AI-driven orders on Shopify tripled in a year

Shopify reported $116 billion in gross merchandise volume on August 5, its fifth straight quarter of GMV growth above 30%. Revenue rose 34% to $3.7 billion with an 18% free cash flow margin.

AI-driven orders tripled year on year, and Shopify says new-buyer orders from AI channels arrive at nearly twice the rate of other channels. Merchants held 34 million conversations with Sidekick and built 36,000 custom apps with it, up from 12,000 in the first quarter.