The news: Sovos will automate Shopify’s sales tax returns process for merchants. Our take: Reclaiming time and reducing risk for merchants helps position Shopify as a stronger commerce platform and partner.

The news: Shopify partnered with Coinbase and Stripe so customers can pay with the USDC stablecoin at checkout. Our take: Coinbase is the biggest winner in this partnership. Cryptocurrency needs to gain traction with a wide merchant network to accelerate its use, and Shopify represents a huge score for Base.

Tariff uncertainty, billion-dollar merger and acquisition deals, and a jump in social commerce will create new dynamics in the payments industry in H2 2025. Burgeoning tech like agentic AI and stablecoins will further shake up the space.

Tech layoffs surge as AI eats middle management: Microsoft, LinkedIn, and others are slashing jobs to “flatten” org charts, raising concerns that generative AI's rise will echo the dot-com era's reckoning.

New features let brands display shoppable feeds and target ads during key video moments, capitalizing on YouTube's rising share of streaming time.

Both firms are slashing hundreds of jobs, citing AI efficiencies and market shifts—signaling a future where only the AI-proficient survive.

Pushing out contractors to prioritize automation could save costs but risks alienating users, hurting team morale, and compromising content quality in the short term.

Could OpenAI turn ChatGPT into a shopping hub? The company is reportedly partnering with Shopify in an effort similar to other genAI shopping efforts by Perplexity and Microsoft.

The company demands AI-driven workflows while offering only self-led training, risking burnout and backlash from a workforce already bracing for cuts.

Shopify is on an AI acquisition spree: The company’s latest purchase, Vantage Discovery, will enable it to offer brands genAI-powered search capabilities and improved product discovery.

Despite an industrywide push to grow via nonmerchant partnerships, BNPL players still rely on individual deals to reach large merchants

Its impressive growth gives Shopify a volume and cross-sell boost

Shopify’s Q4 sales accelerate 31%: The company expects Q1 sales to grow in the mid-20% range as it ramps up efforts to attract major brands like Goop and Reebok to its ecosystem.

We look at how adjusted pricing, launching in new categories and markets, and growing its debit card made this possible

Temu tests search ads in latest attempt to chip away at Amazon’s dominance: The lucrative revenue opportunity could offset rising costs related to de minimis crackdowns and tariffs.

The buy button has been on a growth tear since Shopify opened it up to enterprise customers outside of its ecosystem

Retailers are prioritizing unified commerce solutions to help gain a complete picture of their business operations—including consumer behavior. As the tech landscape becomes more complex, key players are emerging across channels.

This deck provides an in-depth analysis of the small and medium-sized business market, including challenges facing the sector, trends in marketing and tech strategies, and the impacts of AI and social media.

Generative AI gives payment providers unprecedented tools to create a more personalized purchase journey for consumers, but some use cases are easier to implement than others.

Digital commerce platforms will process $375.57 billion in customer payments in 2024.