Ecommerce platform Shopify has seen an increase in revenue and profit for the fourth quarter and full year, as it turns its attention to AI.
In the three months to December 31, 2025, sales grew 31% from $2.8bn to $3.6bn. Shopify reached $11.6bn in revenue for the full year.
Gross profit for the full year hit $5.5bn, up from $4.4bn in 2024, while general merchandise value jumped 29%.
Shopify president Harley Finkelstein said 2025 was at “full throttle” but it is now “laying the rails for the new era of AI commerce”.
The firm has also recently partnered with OpenAI to enable consumers to make purchases through ChatGPT.
On an earnings call, Finkelstein said: “The AI era has now reached commerce, and you’re seeing the start of this new normal.
“[We’ve talked about] helping merchants sell everywhere and to operate smarter…that is still our focus in 2026, but it is now being supercharged by AI.”
Orders to Shopify stores directly from AI searches have also risen fifteenfold since January last year.
Shopify chief financial officer Jeff Hoffmeister added: “We closed Q4 with strong top-line growth and disciplined cash generation with revenue up 31% year on year and a 19% free cash flow margin.
“This brings 2025 to 30% revenue growth, four percentage points higher than 2024, and a 17% free cash flow margin. With AI reshaping how buyers discover and purchase, we delivered these strong margins while investing in Catalog, Sidekick, Universal Commerce Protocol, and our full platform of commerce solutions.
“We ended 2025 with strength across all merchant sizes, regions, and channels, setting us up well for 2026.”
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