Shopify Expands Grip on Checkout as AI-Driven Shopping Surges

Payments grew 37% and Shop Pay GMV jumped 62%, reinforcing Shopify’s strategy to own more of the transaction stack.Investments in Catalog, Sidekick, Universal Commerce Protocol and AI storefront integrations aim to capture AI-led discovery and checkout, leveraging $378 billion in GMV scale.Shopify reported a revenue mix for the full year of $8.8 billion in merchant solutions vs. $2.75 billion in subscriptions, highlighting its shift toward payments, capital, POS and AI flywheels as growth engines.The eComme ...