Shopify Reports 7× Surge in AI-Driven Traffic

Shopify says artificial intelligence (AI) is now driving record levels of shopping activity, with traffic to its merchants’ stores up sevenfold since January and AI-attributed orders rising elevenfold, claiming it marks the start of a new “agentic commerce” era.

Shopify’s AI Milestone Announced Alongside Strong Financials

These latest figures were unveiled on 4 November 2025 during Shopify’s third-quarter earnings call for the period ending 30 September. The Canadian-based e-commerce software company, which powers millions of businesses in more than 175 countries, reported revenue of around US $2.84 billion, a 32 per cent rise year on year, with gross merchandise volume (GMV) climbing to US $92 billion, also up 32 per cent. Free cash flow margin (the profit left after expenses and investments) stood at about 18 per cent, marking nine consecutive quarters of double-digit free cash flow margins.