Shopify's Q3 adjusted earnings of 49 cents per share beat LSEG estimates of 46 cents, but revenue of $3.74 billion came in slightly below the $3.75 billion expected. Gross merchandise volume of $119.15 billion and subscription gross profit of $661 million both fell short of analyst projections, sending shares down 7% on Tuesday. Subscription revenue also missed estimates, though merchant revenue and gross profit exceeded expectations.
cnbc.com
· 2026-11-03
Shopify announced that customers can now connect third-party AI agents to their Shop accounts to browse and buy from its catalog of over a billion listings, without requiring a special partnership like the one it struck with Meta's Muse in September. Purchases go through the one-click Shop Pay checkout, with orders tracked in the Shop app, and buyers can set spending limits or shipping preferences but must approve each purchase.
theverge.com
· 2026-10-13
TikTok announced the launch of an AI-powered shopping assistant and a new in-app checkout feature that enables users to purchase products directly from brands within the app. The AI assistant offers real-time guidance by understanding user preferences and providing product details, while the checkout feature allows seamless transactions from the For You feed. These updates aim to keep users engaged within TikTok’s ecosystem for shopping activities.
techcrunch.com
· 2026-10-05
Meta has rolled out shopping capabilities within its Muse AI agent, letting users ask it to search retail sites for products matching specific brand, price and availability criteria. Users can complete checkout directly through Muse using payment partners like Link by Stripe or Shopify Shop Pay, with PayPal support announced but not yet live, after confirming order details via an 'approval card'. Meta CEO Mark Zuckerberg said the company will collect a small fee on these transactions.
cnbc.com
· 2026-10-03
Shopify unveiled Canvas, a new tool that lets merchants build and customize their online stores by chatting with its AI agent Sidekick instead of manually editing themes or code. The tool renders real store code in real time, letting merchants preview full interactivity, animations, and responsive layouts as changes are made. Merchants can still click and edit elements directly, but the primary interface is conversational.
techcrunch.com
· 2026-10-01
Meta announced that its Muse AI agent is now available to small businesses, with new integrations for Shopify, Dropbox, Slack, Stripe, QuickBooks and other widely used tools. Muse can also connect to Instagram analytics, Facebook Pages and Meta ad accounts to help owners manage operations and find customers. The service is free with usage limits, with paid subscription plans for heavier use.
techcrunch.com
· 2026-09-29
Shopify announced that browser-based AI agents can now finish transactions on merchant checkout pages, including through Shop Pay, rather than just searching products and building carts. The update adds three tools—get_checkout, update_checkout, and complete_checkout—that let agents read and modify checkout details and submit orders once a buyer authorizes it. The feature is rolling out to all eligible Shopify merchants, according to staff product manager Gil Greenberg.
techcrunch.com
· 2026-09-28
Shopify has released Shopcast, a new tvOS app that turns Apple TV into a real-time dashboard for merchants. It shows sales, orders, best-selling products, and order origins across an interactive globe, with views for revenue, retail, and geography that refresh throughout the day.
9to5mac.com
· 2026-09-21
Shopify CEO Tobias Lütke, who last year told employees that using AI was a 'baseline expectation,' now says the push has flooded the company with low-quality AI output he calls 'slop grenades.' He described workers generating unreviewed AI content that colleagues then have to catch and fix, undermining the productivity gains he originally sought.
futurism.com
· 2026-09-19
In an interview, Payoneer CEO John Caplan described how the 22-year-old fintech now serves two million customers across 190 countries, processing roughly $100 billion annually for entrepreneurs selling on platforms like Amazon, Shopify and Etsy. Caplan said the company has grown into a billion-dollar revenue business with nearly $300 million in adjusted EBITDA since he took over, up from a $500 million operation.
entrepreneur.com
· 2026-09-14
Shopify announced it is reversing its 2020 decision to standardize on React Native, moving its mobile engineering back to fully native development using Swift for iOS and Kotlin for Android. The company says rapid improvements in AI coding models have erased the productivity cost of maintaining two native codebases, which was the main reason it adopted a cross-platform framework in the first place.
shopify.engineering
· 2026-09-10
Tailwind Labs, creator of the widely used Tailwind CSS framework, announced it is joining Shopify. The framework, installed over 110 million times weekly and used by companies like OpenAI, X, Cloudflare and Reddit, will now be developed within Shopify's product ecosystem rather than as a standalone business.
tailwindcss.com
· 2026-09-09
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