Shopify's AI-referred orders grew 3.3x, and it still won't disclose the base
Q3 revenue rose 32% to $3.74 billion as Shopify pushed its Catalog and Shop Pay wallet into a growing list of third-party AI agents.
Our takeShopify did not disclose the base behind its 3.3x AI order growth, so the more useful signal is Finkelstein's claim that Catalog-powered searches convert at twice the rate of general AI search.