The e-commerce platform provider says it's running into a growth headwind. It may be overstating its challenge.

The ecommerce giant has guided its operating expenses at between 35% and 36% of revenue, falling short of expectations for its profit outlook.

Shopify (NASDAQ, TSX: SHOP) announced today financial results for the quarter ended March 31, 2026. Shopify achieved 34% revenue growth and 15% free cash flow margins. "Shopify has entered the AI era with a clear edge: strong,

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“New buyer orders from AI searches are actually occurring at nearly 2x the rate of traditional organic search,” said Finkelstein during the earrings call. “These merchants are now discovering new buyers on these agentic services that they may not otherwise have seen.”

Company posted a first-quarter net loss of $581-million as AI and geopolitical concerns hit its equity investments

Artificial intelligence is behind well over half the coding done at Shopify Inc. President Harley Finkelstein quantified the Ottawa-based e-commerce software firm's reliance on the technology Tuesday,

Shopify is positioning itself as the 'exoskeleton' for entrepreneurs, arguing that AI makes entrepreneurship the most accelerated and 'AI-safe' profession. Enterprise momentum is driven by a shift in heritage retail toward 'Unified Commerce,

Shopify reports strong growth but weaker-than-expected quarterly profit.