Question 1

What percentage of Shopify Inc.'s revenue comes from AI?

Accepted Answer

Shopify Inc. derives approximately 3.74% of its revenue from AI-related products and services, representing $432.2M in annual AI revenue out of $11.6B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is Shopify Inc.'s AI Fair Value?

Accepted Answer

Shopify Inc.'s AI Fair Value is $5.4B, ranking it #46 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Shopify Inc.'s AI revenue changed recently?

Accepted Answer

Shopify Inc.'s AI revenue percentage increased from 4.0% to 4.5% (+0.5pp) between Q3 2025 and Q4 2025. Over the last 5 quarters tracked, AI revenue has trended upward.

Question 4

How does Shopify Inc. compare to peers in AI Apps?

Accepted Answer

Shopify Inc.'s AI revenue percentage of 3.74% is below the AI Apps layer average of 9.2%. Among 5 ranked peers, 3 peers have a higher AI revenue percentage.

Question 5

Where does Shopify Inc. sit in the AI supply chain?

Accepted Answer

Shopify Inc. operates in the AI Applications & Verticals layer (Layer 9 of 9) of the AI supply chain. Companies deploying AI in specific industries — autonomous vehicles, healthcare, robotics, and more.

Question 6

How reliable is Shopify Inc.'s AI revenue estimate?

Accepted Answer

Shopify Inc.'s AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

Shopify Inc.

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