Story perspectives
Shopify's 'Agentic Commerce': AI Drives Traffic Surge
11/5/2025
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Story summary
- Shopify is investing in artificial intelligence, calling it the biggest shift since the internet and naming it 'agentic commerce'.
- In its Q3 earnings call, Shopify reported sevenfold traffic growth from AI tools and 11-fold AI-powered purchases since January.
- President Harley Finkelstein said AI is central to operations and future, calling it 'agentic commerce'.
- Shopify is partnering with OpenAI and Microsoft to enhance shopping, while shares dipped after missing income estimates.
