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Shopify Q2 2026 GMV Surges 32% to $116 Billion on AI-Driven Growth
Shopify reported second-quarter 2026 results with gross merchandise volume rising 32% year-over-year to $116 billion, marking the fifth consecutive quarter of GMV growth above 30%. Revenue climbed 34% to $3.6 billion, driven by a 37% increase in merchant solutions revenue and a 22% gain in subscription solutions revenue. Gross profit and operating income each grew more than 30%, while free cash flow margin reached 18%, exceeding the company's outlook. AI-driven traffic and orders to Shopify stores tripled year-over-year, and the company's AI assistant Sidekick saw daily active merchants grow 3.6 times, handling nearly 34 million conversations and creating over 36,000 custom apps during the quarter. International GMV grew 37%, offline GMV rose 32%, and B2B GMV surged 76%, with major brands including Guess, Fred Segal, and Aritzia joining the platform.
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Artificial Intelligence › AI Applications & Copilots ▲Demand
SHOP · Demand · Positive Shopify's GMV surged 32% to $116B, revenue up 34%, and AI-driven growth tripled, showing strong demand for its services.
GES · Demand · Positive Guess is mentioned as a major brand joining Shopify, indicating increased adoption of Shopify's platform.
Aritzia Inc. · Demand · Positive Aritzia is mentioned as a major brand joining Shopify, indicating increased adoption of Shopify's platform.