Shopify Positions AI as an Engine for Merchant Sales Growth -- Market Talk

Dow Jones

02/11

0943 ET - Shopify frames agentic commerce as an expansion channel rather than a product feature. On an analyst call, President Harley Finkelstein says orders from AI-driven searches are "up about 15x" year over year, noting the growth comes off a small base but is enough for Shopify to view 2025 as the year it "laid the rails" and 2026 as the year it scales. The company's push is centered on Shopify's co-developed Universal Commerce Protocol, or UCP, with Google to define how AI agents transact, and its Agentic Storefronts now syndicate merchant catalogs to Google's Gemini, ChatGPT, and Microsoft Copilot. That reach extends to non-Shopify sellers through its Agentic plan. Finkelstein says that if AI drives more transactions, Shopify captures more GMV-linked revenue. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

February 11, 2026 09:43 ET (14:43 GMT)

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On an analyst call, President Harley Finkelstein says orders from AI-driven searches are \"up about 15x\" year over year, noting the growth comes off a small base but is enough for Shopify to view 2025 as the year it \"laid the rails\" and 2026 as the year it scales. The company's push is centered on Shopify's co-developed Universal Commerce Protocol, or UCP, with Google to define how AI agents transact, and its Agentic Storefronts now syndicate merchant catalogs to Google's Gemini, ChatGPT, and Microsoft Copilot. That reach extends to non-Shopify sellers through its Agentic plan. Finkelstein says that if AI drives more transactions, Shopify captures more GMV-linked revenue. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"SHOP":"Shopify Inc"},"translate_title":"Shopify将人工智能定位为商家销售增长的引擎——Market Talk","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SHOP":1.5},"content_text":"0943 ET - Shopify frames agentic commerce as an expansion channel rather than a product feature. On an analyst call, President Harley Finkelstein says orders from AI-driven searches are \"up about 15x\" year over year, noting the growth comes off a small base but is enough for Shopify to view 2025 as the year it \"laid the rails\" and 2026 as the year it scales. The company's push is centered on Shopify's co-developed Universal Commerce Protocol, or UCP, with Google to define how AI agents transact, and its Agentic Storefronts now syndicate merchant catalogs to Google's Gemini, ChatGPT, and Microsoft Copilot. That reach extends to non-Shopify sellers through its Agentic plan. 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