Digital analytics platform Contentsquare has launched a new partnership with Shopify.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The collaboration, announced Wednesday (Dec. 17), is designed to combine Shopify’ ...

Glen Coates to head OpenAI’s app platform and help turn ChatGPT into an operating system.The head of Shopify’s core product is leaving the company after nearly seven years to join ChatGPT maker OpenAI and lead its app development.New York City-based Glen Coates, who was vice-president (VP) and head of core product at the Canadian e-commerce giant, announced his new role on social media on Monday. Coates will be the head of OpenAI’s app platform and will be tasked with turning ChatGPT into an operating syst ...

Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global Growth adopts a flexible approach to identify the most promising growth companies worldwide. Global equities surged in the quarter, although leadership remains concentrated. In this environment, the strategy returned -2.0% compared to 7.6% for the MSCI ACWI. You can check the fund’s top 5 holdings to know more about its best ...

Shopify has momentum, but its valuation is steep. Here's what needs to go right for the rally to continue.Shopify (SHOP +2.17%) stock had a strong year that briefly included a new all-time high. Growth rates remain impressive and can power the stock to new highs in 2026 if consumer spending remains resilient.The company has a digital ecosystem that gives it an edge over other e-commerce platforms. These are some of the catalysts that could propel Shopify's stock in 2026. Merchant sales are a significant tai ...

SAN FRANCISCO--(BUSINESS WIRE)--Square today announced that it has expanded its partnership with Thrive, the leading inventory management reporting system, to give sellers a seamless way to manage their catalogs, sales, and stock between their in-store and e-commerce platforms, including Shopify. The new integration enables retailers to create and edit products within Square, and have those updates automatically reflected on Shopify. With Square serving as the source of truth, sellers can avoid overselling, ...

智通财经APP获悉，瑞银在近日发布的研报中预测，基于对当前及2035年预测市场规模与增长率、市场 份额预测区间、单位经济效益、支付渗透率及附加服务搭载率的假设，Shopify(SHOP.US)有望在2025年 至2035年期间实现商品交易总额(GMV)约15-21%的年复合增长率，同时毛利润年复合增长率预计达到 15-20%。该行予Shopify"中性"评级，12个月目标价为165美元。 瑞银指出，Shopify在企业、国际、线下POS及B2B这四大具备广阔市场潜力的增长支柱方面均取得成 功。与此同时，Shopify具备充分优势，从该行所认为的未来十年最重要的投资主题中获益，这些主题 包括：软件与支付的交汇融合，以及嵌入生态、增强变现能力的金融服务与商业赋能解决方案。 瑞银补充称，Shopify持续在三个关键维度取得成功：1)产品深度巩固护城河——除基于其专有软件构建 的支付业务实现变现外，Shopify还推出了多种嵌入式金融服务(包括资金、余额等)以及涵盖营销、物 流、受众、跨境解决方案、智能商务合作等在内的商业赋能解决方案;2)客户覆盖广度不断扩展——在 客户类型层面(为中小企业和企业商户均提供最强或领先 ...

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：市场趋稳只是表象。AI原生公司增速快了3倍，却也在吞噬毛利与研发岗。SaaS旧逻辑失效，一场残酷的效率战争已至。文章来自编 译。 2025 年 SaaS 基准报告 在过去九年（！）的时间里，我调研了 5000 家私营 B2B 软件公司，试图通过这些数据通过这些数据弄清楚这个行业到底在发生什么。《SaaS 基 准报告》现已成为行业的一项年度"体检"，用于把脉增长率、人员规模、定价策略和运营效率的最新动态。 我非常高兴能继续与我的朋友们——B2B SaaS 风险投资公司 High Alpha——共同发布这份报告。本次共有超过 800 家公司参与调研，创下了我们 的新纪录。 要点 1：你的表现如何？核心 SaaS 指标基准对比。 首先：我们总结了在增长率、净收入留存率 (NRR)、毛利率以及每全职员工 (FTE) 贡献 ARR 方面的"良好"（第 50 百分位）和"优秀"（第 75 百分 位）标准。 1. 高效增长矩阵。忘掉 LTV:CAC（客户终身价值与获客成本比率）吧，看看这个。 2. AI 增长故事。 ...

Temu与Shopify的整合与合作 - Temu为Shopify商家推出新应用 使其能够直接从Shopify账户将商品上架至Temu市场[1] - 该应用允许商家接入Temu在超过30个市场的本地卖家计划 并统一管理商品列表、库存和履约[2] - 应用通过一键产品同步实现快速准确上架 通过实时库存更新防止超售 并通过自动化订单和物流协调实现顺畅履约[2] 合作战略与目标 - Temu表示此举旨在降低商家门槛 为全球企业创造增长机会 同时为购物者提供更大便利和选择[3] - Temu母公司拼多多在截至9月30日的季度中 总收入同比增长9%[3] - 拼多多管理层强调在竞争环境中保持长期专注 并将持续投资于商家支持举措 以推动行业升级和平台可持续发展[4] Shopify的近期业绩与发展 - Shopify第三季度营收增长32%至28.4亿美元 商品交易总额增长32%至920亿美元 营业利润为3.43亿美元 净利润为2.64亿美元[4] - Shopify总裁指出 每26秒就有一位新企业家在平台上完成首笔销售 目前其业务支持超过175个国家的“数百万家企业”[5] - Shopify近期推出了名为“Agentic Storefronts”的功能 允许商家将其商品目录发布至AI平台 使消费者能在单一对话中完成提问、比价和购买[6]

Key Takeaways Shopify's GMV and revenues rose 32% in Q3 2025, with growth accelerating across consecutive quarters. An expanding merchant base and AI-powered tools are fueling performance and driving free cash flow gains. SHOP's valuation remains a concern, trading at a premium P/S ratio well above peers like AMZN and WIX.Shopify (SHOP) shares have returned 41.6% in the trailing 12-month period, outperforming the broader Zacks Computer and Technology sector’s rise of 20.4%. The outperformance can be attribu ...

Shopify Inc. (NASDAQ:SHOP) is one of the 14 Most Promising Fintech Stocks to Invest In. On December 11, Citizens reaffirmed its Market Outperform rating on Shopify Inc. (NASDAQ:SHOP) with a price target of $185. This update came after the company released its Shopify ‘26 Winter Editions update. This biannual product update arrived packed with more than 150 new features and enhancements that are designed to improve efficiency, personalization and innovation for merchants as they build, design, and grow the ...