of how agentic commerce will evolve, Finkelstein also noted, which means it needs to be ready for "whichever path wins." "That was the same thing when social commerce started to get a lot of attention, or when [people realized it wasn't] e-commerce versus physical commerce but . . . this idea of commerce everywhere," he added. Separately, Shopify's Q3 financial results showed revenue up 32% to $2.84 billion, ahead of estimates, and profit of $264 million, or 20 cents per share. However, the stock sagged on news that the company's operating income of $434 million had missed estimates of $437 million.

Shopify bets big on "agentic commerce" revolution

Shopify is aggressively positioning itself to lead in "agentic commerce," calling AI the "biggest shift in technology since the internet" during its third-quarter earnings call. Shopify President Harley Finkelstein emphasized that AI is not just a feature but "central to our engine that powers everything we build." The e-commerce giant, which partnered with OpenAI in September, reported significant growth in AI-driven traffic. Since January 2025, traffic from AI tools to its online stores has increased sevenfold, while purchases attributed to AI-powered search have grown by 11 times. Shopify is also working with Perplexity and Microsoft Copilot to integrate shopping experiences directly into AI chat conversations. A recent Shopify survey found that 64% of shoppers are "likely" to use AI to some extent when making purchases. Finkelstein stated that Shopify's advantage in the AI era comes from its access to data from millions of merchants and its "founder mode" mentality of shipping products quickly. This includes internal AI tools like "Scout," which helps employees analyze hundreds of millions of pieces of merchant feedback, support tickets, and usage data to make faster product decisions. "What we're really trying to do is lay the rails for agentic commerce," Finkelstein said, adding that the company is prepared for "whichever path wins" as AI shopping evolves. Separately, Shopify reported strong Q3 financial results, with revenue up 32% to $2.84 billion and a profit of $264 million. However, the company's stock fell after its operating income of $434 million slightly missed analyst estimates of $437 million.