What has Shopify disclosed about AI and agentic commerce usage, quarter by quarter?

How many AI usage metrics does Shopify disclose each quarter?

Shopify's investor presentations disclosed 1 AI usage metric in Q3 2025, 4 in Q4 2025, 6 in Q1 2026 and 9 in Q2 2026, counted by Deploi. Each count is the number of distinct figures a quarter's slides print on the use, scale or effect of a Shopify AI product. Figures outside the slide area are not counted.

What did Shopify disclose about AI in the second half of 2025?

Shopify's Q3 2025 disclosure was one figure: 750k+ merchants used Sidekick for the first time in Q3, as printed in its investor presentation. Q4 2025 added four, each measured in the three weeks after Winter ‘26 Editions: almost 4,000 custom apps generated, 29,000+ Flow automations, 1.2M+ photos edited and almost 355,000 to-do lists.

What did Shopify add in Q1 2026?

Shopify's Q1 2026 investor presentation printed six AI figures, among them 1B+ products structured in Shopify Catalog, 12,000+ custom apps created in Q1 alone, weekly active shops using Sidekick up 4x year over year, and theme edits up 1,000% in Q1. It also gave a 2x conversion figure for Catalog-powered AI searches.

What did Shopify add in Q2 2026?

Shopify's Q2 2026 investor presentation printed nine AI figures, led by 34M Sidekick conversations and 36,000 custom apps created using Sidekick. It added AI commerce figures: orders originating from AI searches up 3x year over year, AI traffic to merchant storefronts up 3x, and a 2x new buyer order rate against other channels.

Do the disclosures show how much AI commerce volume there is?

Shopify's AI commerce disclosures show growth multiples and shares, not volume. The Q2 2026 presentation prints orders from AI searches up 3x year over year and 75% of AI-attributed orders from outside the top 100 categories, but the log holds no order count, sales total or share of gross merchandise volume. Without a base, a multiple cannot size the channel.

Can the figures be compared from quarter to quarter?

Most figures cannot be compared across quarters, because Shopify changes the metric, the window or the comparison each time. Custom apps appear three times: almost 4,000 in the three weeks after Winter ‘26 Editions, 12,000+ in Q1 2026 and 36,000 in Q2 2026, which Shopify's Q2 slide sets against 12,000 in Q1. Catalog's 1B+ products is the one figure repeated unchanged in Q1 and Q2 2026.

How does Deploi count the metrics?

Deploi counts one metric for each distinct figure a quarter's investor presentation prints on the use, scale or effect of a Shopify AI product, such as Sidekick, Catalog, AI search or AI-attributed orders. A figure that appears only in text outside the slide area is not counted. The Q1 and Q2 2026 counts come from transcriptions of the decks' AI slides.

The data

Each chart on this page is drawn from the numbers below. Units are in the column headers.

Sources

Cite and reuse

Deploi's charts and compilation are licensed CC BY 4.0. The underlying facts belong to their sources, which are named on every page.

Deploi. (2026). What has Shopify disclosed about AI and agentic commerce usage, quarter by quarter? [Web page]. https://deploi.ca/shopify/data/shopify-ai-usage-disclosures Retrieved October 18, 2026.

@misc{deploi_shopify_ai_usage_disclosures_2026,
  author = {{Deploi}},
  title = {What has Shopify disclosed about AI and agentic commerce usage, quarter by quarter?},
  year = {2026},
  url = {https://deploi.ca/shopify/data/shopify-ai-usage-disclosures},
  note = {Accessed 2026-10-18}
}

<iframe src="https://deploi.ca/embed/shopify/data/shopify-ai-metrics-by-quarter" title="Shopify disclosed 9 AI usage metrics in Q2 2026, up from 1 in Q3 2025" loading="lazy" style="width:100%;height:550px;border:0"></iframe>
<p style="font:12px/1.4 Arial,sans-serif;margin:4px 0 0">Source: <a href="https://deploi.ca/shopify/data/shopify-ai-usage-disclosures#chart-shopify-ai-metrics-by-quarter">Deploi, Shopify disclosed 9 AI usage metrics in Q2 2026, up from 1 in Q3 2025</a></p>

Questions

Related

• Shopify data hub
• Agentic commerce protocols compared
• Shopify Editions product areas
• Shopify metrics no longer reported

More on Performance and technology

• How do the agentic commerce protocols compare on launch dates, backers, surfaces and merchant requirements?

  UCP, ACP, Shopify Catalog and Shopify Agentic Storefronts launched between May 21, 2025 and January 11, 2026; ACP listed 5 spec versions and UCP 4 on October 18, 2026. Updated October 19, 2026.

• Which Shopify deprecations and deadlines land in the next 12 months, and which have already passed?

  Five dated Shopify deadlines in Deploi's dataset fall in the next 12 months, from January 16 to October 16, 2027; the other 12 have passed. Updated October 19, 2026.

• Do Hydrogen storefronts pass Core Web Vitals more often than Shopify sites overall?

  In HTTP Archive's September 2026 mobile data, 50% of Hydrogen origins pass the Core Web Vitals assessment against 76% of all detected Shopify origins, computed by Deploi. Updated October 18, 2026.

• How many sites publish an llms.txt file, and who is publishing them?

  Valid llms.txt files appeared on 2.13% of desktop sites and 2.1% of mobile sites in the Web Almanac 2025 crawl, and the Almanac traces 39.6% of llms.txt files to All in One SEO. Updated October 18, 2026.

• How many sites run Hydrogen on Shopify, and is the share rising?

  Hydrogen runs on 0.34% of Shopify sites in HTTP Archive's September 2026 crawl, up from 0.19% in January 2025, computed by Deploi. Updated October 18, 2026.

• How many themes does the Shopify Theme Store list, and how many are free?

  The Shopify Theme Store lists 1,326 themes, and only 24 are free, according to its own filter counts on October 18, 2026. Updated October 18, 2026.

Changes

1. October 18, 2026 · AI and agentic-commerce usage figures Shopify has disclosed, by quarter
   First release. Metrics read from Shopify's investor presentations for Q3 2025 to Q2 2026 on October 18, 2026, with the per-quarter counts computed by Deploi.