Since January 2025, the number of orders placed through AI search has increased 11 times, and traffic from AI tools has increased 7 times. According to the company, Shopify currently has 5.6 million merchants using the platform, with 2.1 million daily active users. According to the survey results, 64% of buyers said they used AI when making a purchase.
In the fall of 2025, OpenAI added product search and purchase functionality to ChatGPT — this feature currently works with Shopify and Etsy in the US. The company also partners with Perplexity and Microsoft Copilot.
According to the results of the third quarter, Shopify’s revenue increased 32% to $ 2.84 billion, and its net profit was $ 264 million. However, operating profit remained at $ 434 million, slightly lower than expectations, and as a result, the company’s shares fell from $ 172 to $ 159.
