Shopify Surges as AI-Driven Traffic Skyrockets—A Massive Shift Is Underway!

Shopify’s third quarter of 2025 demonstrated continued momentum, showcasing both growth and expansion across various facets of its business model. The key areas of focus included GMV growth, increased international reach, integration of AI, and bolstering merchant solutions, which combined to drive financial success and reinforce Shopify’s position in the global e-commerce ecosystem. During the quarter, Shopify achieved a 32% growth in Gross Merchandise Volume (GMV), which was bolstered by significant contributions from both smaller merchants and larger enterprise-size clients. The emphasis on Shopify Payments continued to bear fruit, reaching 65% penetration of GMV, which underscored its strategy of deep integration into merchants’ payment systems. Revenue also increased by 32%, driven primarily by the strength in GMV and additional merchant solutions adoption. AI played a pivotal role throughout Shopify’s operations, from enhancing merchant capabilities via its AI assistant Sidekick to improving shopping experiences through agentic commerce solutions.