AI-driven orders on Shopify surged 13x in Q1, fueling strongest revenue growth in 4 years.

In Q1 2026, AI-powered traffic to Shopify stores increased eightfold year-over-year, with orders from AI searches growing nearly 13 times, driving Shopify's highest quarterly revenue growth in over four years. Shopify's agentic commerce strategy, leveraging a catalog of over 1 billion products with real-time data, enables brands to be discovered across AI platforms like ChatGPT, Microsoft Copilot, and Google. The company also reported strong growth across merchant cohorts, with significant increases in B2B, offline, and international sales. Shopify continues to integrate AI deeply into its operations, with AI writing over half its code and tools like Sidekick boosting merchant productivity. For Q2, Shopify expects continued revenue growth in the high 20% range and improved free cash flow margins.