Shopify outlines AI-driven commerce expansion as company targets low 30% revenue growth in Q1 2026 [Seeking Alpha]
General Motors Company (GM)
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Source: Seeking Alpha
President Harley Finkelstein stated that "Q4 delivered the highest quarterly revenue in Shopify's history and saw huge names from across all industries join the platform from General Motors to Sonos to Quick Insights Shopify's AI-driven Universal Commerce Protocol (UCP) and Agentic Commerce initiatives are expanding order flows (orders from AI search up 15x), broadening enterprise adoption, and setting technical standards, positioning Shopify for accelerated, durable revenue and GMV growth. Shopify projects Q1 revenue growth in the low 30s percent, with full-year revenues and free cash flow margins at record highs. Q4 GMV, revenue, and B2B merchant gains were all at historic peaks, supporting continued optimism. Management cites external risks like tariffs, changing trade regimes, removal of de minimis exemptions, and geopolitical issues, but notes they are being mitigated through international product expansion and compliance tools. Recommended For You
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